Elbit Systems Ltd. ESLT

735.00 (4.72) (0.64%) as of 25 Sep
Market cap
$32.9B
P/E
53.7×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 61.88
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — 7 — — — — —
Insider Ownership 41.11%

Capital & Financial Ratios

Market Cap 32,940.00
Revenue 8,546.07
Net Income 636.61
Free Cash Flow 683.50
Net Debt (695.42)
Current Ratio 1.39
Debt/Equity 0.06
P/E ratio 53.73
P/S ratio 4.02
P/B ratio 8.07
Past 5Y EPS Growth 6.66%
This Y EPS Growth 29.02%
Next Y EPS Growth 19.69%
Next 5Y EPS Growth 21.23%
in millions of $

Dividends

Payout Ratio 0.34
Annual Dividend Rate 2.00
Annual Dividend Yield 0.98%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 4.03
1.00
1.00
1.00
2025 2.70
0.60
0.60
0.75
0.75
2024 2.00
0.50
0.50
0.50
0.50
2023 2.50
0.50
0.50
0.50
0.50
0.50
2022 2.00
0.50
0.50
0.50
0.50
2021 1.80
0.44
0.44
0.46
0.46
2020 1.67
0.44
0.35
0.44
0.44
2019 2.20
0.44
0.44
0.44
0.44
0.44
2018 2.20
0.44
0.44
0.44
0.44
0.44
2017 1.76
0.44
0.44
0.44
0.44
2016 2.40
0.40
0.40
0.40
0.40
0.40
0.40
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 208 267 816 963
Receivables 3,002 3,315 3,790 4,666
Inventory 2,298 2,774 3,130 3,237
Other — — — —
5,508 6,355 7,735 8,866
2023 2024 2025 Q'26
Payables 1,254 1,344 1,512 1,688
ST’ Debt 75 75 83 88
Other 1,656 2,149 2,683 2,793
4,824 5,311 5,976 6,356
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 9.83% 11.23% 12.93%
Cash Flow 6.00% 22.79% 48.01%
Earnings 10.19% 17.59% 24.72%
Book Value 11.43% 13.10% 14.41%

Revenue

Mar Jun Sep Dec Year
’26 2,189 2,287 — — —
’25 1,896 1,973 1,922 2,149 7,939
’24 1,554 1,626 1,718 1,930 6,828
’23 1,393 1,454 1,502 1,626 5,975
’22 1,353 1,303 1,349 1,506 5,512
’21 1,118 1,302 1,364 1,494 5,279
’20 1,071 1,079 1,134 1,378 4,663
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 281 237 — — —
’25 184 120 157 317 778
’24 (6) 32 57 452 535
’23 (73) (138) 11 314 114
’22 35 (169) 178 195 240
’21 (13) 170 0 260 417
’20 (10) 179 (63) 172 279
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 210 151 — — —
’25 161 71 102 220 554
’24 (82) (3) 6 403 324
’23 (109) (198) (50) 285 (72)
’22 (9) (222) 110 180 60
’21 (46) 152 (45) 193 254
’20 (41) 222 (96) 133 219
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 3.34 3.61 — — —
’25 2.35 2.69 2.80 3.52 11.39
’24 1.65 1.76 1.77 2.00 7.18
’23 1.40 1.40 1.36 0.67 4.82
’22 1.19 1.82 1.26 1.91 6.18
’21 1.64 2.30 2.08 0.18 6.20
’20 1.44 2.02 0.38 1.53 5.38
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.5
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
79.71 101.36 109.81 113.58 110.00 122.85 159.00 162.01 175.30 258.71

Analyst estimates 2026–2028

Powerpack
Low Price
105.50 153.13 151.91 167.75 163.81 177.71 244.59 225.22 266.35 586.34
High Price
12,470 12,781 16,149 16,575 16,676 17,787 18,407 18,984 19,712 20,537
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
3,260 3,378 3,684 4,508 4,663 5,279 5,512 5,975 6,828 7,939
Revenue
29.43% 29.70% 26.50% 25.21% 24.99% 25.73% 24.92% 24.82% 24.05% 24.38%
Gross Margin
279 285 237 246 262 383 293 226 342 562
EBT
8.56% 8.43% 6.44% 5.46% 5.62% 7.26% 5.31% 3.79% 5.01% 7.08%
EBT Margin
239 241 209 229 238 275 275 216 322 536
Net Income
123 114 118 137 144 153 162 165 159 172
Depreciation
76.28 79.01 86.09 102.96 105.49 119.41 124.35 134.64 153.50 173.67
Revenue/Sh
5.54 5.59 4.84 5.20 5.38 6.21 6.21 4.85 7.22 11.69
Earnings/Sh
4.87 2.36 4.48 (1.22) 6.31 9.43 5.42 2.56 12.02 17.03
Cash Flow/Sh
(2.54) (2.38) (2.29) 5.57 (1.36) (3.68) (4.07) (4.18) (4.74) (4.91)
Capex/Sh
2.33 (0.02) 2.19 4.35 4.95 5.75 1.35 (1.62) 7.28 12.12
Free CF/Sh
36.67 40.19 43.34 49.33 50.49 57.60 62.22 66.49 73.76 90.35
Book Value/Sh
43 43 43 44 44 44 44 44 44 46
Shares
18.40 24.29 23.56 29.76 24.36 28.04 27.05 43.68 35.74 49.50
PE Ratio
1.34 1.72 1.32 1.51 1.24 1.46 1.35 1.58 1.68 3.33
PS Ratio
2.78 3.38 2.63 3.14 2.59 3.02 2.70 3.19 3.50 6.39
PB Ratio
1.38 1.76 1.42 1.60 1.27 1.59 1.45 1.62 1.70 3.27
EV/Sales
45.33 (8,290.64) 55.90 37.80 27.12 33.07 133.52 (134.59) 35.82 46.81
EV/FCF
208 101 192 (53) 279 417 240 114 535 778
Op' Cash Flow
(108) (102) (98) 244 (60) (163) (180) (186) (211) (224)
Capex
100 (1) 94 191 219 254 60 (72) 324 554
FCF
497 522 369 499 651 956 754 684 1,044 1,759
Working Cap'
400 312 586 640 427 964 757 459 380 339
Total Debt
155 139 362 417 146 703 544 251 114 (477)
Net Debt
1,567 1,718 1,854 2,160 2,231 2,546 2,758 2,950 3,281 4,130
Sh' Equity
5.59% 5.27% 3.70% 3.31% 3.09% 3.16% 2.97% 2.27% 3.10% 4.52%
ROA
10.85% 10.92% 8.26% 7.80% 8.56% 8.05% 6.96% 7.21% 9.00% 11.49%
ROIC
15.97% 14.56% 11.57% 11.35% 10.82% 11.48% 10.39% 7.54% 10.31% 14.42%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Elbit Systems Ltd. peers in Aerospace & Defense

All 82 Aerospace & Defense stocks →

Elbit Systems Ltd. (ESLT) key facts

  • Elbit Systems Ltd. (ESLT) is an Aerospace & Defense company in the Industrials sector, listed on Nasdaq.
  • Elbit Systems Ltd.’s revenue for fiscal 2025 (year ended December 2025) was ILS 7.9 billion, up 16.3% from fiscal 2024.
  • Net income was ILS 535.6 million, or ILS 11.69 per share (basic), a net margin of 6.73%.
  • As of September 25, 2026, ESLT traded at $735.00, a market capitalization of $32.9 billion.
  • At that price the stock trades at 53.7× trailing-twelve-month earnings and 4.0× sales.
  • Elbit Systems Ltd. pays an annual dividend of $2.00 per share, a yield of 0.98%, with a payout ratio of 33.6%.
  • Return on equity was 14.4% and debt-to-equity 0.06.

Source: company filings (standardised) and stockrow calculations.

Elbit Systems Ltd. (ESLT) Latest News

News by impact score

Fine-tune

20 Sep

3

Elbit Systems is rebranding its U.S. business as Twenty Six Defense, consolidating its U.S. operations under a single stand-alone brand. The move signals a sharper focus on the U.S. defense market and could influence how customers, partners, and regulators view the unit. By aligning the U.S. entity with a dedicated brand, the company aims to boost market visibility, streamline sales channels, and pursue more government and defense contractor opportunities. The article outlines reasons behind the branding change, including clarifying identity amid competitive dynamics and positioning Twenty Six Defense to pursue new work with U.S. agencies and contractors. Investors and analysts will watch for any follow-on leadership or organizational updates, potential shifts in product messaging, and how the rebranding interacts with Elbit’s broader product lines and international footprint. Branding overhaul could improve U.S. market visibility and future contract opportunities.

10 Sep

3

Twenty-Six Defense unveiled advanced capabilities at the AFA event, advancing mission-focused defense solutions linked to Elbit Systems Ltd. Capability unveiling at AFA strengthens Elbit Systems product positioning and market visibility in defense sector.

9 Sep

4

Elbit Systems Ltd. advances US maritime defense capabilities through new technologies and systems designed for long-term naval superiority. Major maritime defense initiative directly boosts Elbit Systems contract pipeline and revenue outlook.

3

Twenty-Six Defense advances innovation and domestic manufacturing for US warfighters through Elbit Systems Ltd. initiatives. Initiative strengthens Elbit Systems' US defense manufacturing role with moderate effects on operations and positioning.

2 Sep

4

Elbit Systems secured a $270 million contract that increases its order backlog. $270 million contract directly expands backlog and supports future revenue growth.

1 Sep

4

Elbit Systems Ltd. secured $270 million contracts for ISR and targeting payload systems. $270 million contract awards strengthen revenue streams and competitive stance in defense payloads.

4

Elbit Systems signed contracts valued at approximately $270 million with an international customer for advanced ISR and targeting payloads. $270 million contract for ISR and targeting payloads delivers major revenue and strengthens defense market position.

12 Aug

3

Elbit Systems stock declined after earnings release, with questions raised on whether the pullback offers a buying opportunity. Earnings-driven share drop points to noticeable but limited effects on company trajectory and sentiment.

11 Aug

4 transcript

Elbit Systems reports record backlog and double-digit growth during its Q2 2026 earnings call. Record backlog signals sustained revenue growth and strengthened competitive position for Elbit Systems.

4

Elbit Systems beat earnings expectations but its stock declined on renewed Iran war concerns. Iran war renewal directly threatens Elbit's core defense operations and regional market position.

3

Elbit Systems Ltd. (ESLT) shared Q2 earnings call highlights covering financial results and operational updates. Quarterly earnings details influence short-term market sentiment for the defense contractor.

3

Elbit Systems Ltd. (ESLT) Q2 earnings results are compared to analyst estimates across key financial metrics. Q2 earnings versus estimates directly inform near-term financial outlook for Elbit Systems Ltd. (ESLT).

3

Elbit Systems (ESLT) exceeded Q2 earnings and revenue estimates. Quarterly earnings and revenue beat signals positive financial performance with moderate short-term market effects.

3

Elbit Systems Ltd. reported higher earnings for the second quarter. Quarterly earnings growth directly shapes near-term financial perceptions and investor views.

3

Elbit Systems Ltd. (ESLT) reported its second quarter 2026 results. Quarterly earnings release directly informs investors on financial performance and outlook.

4 Aug

4

Elbit Systems Ltd. discussed potential sales to the UAE. UAE sales discussions signal major revenue growth and expanded regional market access for Elbit.

20 Jul

4

Elbit Systems Ltd. won contracts exceeding $370 million from U.S. Customs and Border Protection extending through 2029. Over $370 million in CBP contracts through 2029 deliver major long-term revenue and strengthen competitive positioning.

4

Elbit Systems of America secured contracts exceeding $370 million from U.S. Customs and Border Protection to enhance national security capabilities. Large contract win directly boosts Elbit Systems revenue and strengthens its defense positioning.

8 Jul

3

Elbit Systems placed a purchase order with Odysight.ai on behalf of the Israeli Ministry of Defense for deployment of a vision-based prognostics and health management system. Elbit Systems' role in this defense ministry order for advanced monitoring technology supports moderate positioning gains in military tech solutions.

11 Jun

4

Elbit Systems stock rose after announcing production partnerships with German entities and Anduril. Production partnerships with German entities and Anduril expand Elbit revenue opportunities and market position.

29 May

4

Elbit Systems wins $1.4b contract and delivers strong quarterly results, prompting updated valuation analysis for ESLT. $1.4b contract win plus strong results materially lift backlog, revenue visibility and investor sentiment.

28 May

4

Elbit Systems Ltd. (ESLT) stock has more than doubled over the past year after securing its second contract win this week. Multiple new contract awards strengthen Elbit Systems revenue outlook and investor sentiment.

4

Elbit Systems awarded $350 million contract for tank upgrades from international customer. Major contract win directly increases revenue and bolsters Elbit Systems market position.

27 May

3

ESLT Q1 earnings call signals plans for expanded European operations and market focus. Europe expansion strategy outlined in earnings call indicates moderate growth potential for Elbit Systems.

26 May

4

Elbit Systems Ltd (ESLT) posted record revenue and backlog surge in Q1 2026 earnings call. Record revenue and backlog surge point to strong future revenue visibility and growth for Elbit Systems.

4

Elbit Systems leads defense sector gains and beats estimates on surging demand tied to ongoing wars. Earnings beat plus war-driven demand surge signals major revenue growth and improved market position ahead.

4

Elbit Systems reported that ongoing conflicts are pressuring operations yet demand for its products is surging sharply. Exploding demand amid conflicts is likely to drive major revenue growth for Elbit despite operational strains.

4

Elbit Systems secures $1.4 billion European defence contract, triggering share rally. $1.4 billion contract represents major revenue boost and strategic positioning gain.

3 transcript

Elbit Systems reported Q1 results and discussed operational and strategic updates during its earnings call. Quarterly earnings calls routinely influence short-term sentiment and provide performance metrics without signaling major strategic shifts.

3

Elbit Systems Ltd. reported first quarter 2026 results. Quarterly results update financial metrics that typically move stock price in the near term.

stockrow.com/ESLT · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com