Elbit Systems（ESLT）株式概要エルビット・システムズ社は、イスラエル、北米、欧州、アジア太平洋、中南米、および国際的な防衛、国土安全保障、民間航空アプリケーション向けに、空中、陸上、艦艇システムおよび製品のポートフォリオを開発、供給している。 詳細ESLT ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績5/6財務の健全性6/6配当金0/6報酬収益は年間17.75%増加すると予測されています 過去1年間で収益は65.9%増加しました リスク分析IL市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るESLT Community Fair Values Create NarrativeSee what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN30.7% overvaluedAnalystConsensusTarget•6mo agoDirected Energy And Unmanned Systems Will Drive Long-Term Defense Market Upside10203Top Analyst NarrativesElbit SystemsANAnalystConsensusTargetBased on Analyst Price TargetsDirected Energy And Unmanned Systems Will Drive Long-Term Defense Market UpsideCatalysts About Elbit Systems Elbit Systems is a global defense technology company that develops, integrates and delivers advanced systems across land, air, sea, space and cyber domains. What are the underlying business or industry changes driving this perspective?View narrative₪1.83kFV30.7% 割高 内在価値ディスカウント9.31%Revenue growth p.a.Set Fair ValueView102users have viewed this narrative1users have liked this narrative0users have commented on this narrative3users have followed this narrative6 months ago author updated this narrativeView all narrativesElbit Systems Ltd. 競合他社Bet Shemesh Engines Holdings (1997)Symbol: TASE:BSENMarket cap: ₪8.1bIsrael Shipyards IndustriesSymbol: TASE:ISHIMarket cap: ₪3.4bAshot Ashkelon IndustriesSymbol: TASE:ASHOMarket cap: ₪2.2bFMS Enterprises MigunSymbol: TASE:FBRTMarket cap: ₪2.2b価格と性能株価の高値、安値、推移の概要Elbit Systems過去の株価現在の株価₪2,389.0052週高値₪3,095.0052週安値₪1,401.00ベータ-0.251ヶ月の変化7.20%3ヶ月変化-19.86%1年変化50.73%3年間の変化215.38%5年間の変化460.14%IPOからの変化10,061.63%最新ニュースUpcoming Dividend • 3hUpcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 06 July 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (5.7%). In line with average of industry peers (0.6%).New Risk • 21hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.ライブニュース • Jun 13Elbit Systems Sees Strong Orders and Upgraded Earnings Driving OutperformanceElbit Systems is seeing strong demand from Israel and European customers, supported by substantial new defense contracts and government backing. The company is progressing advanced technologies such as an airborne laser system aimed at countering drones and missiles, alongside established products like Night Vision Head-Up Display systems for the U.S. Army and Marine Corps. Consensus earnings estimates for Elbit Systems have been raised by 8.8% to 12.5% in recent months, following what has been described as excellent first-quarter results, a solid order backlog and a valuation that is characterized as low. The combination of rising demand, a growing pipeline of defense programs and upgraded earnings expectations points to a business with strong operational momentum and visible revenue sources through its backlog. Investors should keep in mind that the stock has already outperformed both the S&P 500 and aerospace and defense peers, so expectations around execution and future contracts are likely higher than before.ライブニュース • Jun 04Elbit Systems Reports Record $30b Backlog After Securing Major European Defense ContractsElbit Systems reported double-digit revenue and profitability growth in Q1 2026, with non-GAAP operating margins above 10% and an order backlog exceeding $30 billion for the first time. The company secured about $1.4 billion in contracts from a European customer for a five-year military modernization program, covering autonomous platforms, land electronic warfare, precision-guided munitions, electro-optical reconnaissance, and software-defined radios. Elbit also won a $750 million contract to supply artillery rocket systems to the Hellenic Armed Forces and is increasing investment in manufacturing capacity, automation, robotics, AI and next-generation R&D, while insider share sales totaled $61.9 million over the past quarter. The combination of record backlog and large multi-year European contracts points to a high level of visibility for Elbit’s defense programs and production pipeline. Insider selling and the heavy investment in capacity and technology are worth watching, since they influence both near-term cash needs and how you interpret management’s confidence signals.Declared Dividend • May 29First quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 23rd June 2026 Payment date: 6th July 2026 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 31%.分析記事 • May 29Elbit Systems Ltd. (TLV:ESLT) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...最新情報をもっと見るRecent updatesUpcoming Dividend • 3hUpcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 06 July 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (5.7%). In line with average of industry peers (0.6%).New Risk • 21hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.ライブニュース • Jun 13Elbit Systems Sees Strong Orders and Upgraded Earnings Driving OutperformanceElbit Systems is seeing strong demand from Israel and European customers, supported by substantial new defense contracts and government backing. The company is progressing advanced technologies such as an airborne laser system aimed at countering drones and missiles, alongside established products like Night Vision Head-Up Display systems for the U.S. Army and Marine Corps. Consensus earnings estimates for Elbit Systems have been raised by 8.8% to 12.5% in recent months, following what has been described as excellent first-quarter results, a solid order backlog and a valuation that is characterized as low. The combination of rising demand, a growing pipeline of defense programs and upgraded earnings expectations points to a business with strong operational momentum and visible revenue sources through its backlog. Investors should keep in mind that the stock has already outperformed both the S&P 500 and aerospace and defense peers, so expectations around execution and future contracts are likely higher than before.ライブニュース • Jun 04Elbit Systems Reports Record $30b Backlog After Securing Major European Defense ContractsElbit Systems reported double-digit revenue and profitability growth in Q1 2026, with non-GAAP operating margins above 10% and an order backlog exceeding $30 billion for the first time. The company secured about $1.4 billion in contracts from a European customer for a five-year military modernization program, covering autonomous platforms, land electronic warfare, precision-guided munitions, electro-optical reconnaissance, and software-defined radios. Elbit also won a $750 million contract to supply artillery rocket systems to the Hellenic Armed Forces and is increasing investment in manufacturing capacity, automation, robotics, AI and next-generation R&D, while insider share sales totaled $61.9 million over the past quarter. The combination of record backlog and large multi-year European contracts points to a high level of visibility for Elbit’s defense programs and production pipeline. Insider selling and the heavy investment in capacity and technology are worth watching, since they influence both near-term cash needs and how you interpret management’s confidence signals.Declared Dividend • May 29First quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 23rd June 2026 Payment date: 6th July 2026 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 31%.分析記事 • May 29Elbit Systems Ltd. (TLV:ESLT) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...お知らせ • May 27Elbit Systems Ltd. Declares Dividend, Payable on July 6, 2026The Board of Directors of Elbit Systems Ltd. declared a dividend of $1.00 per share. The dividend's record date is June 23, 2026. The dividend will be paid on July 6, 2026, after deduction of withholding tax, at the rate of 16.8%.Reported Earnings • May 27First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: US$3.46 (up from US$2.40 in 1Q 2025). Revenue: US$2.19b (up 16% from 1Q 2025). Net income: US$160.8m (up 50% from 1Q 2025). Profit margin: 7.3% (up from 5.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 27Elbit Systems Ltd. to Report Q1, 2026 Results on May 26, 2026Elbit Systems Ltd. announced that they will report Q1, 2026 results Pre-Market on May 26, 2026Recent Insider Transactions Derivative • Apr 12President & CEO exercised options and sold ₪69m worth of stockOn the 9th of April, Bezhalel Machlis exercised 30k options at a strike price of around ₪411 and sold these shares for an average price of ₪2,723 per share. This trade did not impact their existing holding. As of today, Bezhalel currently holds no shares directly. Company insiders have collectively sold ₪169m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Apr 06Upcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 13 April 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (5.5%). Lower than average of industry peers (0.7%).Declared Dividend • Mar 20Fourth quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 13th April 2026 Payment date: 27th April 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 34%.Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$11.69 (up from US$7.22 in FY 2024). Revenue: US$7.94b (up 16% from FY 2024). Net income: US$534.3m (up 66% from FY 2024). Profit margin: 6.7% (up from 4.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.3%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 17Elbit Systems Ltd. Declares Dividend, Payable on April 27, 2026The Board of Directors of Elbit Systems Ltd. declared a dividend of $1.00 per share. The dividend's record date is April 13, 2026. The dividend will be paid on April 27, 2026, after deduction of taxes at the source, at the rate of 16.8%.お知らせ • Feb 17Elbit Systems Ltd. to Report Q4, 2025 Results on Mar 17, 2026Elbit Systems Ltd. announced that they will report Q4, 2025 results at 12:46 PM, Israel Standard Time on Mar 17, 2026Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₪2,148, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 44x in the Aerospace & Defense industry in Asia. Total returns to shareholders of 280% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪934 per share.分析記事 • Jan 06Market Participants Recognise Elbit Systems Ltd.'s (TLV:ESLT) Earnings Pushing Shares 25% HigherElbit Systems Ltd. ( TLV:ESLT ) shareholders would be excited to see that the share price has had a great month...Upcoming Dividend • Dec 15Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 22 December 2025. Payment date: 05 January 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (5.3%). Lower than average of industry peers (0.9%).分析記事 • Nov 21Results: Elbit Systems Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...Declared Dividend • Nov 20Third quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 22nd December 2025 Payment date: 5th January 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 19%.Reported Earnings • Nov 19Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$2.88 (up from US$1.78 in 3Q 2024). Revenue: US$1.92b (up 12% from 3Q 2024). Net income: US$133.4m (up 69% from 3Q 2024). Profit margin: 6.9% (up from 4.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 18Elbit Systems Ltd. Declares Dividend, Payable on January 5, 2026The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.75 per share. The dividend's record date is December 22, 2025. The dividend will be paid on January 5, 2026, after deduction of withholding tax, at the rate of 16.8%.お知らせ • Oct 27Elbit Systems Ltd. to Report Q3, 2025 Results on Nov 18, 2025Elbit Systems Ltd. announced that they will report Q3, 2025 results on Nov 18, 2025Upcoming Dividend • Oct 08Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 15 October 2025. Payment date: 27 October 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (5.5%). Lower than average of industry peers (0.9%).分析記事 • Sep 20Elbit Systems (TLV:ESLT) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...お知らせ • Sep 20Elbit Systems Ltd., Annual General Meeting, Oct 29, 2025Elbit Systems Ltd., Annual General Meeting, Oct 29, 2025. Location: advanced technology center, haifa, Israel分析記事 • Sep 02Is Elbit Systems (TLV:ESLT) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Aug 27Elbit Systems Ltd.' JUPITER Space Camera Successfully Launches Aboard the NAOS Satellite, in Collaboration with OHB-ItaliaElbit Systems Ltd. announced the successful launch of its advanced JUPITER space camera aboard the National Advanced Optical System (NAOS) satellite, supporting a wide span of earth Observation missions, including military operations, environmental monitoring and scientific research. The NAOS satellite, manufactured by OHB Italia S.p. A., was launched on August 26th from Vandenberg Space Force Base, California, USA, aboard a Falcon 9 rocket operated by SpaceX. Developed by Elbit Systems ISTAR&EW - ELOP, JUPITER is one of the world's most advanced space cameras, featuring a very large aperture and an exceptionally lightweight design. The camera is multispectral, offering a combination of imaging channels: A high-resolution panchromatic channel (black and white), which captures fine spatial details across the full visible spectrum. RGB channels (red, green, blue) for true-color imaging. A NIR channel (Near-Infrared), which enables analysis of vegetation health, water content, and material properties. The data generated by the JUPITER camera is designed for seamless integration with both onboard systems and ground station analytics platforms. Its compatibility with advanced image processing and AI engines enables the extension of actionable insights, supporting informed decision-making across a wide range of applications. In addition to the camera, Elbit Systems developed and supplied advanced algorithms to support the ground segment of the NAOS mission, enhancing image analysis capabilities. This achievement is the result of a close collaboration between OHB Italia and Elbit Systems, combining satellite engineering excellence with top-tier imaging technology to deliver one of the highest-performing spaceborne optical systems in the world.Declared Dividend • Aug 16Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 15th October 2025 Payment date: 27th October 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 22%.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: US$2.76 (vs US$1.76 in 2Q 2024)Second quarter 2025 results: EPS: US$2.76 (up from US$1.76 in 2Q 2024). Revenue: US$1.97b (up 21% from 2Q 2024). Net income: US$125.7m (up 60% from 2Q 2024). Profit margin: 6.4% (up from 4.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 13Elbit Systems Ltd. Declares Dividend, Payable on October 27, 2025The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.75 per share. The dividend's record date is October 14, 2025. The dividend will be paid on October 27, 2025, after deduction of withholding tax, at the rate of 16.8%.お知らせ • Jul 30Elbit Systems Ltd. to Report Q2, 2025 Results on Aug 13, 2025Elbit Systems Ltd. announced that they will report Q2, 2025 results on Aug 13, 2025Upcoming Dividend • Jun 17Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 07 July 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (6.3%). Lower than average of industry peers (1.0%).Declared Dividend • May 22Dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 24th June 2025 Payment date: 7th July 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 19%.お知らせ • May 22+ 1 more updateElbit Systems Ltd. has completed a Follow-on Equity Offering in the amount of $512.04375 million.Elbit Systems Ltd. has completed a Follow-on Equity Offering in the amount of $512.04375 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,365,450 Price\Range: $375 Discount Per Security: $7.39Reported Earnings • May 20First quarter 2025 earnings released: EPS: US$2.40 (vs US$1.66 in 1Q 2024)First quarter 2025 results: EPS: US$2.40 (up from US$1.66 in 1Q 2024). Revenue: US$1.90b (up 22% from 1Q 2024). Net income: US$107.1m (up 45% from 1Q 2024). Profit margin: 5.6% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 20Elbit Systems Ltd. Declares Dividend, Payable on July 7, 2025The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.60 per share. The dividend's record date is June 24, 2025. The dividend will be paid on July 7, 2025, after deduction of withholding tax, at the rate of 16.8%.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Apr 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to ₪1,394. The fair value is estimated to be ₪1,155, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Upcoming Dividend • Apr 15Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 22 April 2025. Payment date: 05 May 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (6.3%). Lower than average of industry peers (1.3%).Buy Or Sell Opportunity • Apr 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to ₪1,470. The fair value is estimated to be ₪1,207, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Declared Dividend • Mar 20Fourth quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 22nd April 2025 Payment date: 5th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 33%.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: US$7.22 (vs US$4.85 in FY 2023)Full year 2024 results: EPS: US$7.22 (up from US$4.85 in FY 2023). Revenue: US$6.83b (up 14% from FY 2023). Net income: US$321.1m (up 49% from FY 2023). Profit margin: 4.7% (up from 3.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Mar 18Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to ₪1,492. The fair value is estimated to be ₪1,189, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 5.6%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.お知らせ • Mar 18Elbit Systems Ltd. Declares Dividend, Payable on May 5, 2025The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.60 per share. The dividend's record date is April 22, 2025. The dividend will be paid on May 5, 2025, after deduction of taxes at the source, at the rate of 16.8%.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪1,235, the stock trades at a trailing P/E ratio of 58.5x. Average forward P/E is 28x in the Aerospace & Defense industry in Israel. Total returns to shareholders of 90% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪1,166 per share.お知らせ • Feb 26Elbit Systems Ltd. to Report Q4, 2024 Results on Mar 18, 2025Elbit Systems Ltd. announced that they will report Q4, 2024 results on Mar 18, 2025Upcoming Dividend • Dec 16Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 23 December 2024. Payment date: 06 January 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Israeli dividend payers (6.0%). Lower than average of industry peers (1.6%).Declared Dividend • Nov 21Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 23rd December 2024 Payment date: 6th January 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 44%.Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: US$1.78 (vs US$1.37 in 3Q 2023)Third quarter 2024 results: EPS: US$1.78 (up from US$1.37 in 3Q 2023). Revenue: US$1.72b (up 14% from 3Q 2023). Net income: US$79.1m (up 30% from 3Q 2023). Profit margin: 4.6% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.お知らせ • Nov 19Elbit Systems Ltd. Declares Dividend, Payable on January 6, 2025Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is December 23, 2024. The dividend will be paid on January 6, 2025, after deduction of withholding tax, at the rate of 16.8%.お知らせ • Oct 29Elbit Systems Ltd. to Report Q3, 2024 Results on Nov 19, 2024Elbit Systems Ltd. announced that they will report Q3, 2024 results on Nov 19, 2024Upcoming Dividend • Oct 08Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 15 October 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (1.9%).Declared Dividend • Aug 18Second quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 15th October 2024 Payment date: 28th October 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 61%.お知らせ • Aug 16Elbit Systems Ltd., Annual General Meeting, Sep 19, 2024Elbit Systems Ltd., Annual General Meeting, Sep 19, 2024. Location: advanced technology center, haifa IsraelReported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$1.76 (vs US$1.41 in 2Q 2023)Second quarter 2024 results: EPS: US$1.76 (up from US$1.41 in 2Q 2023). Revenue: US$1.63b (up 12% from 2Q 2023). Net income: US$78.4m (up 26% from 2Q 2023). Profit margin: 4.8% (up from 4.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Aug 14Elbit Systems Ltd. Declares Dividend, Payable on October 28, 2024Elbit Systems Ltd. announced that the Board of Directors declared a dividend of $0.50 per share. The dividend's record date is October 15, 2024. The dividend will be paid on October 28, 2024, after deduction of withholding tax, at the rate of 16.8%.お知らせ • Jul 18Elbit Systems Ltd. to Report Q2, 2024 Results on Aug 14, 2024Elbit Systems Ltd. announced that they will report Q2, 2024 results on Aug 14, 2024Upcoming Dividend • Jun 13Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Israeli dividend payers (7.4%). Lower than average of industry peers (2.2%).Buy Or Sell Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to ₪700. The fair value is estimated to be ₪876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has declined by 4.6%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.Declared Dividend • May 30First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 18th June 2024 Payment date: 1st July 2024 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%.Reported Earnings • May 29First quarter 2024 earnings released: EPS: US$1.66 (vs US$1.40 in 1Q 2023)First quarter 2024 results: EPS: US$1.66 (up from US$1.40 in 1Q 2023). Revenue: US$1.55b (up 12% from 1Q 2023). Net income: US$73.7m (up 19% from 1Q 2023). Profit margin: 4.7% (up from 4.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • May 29Elbit Systems Ltd. Declares Dividend, Payable on July 1, 2024Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is June 18, 2024. The dividend will be paid on July 1, 2024, after deduction of withholding tax, at the rate of 16.8%.お知らせ • May 07Elbit Systems Ltd. to Report Q1, 2024 Results on May 28, 2024Elbit Systems Ltd. announced that they will report Q1, 2024 results on May 28, 2024Upcoming Dividend • Apr 17Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 24 April 2024. Payment date: 06 May 2024. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (7.1%). Lower than average of industry peers (2.0%).Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to ₪751. The fair value is estimated to be ₪950, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$4.85 (vs US$6.22 in FY 2022)Full year 2023 results: EPS: US$4.85 (down from US$6.22 in FY 2022). Revenue: US$5.97b (up 8.4% from FY 2022). Net income: US$215.1m (down 22% from FY 2022). Profit margin: 3.6% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Declared Dividend • Mar 28Fourth quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 24th April 2024 Payment date: 6th May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%.お知らせ • Mar 26Elbit Systems Ltd. Declares Dividend, Payable on May 6, 2024Elbit Systems Ltd. declared a dividend of $0.50per share. The dividend's record date is April 24, 2024. The dividend will be paid on May 6, 2024, after deduction of taxes at the source, at the rate of 16.8%.Buy Or Sell Opportunity • Mar 20Now 20% overvaluedOver the last 90 days, the stock has fallen 5.2% to ₪743. The fair value is estimated to be ₪616, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.お知らせ • Feb 26Elbit Systems Ltd. to Report Q4, 2023 Results on Mar 26, 2024Elbit Systems Ltd. announced that they will report Q4, 2023 results on Mar 26, 2024Buy Or Sell Opportunity • Feb 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to ₪755. The fair value is estimated to be ₪627, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.Upcoming Dividend • Dec 19Upcoming dividend of US$0.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 26 December 2023. Payment date: 08 January 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Israeli dividend payers (7.3%). Lower than average of industry peers (2.0%).Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: US$1.37 (vs US$1.27 in 3Q 2022)Third quarter 2023 results: EPS: US$1.37 (up from US$1.27 in 3Q 2022). Revenue: US$1.50b (up 11% from 3Q 2022). Net income: US$60.7m (up 8.0% from 3Q 2022). Profit margin: 4.0% (down from 4.2% in 3Q 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 29Elbit Systems Ltd. Declares Dividend, Payable on January 8, 2024Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is December 26, 2023. The dividend will be paid on January 8, 2024, after deduction of withholding tax, at the rate of 16.8%.お知らせ • Nov 06Elbit Systems Ltd. to Report Q3, 2023 Results on Nov 28, 2023Elbit Systems Ltd. announced that they will report Q3, 2023 results on Nov 28, 2023Upcoming Dividend • Oct 03Upcoming dividend of US$0.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 10 October 2023. Payment date: 23 October 2023. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (7.3%). Lower than average of industry peers (2.0%).お知らせ • Aug 17Elbit Systems Ltd. Declares A Dividend, Payable on October 23, 2023The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is October 10, 2023. The dividend will be paid on October 23, 2023, after deduction of withholding tax, at the rate of 16.8%.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: US$1.41 (vs US$1.83 in 2Q 2022)Second quarter 2023 results: EPS: US$1.41 (down from US$1.83 in 2Q 2022). Revenue: US$1.45b (up 12% from 2Q 2022). Net income: US$62.4m (down 23% from 2Q 2022). Profit margin: 4.3% (down from 6.2% in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.株主還元ESLTIL Aerospace & DefenseIL 市場7D-2.8%-3.3%-2.9%1Y50.7%47.7%34.2%株主還元を見る業界別リターン: ESLT過去 1 年間で47.7 % の収益を上げたIL Aerospace & Defense業界を上回りました。リターン対市場: ESLT過去 1 年間で34.2 % の収益を上げたIL市場を上回りました。価格変動Is ESLT's price volatile compared to industry and market?ESLT volatilityESLT Average Weekly Movement7.5%Aerospace & Defense Industry Average Movement10.0%Market Average Movement5.8%10% most volatile stocks in IL Market9.7%10% least volatile stocks in IL Market3.7%安定した株価: ESLTの株価は、 IL市場と比較して過去 3 か月間で変動しています。時間の経過による変動: ESLTの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてILの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト196620,000Butzi Machliswww.elbitsystems.comエルビット・システムズ社は、イスラエル、北米、欧州、アジア太平洋、中南米、および国際的な防衛、国土安全保障、民間航空アプリケーション向けに、空中、陸上、艦艇システムおよび製品のポートフォリオを開発、供給している。5つのセグメントで事業を展開している：航空宇宙、C4Iおよびサイバー、諜報・監視・目標捕捉・偵察（ISTAR）および電子戦（EW）、陸上、エルビット・システムズ・オブ・アメリカ（ESA）。同社は、航空機プラットフォーム、無人航空機ソリューション、精密誘導弾（PGM）センサー、航空構造、訓練およびシミュレーターシステム、フライトアカデミーソリューション、民間航空システム向けの製品とシステムを提供している。また、指揮・制御・通信・コンピューター・情報・監視・偵察（C4ISR）システム、データリンク、無線通信システム・機器、サイバー・インテリジェンス・ソリューション、自律型ソリューション、国土安全保障ソリューションも提供している。また、様々な電気光学レーザー・ソリューションや対策システム・製品、海軍システム、各種電子戦システム、シグナル・インテリジェンス・システムも提供している。さらに、装甲車やその他の軍用車両、大砲、迫撃砲システム、PGM、装甲車、その他のプラットフォームの生存性と保護システムを含む陸・空・海のアプリケーション用の陸上ベースのシステムと製品を提供している。さらに、同社は主に米軍、対外軍事販売（FMS/FMF）、国土安全保障（HLS）、医療機器、民間航空会社の顧客に製品とシステムソリューションを提供している。様々な政府や企業の元請けまたは下請けとしてシステムや製品を販売している。同社は1966年に法人化され、イスラエルのハイファを拠点としている。もっと見るElbit Systems Ltd. 基礎のまとめElbit Systems の収益と売上を時価総額と比較するとどうか。ESLT 基礎統計学時価総額₪111.40b収益（TTM）₪1.71b売上高(TTM)₪23.95b65.3xPER（株価収益率4.7xP/SレシオESLT は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ESLT 損益計算書（TTM）収益US$8.23b売上原価US$6.20b売上総利益US$2.03bその他の費用US$1.44b収益US$588.05m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）12.57グロス・マージン24.70%純利益率7.14%有利子負債／自己資本比率7.8%ESLT の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.5%現在の配当利回り27%配当性向ESLT 配当は確実ですか？ESLT 配当履歴とベンチマークを見るESLT 、いつまでに購入すれば配当金を受け取れますか？Elbit Systems 配当日配当落ち日Jun 23 2026配当支払日Jul 06 2026配当落ちまでの日数6 days配当支払日までの日数19 daysESLT 配当は確実ですか？ESLT 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/16 20:39終値2026/06/16 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Elbit Systems Ltd. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Danny KaplanBarclaysJoseph WolfBarclaysRonald EpsteinBofA Global Research11 その他のアナリストを表示
Upcoming Dividend • 3hUpcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 06 July 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (5.7%). In line with average of industry peers (0.6%).
New Risk • 21hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
ライブニュース • Jun 13Elbit Systems Sees Strong Orders and Upgraded Earnings Driving OutperformanceElbit Systems is seeing strong demand from Israel and European customers, supported by substantial new defense contracts and government backing. The company is progressing advanced technologies such as an airborne laser system aimed at countering drones and missiles, alongside established products like Night Vision Head-Up Display systems for the U.S. Army and Marine Corps. Consensus earnings estimates for Elbit Systems have been raised by 8.8% to 12.5% in recent months, following what has been described as excellent first-quarter results, a solid order backlog and a valuation that is characterized as low. The combination of rising demand, a growing pipeline of defense programs and upgraded earnings expectations points to a business with strong operational momentum and visible revenue sources through its backlog. Investors should keep in mind that the stock has already outperformed both the S&P 500 and aerospace and defense peers, so expectations around execution and future contracts are likely higher than before.
ライブニュース • Jun 04Elbit Systems Reports Record $30b Backlog After Securing Major European Defense ContractsElbit Systems reported double-digit revenue and profitability growth in Q1 2026, with non-GAAP operating margins above 10% and an order backlog exceeding $30 billion for the first time. The company secured about $1.4 billion in contracts from a European customer for a five-year military modernization program, covering autonomous platforms, land electronic warfare, precision-guided munitions, electro-optical reconnaissance, and software-defined radios. Elbit also won a $750 million contract to supply artillery rocket systems to the Hellenic Armed Forces and is increasing investment in manufacturing capacity, automation, robotics, AI and next-generation R&D, while insider share sales totaled $61.9 million over the past quarter. The combination of record backlog and large multi-year European contracts points to a high level of visibility for Elbit’s defense programs and production pipeline. Insider selling and the heavy investment in capacity and technology are worth watching, since they influence both near-term cash needs and how you interpret management’s confidence signals.
Declared Dividend • May 29First quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 23rd June 2026 Payment date: 6th July 2026 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 31%.
分析記事 • May 29Elbit Systems Ltd. (TLV:ESLT) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...
Upcoming Dividend • 3hUpcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 06 July 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (5.7%). In line with average of industry peers (0.6%).
New Risk • 21hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
ライブニュース • Jun 13Elbit Systems Sees Strong Orders and Upgraded Earnings Driving OutperformanceElbit Systems is seeing strong demand from Israel and European customers, supported by substantial new defense contracts and government backing. The company is progressing advanced technologies such as an airborne laser system aimed at countering drones and missiles, alongside established products like Night Vision Head-Up Display systems for the U.S. Army and Marine Corps. Consensus earnings estimates for Elbit Systems have been raised by 8.8% to 12.5% in recent months, following what has been described as excellent first-quarter results, a solid order backlog and a valuation that is characterized as low. The combination of rising demand, a growing pipeline of defense programs and upgraded earnings expectations points to a business with strong operational momentum and visible revenue sources through its backlog. Investors should keep in mind that the stock has already outperformed both the S&P 500 and aerospace and defense peers, so expectations around execution and future contracts are likely higher than before.
ライブニュース • Jun 04Elbit Systems Reports Record $30b Backlog After Securing Major European Defense ContractsElbit Systems reported double-digit revenue and profitability growth in Q1 2026, with non-GAAP operating margins above 10% and an order backlog exceeding $30 billion for the first time. The company secured about $1.4 billion in contracts from a European customer for a five-year military modernization program, covering autonomous platforms, land electronic warfare, precision-guided munitions, electro-optical reconnaissance, and software-defined radios. Elbit also won a $750 million contract to supply artillery rocket systems to the Hellenic Armed Forces and is increasing investment in manufacturing capacity, automation, robotics, AI and next-generation R&D, while insider share sales totaled $61.9 million over the past quarter. The combination of record backlog and large multi-year European contracts points to a high level of visibility for Elbit’s defense programs and production pipeline. Insider selling and the heavy investment in capacity and technology are worth watching, since they influence both near-term cash needs and how you interpret management’s confidence signals.
Declared Dividend • May 29First quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 23rd June 2026 Payment date: 6th July 2026 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 31%.
分析記事 • May 29Elbit Systems Ltd. (TLV:ESLT) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...
お知らせ • May 27Elbit Systems Ltd. Declares Dividend, Payable on July 6, 2026The Board of Directors of Elbit Systems Ltd. declared a dividend of $1.00 per share. The dividend's record date is June 23, 2026. The dividend will be paid on July 6, 2026, after deduction of withholding tax, at the rate of 16.8%.
Reported Earnings • May 27First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: US$3.46 (up from US$2.40 in 1Q 2025). Revenue: US$2.19b (up 16% from 1Q 2025). Net income: US$160.8m (up 50% from 1Q 2025). Profit margin: 7.3% (up from 5.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 27Elbit Systems Ltd. to Report Q1, 2026 Results on May 26, 2026Elbit Systems Ltd. announced that they will report Q1, 2026 results Pre-Market on May 26, 2026
Recent Insider Transactions Derivative • Apr 12President & CEO exercised options and sold ₪69m worth of stockOn the 9th of April, Bezhalel Machlis exercised 30k options at a strike price of around ₪411 and sold these shares for an average price of ₪2,723 per share. This trade did not impact their existing holding. As of today, Bezhalel currently holds no shares directly. Company insiders have collectively sold ₪169m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Apr 06Upcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 13 April 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (5.5%). Lower than average of industry peers (0.7%).
Declared Dividend • Mar 20Fourth quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 13th April 2026 Payment date: 27th April 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 34%.
Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$11.69 (up from US$7.22 in FY 2024). Revenue: US$7.94b (up 16% from FY 2024). Net income: US$534.3m (up 66% from FY 2024). Profit margin: 6.7% (up from 4.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.3%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 17Elbit Systems Ltd. Declares Dividend, Payable on April 27, 2026The Board of Directors of Elbit Systems Ltd. declared a dividend of $1.00 per share. The dividend's record date is April 13, 2026. The dividend will be paid on April 27, 2026, after deduction of taxes at the source, at the rate of 16.8%.
お知らせ • Feb 17Elbit Systems Ltd. to Report Q4, 2025 Results on Mar 17, 2026Elbit Systems Ltd. announced that they will report Q4, 2025 results at 12:46 PM, Israel Standard Time on Mar 17, 2026
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₪2,148, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 44x in the Aerospace & Defense industry in Asia. Total returns to shareholders of 280% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪934 per share.
分析記事 • Jan 06Market Participants Recognise Elbit Systems Ltd.'s (TLV:ESLT) Earnings Pushing Shares 25% HigherElbit Systems Ltd. ( TLV:ESLT ) shareholders would be excited to see that the share price has had a great month...
Upcoming Dividend • Dec 15Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 22 December 2025. Payment date: 05 January 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (5.3%). Lower than average of industry peers (0.9%).
分析記事 • Nov 21Results: Elbit Systems Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...
Declared Dividend • Nov 20Third quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 22nd December 2025 Payment date: 5th January 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 19%.
Reported Earnings • Nov 19Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$2.88 (up from US$1.78 in 3Q 2024). Revenue: US$1.92b (up 12% from 3Q 2024). Net income: US$133.4m (up 69% from 3Q 2024). Profit margin: 6.9% (up from 4.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 18Elbit Systems Ltd. Declares Dividend, Payable on January 5, 2026The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.75 per share. The dividend's record date is December 22, 2025. The dividend will be paid on January 5, 2026, after deduction of withholding tax, at the rate of 16.8%.
お知らせ • Oct 27Elbit Systems Ltd. to Report Q3, 2025 Results on Nov 18, 2025Elbit Systems Ltd. announced that they will report Q3, 2025 results on Nov 18, 2025
Upcoming Dividend • Oct 08Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 15 October 2025. Payment date: 27 October 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (5.5%). Lower than average of industry peers (0.9%).
分析記事 • Sep 20Elbit Systems (TLV:ESLT) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
お知らせ • Sep 20Elbit Systems Ltd., Annual General Meeting, Oct 29, 2025Elbit Systems Ltd., Annual General Meeting, Oct 29, 2025. Location: advanced technology center, haifa, Israel
分析記事 • Sep 02Is Elbit Systems (TLV:ESLT) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Aug 27Elbit Systems Ltd.' JUPITER Space Camera Successfully Launches Aboard the NAOS Satellite, in Collaboration with OHB-ItaliaElbit Systems Ltd. announced the successful launch of its advanced JUPITER space camera aboard the National Advanced Optical System (NAOS) satellite, supporting a wide span of earth Observation missions, including military operations, environmental monitoring and scientific research. The NAOS satellite, manufactured by OHB Italia S.p. A., was launched on August 26th from Vandenberg Space Force Base, California, USA, aboard a Falcon 9 rocket operated by SpaceX. Developed by Elbit Systems ISTAR&EW - ELOP, JUPITER is one of the world's most advanced space cameras, featuring a very large aperture and an exceptionally lightweight design. The camera is multispectral, offering a combination of imaging channels: A high-resolution panchromatic channel (black and white), which captures fine spatial details across the full visible spectrum. RGB channels (red, green, blue) for true-color imaging. A NIR channel (Near-Infrared), which enables analysis of vegetation health, water content, and material properties. The data generated by the JUPITER camera is designed for seamless integration with both onboard systems and ground station analytics platforms. Its compatibility with advanced image processing and AI engines enables the extension of actionable insights, supporting informed decision-making across a wide range of applications. In addition to the camera, Elbit Systems developed and supplied advanced algorithms to support the ground segment of the NAOS mission, enhancing image analysis capabilities. This achievement is the result of a close collaboration between OHB Italia and Elbit Systems, combining satellite engineering excellence with top-tier imaging technology to deliver one of the highest-performing spaceborne optical systems in the world.
Declared Dividend • Aug 16Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 15th October 2025 Payment date: 27th October 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 22%.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: US$2.76 (vs US$1.76 in 2Q 2024)Second quarter 2025 results: EPS: US$2.76 (up from US$1.76 in 2Q 2024). Revenue: US$1.97b (up 21% from 2Q 2024). Net income: US$125.7m (up 60% from 2Q 2024). Profit margin: 6.4% (up from 4.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 13Elbit Systems Ltd. Declares Dividend, Payable on October 27, 2025The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.75 per share. The dividend's record date is October 14, 2025. The dividend will be paid on October 27, 2025, after deduction of withholding tax, at the rate of 16.8%.
お知らせ • Jul 30Elbit Systems Ltd. to Report Q2, 2025 Results on Aug 13, 2025Elbit Systems Ltd. announced that they will report Q2, 2025 results on Aug 13, 2025
Upcoming Dividend • Jun 17Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 07 July 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (6.3%). Lower than average of industry peers (1.0%).
Declared Dividend • May 22Dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 24th June 2025 Payment date: 7th July 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 19%.
お知らせ • May 22+ 1 more updateElbit Systems Ltd. has completed a Follow-on Equity Offering in the amount of $512.04375 million.Elbit Systems Ltd. has completed a Follow-on Equity Offering in the amount of $512.04375 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,365,450 Price\Range: $375 Discount Per Security: $7.39
Reported Earnings • May 20First quarter 2025 earnings released: EPS: US$2.40 (vs US$1.66 in 1Q 2024)First quarter 2025 results: EPS: US$2.40 (up from US$1.66 in 1Q 2024). Revenue: US$1.90b (up 22% from 1Q 2024). Net income: US$107.1m (up 45% from 1Q 2024). Profit margin: 5.6% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 20Elbit Systems Ltd. Declares Dividend, Payable on July 7, 2025The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.60 per share. The dividend's record date is June 24, 2025. The dividend will be paid on July 7, 2025, after deduction of withholding tax, at the rate of 16.8%.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Apr 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to ₪1,394. The fair value is estimated to be ₪1,155, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Upcoming Dividend • Apr 15Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 22 April 2025. Payment date: 05 May 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (6.3%). Lower than average of industry peers (1.3%).
Buy Or Sell Opportunity • Apr 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to ₪1,470. The fair value is estimated to be ₪1,207, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Declared Dividend • Mar 20Fourth quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 22nd April 2025 Payment date: 5th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 33%.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: US$7.22 (vs US$4.85 in FY 2023)Full year 2024 results: EPS: US$7.22 (up from US$4.85 in FY 2023). Revenue: US$6.83b (up 14% from FY 2023). Net income: US$321.1m (up 49% from FY 2023). Profit margin: 4.7% (up from 3.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Mar 18Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to ₪1,492. The fair value is estimated to be ₪1,189, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 5.6%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
お知らせ • Mar 18Elbit Systems Ltd. Declares Dividend, Payable on May 5, 2025The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.60 per share. The dividend's record date is April 22, 2025. The dividend will be paid on May 5, 2025, after deduction of taxes at the source, at the rate of 16.8%.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪1,235, the stock trades at a trailing P/E ratio of 58.5x. Average forward P/E is 28x in the Aerospace & Defense industry in Israel. Total returns to shareholders of 90% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪1,166 per share.
お知らせ • Feb 26Elbit Systems Ltd. to Report Q4, 2024 Results on Mar 18, 2025Elbit Systems Ltd. announced that they will report Q4, 2024 results on Mar 18, 2025
Upcoming Dividend • Dec 16Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 23 December 2024. Payment date: 06 January 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Israeli dividend payers (6.0%). Lower than average of industry peers (1.6%).
Declared Dividend • Nov 21Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 23rd December 2024 Payment date: 6th January 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 44%.
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: US$1.78 (vs US$1.37 in 3Q 2023)Third quarter 2024 results: EPS: US$1.78 (up from US$1.37 in 3Q 2023). Revenue: US$1.72b (up 14% from 3Q 2023). Net income: US$79.1m (up 30% from 3Q 2023). Profit margin: 4.6% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
お知らせ • Nov 19Elbit Systems Ltd. Declares Dividend, Payable on January 6, 2025Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is December 23, 2024. The dividend will be paid on January 6, 2025, after deduction of withholding tax, at the rate of 16.8%.
お知らせ • Oct 29Elbit Systems Ltd. to Report Q3, 2024 Results on Nov 19, 2024Elbit Systems Ltd. announced that they will report Q3, 2024 results on Nov 19, 2024
Upcoming Dividend • Oct 08Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 15 October 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (1.9%).
Declared Dividend • Aug 18Second quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 15th October 2024 Payment date: 28th October 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 61%.
お知らせ • Aug 16Elbit Systems Ltd., Annual General Meeting, Sep 19, 2024Elbit Systems Ltd., Annual General Meeting, Sep 19, 2024. Location: advanced technology center, haifa Israel
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$1.76 (vs US$1.41 in 2Q 2023)Second quarter 2024 results: EPS: US$1.76 (up from US$1.41 in 2Q 2023). Revenue: US$1.63b (up 12% from 2Q 2023). Net income: US$78.4m (up 26% from 2Q 2023). Profit margin: 4.8% (up from 4.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Aug 14Elbit Systems Ltd. Declares Dividend, Payable on October 28, 2024Elbit Systems Ltd. announced that the Board of Directors declared a dividend of $0.50 per share. The dividend's record date is October 15, 2024. The dividend will be paid on October 28, 2024, after deduction of withholding tax, at the rate of 16.8%.
お知らせ • Jul 18Elbit Systems Ltd. to Report Q2, 2024 Results on Aug 14, 2024Elbit Systems Ltd. announced that they will report Q2, 2024 results on Aug 14, 2024
Upcoming Dividend • Jun 13Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Israeli dividend payers (7.4%). Lower than average of industry peers (2.2%).
Buy Or Sell Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to ₪700. The fair value is estimated to be ₪876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has declined by 4.6%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
Declared Dividend • May 30First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 18th June 2024 Payment date: 1st July 2024 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%.
Reported Earnings • May 29First quarter 2024 earnings released: EPS: US$1.66 (vs US$1.40 in 1Q 2023)First quarter 2024 results: EPS: US$1.66 (up from US$1.40 in 1Q 2023). Revenue: US$1.55b (up 12% from 1Q 2023). Net income: US$73.7m (up 19% from 1Q 2023). Profit margin: 4.7% (up from 4.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • May 29Elbit Systems Ltd. Declares Dividend, Payable on July 1, 2024Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is June 18, 2024. The dividend will be paid on July 1, 2024, after deduction of withholding tax, at the rate of 16.8%.
お知らせ • May 07Elbit Systems Ltd. to Report Q1, 2024 Results on May 28, 2024Elbit Systems Ltd. announced that they will report Q1, 2024 results on May 28, 2024
Upcoming Dividend • Apr 17Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 24 April 2024. Payment date: 06 May 2024. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (7.1%). Lower than average of industry peers (2.0%).
Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to ₪751. The fair value is estimated to be ₪950, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$4.85 (vs US$6.22 in FY 2022)Full year 2023 results: EPS: US$4.85 (down from US$6.22 in FY 2022). Revenue: US$5.97b (up 8.4% from FY 2022). Net income: US$215.1m (down 22% from FY 2022). Profit margin: 3.6% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 28Fourth quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 24th April 2024 Payment date: 6th May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%.
お知らせ • Mar 26Elbit Systems Ltd. Declares Dividend, Payable on May 6, 2024Elbit Systems Ltd. declared a dividend of $0.50per share. The dividend's record date is April 24, 2024. The dividend will be paid on May 6, 2024, after deduction of taxes at the source, at the rate of 16.8%.
Buy Or Sell Opportunity • Mar 20Now 20% overvaluedOver the last 90 days, the stock has fallen 5.2% to ₪743. The fair value is estimated to be ₪616, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
お知らせ • Feb 26Elbit Systems Ltd. to Report Q4, 2023 Results on Mar 26, 2024Elbit Systems Ltd. announced that they will report Q4, 2023 results on Mar 26, 2024
Buy Or Sell Opportunity • Feb 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to ₪755. The fair value is estimated to be ₪627, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
Upcoming Dividend • Dec 19Upcoming dividend of US$0.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 26 December 2023. Payment date: 08 January 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Israeli dividend payers (7.3%). Lower than average of industry peers (2.0%).
Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: US$1.37 (vs US$1.27 in 3Q 2022)Third quarter 2023 results: EPS: US$1.37 (up from US$1.27 in 3Q 2022). Revenue: US$1.50b (up 11% from 3Q 2022). Net income: US$60.7m (up 8.0% from 3Q 2022). Profit margin: 4.0% (down from 4.2% in 3Q 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 29Elbit Systems Ltd. Declares Dividend, Payable on January 8, 2024Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is December 26, 2023. The dividend will be paid on January 8, 2024, after deduction of withholding tax, at the rate of 16.8%.
お知らせ • Nov 06Elbit Systems Ltd. to Report Q3, 2023 Results on Nov 28, 2023Elbit Systems Ltd. announced that they will report Q3, 2023 results on Nov 28, 2023
Upcoming Dividend • Oct 03Upcoming dividend of US$0.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 10 October 2023. Payment date: 23 October 2023. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (7.3%). Lower than average of industry peers (2.0%).
お知らせ • Aug 17Elbit Systems Ltd. Declares A Dividend, Payable on October 23, 2023The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is October 10, 2023. The dividend will be paid on October 23, 2023, after deduction of withholding tax, at the rate of 16.8%.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: US$1.41 (vs US$1.83 in 2Q 2022)Second quarter 2023 results: EPS: US$1.41 (down from US$1.83 in 2Q 2022). Revenue: US$1.45b (up 12% from 2Q 2022). Net income: US$62.4m (down 23% from 2Q 2022). Profit margin: 4.3% (down from 6.2% in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
