Elbit Systems (ESLT)
Connects airborne, land, intelligence and command systems for government defense programs.
Something off on this page? Send us feedback.
Builds airborne, land, command-and-cyber, intelligence and electronic-warfare systems for government customers worldwide. Five operating segments combine specialist capabilities assembled through acquisitions, while sales and program execution depend on public procurement, export approvals and Israel-based operations.
Builds defense technology across five operating segments: Aerospace, C4I and Cyber, ISTAR and EW, Land, and Elbit Systems of America. The portfolio spans airborne systems, command networks, intelligence and electronic warfare, electro-optics, munitions, artillery and protection.
Acquisitions have added specialist capabilities while preserving operating businesses that connect sensors, communications, platforms and effectors. Government agencies provide most demand across Israel, Europe, North America and Asia-Pacific, with Israel the largest customer geography.
Contracts follow public budgets, procurement rules, security requirements and long approval cycles. International sales and technology transfers require export and import authorizations, while the Israel-centered workforce and facilities make mobilization, hostilities, suppliers and transport direct operating dependencies.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 15, 2026 | Morgan Stanley | Target | Target: $531 | Target: $845 |
| Jun 24, 2026 | Jefferies | Reiterate | Rating: —Target: $950 | Target: $880 |
| May 27, 2026 | Jefferies | Target | Target: — | Target: $950 |
| Dec 11, 2025 | Morgan Stanley | Target | Target: — | Target: $531 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $962.9M · Total debt $852.2M · Total assets $13.86B · Shareholders' equity $4.41B
- Revenue
- $2.29B
- Operating income
- $218.8M
- Net income
- $173.6M
HistoryDividendAnnual yieldUpcoming
| Institutions | 20.66% | 9.59M ADS | |
|---|---|---|---|
| 406 holders · as of Jun 30, 2026 | |||
| Insiders | 0.00% | 249 ADS | |
| 2 holders · as of Apr 10, 2026 | |||
| Other | 79.34% | 36.85M ADS | |
| remainder | |||
46.44M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
The Bank of Nova ScotiaInstitution | 4.84% | 2.25M | filed Dec 26, 2023 |
1832 Asset Management L.P., Scotiabank North, 40 Temperance Street, 16 Floor, Toronto, Ontario CanadInstitution | 4.09% | 1.90M | filed Feb 9, 2024 |
Clal Insurance Enterprises Holdings LtdInstitution | 3.48% | 1.62M ADS | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 1.63% | 759,204 ADS | as of Jun 30, 2026 |
Van Eck Associates CorpInstitution | 1.18% | 547,687 ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 9, 2026 | Haim Daniel Delmar | officer: Executive Vice President | −7,654 | $887.40 |
| Apr 9, 2026 | Ran Kril | officer: Executive Vice President | −6,803 | $887.40 |
| Apr 9, 2026 | Bezhalel Machlis | officer: President and CEO | −25,514 | $887.40 |
| Apr 9, 2026 | Jonathan Ariel | officer: Executive Vice President | −7,654 | $887.40 |
| Apr 9, 2026 | Oren Yaacov Sabag | officer: Executive Vice President | −8,504 | $887.40 |
- L3Harris Technologies
Multi-domain rival in communications, ISR, EW, sensors and undersea systems
- RTX
Multi-domain overlap in avionics, sensors, EW, C4I and precision weapons
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Elbit Systems | $744.75 | +0.08% | $35.17B | 56.1 | — | 4.1 | +15.9% |
| L3Harris Technologies | $240.50 | +0.26% | $45.98B | 24.9 | 19.4 | 2.0 | +8.4% |
| RTX | $191.00 | +0.01% | $261.92B | 34.2 | 25.9 | 2.8 | +14.5% |
| Median | 29.6 | 22.7 | 2.4 | +11.4% |