Elbit Systems sees order backlog growth amid defense sector rally
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Should l Buy ESLT?
Source: Benzinga
Elbit Systems Ltd (ESLT) experienced a decline of 5.02% as it crossed below its 5-day SMA, reflecting broader market weakness with the Nasdaq-100 down 0.41% and the S&P 500 down 0.66%.
Despite the drop in stock price, Elbit Systems has seen a significant increase in its order backlog, which has risen to $25.2 billion, indicating strong demand for its defense products amid ongoing geopolitical tensions. The recent strikes on Iran have led to a surge in defense stocks, with Elbit Systems previously rising by 7% in response to increased military spending expectations.
The implications of this order backlog growth suggest that Elbit Systems is well-positioned to capitalize on the heightened demand for defense technology, potentially leading to future revenue growth as geopolitical tensions persist.
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Analyst Views on ESLT
Wall Street analysts forecast ESLT stock price to fall
3 Analyst Rating
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 794.960
Low
531.00
Averages
553.67
High
580.00
Current: 794.960
Low
531.00
Averages
553.67
High
580.00
About ESLT
Elbit Systems Ltd. is an international technology company engaged in a range of programs across the world. The Company develops and supplies a portfolio of airborne, land and naval systems and products for defense, homeland security and commercial aviation applications. Its systems and products are installed on new platforms, and it also performs platform modernization programs. In addition, it provides a range of support services. The Company's activities include military aircraft and helicopter systems; helmet mounted systems; commercial aviation systems and aerostructures; unmanned aircraft and unmanned surface vessels; land vehicle systems; command, control, communications, computer and intelligence (C4I) systems; intelligence and cyber systems; electro-optic and countermeasures systems; electronic warfare and signal intelligence systems, and various commercial activities. It operates primarily in the defense and homeland security arenas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Elbit Systems to Release Q1 2026 Financial Results on May 26
- Earnings Release Schedule: Elbit Systems is set to publish its Q1 2026 financial results on May 26, 2026, with management expected to review and discuss the results, which may influence investor confidence.
- Conference Call Details: The company will host a conference call at 9:00 AM Eastern Time on May 26, providing multiple dial-in numbers for investor participation, ensuring transparency and information sharing.
- Company Background: Elbit Systems is a leading global defense technology company, reporting revenues of $7.938 billion for 2025 and an order backlog of $28.1 billion, indicating strong market demand and growth potential.
- Future Outlook: The company emphasizes its forward-looking statements, committing to long-term growth and business expansion despite market and economic uncertainties, reflecting confidence in its future development.
See More
Elbit Systems to Report Q1 2026 Financial Results on May 26, 2026
- Earnings Release Schedule: Elbit Systems plans to publish its Q1 2026 financial results on May 26, 2026, reflecting the company's ongoing growth and market performance in the global defense technology sector.
- Conference Call Details: Following the earnings release, the company will host a conference call at 9:00 AM Eastern Time, where management will review financial results and answer investor questions, enhancing transparency and investor confidence.
- Dial-in Information: Investors can participate using the US dial-in number 1-866-744-5399 or the Israel dial-in number +972-3-918-0644, ensuring convenient access for global investors.
- Company Background: Elbit Systems reported revenues of $7.939 billion for 2025, with a backlog of $28.1 billion, indicating strong market demand and future growth potential.
See More
Elbit Systems to Release Q1 2026 Financial Results on May 26
- Earnings Release Schedule: Elbit Systems will publish its Q1 2026 financial results on May 26, 2026, with management expected to discuss these results in detail during the conference call, which may influence investor decisions.
- Conference Call Timing: The call is scheduled for 9:00 AM Eastern Time, during which management will answer investor questions, enhancing transparency and boosting investor confidence.
- Dial-in Information: Investors can participate via multiple dial-in numbers, including the US number 1-866-744-5399 and the Israeli number +972-3-918-0644, ensuring global investor access.
- Company Background: Elbit Systems is a leading global defense technology company, reporting revenues of $7.939 billion for 2025 and an order backlog of $28.1 billion, indicating strong market demand and future growth potential.
See More
Elbit Systems Secures $200M Contracts for Airborne Munitions
- Significant Contract Value: Elbit Systems announced the award of several contracts totaling approximately $200 million from the Israel Ministry of Defense for advanced airborne munitions, which will further solidify the company's market position in the defense sector.
- Technological Leadership: CEO Bezhalel Machlis emphasized that these contracts underscore Elbit Systems' technological leadership in air-launched weapon systems, demonstrating the company's ongoing commitment to high-precision and reliable solutions.
- Strengthened Partnership: The long-standing partnership with the Israel Ministry of Defense is reinforced, which not only enhances the Israeli Air Force's air superiority but may also pave the way for future contracts and projects.
- Optimistic Market Outlook: With increasing defense spending and rising demand for advanced military technologies, Elbit Systems' business outlook appears promising, likely driving further expansion in global markets.
See More
Elbit Systems Secures $200 Million Defense Contracts
- Significant Contract Value: Elbit Systems has been awarded multiple contracts worth approximately $200 million by the Israel Ministry of Defense, showcasing the company's strong capabilities in advanced airborne munitions and further solidifying its market position.
- Operational Context: The contracts were awarded during Operation Roaring Lion, indicating the company's crucial role in key military operations and enhancing its partnership with the Israel Ministry of Defense.
- Demonstration of Technical Capabilities: The awarding of these contracts underscores Elbit Systems' expertise in air-launched weapon systems, reflecting its ongoing innovation and leadership in the defense technology sector.
- Positive Market Reaction: In pre-market trading on Nasdaq, Elbit Systems' stock rose by 1.10% to $874.99, indicating investor optimism regarding the company's future prospects.
See More
Elbit Systems Secures $200 Million Contracts with Israel Ministry of Defense
- Significant Contract Value: During Operation 'Roaring Lion', Elbit Systems was awarded contracts totaling approximately $200 million for advanced airborne munitions, underscoring the company's technological leadership in high-precision weapon systems.
- Long-term Partnership: The ongoing collaboration with the Israel Ministry of Defense reinforces Elbit Systems' commitment and capability to meet the Israeli Air Force's demands for air superiority, enhancing national defense.
- Strong Financial Performance: For the year ending December 31, 2025, Elbit Systems reported revenues of $7.94 billion and an order backlog of $28.1 billion, indicating robust demand and growth potential in the global defense market.
- Global Workforce Scale: With over 20,000 employees across five continents, Elbit Systems demonstrates extensive influence and market penetration in the international defense technology sector.
See More
Elbit Systems to Release Q1 2026 Financial Results on May 26
- Earnings Release Schedule: Elbit Systems is set to publish its Q1 2026 financial results on May 26, 2026, with management expected to review and discuss the results, which may influence investor confidence.
- Conference Call Details: The company will host a conference call at 9:00 AM Eastern Time on May 26, providing multiple dial-in numbers for investor participation, ensuring transparency and information sharing.
- Company Background: Elbit Systems is a leading global defense technology company, reporting revenues of $7.938 billion for 2025 and an order backlog of $28.1 billion, indicating strong market demand and growth potential.
- Future Outlook: The company emphasizes its forward-looking statements, committing to long-term growth and business expansion despite market and economic uncertainties, reflecting confidence in its future development.
See More
Elbit Systems to Report Q1 2026 Financial Results on May 26, 2026
- Earnings Release Schedule: Elbit Systems plans to publish its Q1 2026 financial results on May 26, 2026, reflecting the company's ongoing growth and market performance in the global defense technology sector.
- Conference Call Details: Following the earnings release, the company will host a conference call at 9:00 AM Eastern Time, where management will review financial results and answer investor questions, enhancing transparency and investor confidence.
- Dial-in Information: Investors can participate using the US dial-in number 1-866-744-5399 or the Israel dial-in number +972-3-918-0644, ensuring convenient access for global investors.
- Company Background: Elbit Systems reported revenues of $7.939 billion for 2025, with a backlog of $28.1 billion, indicating strong market demand and future growth potential.
See More
Elbit Systems to Release Q1 2026 Financial Results on May 26
- Earnings Release Schedule: Elbit Systems will publish its Q1 2026 financial results on May 26, 2026, with management expected to discuss these results in detail during the conference call, which may influence investor decisions.
- Conference Call Timing: The call is scheduled for 9:00 AM Eastern Time, during which management will answer investor questions, enhancing transparency and boosting investor confidence.
- Dial-in Information: Investors can participate via multiple dial-in numbers, including the US number 1-866-744-5399 and the Israeli number +972-3-918-0644, ensuring global investor access.
- Company Background: Elbit Systems is a leading global defense technology company, reporting revenues of $7.939 billion for 2025 and an order backlog of $28.1 billion, indicating strong market demand and future growth potential.
See More
Elbit Systems Secures $200M Contracts for Airborne Munitions
- Significant Contract Value: Elbit Systems announced the award of several contracts totaling approximately $200 million from the Israel Ministry of Defense for advanced airborne munitions, which will further solidify the company's market position in the defense sector.
- Technological Leadership: CEO Bezhalel Machlis emphasized that these contracts underscore Elbit Systems' technological leadership in air-launched weapon systems, demonstrating the company's ongoing commitment to high-precision and reliable solutions.
- Strengthened Partnership: The long-standing partnership with the Israel Ministry of Defense is reinforced, which not only enhances the Israeli Air Force's air superiority but may also pave the way for future contracts and projects.
- Optimistic Market Outlook: With increasing defense spending and rising demand for advanced military technologies, Elbit Systems' business outlook appears promising, likely driving further expansion in global markets.
See More
Elbit Systems Secures $200 Million Defense Contracts
- Significant Contract Value: Elbit Systems has been awarded multiple contracts worth approximately $200 million by the Israel Ministry of Defense, showcasing the company's strong capabilities in advanced airborne munitions and further solidifying its market position.
- Operational Context: The contracts were awarded during Operation Roaring Lion, indicating the company's crucial role in key military operations and enhancing its partnership with the Israel Ministry of Defense.
- Demonstration of Technical Capabilities: The awarding of these contracts underscores Elbit Systems' expertise in air-launched weapon systems, reflecting its ongoing innovation and leadership in the defense technology sector.
- Positive Market Reaction: In pre-market trading on Nasdaq, Elbit Systems' stock rose by 1.10% to $874.99, indicating investor optimism regarding the company's future prospects.
See More
Elbit Systems Secures $200 Million Contracts with Israel Ministry of Defense
- Significant Contract Value: During Operation 'Roaring Lion', Elbit Systems was awarded contracts totaling approximately $200 million for advanced airborne munitions, underscoring the company's technological leadership in high-precision weapon systems.
- Long-term Partnership: The ongoing collaboration with the Israel Ministry of Defense reinforces Elbit Systems' commitment and capability to meet the Israeli Air Force's demands for air superiority, enhancing national defense.
- Strong Financial Performance: For the year ending December 31, 2025, Elbit Systems reported revenues of $7.94 billion and an order backlog of $28.1 billion, indicating robust demand and growth potential in the global defense market.
- Global Workforce Scale: With over 20,000 employees across five continents, Elbit Systems demonstrates extensive influence and market penetration in the international defense technology sector.
See More
