View ValuationElbit Systems 향후 성장Future 기준 점검 3/6Elbit Systems은 연간 수입과 매출이 각각 17.8%와 11.1% 증가할 것으로 예상되고 EPS는 연간 19.2%만큼 증가할 것으로 예상됩니다.핵심 정보17.8%이익 성장률19.23%EPS 성장률Aerospace & Defense 이익 성장28.3%매출 성장률11.1%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트28 May 2026최근 향후 성장 업데이트분석 기사 • May 29Elbit Systems Ltd. (TLV:ESLT) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...분석 기사 • Nov 21Results: Elbit Systems Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...모든 업데이트 보기Recent updates속보 • Jun 04Elbit Systems Reports Record $30b Backlog After Securing Major European Defense ContractsElbit Systems reported double-digit revenue and profitability growth in Q1 2026, with non-GAAP operating margins above 10% and an order backlog exceeding $30 billion for the first time. The company secured about $1.4 billion in contracts from a European customer for a five-year military modernization program, covering autonomous platforms, land electronic warfare, precision-guided munitions, electro-optical reconnaissance, and software-defined radios. Elbit also won a $750 million contract to supply artillery rocket systems to the Hellenic Armed Forces and is increasing investment in manufacturing capacity, automation, robotics, AI and next-generation R&D, while insider share sales totaled $61.9 million over the past quarter. The combination of record backlog and large multi-year European contracts points to a high level of visibility for Elbit’s defense programs and production pipeline. Insider selling and the heavy investment in capacity and technology are worth watching, since they influence both near-term cash needs and how you interpret management’s confidence signals.Declared Dividend • May 29First quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 23rd June 2026 Payment date: 6th July 2026 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 31%.분석 기사 • May 29Elbit Systems Ltd. (TLV:ESLT) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...공시 • May 27Elbit Systems Ltd. Declares Dividend, Payable on July 6, 2026The Board of Directors of Elbit Systems Ltd. declared a dividend of $1.00 per share. The dividend's record date is June 23, 2026. The dividend will be paid on July 6, 2026, after deduction of withholding tax, at the rate of 16.8%.Reported Earnings • May 27First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: US$3.46 (up from US$2.40 in 1Q 2025). Revenue: US$2.19b (up 16% from 1Q 2025). Net income: US$160.8m (up 50% from 1Q 2025). Profit margin: 7.3% (up from 5.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.공시 • Apr 27Elbit Systems Ltd. to Report Q1, 2026 Results on May 26, 2026Elbit Systems Ltd. announced that they will report Q1, 2026 results Pre-Market on May 26, 2026Recent Insider Transactions Derivative • Apr 12President & CEO exercised options and sold ₪69m worth of stockOn the 9th of April, Bezhalel Machlis exercised 30k options at a strike price of around ₪411 and sold these shares for an average price of ₪2,723 per share. This trade did not impact their existing holding. As of today, Bezhalel currently holds no shares directly. Company insiders have collectively sold ₪169m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Apr 06Upcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 13 April 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (5.5%). Lower than average of industry peers (0.7%).Declared Dividend • Mar 20Fourth quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 13th April 2026 Payment date: 27th April 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 34%.Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$11.69 (up from US$7.22 in FY 2024). Revenue: US$7.94b (up 16% from FY 2024). Net income: US$534.3m (up 66% from FY 2024). Profit margin: 6.7% (up from 4.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.3%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.공시 • 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%.공시 • Feb 17Elbit Systems Ltd. to Report Q4, 2025 Results on Mar 17, 2026Elbit Systems Ltd. announced that they will report Q4, 2025 results at 12:46 PM, Israel Standard Time on Mar 17, 2026Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₪2,148, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 44x in the Aerospace & Defense industry in Asia. Total returns to shareholders of 280% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪934 per share.분석 기사 • Jan 06Market Participants Recognise Elbit Systems Ltd.'s (TLV:ESLT) Earnings Pushing Shares 25% HigherElbit Systems Ltd. ( TLV:ESLT ) shareholders would be excited to see that the share price has had a great month...Upcoming Dividend • Dec 15Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 22 December 2025. Payment date: 05 January 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (5.3%). Lower than average of industry peers (0.9%).분석 기사 • Nov 21Results: Elbit Systems Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...Declared Dividend • Nov 20Third quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 22nd December 2025 Payment date: 5th January 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 19%.Reported Earnings • Nov 19Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$2.88 (up from US$1.78 in 3Q 2024). Revenue: US$1.92b (up 12% from 3Q 2024). Net income: US$133.4m (up 69% from 3Q 2024). Profit margin: 6.9% (up from 4.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.공시 • 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%.공시 • Oct 27Elbit Systems Ltd. to Report Q3, 2025 Results on Nov 18, 2025Elbit Systems Ltd. announced that they will report Q3, 2025 results on Nov 18, 2025Upcoming Dividend • Oct 08Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 15 October 2025. Payment date: 27 October 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (5.5%). Lower than average of industry peers (0.9%).분석 기사 • Sep 20Elbit Systems (TLV:ESLT) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...공시 • Sep 20Elbit Systems Ltd., Annual General Meeting, Oct 29, 2025Elbit Systems Ltd., Annual General Meeting, Oct 29, 2025. Location: advanced technology center, haifa, Israel분석 기사 • Sep 02Is Elbit Systems (TLV:ESLT) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • Aug 27Elbit Systems Ltd.' JUPITER Space Camera Successfully Launches Aboard the NAOS Satellite, in Collaboration with OHB-ItaliaElbit Systems Ltd. announced the successful launch of its advanced JUPITER space camera aboard the National Advanced Optical System (NAOS) satellite, supporting a wide span of earth Observation missions, including military operations, environmental monitoring and scientific research. The NAOS satellite, manufactured by OHB Italia S.p. A., was launched on August 26th from Vandenberg Space Force Base, California, USA, aboard a Falcon 9 rocket operated by SpaceX. Developed by Elbit Systems ISTAR&EW - ELOP, JUPITER is one of the world's most advanced space cameras, featuring a very large aperture and an exceptionally lightweight design. The camera is multispectral, offering a combination of imaging channels: A high-resolution panchromatic channel (black and white), which captures fine spatial details across the full visible spectrum. RGB channels (red, green, blue) for true-color imaging. A NIR channel (Near-Infrared), which enables analysis of vegetation health, water content, and material properties. The data generated by the JUPITER camera is designed for seamless integration with both onboard systems and ground station analytics platforms. Its compatibility with advanced image processing and AI engines enables the extension of actionable insights, supporting informed decision-making across a wide range of applications. In addition to the camera, Elbit Systems developed and supplied advanced algorithms to support the ground segment of the NAOS mission, enhancing image analysis capabilities. This achievement is the result of a close collaboration between OHB Italia and Elbit Systems, combining satellite engineering excellence with top-tier imaging technology to deliver one of the highest-performing spaceborne optical systems in the world.Declared Dividend • Aug 16Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 15th October 2025 Payment date: 27th October 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 22%.Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: US$2.76 (vs US$1.76 in 2Q 2024)Second quarter 2025 results: EPS: US$2.76 (up from US$1.76 in 2Q 2024). Revenue: US$1.97b (up 21% from 2Q 2024). Net income: US$125.7m (up 60% from 2Q 2024). Profit margin: 6.4% (up from 4.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.공시 • 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%.공시 • Jul 30Elbit Systems Ltd. to Report Q2, 2025 Results on Aug 13, 2025Elbit Systems Ltd. announced that they will report Q2, 2025 results on Aug 13, 2025Upcoming Dividend • Jun 17Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 07 July 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (6.3%). Lower than average of industry peers (1.0%).Declared Dividend • May 22Dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 24th June 2025 Payment date: 7th July 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 19%.공시 • May 22+ 1 more updateElbit Systems Ltd. has completed a Follow-on Equity Offering in the amount of $512.04375 million.Elbit Systems Ltd. has completed a Follow-on Equity Offering in the amount of $512.04375 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,365,450 Price\Range: $375 Discount Per Security: $7.39Reported Earnings • May 20First quarter 2025 earnings released: EPS: US$2.40 (vs US$1.66 in 1Q 2024)First quarter 2025 results: EPS: US$2.40 (up from US$1.66 in 1Q 2024). Revenue: US$1.90b (up 22% from 1Q 2024). Net income: US$107.1m (up 45% from 1Q 2024). Profit margin: 5.6% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 20Elbit Systems Ltd. Declares Dividend, Payable on July 7, 2025The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.60 per share. The dividend's record date is June 24, 2025. The dividend will be paid on July 7, 2025, after deduction of withholding tax, at the rate of 16.8%.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Apr 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to ₪1,394. The fair value is estimated to be ₪1,155, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Upcoming Dividend • Apr 15Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 22 April 2025. Payment date: 05 May 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (6.3%). Lower than average of industry peers (1.3%).Buy Or Sell Opportunity • Apr 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to ₪1,470. The fair value is estimated to be ₪1,207, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Declared Dividend • Mar 20Fourth quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 22nd April 2025 Payment date: 5th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 33%.Reported Earnings • Mar 19Full year 2024 earnings released: EPS: US$7.22 (vs US$4.85 in FY 2023)Full year 2024 results: EPS: US$7.22 (up from US$4.85 in FY 2023). Revenue: US$6.83b (up 14% from FY 2023). Net income: US$321.1m (up 49% from FY 2023). Profit margin: 4.7% (up from 3.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Mar 18Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to ₪1,492. The fair value is estimated to be ₪1,189, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 5.6%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.공시 • Mar 18Elbit Systems Ltd. Declares Dividend, Payable on May 5, 2025The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.60 per share. The dividend's record date is April 22, 2025. The dividend will be paid on May 5, 2025, after deduction of taxes at the source, at the rate of 16.8%.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪1,235, the stock trades at a trailing P/E ratio of 58.5x. Average forward P/E is 28x in the Aerospace & Defense industry in Israel. Total returns to shareholders of 90% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪1,166 per share.공시 • Feb 26Elbit Systems Ltd. to Report Q4, 2024 Results on Mar 18, 2025Elbit Systems Ltd. announced that they will report Q4, 2024 results on Mar 18, 2025Upcoming Dividend • Dec 16Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 23 December 2024. Payment date: 06 January 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Israeli dividend payers (6.0%). Lower than average of industry peers (1.6%).Declared Dividend • Nov 21Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 23rd December 2024 Payment date: 6th January 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 44%.Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: US$1.78 (vs US$1.37 in 3Q 2023)Third quarter 2024 results: EPS: US$1.78 (up from US$1.37 in 3Q 2023). Revenue: US$1.72b (up 14% from 3Q 2023). Net income: US$79.1m (up 30% from 3Q 2023). Profit margin: 4.6% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.공시 • 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%.공시 • Oct 29Elbit Systems Ltd. to Report Q3, 2024 Results on Nov 19, 2024Elbit Systems Ltd. announced that they will report Q3, 2024 results on Nov 19, 2024Upcoming Dividend • Oct 08Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 15 October 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (1.9%).Declared Dividend • Aug 18Second quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 15th October 2024 Payment date: 28th October 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 61%.공시 • Aug 16Elbit Systems Ltd., Annual General Meeting, Sep 19, 2024Elbit Systems Ltd., Annual General Meeting, Sep 19, 2024. Location: advanced technology center, haifa IsraelReported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$1.76 (vs US$1.41 in 2Q 2023)Second quarter 2024 results: EPS: US$1.76 (up from US$1.41 in 2Q 2023). Revenue: US$1.63b (up 12% from 2Q 2023). Net income: US$78.4m (up 26% from 2Q 2023). Profit margin: 4.8% (up from 4.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.공시 • 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%.공시 • Jul 18Elbit Systems Ltd. to Report Q2, 2024 Results on Aug 14, 2024Elbit Systems Ltd. announced that they will report Q2, 2024 results on Aug 14, 2024Upcoming Dividend • Jun 13Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Israeli dividend payers (7.4%). Lower than average of industry peers (2.2%).Buy Or Sell Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to ₪700. The fair value is estimated to be ₪876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has declined by 4.6%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.Declared Dividend • May 30First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 18th June 2024 Payment date: 1st July 2024 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%.Reported Earnings • May 29First quarter 2024 earnings released: EPS: US$1.66 (vs US$1.40 in 1Q 2023)First quarter 2024 results: EPS: US$1.66 (up from US$1.40 in 1Q 2023). Revenue: US$1.55b (up 12% from 1Q 2023). Net income: US$73.7m (up 19% from 1Q 2023). Profit margin: 4.7% (up from 4.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.공시 • 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%.공시 • May 07Elbit Systems Ltd. to Report Q1, 2024 Results on May 28, 2024Elbit Systems Ltd. announced that they will report Q1, 2024 results on May 28, 2024Upcoming Dividend • Apr 17Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 24 April 2024. Payment date: 06 May 2024. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (7.1%). Lower than average of industry peers (2.0%).Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to ₪751. The fair value is estimated to be ₪950, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$4.85 (vs US$6.22 in FY 2022)Full year 2023 results: EPS: US$4.85 (down from US$6.22 in FY 2022). Revenue: US$5.97b (up 8.4% from FY 2022). Net income: US$215.1m (down 22% from FY 2022). Profit margin: 3.6% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Declared Dividend • Mar 28Fourth quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 24th April 2024 Payment date: 6th May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%.공시 • Mar 26Elbit Systems Ltd. Declares Dividend, Payable on May 6, 2024Elbit Systems Ltd. declared a dividend of $0.50per share. The dividend's record date is April 24, 2024. The dividend will be paid on May 6, 2024, after deduction of taxes at the source, at the rate of 16.8%.Buy Or Sell Opportunity • Mar 20Now 20% overvaluedOver the last 90 days, the stock has fallen 5.2% to ₪743. The fair value is estimated to be ₪616, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.공시 • Feb 26Elbit Systems Ltd. to Report Q4, 2023 Results on Mar 26, 2024Elbit Systems Ltd. announced that they will report Q4, 2023 results on Mar 26, 2024Buy Or Sell Opportunity • Feb 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to ₪755. The fair value is estimated to be ₪627, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.Upcoming Dividend • Dec 19Upcoming dividend of US$0.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 26 December 2023. Payment date: 08 January 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Israeli dividend payers (7.3%). Lower than average of industry peers (2.0%).Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: US$1.37 (vs US$1.27 in 3Q 2022)Third quarter 2023 results: EPS: US$1.37 (up from US$1.27 in 3Q 2022). Revenue: US$1.50b (up 11% from 3Q 2022). Net income: US$60.7m (up 8.0% from 3Q 2022). Profit margin: 4.0% (down from 4.2% in 3Q 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.공시 • 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%.공시 • Nov 06Elbit Systems Ltd. to Report Q3, 2023 Results on Nov 28, 2023Elbit Systems Ltd. announced that they will report Q3, 2023 results on Nov 28, 2023Upcoming Dividend • Oct 03Upcoming dividend of US$0.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 10 October 2023. Payment date: 23 October 2023. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (7.3%). Lower than average of industry peers (2.0%).공시 • Aug 17Elbit Systems Ltd. Declares A Dividend, Payable on October 23, 2023The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is October 10, 2023. The dividend will be paid on October 23, 2023, after deduction of withholding tax, at the rate of 16.8%.Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: US$1.41 (vs US$1.83 in 2Q 2022)Second quarter 2023 results: EPS: US$1.41 (down from US$1.83 in 2Q 2022). Revenue: US$1.45b (up 12% from 2Q 2022). Net income: US$62.4m (down 23% from 2Q 2022). Profit margin: 4.3% (down from 6.2% in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Aug 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.공시 • 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.공시 • 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, 2023이익 및 매출 성장 예측TASE:ESLT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202811,1479578611,157312/31/202710,2468307641,051412/31/20269,07368167798433/31/20268,232588602876N/A12/31/20257,939534553778N/A9/30/20257,720456737913N/A6/30/20257,516402641813N/A3/31/20257,170355567725N/A12/31/20246,828321320535N/A9/30/20246,523261200396N/A6/30/20246,307243145350N/A3/31/20246,135227-50180N/A12/31/20235,975215-73114N/A9/30/20235,855270-179-5N/A6/30/20235,703266-32163N/A3/31/20235,552285-65132N/A12/31/20225,51227535240N/A9/30/20225,49919843305N/A6/30/20225,514234-99126N/A3/31/20225,513255265465N/A12/31/20215,279274228417N/A9/30/20215,162334174329N/A6/30/20214,933259122267N/A3/31/20214,710247143276N/A12/31/20204,663238147279N/A9/30/20204,60622161194N/A6/30/20204,57327676207N/A3/31/20204,558241-253-110N/A12/31/20194,508228N/A-53N/A9/30/20194,265177N/A72N/A6/30/20194,059169N/A101N/A3/31/20193,887208N/A386N/A12/31/20183,684207N/A192N/A9/30/20183,615275N/A221N/A6/30/20183,521272N/A97N/A3/31/20183,447243N/A4N/A12/31/20173,378239N/A101N/A9/30/20173,322237N/A99N/A6/30/20173,302239N/A225N/A3/31/20173,288230N/A132N/A12/31/20163,260237N/A208N/A9/30/20163,193233N/A147N/A6/30/20163,177219N/A303N/A3/31/20163,122210N/A375N/A12/31/20153,108203N/A435N/A9/30/20153,071184N/A434N/A6/30/20153,029169N/A279N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ESLT 의 연간 예상 수익 증가율(17.8%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: ESLT 의 연간 수익(17.8%)이 IL 시장(13.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ESLT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ESLT 의 수익(연간 11.1%)이 IL 시장(연간 10.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ESLT 의 수익(연간 11.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ESLT의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 14:05종가2026/06/10 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Elbit Systems Ltd.는 14명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Danny KaplanBarclaysJoseph WolfBarclaysRonald EpsteinBofA Global Research11명의 분석가 더 보기
분석 기사 • May 29Elbit Systems Ltd. (TLV:ESLT) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...
분석 기사 • Nov 21Results: Elbit Systems Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...
속보 • Jun 04Elbit Systems Reports Record $30b Backlog After Securing Major European Defense ContractsElbit Systems reported double-digit revenue and profitability growth in Q1 2026, with non-GAAP operating margins above 10% and an order backlog exceeding $30 billion for the first time. The company secured about $1.4 billion in contracts from a European customer for a five-year military modernization program, covering autonomous platforms, land electronic warfare, precision-guided munitions, electro-optical reconnaissance, and software-defined radios. Elbit also won a $750 million contract to supply artillery rocket systems to the Hellenic Armed Forces and is increasing investment in manufacturing capacity, automation, robotics, AI and next-generation R&D, while insider share sales totaled $61.9 million over the past quarter. The combination of record backlog and large multi-year European contracts points to a high level of visibility for Elbit’s defense programs and production pipeline. Insider selling and the heavy investment in capacity and technology are worth watching, since they influence both near-term cash needs and how you interpret management’s confidence signals.
Declared Dividend • May 29First quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 23rd June 2026 Payment date: 6th July 2026 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 31%.
분석 기사 • May 29Elbit Systems Ltd. (TLV:ESLT) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...
공시 • May 27Elbit Systems Ltd. Declares Dividend, Payable on July 6, 2026The Board of Directors of Elbit Systems Ltd. declared a dividend of $1.00 per share. The dividend's record date is June 23, 2026. The dividend will be paid on July 6, 2026, after deduction of withholding tax, at the rate of 16.8%.
Reported Earnings • May 27First quarter 2026 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2026 results: EPS: US$3.46 (up from US$2.40 in 1Q 2025). Revenue: US$2.19b (up 16% from 1Q 2025). Net income: US$160.8m (up 50% from 1Q 2025). Profit margin: 7.3% (up from 5.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Apr 27Elbit Systems Ltd. to Report Q1, 2026 Results on May 26, 2026Elbit Systems Ltd. announced that they will report Q1, 2026 results Pre-Market on May 26, 2026
Recent Insider Transactions Derivative • Apr 12President & CEO exercised options and sold ₪69m worth of stockOn the 9th of April, Bezhalel Machlis exercised 30k options at a strike price of around ₪411 and sold these shares for an average price of ₪2,723 per share. This trade did not impact their existing holding. As of today, Bezhalel currently holds no shares directly. Company insiders have collectively sold ₪169m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Apr 06Upcoming dividend of US$1.00 per shareEligible shareholders must have bought the stock before 13 April 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (5.5%). Lower than average of industry peers (0.7%).
Declared Dividend • Mar 20Fourth quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 13th April 2026 Payment date: 27th April 2026 Dividend yield will be 0.3%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 34%.
Reported Earnings • Mar 18Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$11.69 (up from US$7.22 in FY 2024). Revenue: US$7.94b (up 16% from FY 2024). Net income: US$534.3m (up 66% from FY 2024). Profit margin: 6.7% (up from 4.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.3%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
공시 • 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%.
공시 • Feb 17Elbit Systems Ltd. to Report Q4, 2025 Results on Mar 17, 2026Elbit Systems Ltd. announced that they will report Q4, 2025 results at 12:46 PM, Israel Standard Time on Mar 17, 2026
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₪2,148, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 44x in the Aerospace & Defense industry in Asia. Total returns to shareholders of 280% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪934 per share.
분석 기사 • Jan 06Market Participants Recognise Elbit Systems Ltd.'s (TLV:ESLT) Earnings Pushing Shares 25% HigherElbit Systems Ltd. ( TLV:ESLT ) shareholders would be excited to see that the share price has had a great month...
Upcoming Dividend • Dec 15Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 22 December 2025. Payment date: 05 January 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (5.3%). Lower than average of industry peers (0.9%).
분석 기사 • Nov 21Results: Elbit Systems Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsIt's been a good week for Elbit Systems Ltd. ( TLV:ESLT ) shareholders, because the company has just released its...
Declared Dividend • Nov 20Third quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 22nd December 2025 Payment date: 5th January 2026 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 19%.
Reported Earnings • Nov 19Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$2.88 (up from US$1.78 in 3Q 2024). Revenue: US$1.92b (up 12% from 3Q 2024). Net income: US$133.4m (up 69% from 3Q 2024). Profit margin: 6.9% (up from 4.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
공시 • 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%.
공시 • Oct 27Elbit Systems Ltd. to Report Q3, 2025 Results on Nov 18, 2025Elbit Systems Ltd. announced that they will report Q3, 2025 results on Nov 18, 2025
Upcoming Dividend • Oct 08Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 15 October 2025. Payment date: 27 October 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (5.5%). Lower than average of industry peers (0.9%).
분석 기사 • Sep 20Elbit Systems (TLV:ESLT) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
공시 • Sep 20Elbit Systems Ltd., Annual General Meeting, Oct 29, 2025Elbit Systems Ltd., Annual General Meeting, Oct 29, 2025. Location: advanced technology center, haifa, Israel
분석 기사 • Sep 02Is Elbit Systems (TLV:ESLT) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • Aug 27Elbit Systems Ltd.' JUPITER Space Camera Successfully Launches Aboard the NAOS Satellite, in Collaboration with OHB-ItaliaElbit Systems Ltd. announced the successful launch of its advanced JUPITER space camera aboard the National Advanced Optical System (NAOS) satellite, supporting a wide span of earth Observation missions, including military operations, environmental monitoring and scientific research. The NAOS satellite, manufactured by OHB Italia S.p. A., was launched on August 26th from Vandenberg Space Force Base, California, USA, aboard a Falcon 9 rocket operated by SpaceX. Developed by Elbit Systems ISTAR&EW - ELOP, JUPITER is one of the world's most advanced space cameras, featuring a very large aperture and an exceptionally lightweight design. The camera is multispectral, offering a combination of imaging channels: A high-resolution panchromatic channel (black and white), which captures fine spatial details across the full visible spectrum. RGB channels (red, green, blue) for true-color imaging. A NIR channel (Near-Infrared), which enables analysis of vegetation health, water content, and material properties. The data generated by the JUPITER camera is designed for seamless integration with both onboard systems and ground station analytics platforms. Its compatibility with advanced image processing and AI engines enables the extension of actionable insights, supporting informed decision-making across a wide range of applications. In addition to the camera, Elbit Systems developed and supplied advanced algorithms to support the ground segment of the NAOS mission, enhancing image analysis capabilities. This achievement is the result of a close collaboration between OHB Italia and Elbit Systems, combining satellite engineering excellence with top-tier imaging technology to deliver one of the highest-performing spaceborne optical systems in the world.
Declared Dividend • Aug 16Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 15th October 2025 Payment date: 27th October 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 22%.
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: US$2.76 (vs US$1.76 in 2Q 2024)Second quarter 2025 results: EPS: US$2.76 (up from US$1.76 in 2Q 2024). Revenue: US$1.97b (up 21% from 2Q 2024). Net income: US$125.7m (up 60% from 2Q 2024). Profit margin: 6.4% (up from 4.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
공시 • 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%.
공시 • Jul 30Elbit Systems Ltd. to Report Q2, 2025 Results on Aug 13, 2025Elbit Systems Ltd. announced that they will report Q2, 2025 results on Aug 13, 2025
Upcoming Dividend • Jun 17Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 24 June 2025. Payment date: 07 July 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Israeli dividend payers (6.3%). Lower than average of industry peers (1.0%).
Declared Dividend • May 22Dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 24th June 2025 Payment date: 7th July 2025 Dividend yield will be 0.5%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 19%.
공시 • May 22+ 1 more updateElbit Systems Ltd. has completed a Follow-on Equity Offering in the amount of $512.04375 million.Elbit Systems Ltd. has completed a Follow-on Equity Offering in the amount of $512.04375 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,365,450 Price\Range: $375 Discount Per Security: $7.39
Reported Earnings • May 20First quarter 2025 earnings released: EPS: US$2.40 (vs US$1.66 in 1Q 2024)First quarter 2025 results: EPS: US$2.40 (up from US$1.66 in 1Q 2024). Revenue: US$1.90b (up 22% from 1Q 2024). Net income: US$107.1m (up 45% from 1Q 2024). Profit margin: 5.6% (up from 4.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 20Elbit Systems Ltd. Declares Dividend, Payable on July 7, 2025The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.60 per share. The dividend's record date is June 24, 2025. The dividend will be paid on July 7, 2025, after deduction of withholding tax, at the rate of 16.8%.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Apr 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to ₪1,394. The fair value is estimated to be ₪1,155, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Upcoming Dividend • Apr 15Upcoming dividend of US$0.60 per shareEligible shareholders must have bought the stock before 22 April 2025. Payment date: 05 May 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Israeli dividend payers (6.3%). Lower than average of industry peers (1.3%).
Buy Or Sell Opportunity • Apr 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to ₪1,470. The fair value is estimated to be ₪1,207, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Declared Dividend • Mar 20Fourth quarter dividend of US$0.60 announcedShareholders will receive a dividend of US$0.60. Ex-date: 22nd April 2025 Payment date: 5th May 2025 Dividend yield will be 0.4%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 33%.
Reported Earnings • Mar 19Full year 2024 earnings released: EPS: US$7.22 (vs US$4.85 in FY 2023)Full year 2024 results: EPS: US$7.22 (up from US$4.85 in FY 2023). Revenue: US$6.83b (up 14% from FY 2023). Net income: US$321.1m (up 49% from FY 2023). Profit margin: 4.7% (up from 3.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Mar 18Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 59% to ₪1,492. The fair value is estimated to be ₪1,189, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 5.6%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
공시 • Mar 18Elbit Systems Ltd. Declares Dividend, Payable on May 5, 2025The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.60 per share. The dividend's record date is April 22, 2025. The dividend will be paid on May 5, 2025, after deduction of taxes at the source, at the rate of 16.8%.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪1,235, the stock trades at a trailing P/E ratio of 58.5x. Average forward P/E is 28x in the Aerospace & Defense industry in Israel. Total returns to shareholders of 90% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪1,166 per share.
공시 • Feb 26Elbit Systems Ltd. to Report Q4, 2024 Results on Mar 18, 2025Elbit Systems Ltd. announced that they will report Q4, 2024 results on Mar 18, 2025
Upcoming Dividend • Dec 16Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 23 December 2024. Payment date: 06 January 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Israeli dividend payers (6.0%). Lower than average of industry peers (1.6%).
Declared Dividend • Nov 21Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 23rd December 2024 Payment date: 6th January 2025 Dividend yield will be 0.7%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 44%.
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: US$1.78 (vs US$1.37 in 3Q 2023)Third quarter 2024 results: EPS: US$1.78 (up from US$1.37 in 3Q 2023). Revenue: US$1.72b (up 14% from 3Q 2023). Net income: US$79.1m (up 30% from 3Q 2023). Profit margin: 4.6% (up from 4.0% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
공시 • 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%.
공시 • Oct 29Elbit Systems Ltd. to Report Q3, 2024 Results on Nov 19, 2024Elbit Systems Ltd. announced that they will report Q3, 2024 results on Nov 19, 2024
Upcoming Dividend • Oct 08Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 15 October 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (6.8%). Lower than average of industry peers (1.9%).
Declared Dividend • Aug 18Second quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 15th October 2024 Payment date: 28th October 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 61%.
공시 • Aug 16Elbit Systems Ltd., Annual General Meeting, Sep 19, 2024Elbit Systems Ltd., Annual General Meeting, Sep 19, 2024. Location: advanced technology center, haifa Israel
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: US$1.76 (vs US$1.41 in 2Q 2023)Second quarter 2024 results: EPS: US$1.76 (up from US$1.41 in 2Q 2023). Revenue: US$1.63b (up 12% from 2Q 2023). Net income: US$78.4m (up 26% from 2Q 2023). Profit margin: 4.8% (up from 4.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
공시 • 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%.
공시 • Jul 18Elbit Systems Ltd. to Report Q2, 2024 Results on Aug 14, 2024Elbit Systems Ltd. announced that they will report Q2, 2024 results on Aug 14, 2024
Upcoming Dividend • Jun 13Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Israeli dividend payers (7.4%). Lower than average of industry peers (2.2%).
Buy Or Sell Opportunity • Jun 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to ₪700. The fair value is estimated to be ₪876, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has declined by 4.6%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
Declared Dividend • May 30First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 18th June 2024 Payment date: 1st July 2024 Dividend yield will be 0.9%, which is lower than the industry average of 2.0%.
Reported Earnings • May 29First quarter 2024 earnings released: EPS: US$1.66 (vs US$1.40 in 1Q 2023)First quarter 2024 results: EPS: US$1.66 (up from US$1.40 in 1Q 2023). Revenue: US$1.55b (up 12% from 1Q 2023). Net income: US$73.7m (up 19% from 1Q 2023). Profit margin: 4.7% (up from 4.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
공시 • 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%.
공시 • May 07Elbit Systems Ltd. to Report Q1, 2024 Results on May 28, 2024Elbit Systems Ltd. announced that they will report Q1, 2024 results on May 28, 2024
Upcoming Dividend • Apr 17Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 24 April 2024. Payment date: 06 May 2024. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (7.1%). Lower than average of industry peers (2.0%).
Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.5% to ₪751. The fair value is estimated to be ₪950, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: US$4.85 (vs US$6.22 in FY 2022)Full year 2023 results: EPS: US$4.85 (down from US$6.22 in FY 2022). Revenue: US$5.97b (up 8.4% from FY 2022). Net income: US$215.1m (down 22% from FY 2022). Profit margin: 3.6% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Declared Dividend • Mar 28Fourth quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 24th April 2024 Payment date: 6th May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.0%.
공시 • Mar 26Elbit Systems Ltd. Declares Dividend, Payable on May 6, 2024Elbit Systems Ltd. declared a dividend of $0.50per share. The dividend's record date is April 24, 2024. The dividend will be paid on May 6, 2024, after deduction of taxes at the source, at the rate of 16.8%.
Buy Or Sell Opportunity • Mar 20Now 20% overvaluedOver the last 90 days, the stock has fallen 5.2% to ₪743. The fair value is estimated to be ₪616, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
공시 • Feb 26Elbit Systems Ltd. to Report Q4, 2023 Results on Mar 26, 2024Elbit Systems Ltd. announced that they will report Q4, 2023 results on Mar 26, 2024
Buy Or Sell Opportunity • Feb 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to ₪755. The fair value is estimated to be ₪627, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 2.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
Upcoming Dividend • Dec 19Upcoming dividend of US$0.50 per share at 0.9% yieldEligible shareholders must have bought the stock before 26 December 2023. Payment date: 08 January 2024. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Israeli dividend payers (7.3%). Lower than average of industry peers (2.0%).
Reported Earnings • Nov 29Third quarter 2023 earnings released: EPS: US$1.37 (vs US$1.27 in 3Q 2022)Third quarter 2023 results: EPS: US$1.37 (up from US$1.27 in 3Q 2022). Revenue: US$1.50b (up 11% from 3Q 2022). Net income: US$60.7m (up 8.0% from 3Q 2022). Profit margin: 4.0% (down from 4.2% in 3Q 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
공시 • 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%.
공시 • Nov 06Elbit Systems Ltd. to Report Q3, 2023 Results on Nov 28, 2023Elbit Systems Ltd. announced that they will report Q3, 2023 results on Nov 28, 2023
Upcoming Dividend • Oct 03Upcoming dividend of US$0.50 per share at 1.0% yieldEligible shareholders must have bought the stock before 10 October 2023. Payment date: 23 October 2023. Payout ratio is a comfortable 33% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Israeli dividend payers (7.3%). Lower than average of industry peers (2.0%).
공시 • Aug 17Elbit Systems Ltd. Declares A Dividend, Payable on October 23, 2023The Board of Directors of Elbit Systems Ltd. declared a dividend of $0.50 per share. The dividend's record date is October 10, 2023. The dividend will be paid on October 23, 2023, after deduction of withholding tax, at the rate of 16.8%.
Reported Earnings • Aug 17Second quarter 2023 earnings released: EPS: US$1.41 (vs US$1.83 in 2Q 2022)Second quarter 2023 results: EPS: US$1.41 (down from US$1.83 in 2Q 2022). Revenue: US$1.45b (up 12% from 2Q 2022). Net income: US$62.4m (down 23% from 2Q 2022). Profit margin: 4.3% (down from 6.2% in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Aerospace & Defense industry in Asia. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 17New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 23% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
공시 • 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.
공시 • 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