Elbit Systems is Israel's largest defense electronics company with global leadership in unmanned systems (Hermes drones), C4ISR, electro-optics, and electronic warfare. Demand from Israel itself, NATO members, and allied states is at multi-decade highs given drone-centric warfare lessons from Ukraine and Israel-Iran tensions. Backlog has reached record levels with multi-year visibility. The company is a primary beneficiary of European defense rearmament under increased NATO spending targets.
Thesis reviewed May 29, 2026
Elbit Systems Ltd. is headquartered in Israel, which is currently showing moderate signals.
๐ฎ๐ฑIsrael50NEUTRALView Israel risk detail โ๐กDefense90WATCH| Ticker | Company | Score | Gap | Signal ฮ | Action |
|---|---|---|---|---|---|
| GD | General Dynamics Corporation | 82 | +15% | โ85% | ENTRY |
| HEI | HEICO Corporation | 82 | +12% | โ85% | ENTRY |
| NOC | Northrop Grumman Corporation | 82 | +17% | โ85% | ENTRY |
| SAAB | Saab AB | 82 | +25% | โ85% | ENTRY |
| LMT | Lockheed Martin | 82 | +9% | โ85% | ENTRY |
| HII | Huntington Ingalls Industries | 82 | +14% | โ85% | ENTRY |
| BA | The Boeing Company | 82 | +9% | โ85% | NEUTRAL |
Investors who hold ESLT may also have indirect exposure through these country funds.
Elbit wins $2B German loitering munition contract
Israeli MoD awards Elbit record domestic procurement package
Backlog reaches $22B, providing 3+ years revenue visibility
Estimates ยท Yahoo Finance ยท Not audited figures