Elbit Systems Ltd ESLT

What the company does

Elbit Systems Ltd is a large-cap company in the Industrials sector (Aerospace & Defense), with a market value of $34.8B, based in the USA.

It employs about 21,000 people and has been listed since Nov 27, 1996.

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.

Cheap or expensive? relatively expensive

Its price-to-earnings (P/E) is 56.0 versus 29.5 for the median of the Industrials sector in our universe (24 companies) — relatively expensive.

Revenue is growing 16% a year — the market is paying ahead for that growth. If it slows, the high multiple becomes the risk.

On analysts' next-year forecasts the multiple drops to 9.7 — they expect higher earnings.

The average analyst price target is 802.17, 8% above the current price (their view, not ours).

The stock sits at 52% of its one-year range (0% = the low, 100% = the high).

The risks

• No risk flags were detected from the data we have.

Strengths

• ✅ Profitable — 8 of every 100 dollars of revenue stays as profit.
• ✅ Generates free cash flow — profit becomes cash in the bank.
• ✅ More cash than debt.
• ✅ Revenue is growing 16% a year.
• ✅ Pays a dividend (0.5% a year).

What changed this week

Over the past week the stock rose 0.2% (for comparison: S&P 500 -1.0%, sector ETF XLI -0.7%).

This week's news

• Elbit Systems (ESLT) Gains Over 20% in 2026 as Aerospace Weakness Tests Its Premium Valuation finance.yahoo.com · 2026-10-21
  What the article says

  Elbit Systems Ltd. (NASDAQ:ESLT) has delivered solid returns in 2026, supported by robust demand for its advanced technologies. The stock is already up more than 20% for the year, outperforming the S&P 500 Aerospace & Defense Index, which is down about 9%. Aerospace Business Slowdown While the stock has pulled back… source ↗

• AeroVironment Expands Australian Defense Manufacturing Through NIOA finance.yahoo.com · 2026-10-20
  What the article says

  AeroVironment AVAV signed a memorandum of understanding (MOU) with NIOA Australia on Oct. 13, 2026, to explore opportunities for increased Australian industry participation in the production and support of its one-way attack systems. Announced during LAND FORCES 2026, the agreement establishes a framework for… source ↗

• Can Ondas' EASA Certification Boost Its Airborne Defense Prospects? finance.yahoo.com · 2026-10-20
  What the article says

  Ondas Inc. ONDS is strengthening its position in the airborne defense and aircraft protection market following the successful installation and European Union Aviation Safety Agency ("EASA") certification of its Airborne Missile Protection System ("AMPS") on the Bombardier Global 7500 aircraft. Developed by its… source ↗

• Elbit Systems Secures $235 Million European Defense Deal finance.yahoo.com · 2026-10-19
  What the article says

  Elbit Systems Ltd.(NASDAQ:ESLT) stock edged higher on Monday. The company announced a $235 million contract to supply rocket artillery systems to a European customer. Elbit Systems develops defense technologies across air, land, and naval applications. Elbit Wins $235 Million European Defense Contract The company will… source ↗

• Elbit Systems wins $235M contract to supply rockets, artillery systems to European customer seekingalpha.com · 2026-10-19
  What the article says

  * Elbit Systems (ESLT [https://seekingalpha.com/symbol/ESLT]) has secured a contract worth approximately $235M to supply EXTRA medium-range rockets and Precise & Universal Launching System rocket artillery systems to a European customer. * The contract… source ↗

• Elbit Systems Awarded $235 Million Contract to Supply EXTRA-MR Rockets and PULS Launchers to a European Country finance.yahoo.com · 2026-10-19
  What the article says

  HAIFA, Israel, Oct. 19, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company") announced today that it was awarded a contract valued at approximately $235 million to supply EXTRA-MR (Medium Range) rockets and Precise & Universal Launching System (PULS™) rocket artillery… source ↗

What changed since last week

• Risk flag cleared: deep drawdown from the high.

• The price rose 13.3% since the last summary.