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NASDAQ · Israel · Aerospace & Defense

ESLT Elbit Systems

Defence autonomy and electronics

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$773.6
+5.20% today
1W
+1.9%
1M
+5.4%
3M
−5.3%
YTD
+34.4%
1Y
+58.1%
Off 52w high
−23.4%
Next earnings (est.): 2026-11-24
Market cap$34.46B
P/E (trailing)55.3Forward 39.5
EV / sales4.0×EV/EBITDA 35.2×
Revenue (TTM)$8.55BGrowth 15.9% y/y
Margins25.0%gross · op 9.6%
Free cash flow-$38.48MCash $963M · debt $852M
Analyst target$802.2+3.7% upside · 6 analysts · hold
Riskβ -0.3Short 0.8% of float · yield 0.54%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

ESLT · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-11EarningsBeat / raise

    Reported EPS 4.14 vs 3.68 expected (+12.5% surprise).

  2. 7
    2026-05-26EarningsBeat / raise

    Reported EPS 3.87 vs 3.33 expected (+16.3% surprise).

  3. 6
    2026-03-17EarningsBeat / raise

    Reported EPS 3.56 vs 3.14 expected (+13.4% surprise).

  4. 5
    2025-11-18EarningsBeat / raise

    Reported EPS 3.35 vs 2.73 expected (+22.9% surprise).

  5. 4
    2025-08-13EarningsBeat / raise

    Reported EPS 3.23 vs 2.57 expected (+25.7% surprise).

  6. 3
    2025-04-29EarningsBeat / raise

    Reported EPS 2.57 vs 2.06 expected (+24.8% surprise).

  7. 2
    2025-03-18EarningsBeat / raise

    Reported EPS 2.66 vs 1.95 expected (+36.4% surprise).

  8. 1
    2024-11-19EarningsBeat / raise

    Reported EPS 2.21 vs 1.86 expected (+18.8% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-113.684.14+12.5%
2026-05-263.333.87+16.3%
2026-03-173.143.56+13.4%
2025-11-182.733.35+22.9%
2025-08-132.573.23+25.7%
2025-04-292.062.57+24.8%
2025-03-181.952.66+36.4%
2024-11-191.862.21+18.8%
2024-08-141.772.08+17.5%
2024-05-281.61.81+13.1%
2024-03-261.381.56+13.0%
2023-11-281.71.65−2.9%
2023-08-151.651.57−4.8%
2023-05-301.731.7−1.7%
2023-03-281.861.68−9.7%
2022-11-292.111.4−33.6%
2022-08-162.091.73−17.2%
2022-05-241.91.22−35.8%
2022-03-292.182.14−1.8%
2021-11-231.852.33+25.9%
2021-08-121.522.11+38.8%
2021-05-251.411.72+22.0%
2021-03-242.042.38+16.7%
2020-11-241.821.64−9.9%

About Elbit Systems

Website ↗

Elbit Systems Ltd., together with its subsidiaries, develops and supplies defense and homeland security arenas products and services in Israel, North America, Europe, the Asia-Pacific, Latin America, and internationally. The company operates through five segments: Aerospace; C4I and Cyber; Intelligence, Surveillance, Target Acquisition and Reconnaissance and Electronic Warfare; Land; and Elbit Systems of America. It offers airborne platforms, unmanned aerial solutions, precision guided munition sensors, aerostructures, training and simulator systems, flight academy solutions, and commercial aviation systems; and command, control, communications, computer, intelligence, surveillance and reconnaissance systems, as well as data links and radio communication systems and equipment, cyber intelligence solutions, and autonomous and homeland security solutions. The company also provides various …

21,000 employees · Haifa, Israel

Autonomous systems are now central to defence budgets. Motors, batteries and sensors with non-China supply chains are scarce.

Motors / cells→Airframe→Autonomy→Fleet

What would prove us wrong. Weakens if procurement budgets shift back toward legacy platforms.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
AVAV
AeroVironment
Small drones and loitering munitions $124.4+0.94%−18.2%−48.6%
KTOS
Kratos Defense
Unmanned combat aircraft and engines $40.12+3.72%−12.1%−47.1%
RCAT
Red Cat Holdings
US-made small drones $4.46+0.56%−33.1%−43.8%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.