Elbit Systems（ESLT）株式概要エルビット・システムズ社は、その子会社とともに、イスラエル、北米、欧州、アジア太平洋、中南米、および国際的に、防衛および国土安全保障分野の製品およびサービスを開発・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0/6将来の成長1/6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 リスク分析リスクチェックの結果、ESLT 、リスクは検出されなかった。すべてのリスクチェックを見るESLT Community Fair Values Create NarrativeSee what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.NEW485,335 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG485,335 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$780.053.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture014b2016201920222025202620282031Revenue US$13.9bEarnings US$996.2mAdvancedSet Fair ValueView all narrativesElbit Systems Ltd. 競合他社HEICOSymbol: NYSE:HEIMarket cap: US$41.5bCurtiss-WrightSymbol: NYSE:CWMarket cap: US$28.3bCarpenter TechnologySymbol: NYSE:CRSMarket cap: US$29.3bWoodwardSymbol: NasdaqGS:WWDMarket cap: US$24.1b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₪780.0552週高値₪1,016.0652週安値₪422.84ベータ-0.231ヶ月の変化-6.04%3ヶ月変化-15.99%1年変化71.18%3年間の変化281.63%5年間の変化510.13%IPOからの変化12,380.80%最新ニュースお知らせ • Jul 02Elbit Systems Ltd., Annual General Meeting, Aug 05, 2026Elbit Systems Ltd., Annual General Meeting, Aug 05, 2026. Location: advanced technology center, haifa 3100401., IsraelBoard Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Tzipi Livni was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 16Upcoming 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 American dividend payers (4.2%). Lower than average of industry peers (1.1%).Declared Dividend • May 31First 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%.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%.Seeking Alpha • May 27Elbit Systems: Strong Q1, But Valuation Still Looks StretchedSummary Elbit Systems delivered strong Q1 2026 results, with revenue up 15.5% YoY and a record $30.2B backlog, 71% international. Non-GAAP EPS beat by $0.54, margins expanded to 10.1%, and free cash flow remained robust despite increased capex and R&D investment. ESLT trades at a steep premium—51x earnings and 32x EV/EBITDA—reflecting high expectations for sustained growth, margin strength, and backlog conversion. I maintain a Hold rating: upside is capped by valuation risk, with execution, supply chain, or geopolitical shifts posing downside threats. Read the full article on Seeking Alpha最新情報をもっと見るRecent updatesお知らせ • Jul 02Elbit Systems Ltd., Annual General Meeting, Aug 05, 2026Elbit Systems Ltd., Annual General Meeting, Aug 05, 2026. Location: advanced technology center, haifa 3100401., IsraelBoard Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Tzipi Livni was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 16Upcoming 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 American dividend payers (4.2%). Lower than average of industry peers (1.1%).Declared Dividend • May 31First 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%.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%.Seeking Alpha • May 27Elbit Systems: Strong Q1, But Valuation Still Looks StretchedSummary Elbit Systems delivered strong Q1 2026 results, with revenue up 15.5% YoY and a record $30.2B backlog, 71% international. Non-GAAP EPS beat by $0.54, margins expanded to 10.1%, and free cash flow remained robust despite increased capex and R&D investment. ESLT trades at a steep premium—51x earnings and 32x EV/EBITDA—reflecting high expectations for sustained growth, margin strength, and backlog conversion. I maintain a Hold rating: upside is capped by valuation risk, with execution, supply chain, or geopolitical shifts posing downside threats. Read the full article on Seeking AlphaReported Earnings • May 26First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst 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) also surpassed analyst estimates by 14%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Aerospace & Defense industry in the US. 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 61% 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, 2026Upcoming 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 American dividend payers (4.4%). Lower than average of industry peers (1.1%).Declared Dividend • Mar 19Fourth 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 6.8%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Aerospace & Defense industry in the US. 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 75% 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, 2026Price Target Changed • Jan 12Price target increased by 7.3% to US$574Up from US$535, the current price target is provided by 1 analyst. New target price is 20% below last closing price of US$717. Stock is up 149% over the past year. The company is forecast to post earnings per share of US$10.62 for next year compared to US$7.22 last year.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$675, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 27x in the Aerospace & Defense industry in the US. Total returns to shareholders of 300% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$292 per share.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 American dividend payers (4.4%). Lower than average of industry peers (1.2%).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 0.6%, 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 15%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Aerospace & Defense industry in the US. 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 37% 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, 2025Price Target Changed • Oct 10Price target increased by 12% to US$511Up from US$456, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$502. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$10.62 for next year compared to US$7.22 last year.Upcoming Dividend • Oct 07Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 14 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 American dividend payers (4.5%). Lower than average of industry peers (1.1%).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.Price Target Changed • Aug 26Price target increased by 9.0% to US$441Up from US$404, the current price target is provided by 1 analyst. New target price is 10% below last closing price of US$490. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$10.62 for next year compared to US$7.22 last year.Declared Dividend • Aug 15Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 14th October 2025 Payment date: 27th October 2025 Dividend yield will be 0.5%, 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 8.1% growth forecast for the Aerospace & Defense industry in the US. 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 29% 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, 2025Price Target Changed • Jul 24Price target increased by 13% to US$404Up from US$357, the current price target is provided by 1 analyst. New target price is 10% below last closing price of US$450. Stock is up 141% over the past year. The company is forecast to post earnings per share of US$10.62 for next year compared to US$7.22 last year.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 American dividend payers (4.7%). Lower than average of industry peers (1.4%).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 0.6%, 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 7.5% growth forecast for the Aerospace & Defense industry in the US. 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 27% 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%.Buy Or Sell Opportunity • Apr 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to US$386. The fair value is estimated to be US$318, 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.Seeking Alpha • Apr 17Elbit Systems: What Is Left After The 100% Surge?Summary Upgraded Elbit Systems from hold to buy due to increased demand for defense equipment amid Middle East tensions and strong international sales diversification. 2024 earnings showed 14.3% revenue growth, 7% operating margins, and significant growth across aerospace, C4I & Cyber, ISTAR & EW, and land systems segments. Order backlog of $22.6 billion supports three years of revenues, with 65% international sales and strong visibility on future growth opportunities. Raised price target to $457.40, driven by higher EBITDA and free cash flow expectations, maintaining a buy rating due to strong financial performance and global demand. Read the full article on Seeking AlphaUpcoming 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 American dividend payers (5.0%). Lower than average of industry peers (1.5%).Buy Or Sell Opportunity • Apr 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to US$406. The fair value is estimated to be US$333, 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 21Fourth quarter dividend increased to US$0.60Dividend of US$0.60 is 20% higher than last year. Ex-date: 22nd April 2025 Payment date: 5th May 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 34%.Price Target Changed • Mar 19Price target increased by 39% to US$359Up from US$257, the current price target is provided by 1 analyst. New target price is 13% below last closing price of US$411. Stock is up 101% over the past year. The company posted earnings per share of US$7.22 last year.Buy Or Sell Opportunity • Mar 18Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 58% to US$408. The fair value is estimated to be US$329, 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 9.7% per annum. Earnings are also forecast to grow by 17% 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 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$352, the stock trades at a trailing P/E ratio of 59.9x. Average forward P/E is 24x in the Aerospace & Defense industry in the US. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$324 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 American dividend payers (4.3%). Lower than average of industry peers (1.5%).Price Target Changed • Dec 10Price target increased by 9.1% to US$264Up from US$242, the current price target is provided by 1 analyst. New target price is 6.6% above last closing price of US$248. Stock is up 20% over the past year. The company posted earnings per share of US$4.85 last year.Declared Dividend • Nov 21Third quarter dividend of US$0.50 announcedDividend of US$0.50 is the same as last year. Ex-date: 23rd December 2024 Payment date: 6th January 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Price Target Changed • Nov 20Price target increased by 12% to US$242Up from US$215, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$249. Stock is up 20% over the past year. The company posted earnings per share of US$4.85 last year.Reported Earnings • Nov 20Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 6.6%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Aerospace & Defense industry in the US. 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 18% 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: 0.9%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.4%).Seeking Alpha • Aug 22Elbit Systems: A Buy On Middle East WarSummary Elbit Systems' revenues grew in Q2, driven by increased demand for defense equipment and services, particularly in Israel. Adjusted operating profit increased, with backlog reaching $21.1 billion by the end of the second quarter. Analysts expect higher EBITDA and free cash flow for Elbit Systems, leading to a buy rating with a $236 price target for a 19% upside. Read the full article on Seeking AlphaDeclared Dividend • Aug 16Second quarter dividend of US$0.50 announcedDividend of US$0.50 is the same as last year. Ex-date: 15th October 2024 Payment date: 28th October 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Aerospace & Defense industry in the US. 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 12% 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 American dividend payers (4.8%). Lower than average of industry peers (1.6%).Buy Or Sell Opportunity • Jun 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$185. The fair value is estimated to be US$233, 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 announcedDividend of US$0.50 is the same as last year. Ex-date: 18th June 2024 Payment date: 1st July 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Reported Earnings • May 29First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Aerospace & Defense industry in the US. 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 14% 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%.Seeking Alpha • May 13Can Elbit Systems Win In The Swords Of Iron War In Israel?Summary The war in the Middle East presents both opportunities and drawbacks for Elbit Systems Ltd., with increased demand but also labor and logistics pressures. Elbit Systems has shown strong growth in backlog and adjusted operating income, but operating margins have weakened. Near-term demand and labor costs driven by the war are important factors to watch, but the company can rely on long-term global demand trends. Read the full article on Seeking Alpha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 16Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 23 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 American dividend payers (4.8%). Lower than average of industry peers (1.5%).Buy Or Sell Opportunity • Apr 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to US$201. The fair value is estimated to be US$252, 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.Declared Dividend • Mar 28Fourth quarter dividend of US$0.50 announcedDividend of US$0.50 is the same as last year. Ex-date: 23rd April 2024 Payment date: 6th May 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.Reported Earnings • Mar 28Full year 2023 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Aerospace & Defense industry in the US. 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 14% per year, which means it is well ahead of earnings.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 13Now 20% overvaluedOver the last 90 days, the stock has fallen 2.2% to US$203. The fair value is estimated to be US$169, 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 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.3% to US$208. The fair value is estimated to be US$173, 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.Seeking Alpha • Jan 18Elbit Systems Is Much Too RiskySummary From an ESG perspective, Elbit Systems carries too much risk, even by the standards of the weapons industry. The company’s name has been linked to controversial weapons, human rights violations, and overall poor business conduct. The management's efforts at better profitability and long-term growth are being undermined by the mounting pressure for divestment. Read the full article on Seeking AlphaUpcoming Dividend • Dec 15Upcoming dividend of US$0.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 22 December 2023. Payment date: 08 January 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.7%). 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 7.3% growth forecast for the Aerospace & Defense industry in the US. 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 19% 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 • Sep 29Upcoming dividend of US$0.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 06 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 American dividend payers (5.1%). Lower than average of industry peers (2.2%).Price Target Changed • Aug 18Price target increased by 9.0% to US$208Up from US$190, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$201. Stock is down 5.5% over the past year. The company posted earnings per share of US$6.21 last year.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 16Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Aerospace & Defense industry in the US. 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 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 09Elbit Systems Ltd. Elects Tzipi Livni to the Board of DirectorsElbit Systems Ltd. announced at annual general meeting held on August 8, 2023, the shareholders elected Mrs. Tzipi Livni to the board of directors of the company.お知らせ • Jul 17Elbit Systems Ltd. to Report Q2, 2023 Results on Aug 15, 2023Elbit Systems Ltd. announced that they will report Q2, 2023 results on Aug 15, 2023お知らせ • Jun 27Elbit Systems Ltd., Annual General Meeting, Aug 08, 2023Elbit Systems Ltd., Annual General Meeting, Aug 08, 2023, at 14:00 Israel Standard Time. Location: offices at the Advanced Technology Center Haifa Israel Agenda: To elect to the Board the following seven members (Directors) who are not External Directors as defined in the Israeli Companies Law 5759-1999, to serve until the close of the next Annual General Meeting of Shareholders: Mr. Michael Federmann, Mr. Ehud (Udi) Adam, Mrs. Rina Baum, Mr. David Federmann, Mrs. Tzipi Livni, Mr. Dov Ninveh and Prof. Ehood (Udi) Nisan; to re-elect Mr. Noaz Bar Nir to an additional three-year term as an External Director; to approve the extension of the indemnification letters of Mr. Michael Federmann and Mr. David Federmann, for an additional three years commencing on December 1, 2023; and to transact such other business matter.お知らせ • Jun 22Elbit Systems Ltd. Appoints Ehud (Udi) Adam as Member of the BoardElbit Systems Ltd. announced that pursuant to Article 23(d) of its Articles of Association, the Company's board of directors resolved to appoint Mr. Ehud (Udi) Adam as a member of the board, effective as of June 25, 2023, and until the next annual meeting of the Company's shareholders. Mr. Adam has served as a strategic consultant to various public and private companies in the technology sector since June 2020. From 2016 until May 2020, Mr. Adam served as director general of the Israeli Ministry of Defense. Since 2020, Mr. Adam has served as a director of Arma Ferrea Ltd., a company that develops and manufactures reactive armor systems, and as a director of Arma Kinetica Ltd., a company in the field of kinetic energy solutions. Since 2020, he has also served as chair of the board of Armalux Ltd., a company that engages in the field of laser systems. Since 2022, Mr. Adam has served as chair of the board of Ecology for Protected Community Ltd., a company that employs people with special needs to collect electronic waste. Since 2021, Mr. Adam has served as the chair of a public committee of the Geophysical Institute of Israel and, since 2011, he has served as president of "Midor Ledor", a non-profit community association. In 2016, Mr. Adam served as chair of the board of IMI Systems Ltd., formerly an Israeli government owned defense company later acquired by the Company. Mr. Adam served for 31 years in the Israeli Defense Forces, where he holds the rank of major general (reserves), and served as head of the Technological and Logistics Directorate and as head of the Northern Command. Mr. Adam holds a bachelor of arts degree in political science and government from Bar-Ilan University and a master's degrees in military and strategic leadership from Ecole de Guerre Paris. Mr. Adam will serve as an independent director under Nasdaq Listing Rules and the Israeli Companies Law and will serve on the following board committees: corporate governance and nominating committee, compensation committee and audit and financial statements review committee. As of June 25, 2023, Mr. Yoram Ben-Zeev will no longer serve as a director of Elbit Systems, having completed nine years of service as an Independent Director provided by the Israeli Companies Law. The board of directors thankes Mr. Ben-Zeev for his contributions to the Company during his tenure.Upcoming Dividend • Jun 16Upcoming dividend of US$0.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 10 July 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (2.1%).お知らせ • May 30Elbit Systems Ltd. Declares a Dividend, Payable on July 10, 2023The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is June 26, 2023. The dividend will be paid on July 10, 2023, after deduction of withholding tax, at the rate of 16.8%.お知らせ • May 17Elbit Systems Ltd. to Report Q1, 2023 Results on May 30, 2023Elbit Systems Ltd. announced that they will report Q1, 2023 results on May 30, 2023Reported Earnings • May 05Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: US$6.22 (up from US$6.21 in FY 2021). Revenue: US$5.51b (up 4.4% from FY 2021). Net income: US$275.4m (flat on FY 2021). Profit margin: 5.0% (down from 5.2% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Aerospace & Defense industry in the US. 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 12% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Apr 10Upcoming dividend of US$0.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 17 April 2023. Payment date: 01 May 2023. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (1.9%).Reported Earnings • Mar 30Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: US$6.22 (up from US$6.21 in FY 2021). Revenue: US$5.51b (up 4.4% from FY 2021). Net income: US$275.4m (flat on FY 2021). Profit margin: 5.0% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Aerospace & Defense industry in the US. 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 11% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 16Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 23 December 2022. Payment date: 09 January 2023. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.9%).Board Change • Dec 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent External Director Noaz Nir was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 01Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: US$1.27 (down from US$2.08 in 3Q 2021). Revenue: US$1.35b (down 1.1% from 3Q 2021). Net income: US$56.2m (down 39% from 3Q 2021). Profit margin: 4.2% (down from 6.7% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.株主還元ESLTUS Aerospace & DefenseUS 市場7D2.6%-1.7%-0.4%1Y71.2%25.4%18.4%株主還元を見る業界別リターン: ESLT過去 1 年間で25.4 % の収益を上げたUS 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18.4 % の収益を上げたUS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 Movement7.2%Aerospace & Defense Industry Average Movement9.4%Market Average Movement7.3%10% most volatile stocks in US Market16.6%10% least volatile stocks in US Market3.2%安定した株価: ESLT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ESLTの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。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、その子会社とともに、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および国土安全保障分野の製品およびサービスを開発、供給している。同社は5つのセグメントで事業を展開している：航空宇宙、C4I・サイバー、情報・監視・目標捕捉・偵察・電子戦、陸上、エルビット・システムズ・オブ・アメリカ。航空プラットフォーム、無人航空機ソリューション、精密誘導弾センサー、航空構造物、訓練・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、指揮・制御・通信・コンピューター・情報・監視・偵察システム、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・国土安全保障ソリューションを提供している。また、さまざまな電気光学レーザー・ソリューションと対策システム・製品、海軍戦闘管理・ソナー・システム、電子戦・信号情報・レーダー・システム、間接射撃・砲塔・武器・弾薬・アクティブ・プロテクション・システム、防衛・国土安全保障・法執行・民間航空・医療機器市場向けの製品・システム・ソリューション・サポート・サービスも提供している。様々な政府や企業にサービスを提供している。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US$36.84b収益（TTM）US$588.05m売上高(TTM)US$8.23b62.6xPER（株価収益率4.5xP/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2026/07/08 06:41終値2026/07/08 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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
お知らせ • Jul 02Elbit Systems Ltd., Annual General Meeting, Aug 05, 2026Elbit Systems Ltd., Annual General Meeting, Aug 05, 2026. Location: advanced technology center, haifa 3100401., Israel
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Tzipi Livni was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 16Upcoming 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 American dividend payers (4.2%). Lower than average of industry peers (1.1%).
Declared Dividend • May 31First 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%.
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%.
Seeking Alpha • May 27Elbit Systems: Strong Q1, But Valuation Still Looks StretchedSummary Elbit Systems delivered strong Q1 2026 results, with revenue up 15.5% YoY and a record $30.2B backlog, 71% international. Non-GAAP EPS beat by $0.54, margins expanded to 10.1%, and free cash flow remained robust despite increased capex and R&D investment. ESLT trades at a steep premium—51x earnings and 32x EV/EBITDA—reflecting high expectations for sustained growth, margin strength, and backlog conversion. I maintain a Hold rating: upside is capped by valuation risk, with execution, supply chain, or geopolitical shifts posing downside threats. Read the full article on Seeking Alpha
お知らせ • Jul 02Elbit Systems Ltd., Annual General Meeting, Aug 05, 2026Elbit Systems Ltd., Annual General Meeting, Aug 05, 2026. Location: advanced technology center, haifa 3100401., Israel
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Tzipi Livni was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 16Upcoming 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 American dividend payers (4.2%). Lower than average of industry peers (1.1%).
Declared Dividend • May 31First 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%.
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%.
Seeking Alpha • May 27Elbit Systems: Strong Q1, But Valuation Still Looks StretchedSummary Elbit Systems delivered strong Q1 2026 results, with revenue up 15.5% YoY and a record $30.2B backlog, 71% international. Non-GAAP EPS beat by $0.54, margins expanded to 10.1%, and free cash flow remained robust despite increased capex and R&D investment. ESLT trades at a steep premium—51x earnings and 32x EV/EBITDA—reflecting high expectations for sustained growth, margin strength, and backlog conversion. I maintain a Hold rating: upside is capped by valuation risk, with execution, supply chain, or geopolitical shifts posing downside threats. Read the full article on Seeking Alpha
Reported Earnings • May 26First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst 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) also surpassed analyst estimates by 14%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Aerospace & Defense industry in the US. 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 61% 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
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 American dividend payers (4.4%). Lower than average of industry peers (1.1%).
Declared Dividend • Mar 19Fourth 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 6.8%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Aerospace & Defense industry in the US. 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 75% 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
Price Target Changed • Jan 12Price target increased by 7.3% to US$574Up from US$535, the current price target is provided by 1 analyst. New target price is 20% below last closing price of US$717. Stock is up 149% over the past year. The company is forecast to post earnings per share of US$10.62 for next year compared to US$7.22 last year.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$675, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 27x in the Aerospace & Defense industry in the US. Total returns to shareholders of 300% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$292 per share.
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 American dividend payers (4.4%). Lower than average of industry peers (1.2%).
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 0.6%, 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 15%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Aerospace & Defense industry in the US. 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 37% 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
Price Target Changed • Oct 10Price target increased by 12% to US$511Up from US$456, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$502. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$10.62 for next year compared to US$7.22 last year.
Upcoming Dividend • Oct 07Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 14 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 American dividend payers (4.5%). Lower than average of industry peers (1.1%).
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
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.
Price Target Changed • Aug 26Price target increased by 9.0% to US$441Up from US$404, the current price target is provided by 1 analyst. New target price is 10% below last closing price of US$490. Stock is up 144% over the past year. The company is forecast to post earnings per share of US$10.62 for next year compared to US$7.22 last year.
Declared Dividend • Aug 15Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 14th October 2025 Payment date: 27th October 2025 Dividend yield will be 0.5%, 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 8.1% growth forecast for the Aerospace & Defense industry in the US. 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 29% 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
Price Target Changed • Jul 24Price target increased by 13% to US$404Up from US$357, the current price target is provided by 1 analyst. New target price is 10% below last closing price of US$450. Stock is up 141% over the past year. The company is forecast to post earnings per share of US$10.62 for next year compared to US$7.22 last year.
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 American dividend payers (4.7%). Lower than average of industry peers (1.4%).
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 0.6%, 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 7.5% growth forecast for the Aerospace & Defense industry in the US. 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 27% 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%.
Buy Or Sell Opportunity • Apr 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to US$386. The fair value is estimated to be US$318, 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.
Seeking Alpha • Apr 17Elbit Systems: What Is Left After The 100% Surge?Summary Upgraded Elbit Systems from hold to buy due to increased demand for defense equipment amid Middle East tensions and strong international sales diversification. 2024 earnings showed 14.3% revenue growth, 7% operating margins, and significant growth across aerospace, C4I & Cyber, ISTAR & EW, and land systems segments. Order backlog of $22.6 billion supports three years of revenues, with 65% international sales and strong visibility on future growth opportunities. Raised price target to $457.40, driven by higher EBITDA and free cash flow expectations, maintaining a buy rating due to strong financial performance and global demand. Read the full article on Seeking Alpha
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 American dividend payers (5.0%). Lower than average of industry peers (1.5%).
Buy Or Sell Opportunity • Apr 11Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to US$406. The fair value is estimated to be US$333, 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 21Fourth quarter dividend increased to US$0.60Dividend of US$0.60 is 20% higher than last year. Ex-date: 22nd April 2025 Payment date: 5th May 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 34%.
Price Target Changed • Mar 19Price target increased by 39% to US$359Up from US$257, the current price target is provided by 1 analyst. New target price is 13% below last closing price of US$411. Stock is up 101% over the past year. The company posted earnings per share of US$7.22 last year.
Buy Or Sell Opportunity • Mar 18Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 58% to US$408. The fair value is estimated to be US$329, 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 9.7% per annum. Earnings are also forecast to grow by 17% 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 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$352, the stock trades at a trailing P/E ratio of 59.9x. Average forward P/E is 24x in the Aerospace & Defense industry in the US. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$324 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 American dividend payers (4.3%). Lower than average of industry peers (1.5%).
Price Target Changed • Dec 10Price target increased by 9.1% to US$264Up from US$242, the current price target is provided by 1 analyst. New target price is 6.6% above last closing price of US$248. Stock is up 20% over the past year. The company posted earnings per share of US$4.85 last year.
Declared Dividend • Nov 21Third quarter dividend of US$0.50 announcedDividend of US$0.50 is the same as last year. Ex-date: 23rd December 2024 Payment date: 6th January 2025 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Price Target Changed • Nov 20Price target increased by 12% to US$242Up from US$215, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$249. Stock is up 20% over the past year. The company posted earnings per share of US$4.85 last year.
Reported Earnings • Nov 20Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 6.6%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Aerospace & Defense industry in the US. 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 18% 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: 0.9%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.4%).
Seeking Alpha • Aug 22Elbit Systems: A Buy On Middle East WarSummary Elbit Systems' revenues grew in Q2, driven by increased demand for defense equipment and services, particularly in Israel. Adjusted operating profit increased, with backlog reaching $21.1 billion by the end of the second quarter. Analysts expect higher EBITDA and free cash flow for Elbit Systems, leading to a buy rating with a $236 price target for a 19% upside. Read the full article on Seeking Alpha
Declared Dividend • Aug 16Second quarter dividend of US$0.50 announcedDividend of US$0.50 is the same as last year. Ex-date: 15th October 2024 Payment date: 28th October 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 64% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Aerospace & Defense industry in the US. 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 12% 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 American dividend payers (4.8%). Lower than average of industry peers (1.6%).
Buy Or Sell Opportunity • Jun 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$185. The fair value is estimated to be US$233, 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 announcedDividend of US$0.50 is the same as last year. Ex-date: 18th June 2024 Payment date: 1st July 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Reported Earnings • May 29First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Aerospace & Defense industry in the US. 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 14% 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%.
Seeking Alpha • May 13Can Elbit Systems Win In The Swords Of Iron War In Israel?Summary The war in the Middle East presents both opportunities and drawbacks for Elbit Systems Ltd., with increased demand but also labor and logistics pressures. Elbit Systems has shown strong growth in backlog and adjusted operating income, but operating margins have weakened. Near-term demand and labor costs driven by the war are important factors to watch, but the company can rely on long-term global demand trends. Read the full article on Seeking Alpha
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 16Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 23 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 American dividend payers (4.8%). Lower than average of industry peers (1.5%).
Buy Or Sell Opportunity • Apr 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to US$201. The fair value is estimated to be US$252, 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.
Declared Dividend • Mar 28Fourth quarter dividend of US$0.50 announcedDividend of US$0.50 is the same as last year. Ex-date: 23rd April 2024 Payment date: 6th May 2024 Dividend yield will be 1.0%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
Reported Earnings • Mar 28Full year 2023 earnings: EPS misses analyst expectationsFull 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 was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Aerospace & Defense industry in the US. 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 14% per year, which means it is well ahead of earnings.
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 13Now 20% overvaluedOver the last 90 days, the stock has fallen 2.2% to US$203. The fair value is estimated to be US$169, 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 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.3% to US$208. The fair value is estimated to be US$173, 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.
Seeking Alpha • Jan 18Elbit Systems Is Much Too RiskySummary From an ESG perspective, Elbit Systems carries too much risk, even by the standards of the weapons industry. The company’s name has been linked to controversial weapons, human rights violations, and overall poor business conduct. The management's efforts at better profitability and long-term growth are being undermined by the mounting pressure for divestment. Read the full article on Seeking Alpha
Upcoming Dividend • Dec 15Upcoming dividend of US$0.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 22 December 2023. Payment date: 08 January 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.7%). 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 7.3% growth forecast for the Aerospace & Defense industry in the US. 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 19% 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 • Sep 29Upcoming dividend of US$0.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 06 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 American dividend payers (5.1%). Lower than average of industry peers (2.2%).
Price Target Changed • Aug 18Price target increased by 9.0% to US$208Up from US$190, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$201. Stock is down 5.5% over the past year. The company posted earnings per share of US$6.21 last year.
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 16Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Aerospace & Defense industry in the US. 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 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 09Elbit Systems Ltd. Elects Tzipi Livni to the Board of DirectorsElbit Systems Ltd. announced at annual general meeting held on August 8, 2023, the shareholders elected Mrs. Tzipi Livni to the board of directors of the company.
お知らせ • Jul 17Elbit Systems Ltd. to Report Q2, 2023 Results on Aug 15, 2023Elbit Systems Ltd. announced that they will report Q2, 2023 results on Aug 15, 2023
お知らせ • Jun 27Elbit Systems Ltd., Annual General Meeting, Aug 08, 2023Elbit Systems Ltd., Annual General Meeting, Aug 08, 2023, at 14:00 Israel Standard Time. Location: offices at the Advanced Technology Center Haifa Israel Agenda: To elect to the Board the following seven members (Directors) who are not External Directors as defined in the Israeli Companies Law 5759-1999, to serve until the close of the next Annual General Meeting of Shareholders: Mr. Michael Federmann, Mr. Ehud (Udi) Adam, Mrs. Rina Baum, Mr. David Federmann, Mrs. Tzipi Livni, Mr. Dov Ninveh and Prof. Ehood (Udi) Nisan; to re-elect Mr. Noaz Bar Nir to an additional three-year term as an External Director; to approve the extension of the indemnification letters of Mr. Michael Federmann and Mr. David Federmann, for an additional three years commencing on December 1, 2023; and to transact such other business matter.
お知らせ • Jun 22Elbit Systems Ltd. Appoints Ehud (Udi) Adam as Member of the BoardElbit Systems Ltd. announced that pursuant to Article 23(d) of its Articles of Association, the Company's board of directors resolved to appoint Mr. Ehud (Udi) Adam as a member of the board, effective as of June 25, 2023, and until the next annual meeting of the Company's shareholders. Mr. Adam has served as a strategic consultant to various public and private companies in the technology sector since June 2020. From 2016 until May 2020, Mr. Adam served as director general of the Israeli Ministry of Defense. Since 2020, Mr. Adam has served as a director of Arma Ferrea Ltd., a company that develops and manufactures reactive armor systems, and as a director of Arma Kinetica Ltd., a company in the field of kinetic energy solutions. Since 2020, he has also served as chair of the board of Armalux Ltd., a company that engages in the field of laser systems. Since 2022, Mr. Adam has served as chair of the board of Ecology for Protected Community Ltd., a company that employs people with special needs to collect electronic waste. Since 2021, Mr. Adam has served as the chair of a public committee of the Geophysical Institute of Israel and, since 2011, he has served as president of "Midor Ledor", a non-profit community association. In 2016, Mr. Adam served as chair of the board of IMI Systems Ltd., formerly an Israeli government owned defense company later acquired by the Company. Mr. Adam served for 31 years in the Israeli Defense Forces, where he holds the rank of major general (reserves), and served as head of the Technological and Logistics Directorate and as head of the Northern Command. Mr. Adam holds a bachelor of arts degree in political science and government from Bar-Ilan University and a master's degrees in military and strategic leadership from Ecole de Guerre Paris. Mr. Adam will serve as an independent director under Nasdaq Listing Rules and the Israeli Companies Law and will serve on the following board committees: corporate governance and nominating committee, compensation committee and audit and financial statements review committee. As of June 25, 2023, Mr. Yoram Ben-Zeev will no longer serve as a director of Elbit Systems, having completed nine years of service as an Independent Director provided by the Israeli Companies Law. The board of directors thankes Mr. Ben-Zeev for his contributions to the Company during his tenure.
Upcoming Dividend • Jun 16Upcoming dividend of US$0.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 23 June 2023. Payment date: 10 July 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (2.1%).
お知らせ • May 30Elbit Systems Ltd. Declares a Dividend, Payable on July 10, 2023The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is June 26, 2023. The dividend will be paid on July 10, 2023, after deduction of withholding tax, at the rate of 16.8%.
お知らせ • May 17Elbit Systems Ltd. to Report Q1, 2023 Results on May 30, 2023Elbit Systems Ltd. announced that they will report Q1, 2023 results on May 30, 2023
Reported Earnings • May 05Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: US$6.22 (up from US$6.21 in FY 2021). Revenue: US$5.51b (up 4.4% from FY 2021). Net income: US$275.4m (flat on FY 2021). Profit margin: 5.0% (down from 5.2% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Aerospace & Defense industry in the US. 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 12% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Apr 10Upcoming dividend of US$0.50 per share at 1.1% yieldEligible shareholders must have bought the stock before 17 April 2023. Payment date: 01 May 2023. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (1.9%).
Reported Earnings • Mar 30Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: US$6.22 (up from US$6.21 in FY 2021). Revenue: US$5.51b (up 4.4% from FY 2021). Net income: US$275.4m (flat on FY 2021). Profit margin: 5.0% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Aerospace & Defense industry in the US. 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 11% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 16Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 23 December 2022. Payment date: 09 January 2023. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.9%).
Board Change • Dec 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent External Director Noaz Nir was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 01Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: US$1.27 (down from US$2.08 in 3Q 2021). Revenue: US$1.35b (down 1.1% from 3Q 2021). Net income: US$56.2m (down 39% from 3Q 2021). Profit margin: 4.2% (down from 6.7% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Aerospace & Defense industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 2% per year.
