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Elbit Systems (ESLT) Stock News

ESLT NASDAQ

Elbit Systems Ltd. reports developments as a global defense technology company that develops, manufactures, integrates and sustains systems across multiple domains. Its recurring news includes defense contract awards, financial results, annual reporting, and program updates tied to land systems, airborne munitions, rocket artillery, active protection systems, C4I and cyber, ISTAR and electronic warfare, and aerospace applications.

Company updates often reference products and systems such as PULS artillery rocket systems, UT30MK2 turrets, Iron Fist active protection systems, and advanced munitions for defense ministries, armed forces and international customers. Coverage also includes customer support, follow-on sustainment, technology transfer arrangements and geographic activity across Israel, North America, Europe, Asia-Pacific and other markets.

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Elbit Systems (ESLT) will publish its third quarter 2026 financial results on November 17, 2026, and host a conference call. The call starts at 9:00am Eastern Time, with management reviewing the results and answering questions. A live webcast will be available on the company’s website, followed by an online replay from 24 hours after the call ends.

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Elbit Systems (ESLT) was awarded approximately $200 million in contracts to supply airborne intelligence and training solutions to an Asia-Pacific country.

The contracts will be performed over up to 5 years. They cover airborne intelligence, surveillance, target acquisition and reconnaissance, known as ISTAR, alongside training solutions. Elbit Systems will supply its SPECTRO 12 multispectral surveillance and targeting payload for integration on helicopters. The scope also includes follow-on support and upgrades for airborne live training systems already installed on aircraft. These systems are used in live, virtual and constructive training scenarios, with air-to-air and air-to-ground simulation, weapon scoring and mission debriefing capabilities. The contracts also include the supply of Head-Up Display systems.

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Elbit Systems (ESLT) was awarded an approximately $235 million contract to supply rockets and rocket artillery systems to a European customer.

The contract covers EXTRA-MR medium-range rockets and Precise & Universal Launching System (PULS) launchers. It will be performed over three years under a government-to-government agreement between the Israel Ministry of Defense and the customer country's Ministry of Defense. Deliveries also include additional rocket-artillery-related platforms and integrated logistics support.

EXTRA-MR is the medium-range variant of the company's EXTRA supersonic rocket system. The precision-guided munition is designed for targets at ranges of up to 80 km and is compatible with PULS and existing command, control, communications, computers and intelligence architectures.

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Elbit Systems (ESLT) has filed a two-year shelf prospectus with the Israel Securities Authority and the Tel Aviv Stock Exchange, enabling potential offerings of various debt and equity securities in Israel at the company’s discretion.

Any future issuance under the shelf will require a supplemental shelf offering report specifying the securities’ terms and detailed offering conditions. The company states it has not decided on the scope, terms or timing of any offering and notes there is no certainty that any offering will occur. Securities issued under this shelf will not be registered under the U.S. Securities Act of 1933 and may not be offered or sold in the United States or to U.S. Persons without registration or an applicable exemption. The company reports revenues of $2,287.1 million for the three months ended June 30, 2026 and an order backlog of $32.0 billion as of that date.

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Elbit Systems (ESLT) U.S. business Twenty-Six Defense will showcase advanced effectors and seeker technologies at the AFA Air, Space & Cyber Conference 2026.

The company plans to highlight systems ranging from the long-range Rampage effector to the compact SkyStriker Block 4E, emphasizing speed, precision and autonomy for Agile Combat Employment and multi-domain operations. Twenty-Six Defense describes its evolution and branding as aligning more closely with U.S. warfighters and operating at a wartime footing, as the reportable U.S. segment of Elbit Systems.

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Elbit Systems (ESLT) announced that Sparton DeLeon Springs and Logos Technologies now operate as Twenty-Six Defense Maritime, marking a new brand chapter in U.S.-built maritime defense technologies.

The change aligns with the launch of Twenty-Six Defense (formerly Elbit Systems of America), the U.S. operating segment of Elbit Systems, which employs about 3,300 people across eight states. Twenty-Six Defense Maritime will continue focusing on high-performance sonobuoys, undersea electronics and advanced imagery solutions, with Donnelly Bohan remaining CEO. The historic Sparton name will be retained as a product brand for the company’s sonobuoy portfolio.

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Elbit Systems (ESLT) is rebranding its U.S. operating segment as Twenty-Six Defense, positioning it as an American defense company headquartered in Fort Worth, Texas and employing about 3,300 people who have supported the U.S. military for more than three decades.

The new name is intended to emphasize domestic design, engineering and manufacturing capabilities and, in the company’s words, to better serve U.S. customers and partners while reinforcing support for a strong U.S. defense industrial base. Combat-proven technologies developed by Elbit Systems will continue to be offered in the U.S. under the Elbit America brand, which will operate as a subsidiary of Twenty-Six Defense.

Twenty-Six Defense remains a reportable operating segment of Elbit Systems and continues to operate under a Special Security Agreement.

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Elbit Systems (NASDAQ: ESLT) reported signing contracts with an international customer totaling approximately $270 million for advanced ISR (Intelligence, Surveillance and Reconnaissance) and Targeting payloads, to be executed over up to six years. The company will supply systems from its SPECTRO family of multi-spectral electro‑optic ISTAR solutions.

The SPECTRO payloads combine MWIR, Visible and SWIR high‑definition imaging, advanced laser designation and AI‑based analytics to support airborne, naval and ground missions in day, night and adverse weather conditions. Elbit Systems will also deliver AMPS NG systems for airborne ISR and Targeting, providing long‑range acquisition, surveillance and geo‑location through integrated sensors and precise geo‑pointing.

According to Elbit Systems, it employed over 21,000 people and reported $2,287.1 million in revenues for the three months ended June 30, 2026, with an order backlog of $32.0 billion as of that date.

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Elbit Systems (NASDAQ: ESLT) reported second quarter 2026 revenues of $2.29 billion, up from $1.97 billion a year earlier. GAAP net income was $173.6 million (7.6% margin) with GAAP diluted EPS of $3.61; non-GAAP net income was $199.1 million with EPS of $4.14.

GAAP operating income reached $218.8 million (9.6% margin) and non-GAAP operating income $237.5 million (10.4% margin). A record order backlog of $32.0 billion was reported, 73% outside Israel, with 42% scheduled for delivery through 2027. Operating cash flow for the first half of 2026 was $517.8 million, versus $304.0 million a year earlier.

Segment trends included double‑digit revenue growth in C4I and Cyber, ISTAR and EW, Land, and Elbit Systems of America, partially offset by an 8% decline in Aerospace revenues. Recent awards include a ~$350 million tank‑upgrade contract and over $370 million in U.S. Customs and Border Protection awards. The board declared a $1.00 per share dividend payable October 26, 2026.

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Elbit Systems (NASDAQ: ESLT) reported that at its Annual General Meeting of Shareholders held on August 5, 2026 in Haifa, all resolutions described in the July 1, 2026 Proxy Statement were approved by the required majority.

Shareholders elected seven non-external directors: David Federmann, Ehud (Udi) Adam, Jacob Bar-Nathan Abudi, Rina Baum, Michael Federmann, Tzipi Livni and Dov Ninveh to serve until the next AGM, and re-elected Noaz Bar Nir as an external director for an additional three-year term. They also approved three-year extensions of indemnification letters (from December 1, 2026) and exemption letters (from April 7, 2027) for Michael and David Federmann, and re-appointed Kost, Forer, Gabbay & Kasierer (Ernst & Young Global) as independent auditor for the fiscal year ending December 31, 2026.

Elbit Systems highlighted revenues of $2,188.8 million for the three months ended March 31, 2026 and an order backlog of $30.2 billion as of that date.

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FAQ

What is the current stock price of Elbit Systems (ESLT)?

Elbit Systems (ESLT) last closed at $807.41.

What is the market cap of Elbit Systems (ESLT)?

The market cap of Elbit Systems (ESLT) is approximately $37.8B.