ESLT ELBIT SYSTEMS LTD
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Executive Summary
Elbit Systems announced a $1.4 billion contract from a European customer for extensive military modernization programs, to be performed over five years. This is a material order addition representing ~17.6% of FY2025 revenue and further builds on the company's $28.1 billion backlog, reinforcing its position in European defense modernization.
Actionable Insight
This large contract win adds meaningful backlog visibility and validates Elbit's competitive positioning in European defense modernization. Monitor for potential follow-on orders from the same customer and any impact on FY2026 revenue guidance. The five-year performance period provides multi-year revenue visibility.
Key Facts
- Contract valued at approximately $1.4 billion
- Contract from a European customer for extensive military modernization programs
- Contract will be performed over a period of five years
- Solutions include uncrewed autonomous systems, electronic warfare, precision-guided munitions, electro-optical systems, and software-defined radios
- Elbit reported $7,938.6 million in revenues for FY2025 and an order backlog of $28.1 billion as of December 31, 2025
- The $1.4B contract represents approximately 17.6% of FY2025 annual revenue
Financial Impact
$1.4 billion contract over five years, representing ~17.6% of FY2025 revenue of $7,938.6 million
Risk Factors
- Execution risk on a large, complex multi-year modernization program
- Potential for geopolitical or budgetary shifts in the European customer country
- Fixed-price contract terms could pressure margins if costs overrun
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-002878 |
| Document: zk2635407.htm | 0001178913-26-002878 |
| Document: 0001178913-26-002878-index-headers.html | 0001178913-26-002878 |
| Document: 0001178913-26-002878-index.html | 0001178913-26-002878 |
| Document: 0001178913-26-002878.txt | 0001178913-26-002878 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 28, 2026
12d ago
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6-K
| $892.63 $837.94 | ▼ −6.13% | ▼ −6.44% | $830.16 (−7.00%) |
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May 27, 2026
14d ago
|
GOVT-CONTRACT
| $828.81 $829.81 | ▲ +0.12% | ▼ −0.38% | $830.16 (+0.16%) |
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May 26, 2026
14d ago
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6-K
| $852.41 $858.06 | ▲ +0.66% | ▼ −0.42% | $830.16 (−2.61%) |
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May 26, 2026
14d ago
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6-K
| $852.41 $849.15 | ▼ −0.38% | ▼ −1.59% | $830.16 (−2.61%) |
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May 20, 2026
20d ago
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6-K
| $768.84 $892.63 | ▲ +16.10% | ▲ +14.30% | $830.16 (+7.98%) |
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Apr 27, 2026
6w ago
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6-K
| $819.65 $857.79 | ▲ +4.65% | ▲ +4.25% | $830.16 (+1.28%) |
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Apr 22, 2026
6w ago
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6-K
| $860.97 $804.29 | ▼ −6.58% | ▼ −6.64% | $830.16 (−3.58%) |
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Apr 9, 2026
8w ago
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Insider Cluster
| $927.47 $869.79 | ▲ +6.22% | ▲ +9.40% | $830.16 (+10.49%) |
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Apr 6, 2026
9w ago
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6-K
| $922.68 $935.05 | ▲ +1.34% | ▼ −2.79% | $830.16 (−10.03%) |
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Mar 3, 2026
14w ago
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GOVT-CONTRACT
| $822.19 $876.17 | ▲ +6.57% | ▲ +7.04% | $830.16 (+0.97%) |
US Market Status
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