The Returns On Capital At Israel Shipyards Industries (TLV:ISHI) Don't Inspire Confidence
Jan 22
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Israeli (TA) Industrials Sector Analysis
UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies93
- 7D-2.6%
- 3M22.8%
- 1Y55.2%
- YTD9.1%
Over the last 7 days, the Industrials industry has dropped 2.7%, driven by Elbit Systems declining 3.0%. On the other hand Inrom Construction Industries is actually up 7.8%. This takes the industry's 12 month performance to a gain of 56%. As for the next few years, earnings are expected to grow by 19% per annum.
Sector Valuation and Performance
Has the Israeli Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 04 Feb 2026 | ₪243.7b | ₪140.3b | ₪5.3b | 19.8x | 45.7x | 1.7x |
| Fri, 02 Jan 2026 | ₪222.0b | ₪141.5b | ₪5.5b | 19.4x | 40.7x | 1.6x |
| Sun, 30 Nov 2025 | ₪192.6b | ₪139.3b | ₪5.2b | 19.6x | 37x | 1.4x |
| Tue, 28 Oct 2025 | ₪194.6b | ₪136.9b | ₪5.0b | 20.5x | 38.8x | 1.4x |
| Thu, 25 Sep 2025 | ₪181.3b | ₪138.0b | ₪5.1b | 20.6x | 35.6x | 1.3x |
| Sat, 23 Aug 2025 | ₪181.2b | ₪137.5b | ₪5.3b | 18.1x | 34.2x | 1.3x |
| Mon, 21 Jul 2025 | ₪183.0b | ₪135.4b | ₪5.1b | 18.4x | 36x | 1.4x |
| Wed, 18 Jun 2025 | ₪178.1b | ₪137.6b | ₪5.2b | 16.3x | 34.2x | 1.3x |
| Fri, 16 May 2025 | ₪163.2b | ₪130.7b | ₪4.6b | 19x | 35.3x | 1.2x |
| Sun, 13 Apr 2025 | ₪158.0b | ₪132.5b | ₪4.9b | 18x | 32.3x | 1.2x |
| Tue, 11 Mar 2025 | ₪156.1b | ₪127.4b | ₪3.8b | 18.3x | 41.4x | 1.2x |
| Thu, 06 Feb 2025 | ₪149.8b | ₪126.5b | ₪3.7b | 17.7x | 40.9x | 1.2x |
| Sat, 04 Jan 2025 | ₪137.8b | ₪126.5b | ₪3.3b | 17.1x | 42.3x | 1.1x |
| Mon, 02 Dec 2024 | ₪130.5b | ₪125.6b | ₪4.0b | 16.4x | 32.3x | 1x |
| Wed, 30 Oct 2024 | ₪116.8b | ₪123.8b | ₪3.5b | 17.2x | 33.7x | 0.9x |
| Fri, 27 Sep 2024 | ₪104.1b | ₪123.6b | ₪3.5b | 16.5x | 30.1x | 0.8x |
| Sun, 25 Aug 2024 | ₪102.2b | ₪123.0b | ₪3.6b | 14.6x | 28.4x | 0.8x |
| Tue, 23 Jul 2024 | ₪97.8b | ₪111.2b | ₪2.6b | 13.3x | 38x | 0.9x |
| Thu, 20 Jun 2024 | ₪91.7b | ₪112.3b | ₪2.6b | 13x | 35.4x | 0.8x |
| Sat, 18 May 2024 | ₪101.2b | ₪111.8b | ₪2.8b | 14.7x | 36.3x | 0.9x |
| Mon, 15 Apr 2024 | ₪102.6b | ₪112.0b | ₪2.8b | 15.7x | 36.5x | 0.9x |
| Wed, 13 Mar 2024 | ₪100.3b | ₪113.2b | ₪3.5b | 13.7x | 28.3x | 0.9x |
| Fri, 09 Feb 2024 | ₪99.4b | ₪116.8b | ₪3.8b | 13.5x | 26x | 0.9x |
| Sun, 07 Jan 2024 | ₪107.9b | ₪117.8b | ₪3.8b | 12.6x | 28.3x | 0.9x |
| Tue, 05 Dec 2023 | ₪102.2b | ₪117.6b | ₪3.8b | 12.3x | 26.8x | 0.9x |
| Thu, 02 Nov 2023 | ₪97.2b | ₪118.2b | ₪3.9b | 10.5x | 24.7x | 0.8x |
| Sat, 30 Sep 2023 | ₪105.5b | ₪117.0b | ₪4.2b | 12.4x | 25.1x | 0.9x |
| Mon, 28 Aug 2023 | ₪106.2b | ₪115.8b | ₪4.5b | 13.1x | 23.7x | 0.9x |
| Wed, 26 Jul 2023 | ₪104.1b | ₪114.2b | ₪4.8b | 13.2x | 21.7x | 0.9x |
| Fri, 23 Jun 2023 | ₪106.8b | ₪113.5b | ₪4.8b | 13.4x | 22.4x | 0.9x |
| Sun, 21 May 2023 | ₪106.9b | ₪111.4b | ₪5.6b | 11.3x | 18.9x | 1x |
| Tue, 18 Apr 2023 | ₪90.6b | ₪109.2b | ₪5.5b | 10.9x | 16.5x | 0.8x |
| Thu, 16 Mar 2023 | ₪91.4b | ₪111.0b | ₪6.6b | 11.3x | 13.8x | 0.8x |
| Sat, 11 Feb 2023 | ₪98.8b | ₪109.7b | ₪6.6b | 12.2x | 14.9x | 0.9x |
Price to Earnings Ratio
14.9x
Current Industry PE
- Investors are optimistic on the Israeli Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 45.3x which is higher than its 3-year average PE of 31.2x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have declined 6.9% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.6% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Israeli Industrials sector?
| IL Market | 0.91% | |
| Industrials | -2.61% | |
| Electrical | 4.88% | |
| Building | 3.98% | |
| Trade Distributors | 2.25% | |
| Logistics | 1.41% | |
| Professional Services | 0.10% | |
| Transportation | 0% | 0 |
| Construction | -1.25% | |
| Infrastructure | -1.62% | |
| Airlines | -1.98% | |
| Commercial Services | -2.72% | |
| Industrials | -2.72% | |
| Machinery | -2.86% | |
| Aerospace & Defense | -4.16% | |
Industry PE
- Investors are most optimistic about the Construction industry which is trading above its 3-year average PE ratio of 74.2x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Aerospace & Defense industry, expecting annual earnings growth of 19% over the next 5 years.
- However this is lower than its past earnings growth rate of 58% per year.
- In contrast, the Aerospace & Defense industry is expected to see its earnings grow by 19% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SKBN Shikun & Binui | ₪19.10 | 3.0% +₪322.5m | 55.5% | PS1.2x | |
| SPEN Shapir Engineering and Industry | ₪30.83 | 2.0% +₪211.7m | 12.5% | PE46x | |
| ELWS Electreon Wireless | ₪84.70 | 17.7% +₪191.9m | -62.4% | PS90.1x | |
| ELAL El Al Israel Airlines | ₪18.13 | 1.3% +₪139.1m | 92.8% | PE6.9x | |
| INRM Inrom Construction Industries | ₪21.29 | 4.4% +₪132.8m | 19.6% | PE22.7x |
