ESLT ELBIT SYSTEMS LTD
Price Chart
Executive Summary
Elbit Systems announced a $350 million contract from an international customer for Main Battle Tank upgrades, including fire control, electric gun/turret drive, communication, and AI-enabled electro-optical systems, to be performed over four years. The award adds to the company's $30.2 billion backlog and reinforces its leadership in tank modernization.
Actionable Insight
The $350M contract adds meaningful backlog visibility and supports the defense spending theme. Monitor for additional international tank upgrade awards and Q2 2026 earnings for margin impact on this program.
Key Facts
- Contract valued at approximately $350 million from an international customer.
- Program includes integration of advanced Fire Control Systems, Electric Gun & Turret Drive Systems, Communication and Situational Awareness solutions, and a Mid Life Upgrade package.
- Contract will be performed over a period of four years.
- Company reported $2,188.8 million in revenues for Q1 2026 and an order backlog of $30.2 billion as of March 31, 2026.
Financial Impact
$350 million contract award over four years; represents approximately 4% of Q1 2026 annualized revenue run rate.
Risk Factors
- Execution risk on long-term fixed-price contracts.
- Geopolitical exposure given Israel-based operations and international customer base.
- Potential for program delays or scope changes.
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-002954 |
| Document: zk2635441.htm | 0001178913-26-002954 |
| Document: 0001178913-26-002954-index-headers.html | 0001178913-26-002954 |
| Document: 0001178913-26-002954-index.html | 0001178913-26-002954 |
| Document: 0001178913-26-002954.txt | 0001178913-26-002954 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 28, 2026
12d ago
|
6-K
| $892.63 $837.94 | ▼ −6.13% | ▼ −6.44% | $830.16 (−7.00%) |
|
May 27, 2026
14d ago
|
GOVT-CONTRACT
| $828.81 $829.81 | ▲ +0.12% | ▼ −0.38% | $830.16 (+0.16%) |
|
May 26, 2026
14d ago
|
6-K
| $852.41 $858.06 | ▲ +0.66% | ▼ −0.42% | $830.16 (−2.61%) |
|
May 26, 2026
14d ago
|
6-K
| $852.41 $849.15 | ▼ −0.38% | ▼ −1.59% | $830.16 (−2.61%) |
|
May 20, 2026
20d ago
|
6-K
| $768.84 $892.63 | ▲ +16.10% | ▲ +14.30% | $830.16 (+7.98%) |
|
Apr 27, 2026
6w ago
|
6-K
| $819.65 $857.79 | ▲ +4.65% | ▲ +4.25% | $830.16 (+1.28%) |
|
Apr 22, 2026
6w ago
|
6-K
| $860.97 $804.29 | ▼ −6.58% | ▼ −6.64% | $830.16 (−3.58%) |
|
Apr 9, 2026
8w ago
|
Insider Cluster
| $927.47 $869.79 | ▲ +6.22% | ▲ +9.40% | $830.16 (+10.49%) |
|
Apr 6, 2026
9w ago
|
6-K
| $922.68 $935.05 | ▲ +1.34% | ▼ −2.79% | $830.16 (−10.03%) |
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Mar 3, 2026
14w ago
|
GOVT-CONTRACT
| $822.19 $876.17 | ▲ +6.57% | ▲ +7.04% | $830.16 (+0.97%) |
US Market Status
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