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.
🇮🇱Israel60NEUTRALView Israel risk detail →🛡Defense0WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BA | The Boeing Company | 50 | +9% | ↓0% | NEUTRAL |
| AIR | Airbus SE | 50 | +13% | ↓0% | EARLY |
| HEI | HEICO Corporation | 50 | +12% | ↓0% | EARLY |
| NOC | Northrop Grumman Corporation | 50 | +17% | ↓0% | EARLY |
| GD | General Dynamics Corporation | 50 | +15% | ↓0% | EARLY |
| HII | Huntington Ingalls Industries | 44 | +14% | ↓0% | EARLY |
| LDOS | Leidos Holdings, Inc. | 43 | +14% | ↓0% | EARLY |
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