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: 902.580
Low
531.00
Averages
553.67
High
580.00
Current: 902.580
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.
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- Investor Guidance: Prominent investor Steve Eisman advises investors to remain on the sidelines, suggesting that the market's short-term reactions may be overblown and that the situation could improve quickly, potentially leading to a drop in oil prices.
- Defense Investment Opportunities: Given the current situation, investing in defense ETFs like the iShares U.S. Aerospace & Defense ETF (ITA) is seen as a good way to gain exposure to increased defense spending, with individual stocks like Israeli drone maker Elbit Systems (ESLT) also worth considering.
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- Oil and Defense Stocks Surge: The war has led to soaring oil prices and rising defense stocks, reflecting heightened investor expectations for increased defense spending amid uncertain international conditions.
- Investor Advice: Notable investor Steve Eisman advises investors to remain on the sidelines during the current situation, believing that short-term market reactions should not dictate long-term investment strategies, emphasizing the importance of a long-term perspective.
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See More
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- Defense Stocks Rise: Following the outbreak of war, defense stocks generally increased, with Ondas Holdings and Elbit Systems rising 10% and 7.66% respectively, reflecting strong market demand for defense technology and investor confidence.
- Ondas Holdings Financial Performance: Ondas reported $10.1 million in revenue for Q3, a sixfold increase year-over-year, and is targeting at least $110 million in revenue by 2026, indicating rapid expansion potential in the defense technology sector.
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See More
