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.
🇮🇱Israel48NEUTRALView Israel risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WWD | Woodward, Inc. | 90 | +13% | ↓85% | ENTRY |
| AIR | Airbus SE | 90 | +13% | ↓85% | ENTRY |
| LDOS | Leidos Holdings, Inc. | 90 | +14% | ↓85% | ENTRY |
| HII | Huntington Ingalls Industries | 90 | +14% | ↓85% | ENTRY |
| HEI | HEICO Corporation | 90 | +12% | ↓85% | ENTRY |
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓85% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓85% | ENTRY |
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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 30, 26 |