Israeli (TA) Aerospace & Defense Industry Analysis

Industry Valuation and Performance

Has the Israeli Aerospace & Defense Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Mon, 18 May 2026	₪124.9b	₪27.7b	₪2.3b	35.5x	54.8x	4.5x
Wed, 15 Apr 2026	₪154.0b	₪28.5b	₪2.3b	37.5x	65.8x	5.4x
Fri, 13 Mar 2026	₪152.0b	₪28.5b	₪1.9b	48.3x	79.6x	5.3x
Sun, 08 Feb 2026	₪123.8b	₪28.4b	₪1.9b	40.2x	64.2x	4.4x
Tue, 06 Jan 2026	₪115.8b	₪28.9b	₪2.0b	34.9x	59.1x	4x
Thu, 04 Dec 2025	₪90.5b	₪29.5b	₪2.0b	33.4x	45.3x	3.1x
Sat, 01 Nov 2025	₪91.4b	₪28.9b	₪1.8b	28.9x	50.5x	3.2x
Mon, 29 Sep 2025	₪96.1b	₪29.6b	₪1.9b	30x	51.8x	3.2x
Wed, 27 Aug 2025	₪93.3b	₪29.3b	₪1.8b	41.1x	52.5x	3.2x
Fri, 25 Jul 2025	₪87.8b	₪28.1b	₪1.6b	37.9x	54.2x	3.1x
Sun, 22 Jun 2025	₪85.2b	₪29.1b	₪1.7b	31x	50.7x	2.9x
Tue, 20 May 2025	₪79.1b	₪28.1b	₪1.6b	33.8x	49.7x	2.8x
Thu, 17 Apr 2025	₪82.0b	₪29.3b	₪1.7b	32.1x	49.5x	2.8x
Sat, 15 Mar 2025	₪73.8b	₪27.7b	₪1.4b	42.3x	53.9x	2.7x
Mon, 10 Feb 2025	₪61.1b	₪27.2b	₪1.3b	36.4x	45.3x	2.3x
Wed, 08 Jan 2025	₪54.9b	₪27.7b	₪1.4b	28.7x	39.9x	2x
Fri, 06 Dec 2024	₪49.6b	₪27.4b	₪1.4b	24.7x	36.5x	1.8x
Sun, 03 Nov 2024	₪47.2b	₪27.5b	₪1.5b	20.1x	31.2x	1.7x
Tue, 01 Oct 2024	₪41.1b	₪27.4b	₪1.5b	19.9x	27.2x	1.5x
Thu, 29 Aug 2024	₪40.6b	₪27.0b	₪1.5b	16.6x	27.5x	1.5x
Sat, 27 Jul 2024	₪37.8b	₪26.3b	₪1.4b	18.3x	27.1x	1.4x
Mon, 24 Jun 2024	₪36.6b	₪26.9b	₪1.4b	16.4x	25.7x	1.4x
Wed, 22 May 2024	₪40.3b	₪25.8b	₪1.3b	17.4x	30.1x	1.6x
Fri, 19 Apr 2024	₪41.0b	₪26.6b	₪1.4b	17.2x	29.6x	1.5x
Sun, 17 Mar 2024	₪39.5b	₪25.2b	₪1.5b	15.1x	26.6x	1.6x
Tue, 13 Feb 2024	₪39.8b	₪25.0b	₪1.5b	16.3x	27.1x	1.6x
Thu, 11 Jan 2024	₪41.0b	₪25.6b	₪1.5b	15.5x	27.2x	1.6x
Sat, 09 Dec 2023	₪40.2b	₪25.3b	₪1.5b	12.9x	27x	1.6x
Mon, 06 Nov 2023	₪38.7b	₪26.0b	₪1.4b	16.9x	28.4x	1.5x
Wed, 04 Oct 2023	₪40.8b	₪25.5b	₪1.3b	19.6x	30.5x	1.6x
Fri, 01 Sep 2023	₪39.3b	₪25.3b	₪1.3b	18.6x	29.6x	1.6x
Sun, 30 Jul 2023	₪39.4b	₪24.0b	₪1.3b	22.9x	29.6x	1.6x
Tue, 27 Jun 2023	₪39.8b	₪23.5b	₪1.3b	19.3x	30.3x	1.7x
Thu, 25 May 2023	₪37.5b	₪23.8b	₪1.3b	14.9x	28.8x	1.6x

Current Industry PE

Investors are optimistic on the Israeli Aerospace & Defense industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 54.8x which is higher than its 3-year average PE of 40.6x.

The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 4.5x.

Past Earnings Growth

The earnings for companies in the Aerospace & Defense industry have grown 21% per year over the last three years.
Revenues for these companies have grown 5.2% per year.
This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Israeli Industrials industry?


IL Market	-5.46%
Industrials	-3.71%
Aerospace & Defense	-2.55%
Aerospace and Defense	-2.55%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
BSEN Bet Shemesh Engines Holdings (1997)	₪702.10	11.8% +₪676.4m	41.0%	PE51.6x
SMSH Smart Shooter	₪21.25	5.7% +₪59.0m	n/a	PE100.9x
FBRT FMS Enterprises Migun	₪233.80	1.2% +₪25.7m	40.8%	PE17.7x
ARDM Aerodrome Group	₪1.93	4.9% +₪8.7m	368.7%	PS18.9x
THES Thirdeye Systems	₪7.83	0.6% +₪1.1m	67.9%	PS11x

Axon Vision Completes Operational Evaluation of its EDGE ClearSky Drone Detection System

Axon Vision, a leader in vision-based artificial intelligence (AI) solutions for defense and security applications, announced the successful completion of operational demonstrations and evaluation activities for its EDGE ClearSky drone detection system. A defense force conducted an extensive operational assessment of EDGE ClearSky against a broad range of FPV drone threats targeting maneuvering forces - an increasingly significant operational challenge in modern combat environments. EDGE ClearSky successfully completed the evaluation, supporting its continued operational maturation. EDGE ClearSky is part of Axon Vision's EDGE AI family of computer vision solutions, designed to enable rapid detection, identification, and interception of aerial threats directly from armored platforms. Leveraging thermal sensing and AI-driven real-time processing, the system is designed to support an automated closed-loop detect-to-intercept cycle through integration with onboard weapon systems. EDGE ClearSky continues to progress through operational maturation, with the Company conducting additional trials with military customers in key strategic markets worldwide. Axon Vision also maintains a strategic partnership with Leonardo DRS to supply systems designed to detect and intercept fast-moving aerial threats (C-UAS) for the U.S. military market. As part of this cooperation, Axon Vision has already received an initial order for demonstrator systems providing end-to-end detection and interception capabilities for airborne threats requiring rapid response.

Israeli (TA) Aerospace & Defense Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Elbit Systems Secures US$212 Million Army Night Vision Order With Deliveries Through 2028

Axon Vision Completes Operational Evaluation of its EDGE ClearSky Drone Detection System

Investor sentiment deteriorates as stock falls 15%

New minor risk - Market cap size

New minor risk - Dividend sustainability

Investor sentiment deteriorates as stock falls 16%

Full year 2025 earnings released: ₪0.22 loss per share (vs ₪0.25 loss in FY 2024)

Upcoming dividend of US$2.18 per share

Solid Earnings May Not Tell The Whole Story For Bet Shemesh Engines Holdings (1997) (TLV:BSEN)

Smart Shooter Ltd. to Report Q4, 2025 Results on Mar 30, 2026

Dividend reduced to ₪0.40

New minor risk - Financial data availability