- Assessing Elbit Systems (TASE:ESLT) Valuation After New US$200 Million Israel Defense Contracts
May 2, 2026
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Contract win during Operation "Roaring Lion"
Elbit Systems (TASE:ESLT) recently reported winning several contracts worth about US$200 million to supply advanced airborne munitions to the Israel Ministry of Defense during Operation Roaring Lion, putting fresh attention on the defense group’s shares.
See our latest analysis for Elbit Systems.
The contract news lands after a mixed month for the stock, with a 6.9% 30 day share price return decline but a 31.83% year to date share price return and a very large 5 year total shareholder return indicating longer term momentum.
If this contract win has you looking more broadly at defence and adjacent technologies, it could be a good moment to scan 33 robotics and automation stocks for other potential ideas.
With Elbit Systems showing a 31.83% year to date share price return and a very large 5 year total shareholder return, plus new IMOD contracts, the key question is whether shares still offer upside or if the market already prices in future growth.
Most Popular Narrative: 34.3% Overvalued
Elbit Systems last closed at ₪2,455 against a widely followed fair value narrative of ₪1,828, so the contract buzz is meeting an already optimistic valuation story.
Record $25.2 billion backlog, with close to 70% from customers outside Israel and multi year contracts such as the 8 year, 2.3 billion dollar strategic program, provides high visibility on sustained top line growth and supports operating leverage and earnings compounding.
Read the complete narrative.
Curious what kind of revenue path, margin lift and future earnings tag are baked into that fair value, and how rich a P/E multiple the narrative leans on.
Result: Fair Value of ₪1,828 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this story can change quickly if global defense budgets cool or if high power laser programs fail to gain traction, leaving heavier R&D and CapEx burdens.
Find out about the key risks to this Elbit Systems narrative.
Next Steps
If this all sounds like a bullish setup, it is worth checking the numbers yourself and deciding how comfortable you are with the expectations baked in. To see what is driving that optimism and which potential upsides investors are focused on, review the 2 key rewards
Looking for more investment ideas?
If Elbit Systems has caught your attention, do not stop there. Broaden your watchlist with other clear ideas that could support your overall portfolio decisions.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ESLT.TA.
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- Elbit Systems to Report First Quarter 2026 Financial Results on May 26, 2026
Apr 27, 2026
The Company will host a Conference Call to discuss its financial results on May 26, 2026 at 9:00am ET
HAIFA, Israel, April 27, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company") announced today that it will publish its first quarter 2026 financial results on Tuesday, May 26, 2026.Elbit Systems Logo
Results Conference Call
The Company will host a conference call on May 26, 2026, at 9:00am Eastern Time. On the call, management will review and discuss the results and will be available to answer questions. To participate, please call one of the dial-in numbers below:
US Dial-in Number: 1-866-744-5399 Canada Dial-in Number: 1-866-485-2399 Israel Dial-in Number: +972-3-918-0644 International Dial-in Number: +972-3-918-0644
at 9:00am Eastern Time; 6:00am Pacific Time; 4:00pm Israel Time
This call will also be broadcast live on Elbit Systems' website at http://www.elbitsystems.com. An online replay will be available from 24 hours after the call ends.
Alternatively, for two days following the call, investors will be able to dial a replay number to listen to the call. The dial-in numbers are: 1-888-782-4291 (U.S. and Canada) or +972-3-925-5900 (Israel and International).
About Elbit Systems
Elbit Systems is a leading global defense technology company, delivering advanced solutions for a secure and safer world. Elbit Systems develops, manufactures, integrates and sustains a range of next-generation solutions across multiple domains.
Driven by its agile, collaborative culture, and leveraging Israel's technology ecosystem, Elbit Systems enables customers to address rapidly evolving battlefield challenges and overcome threats.
Elbit Systems employs over 20,000 people in dozens of countries across five continents. The Company reported $7,938.6 million in revenues for the year ended December 31, 2025 and an order backlog of $28.1 billion as of such date.
For additional information, visit: www.elbitsystems.com, follow us on X or visit our official Facebook, Youtube and LinkedIn Channels.
Company Contact: Dr. Yaacov (Kobi) Kagan, Executive VP - CFO
Tel: +972-77-2946663
kobi.kagan@elbitsystems.com
Daniella Finn, VP, Investor Relations
Tel: +972-77-2948984
daniella.finn@elbitsystems.com
Dalia Bodinger, VP, Communications & Brand
Tel: +972-77-2947602
dalia.bodinger@elbitsystems.com
This press release may contain forward–looking statements (within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Israeli Securities Law, 1968) regarding Elbit Systems Ltd. and/or its subsidiaries (collectively the Company), to the extent such statements do not relate to historical or current facts. Forward-looking statements are based on management's current expectations, estimates, projections and assumptions about future events. Forward–looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions about the Company, which are difficult to predict, including projections of the Company's future financial results, its anticipated growth strategies and anticipated trends in its business. Therefore, actual future results, performance and trends may differ materially from these forward–looking statements due to a variety of factors, including, without limitation: scope and length of customer contracts; governmental regulations and approvals; changes in governmental budgeting priorities; general market, political and economic conditions in the countries in which the Company operates or sells, including Israel and the United States among others, including the duration and scope of the war in Israel, and the potential impact on our operations; changes in global health and macro-economic conditions; differences in anticipated and actual program performance, including the ability to perform under long-term fixed-price contracts; changes in the competitive environment; and the outcome of legal and/or regulatory proceedings. The factors listed above are not all-inclusive, and further information is contained in Elbit Systems Ltd.'s latest annual report on Form 20-F, which is on file with the U.S. Securities and Exchange Commission. All forward–looking statements speak only as of the date of this release. Although the Company believes the expectations reflected in the forward-looking statements contained herein are reasonable, it cannot guarantee future results, level of activity, performance or achievements. Moreover, neither the Company nor any other person assumes responsibility for the accuracy and completeness of any of these forward-looking statements. The Company does not undertake to update its forward-looking statements.
Story Continues
Elbit Systems Ltd., its logo, brand, product, service and process names appearing in this release are the trademarks or service marks of Elbit Systems Ltd. or its affiliated companies. All other brand, product, service and process names appearing are the trademarks of their respective holders. Reference to or use of a product, service or process other than those of Elbit Systems Ltd. does not imply recommendation, approval, affiliation or sponsorship of that product, service or process by Elbit Systems Ltd. Nothing contained herein shall be construed as conferring by implication, estoppel or otherwise any license or right under any patent, copyright, trademark or other intellectual property right of Elbit Systems Ltd. or any third party, except as expressly granted herein.
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- Are Aerospace Stocks Lagging Elbit Systems (ESLT) This Year?
Apr 24, 2026
Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. Has Elbit Systems (ESLT) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question.
Elbit Systems is one of 67 individual stocks in the Aerospace sector. Collectively, these companies sit at #7 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.
The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. Elbit Systems is currently sporting a Zacks Rank of #2 (Buy).
Over the past 90 days, the Zacks Consensus Estimate for ESLT's full-year earnings has moved 9.2% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.
According to our latest data, ESLT has moved about 47.5% on a year-to-date basis. At the same time, Aerospace stocks have lost an average of 0.6%. This means that Elbit Systems is outperforming the sector as a whole this year.
One other Aerospace stock that has outperformed the sector so far this year is Innovative Solutions and Support, Inc. (ISSC). The stock is up 5.9% year-to-date.
Over the past three months, Innovative Solutions and Support, Inc.'s consensus EPS estimate for the current year has increased 15%. The stock currently has a Zacks Rank #2 (Buy).
To break things down more, Elbit Systems belongs to the Aerospace - Defense Equipment industry, a group that includes 37 individual companies and currently sits at #155 in the Zacks Industry Rank. Stocks in this group have gained about 3.4% so far this year, so ESLT is performing better this group in terms of year-to-date returns. Innovative Solutions and Support, Inc. is also part of the same industry.
Investors with an interest in Aerospace stocks should continue to track Elbit Systems and Innovative Solutions and Support, Inc.. These stocks will be looking to continue their solid performance.
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Elbit Systems Ltd. (ESLT) : Free Stock Analysis Report
Innovative Solutions and Support, Inc. (ISSC) : Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).
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- Elbit Systems Awarded Contracts in an Aggregate Amount of Approximately $200 Million for the Supply of Advanced Airborne Munitions to the Israel Ministry of Defense
Apr 22, 2026
HAIFA, Israel, April 22, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company") announced today, that during Operation "Roaring Lion", the Company was awarded several contracts in an aggregate amount of approximately $200 million for the supply of advanced airborne munitions to the Israel Ministry of Defense (IMOD).Elbit_Systems_Logo
Bezhalel (Butzi) Machlis, President and CEO of Elbit Systems: "This series of contracts underscores Elbit Systems' technological leadership in air–launched weapon systems. We are proud of our long–standing partnership with the Israeli Ministry of Defense and our ongoing commitment to developing and delivering high–precision, reliable solutions that are among the factors enabling the Israeli Air Force's air superiority."
About Elbit Systems
Elbit Systems is a leading global defense technology company, delivering advanced solutions for a secure and safer world. Elbit Systems develops, manufactures, integrates and sustains a range of next-generation solutions across multiple domains.
Driven by its agile, collaborative culture, and leveraging Israel's technology ecosystem, Elbit Systems enables customers to address rapidly evolving battlefield challenges and overcome threats.
Elbit Systems employs over 20,000 people in dozens of countries across five continents. The Company reported $7,938.6 million in revenues for the year ended December 31, 2025 and an order backlog of $28.1 billion as of such date.
For additional information, visit: https://elbitsystems.com, follow us on X or visit our official Facebook, Youtube and LinkedIn Channels.
Company Contact:
Dr. Yaacov (Kobi) Kagan, Executive VP - CFO Tel: +972-77-2946663
kobi.kagan@elbitsystems.com
Daniella Finn, VP, Investor Relations Tel: +972-77-2948984
daniella.finn@elbitsystems.com
Dalia Bodinger, VP, Communications & Brand Tel: 972-77-2947602+
dalia.bodinger@elbitsystems.com
This press release may contain forward–looking statements (within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Israeli Securities Law, 1968) regarding Elbit Systems Ltd. and/or its subsidiaries (collectively the Company), to the extent such statements do not relate to historical or current facts. Forward-looking statements are based on management's current expectations, estimates, projections and assumptions about future events. Forward–looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions about the Company, which are difficult to predict, including projections of the Company's future financial results, its anticipated growth strategies and anticipated trends in its business. Therefore, actual future results, performance and trends may differ materially from these forward–looking statements due to a variety of factors, including, without limitation: scope and length of customer contracts; governmental regulations and approvals; changes in governmental budgeting priorities; general market, political and economic conditions in the countries in which the Company operates or sells, including Israel and the United States among others; including the duration and scope of the war in Israel, and the potential impact on our operations; changes in global health and macro-economic conditions; differences in anticipated and actual program performance, including the ability to perform under long-term fixed-price contracts; changes in the competitive environment; and the outcome of legal and/or regulatory proceedings. The factors listed above are not all-inclusive, and further information is contained in Elbit Systems Ltd.'s latest annual report on Form 20-F, which is on file with the U.S. Securities and Exchange Commission. All forward–looking statements speak only as of the date of this press release.
Story Continues
Although the Company believes the expectations reflected in the forward-looking statements contained herein are reasonable, it cannot guarantee future results, level of activity, performance or achievements. Moreover, neither the Company nor any other person assumes responsibility for the accuracy and completeness of any of these forward-looking statements. The Company does not undertake to update its forward-looking statements.
Elbit Systems Ltd., its logo, brand, product, service and process names appearing in this press release are the trademarks or service marks of Elbit Systems Ltd. or its affiliated companies. All other brand, product, service and process names appearing are the trademarks of their respective holders. Reference to or use of a product, service or process other than those of Elbit Systems Ltd. does not imply recommendation, approval, affiliation or sponsorship of that product, service or process by Elbit Systems Ltd. Nothing contained herein shall be construed as conferring by implication, estoppel or otherwise any license or right under any patent, copyright, trademark or other intellectual property right of Elbit Systems Ltd. or any third party, except as expressly granted herein.
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- Buy 3 Defense Laggards of Past Month With Short-Term Price Upside
Apr 21, 2026
The defense aerospace industry is benefiting from rising geopolitical tensions, which are driving higher defense spending and long-term contracts, ensuring stable and predictable revenue streams. Despite these positives, a handful of defense aerospace behemoths lagged in the past month, giving negative returns.
We have selected three such stocks with a favorable Zacks Rank that have double-digit price upside potential in the near term. These companies are: Lockheed Martin Corp. LMT, Northrop Grumman Corp. NOC and Elbit Systems Ltd. ESLT. Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Positive Catalysts
The rise in geopolitical tensions often leads to increased military spending, which typically translates into larger contract awards and multi-year agreements. These contracts may include not only the supply of new equipment but also maintenance, upgrades, training and logistical support, thereby creating recurring revenue streams.
In January 2026, President Donald Trump proposed a significant increase in U.S. defense spending, targeting annual military outlays of about $1.5 trillion by 2027. This environment benefits defense contractors by providing stable and predictable revenues, which in turn attract investors.
The chart below shows the price performance of our three picks in the past month.Zacks Investment Research
Image Source: Zacks Investment Research
Lockheed Martin Corp.
Lockheed Martin’s broad product offerings allow it to secure major defense contracts, which in turn boost its backlog count. LMT remains the largest U.S. defense contractor with a steady order flow from the Pentagon and other allies of the country.
Apart from enjoying a strong forte on the domestic front, LMT’s products are well-acclaimed in the international market. Increasing U.S. defense budget funding should boost its business. LMT continues to witness international interest in the Aegis Ballistic Missile Defense System (Aegis) from international customers, such as Japan, Spain, the Republic of Korea and Australia.
The production of F-35 jets is expected to continue for many years, given the government's current inventory target of 2,470 aircraft for the Air Force, Marine Corps and Navy by 2040. Moreover, LMT anticipates its global fleet to reach more than 3,500. One may expect LMT to witness more order inflows for F-35 in the coming days, which should significantly bolster this defense contractor’s top line.
Lockheed Martin has an expected revenue and earnings growth rate of 5.5% and 29.5%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.01% in the last 30 days.
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The short-term average price target of brokerage firms represents an increase of 14.7% from the last closing price of $581.28. The brokerage target price is currently in the range of $483-$775. This indicates a maximum upside of 33.3% and a maximum downside of 16.9%.
Northrop Grumman Corp.
Northrop Grumman boasts a solid presence in Defense and Cyber Security programs, with its product line being well-positioned in high-priority categories. NOC witnesses strong demand for its products across the globe. The company boasts a strong financial position.
The current U.S. government’s inclination toward strengthening the nation’s defense system should benefit NOC. Foreign military sales also serve as a key growth catalyst for Northrop, with the company delivering its products and services to customers in 25 nations. NOC’s international sales totaled $5.99 billion in 2025, comprising 14% of total sales, and improving a solid 19.8% year over year.
Northrop Grumman has an expected revenue and earnings growth rate of 4.6% and 6.7%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.01% in the last 30 days.
The short-term average price target of brokerage firms represents an increase of 14.6% from the last closing price of $656.98. The brokerage target price is currently in the range of $406-$849. This indicates a maximum upside of 29.2% and a maximum downside of 38.2%.
Elbit Systems Ltd.
Elbit Systems is a worldwide leader in Night Vision Goggles Head-Up Displays (NVG-HUD). It is a major supplier to the U.S Army and U.S. Marine Corps of Night Vision Head-Up Display systems for use in various types of helicopters.
ESLT is engaged in a wide range of defense-related airborne, ground and command, control and communications programs throughout the world. ESLT’s focus is on the upgrading of existing military platforms and developing new technologies for defense applications.
ESLT operates through five segments: Aerospace; C4I and Cyber; Intelligence, Surveillance, Target Acquisition and Reconnaissance and Electronic Warfare; Land; and Elbit Systems of America.
Elbit Systems has an expected revenue and earnings growth rate of 14.3% and 21.3%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.9% in the last seven days.
The short-term average price target of brokerage firms represents an increase of 17.8% from the last closing price of $881.98. The brokerage target price is currently in the range of $930-$1,115. This indicates a maximum upside of 26.4% and no downside.
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Lockheed Martin Corporation (LMT) : Free Stock Analysis Report
Northrop Grumman Corporation (NOC) : Free Stock Analysis Report
Elbit Systems Ltd. (ESLT) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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- Buy 5 Drone Technology Stocks to Boost Your Portfolio Returns in 2026
Apr 21, 2026
A drone, also called unmanned aerial vehicle (UAV), is a broad term that refers to an aircraft that operates autonomously or by remote control with no pilot on board. The technology has evolved over the years to graduate from basic civilian and military operations to highly advanced missions, making drones an indispensable tool in various industries.
We have narrowed our search to three drone-technology-centric bigwigs that provide the hardware and software to operate drones. These stocks will enrich your portfolio in 2026. These companies are: Lockheed Martin Corp. LMT, Northrop Grumman Corp. NOC, Elbit Systems Ltd. ESLT, Analog Devices Inc. ADI and Jabil Inc. JBL. Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The chart below shows the price performance of our five picks in the past month.Zacks Investment Research
Image Source: Zacks Investment Research
Lockheed Martin Corp.
Lockheed Martin’s broad product offerings allow it to secure major defense contracts, which in turn boost its backlog count. LMT remains the largest U.S. defense contractor with a steady order flow from the Pentagon and other allies of the country.
Apart from enjoying a strong forte on the domestic front, LMT’s products are well-acclaimed in the international market. Increasing U.S. defense budget funding should boost its business. LMT continues to witness international interest in the Aegis Ballistic Missile Defense System (Aegis) from international customers, such as Japan, Spain, the Republic of Korea and Australia.
The production of F-35 jets is expected to continue for many years, given the government's current inventory target of 2,470 aircraft for the Air Force, Marine Corps and Navy by 2040. Moreover, the defense contractor expects its global fleet to reach more than 3,500. Consequently, one may expect LMT to witness more order inflows for F-35 in the coming days, which should significantly bolster its top line.
Lockheed Martin has an expected revenue and earnings growth rate of 5.5% and 29.5%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.01% in the last 30 days.
Northrop Grumman Corp.
Northrop Grumman boasts a solid presence in Defense and Cyber Security programs, with its product line being well-positioned in high-priority categories. NOC witnesses strong demand for its products across the globe. NOC boasts a strong financial position.
The current U.S. government’s inclination toward strengthening the nation’s defense system should benefit NOC. Foreign military sales also serve as a key growth catalyst for Northrop, with the company delivering its products and services to customers in 25 nations. NOC’s international sales totaled $5.99 billion in 2025, comprising 14% of total sales, and improving a solid 19.8% year over year.
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Northrop Grumman has an expected revenue and earnings growth rate of 4.6% and 6.7%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.01% in the last 30 days.
Elbit Systems Ltd.
Elbit Systems is a worldwide leader in Night Vision Goggles Head-Up Displays (NVG-HUD). They are a major supplier to the U.S Army and U.S. Marine Corps of Night Vision Head-Up Display systems for use in various types of helicopters.
ESLT is engaged in a wide range of defense-related airborne, ground and command, control and communications programs throughout the world. ESLT’s focus is on the upgrading of existing military platforms and developing new technologies for defense applications.
ESLT operates through five segments: Aerospace; C4I and Cyber; Intelligence, Surveillance, Target Acquisition and Reconnaissance and Electronic Warfare; Land; and Elbit Systems of America.
Elbit Systems has an expected revenue and earnings growth rate of 14.3% and 21.3%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.9% in the last seven days.
Analog Devices Inc.
Analog Devices’ latest quarterly results demonstrate broad-based recovery, margin resilience and strong free cash flow generation. Secular growth drivers in automation, AI infrastructure and automotive electrification provide multi-year tailwinds.
ADI’s robust top-line performance was primarily driven by strong growth in its industrial, aerospace and defense businesses, fueled by demand for AI chip infrastructure buildout, automated test equipment, and a rebound in automation and healthcare markets.
Strong momentum across the electric vehicle space on ADI’s robust Battery Management System solutions remains a tailwind. ADI’s strong investments in technology and business innovation are contributing well.
ADI’s hybrid manufacturing strategy provides a significant competitive advantage by balancing internal production capacity with external partnerships. This approach enhances supply-chain flexibility and reduces geopolitical risk, ensuring consistent product availability for customers.
By the end of 2026 or early 2027, 95% of ADI’s products will have at least dual sourcing, reducing reliance on any single geography. Key partnerships and internal fab investments position ADI for sustainable growth. ADI’s strong cash flow generation capability and aggressive shareholder return policies are other positives.
Analog Devices has an expected revenue and earnings growth rate of 26.3% and 46.1%, respectively, for the current year (ending October 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 0.2% in the last seven days.
Jabil Inc.
Jabil is one of the largest global suppliers of electronics manufacturing services solutions. JBL offers electronics design, production, product management and after-market services to customers in more than a dozen industry verticals.
JBL has been benefiting immensely from healthy momentum in capital equipment, AI-powered data center infrastructure, cloud, and digital commerce business verticals. Its focus on end-market and product diversification is a key catalyst. Jabil’s target that “no product or product family should be greater than 5% operating income or cash flows in any fiscal year” is commendable.
JBL’s focus on end-market and product diversification is a key catalyst. JBL’s top-line is expected to benefit from strength in AI data center infrastructure, capital equipment and warehouse automation markets.
JBL is set to invest $500 million over the next several years to expand its manufacturing capabilities for the AI data center vertical. This will significantly boost the company’s position in the AI hardware supply chain. JBL’s unmatched end-market experience, technical and design capabilities, manufacturing know-how, supply-chain insights and global product management expertise have put it in good standing.
Massive application of generative AI is set to drastically increase the efficiency of JBL’s automated optical inspection machines for the automation industry. A large-scale portfolio of business sectors offers JBL a high degree of resiliency during times of macroeconomic and geopolitical disruption.
An extensive global footprint is further strengthened by a centralized procurement process, which, coupled with a single Enterprise Resource Planning system, aids customers with end-to-end supply-chain visibility. A worldwide connected factory network enables JBL to scale up production per the evolving market dynamics.
Management’s focus on improving working capital management and integration of sophisticated AI and ML (machine learning) capabilities to enhance the efficiency of its internal processes is a major tailwind.
Jabil is expected to gain from the rapid adoption of 5G wireless and cloud computing in the long run. The company is benefiting from solid demand in key end markets together with excellent operational execution and skillful management of supply-chain dynamics.
The Johnson & Johnson deal is a major growth driver for Jabil. A large-scale portfolio of business sectors offers Jabil a high degree of resiliency during times of macroeconomic and geopolitical disruption.
Jabil has an expected revenue and earnings growth rate of 14.2% and 26.2%, respectively, for the current year (ending August 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 3.1% in the last 30 days.
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Lockheed Martin Corporation (LMT) : Free Stock Analysis Report
Northrop Grumman Corporation (NOC) : Free Stock Analysis Report
Analog Devices, Inc. (ADI) : Free Stock Analysis Report
Jabil, Inc. (JBL) : Free Stock Analysis Report
Elbit Systems Ltd. (ESLT) : Free Stock Analysis Report
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- A Look At Elbit Systems (TASE:ESLT) Valuation As Shares Sit Above Popular Fair Value Estimates
Apr 18, 2026
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Recent performance snapshot
Elbit Systems (TASE:ESLT) has drawn attention after a mixed near term share performance, with a 0.5% decline over the past day, 5.4% over the week, and 11.7% over the past month, alongside a 17.1% gain in the past 3 months.
See our latest analysis for Elbit Systems.
Stepping back, the recent pullback sits against a much stronger backdrop. The share price is at ₪2,632.0 and short term momentum is cooling after a strong year to date share price return and very large multi year total shareholder gains.
If Elbit Systems has you thinking about long term themes in defense and automation, this can be a good moment to see what else fits that profile through our robotics and automation stocks screener, starting with 34 robotics and automation stocks.
With Elbit Systems trading at ₪2,632 and sitting about 26% below the average analyst price target, the key question is whether this gap reflects an undervalued defense leader or indicates that the market is already accounting for future growth.
Most Popular Narrative: 44% Overvalued
Based on the most followed narrative, Elbit Systems' fair value of ₪1,828 sits well below the current share price of ₪2,632, which puts a spotlight on the growth expectations embedded in that gap.
Record $25.2 billion backlog, with close to 70 percent from customers outside Israel and multi year contracts such as the 8 year, 2.3 billion dollar strategic program, provides high visibility on sustained top line growth and supports operating leverage and earnings compounding.
Read the complete narrative.
Want to see what kind of revenue path and margin uplift need to materialise for that fair value to stack up? The narrative leans heavily on backlog visibility, rising overseas defense spend and richer system content per platform, all feeding into a higher future earnings base and a premium earnings multiple.
Result: Fair Value of ₪1,828 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, the narrative could shift quickly if global defense budgets cool or high power laser programs fail to gain traction, which could put backlog visibility and margin assumptions under pressure.
Find out about the key risks to this Elbit Systems narrative.
Next Steps
If the mixed messages on valuation and growth are leaving you unsure, this is a good time to move fast and test the numbers yourself. To see what investors are optimistic about in Elbit Systems right now, check the 2 key rewards.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ESLT.TA.
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- Foreign Contractors Stand To Gain As NATO Countries Spend Big On Defense
Apr 16, 2026
European countries are in rush to buy more defense equipment than the U.S. can supply them with. A crop of foreign military contractors are poised to cash in on the new demand.
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- Is Elbit (ESLT) a Solid Growth Stock? 3 Reasons to Think "Yes"
Apr 14, 2026
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.
By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.
However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.
Elbit Systems (ESLT) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank.
Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.
While there are numerous reasons why the stock of this maker of defense electronics is a great growth pick right now, we have highlighted three of the most important factors below:
Earnings Growth
Arguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Elbit is 7.9%, investors should actually focus on the projected growth. The company's EPS is expected to grow 20.3% this year, crushing the industry average, which calls for EPS growth of 16.3%.
Impressive Asset Utilization Ratio
Asset utilization ratio -- also known as sales-to-total-assets (S/TA) ratio -- is often overlooked by investors, but it is an important indicator in growth investing. This metric shows how efficiently a firm is utilizing its assets to generate sales.
Right now, Elbit has an S/TA ratio of 0.66, which means that the company gets $0.66 in sales for each dollar in assets. Comparing this to the industry average of 0.62, it can be said that the company is more efficient.
In addition to efficiency in generating sales, sales growth plays an important role. And Elbit looks attractive from a sales growth perspective as well. The company's sales are expected to grow 12.5% this year versus the industry average of 9.5%.
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Promising Earnings Estimate Revisions
Superiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
The current-year earnings estimates for Elbit have been revising upward. The Zacks Consensus Estimate for the current year has surged 8.2% over the past month.
Bottom Line
While the overall earnings estimate revisions have made Elbit a Zacks Rank #1 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination positions Elbit well for outperformance, so growth investors may want to bet on it.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Elbit Systems Ltd. (ESLT) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
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- Best Momentum Stocks to Buy for April 14th
Apr 14, 2026
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, April 14:
Shell SHEL: This company, which is one of the primary oil supermajors — a group of U.S. and Europe-based big energy multinationals with operations that span almost every corner of the globe, has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 48.7% over the last 60 days.
Shell PLC Unsponsored ADR Price and ConsensusShell PLC Unsponsored ADR Price and Consensus
Shell PLC Unsponsored ADR price-consensus-chart | Shell PLC Unsponsored ADR Quote
Shell’s shares gained 25.8% over the last three months compared with the S&P 500’s decline of 0.5%. The company possesses a Momentum Score of A.
Shell PLC Unsponsored ADR PriceShell PLC Unsponsored ADR Price
Shell PLC Unsponsored ADR price | Shell PLC Unsponsored ADR Quote
ConocoPhillips COP: This company, which is involved in the exploration and production of oil and natural gas, has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 59.1% over the last 60 days.
ConocoPhillips Price and ConsensusConocoPhillips Price and Consensus
ConocoPhillips price-consensus-chart | ConocoPhillips Quote
ConocoPhillips’ shares gained 24.2% over the last three months compared with the S&P 500’s decline of 0.5%. The company possesses a Momentum Score of A.
ConocoPhillips PriceConocoPhillips Price
ConocoPhillips price | ConocoPhillips Quote
Elbit Systems ESLT: This company, which is a worldwide leader in Night Vision Goggles Head-Up Displays (``NVG-HUD''), has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.4% over the last 60 days.
Elbit Systems Ltd. Price and ConsensusElbit Systems Ltd. Price and Consensus
Elbit Systems Ltd. price-consensus-chart | Elbit Systems Ltd. Quote
Elbit Systems’ shares gained 29.9% over the past three months compared with the S&P 500’s decline of 0.5%. The company possesses a Momentum Score of B.
Elbit Systems Ltd. PriceElbit Systems Ltd. Price
Elbit Systems Ltd. price | Elbit Systems Ltd. Quote
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Check out this week’s current list of Best Stocks to Buy Now.
Learn more about the Momentum score and how it is calculated here.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
ConocoPhillips (COP) : Free Stock Analysis Report
Elbit Systems Ltd. (ESLT) : Free Stock Analysis Report
Shell PLC Unsponsored ADR (SHEL) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
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