ESLT ELBITAMERICA, INC.

BULLISH Impact: 4/10 GOVT-CONTRACT
Horizon weeks Filed May 27, 2026 Processed 9d 21h ago
Large government contract award ($500M+)
Latest settled — T+5d ⚠ clustered
ESLT ▲ +0.12% at T+5d
LONG call ✓ call won +0.12% · α vs SPY -0.38% · entry $828.81 → $829.81
Next anchor: T+20d in 11d
Currently $854.06 · +3.05% from $828.81 entry
Entry anchored
May 26, 03:59 PM ET
via Databento tick
T+1d
+7.70%
call +7.70% · α +7.15%
$892.63
settled 17d ago
T+5d
+0.12%
call +0.12% · α -0.38%
$829.81
settled 11d ago
T+20d
call — · α —
in 11d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

ElbitAmerica, Inc. received an $86.1M firm-fixed-price contract from the Department of Homeland Security for tower and surveillance equipment consolidation. The award is significant, representing roughly 0.3% of Elbit Systems Ltd's annual revenue, and reinforces the company's position as a key U.S. government vendor for security infrastructure.

Actionable Insight

The contract is a modest positive for ESLT, adding to backlog and demonstrating continued U.S. government demand for the company's surveillance systems. Monitor for follow-on task orders or similar awards from DHS as a signal of program expansion.

Key Facts

  • Award amount: $86,139,425.71
  • Awarding agency: Department of Homeland Security
  • Contract type: New award for tower and surveillance equipment consolidation
  • Recipient: ElbitAmerica, Inc. (U.S. subsidiary of Elbit Systems Ltd)
  • Award represents approximately 0.3% of Elbit Systems' annual revenue

Financial Impact

$86.1M contract award, approximately 0.3% of Elbit Systems annual revenue

revenuebacklog

Risk Factors

  • Government funding risk under continuing resolutions or budget sequestration
  • Execution risk on a fixed-price contract if costs overrun or scope expands

Market Snapshot

Exchange
Nasdaq
Sector
Aircraft Parts & Auxiliary Equipment, NEC
Analyst Consensus
9% bullish (11 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-70B02C26F00000256
10 reports for ESLT
Performance horizon
63% Hit rate 5 of 8 directional calls best @ T+5▲ +16.10%May 20, 2026
Filters
Rows
Reports for ESLT — sortable, filterable
Type Now
May 28, 2026
15d ago
6-K
BULLISH ★ 6/10
$892.63 $837.94▼ −6.13%▼ −6.44%$854.06 (−4.32%)
May 27, 2026
17d ago
GOVT-CONTRACT
BULLISH ★ 4/10
$828.81 $829.81▲ +0.12%▼ −0.38%$854.06 (+3.05%)
May 26, 2026
17d ago
6-K
BULLISH ★ 7/10
$852.41 $858.06▲ +0.66%▼ −0.42%$854.06 (+0.19%)
May 26, 2026
17d ago
6-K
BULLISH ★ 7/10
$852.41 $849.15▼ −0.38%▼ −1.59%$854.06 (+0.19%)
May 20, 2026
23d ago
6-K
BULLISH ★ 6/10
$768.84 $892.63▲ +16.10%▲ +14.30%$854.06 (+11.08%)
Apr 27, 2026
6w ago
6-K
NEUTRAL ★ 3/10
$819.65 $857.79▲ +4.65%▲ +4.25%$854.06 (+4.20%)
Apr 22, 2026
7w ago
6-K
BULLISH ★ 7/10
$860.97 $804.29▼ −6.58%▼ −6.64%$854.06 (−0.80%)
Apr 9, 2026
9w ago
Insider Cluster
BEARISH ★ 7/10
$927.47 $869.79▲ +6.22%▲ +9.40%$854.06 (+7.91%)
Apr 6, 2026
9w ago
6-K
BULLISH ★ 7/10
$922.68 $935.05▲ +1.34%▼ −2.79%$854.06 (−7.44%)
Mar 3, 2026
14w ago
GOVT-CONTRACT
BULLISH ★ 7/10
$822.19 $876.17▲ +6.57%▲ +7.04%$854.06 (+3.88%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (53h 10m)

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