Key Takeaways KTOS posts sharp Q3 unmanned systems growth with revenues up 35.8% and operating income up 575%.Kratos Defense expands global UAS presence through new contracts and next-gen drone investments.KTOS shows strong interest coverage of 11.8 with shares up 183.2% over the past year.Governments worldwide are expanding their defense budgets to modernize and strengthen military capabilities. This surge in spending is directing investor attention toward defense contractors positioned in high-growth area ...

The Tel Aviv Stock Exchange fell today. The Tel Aviv 35 Index fell 1.15% to 3,320.72 points, the Tel Aviv 125 Index fell 1.20% to 3,359.47 points; and the BlueTech Global Index fell 1.36% to 574.59 points. The All Bond corporate bond index rose 0.09% to 419.78 points. Turnover totalled NIS 1.54 billion in equities and NIS 1.97 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.644% higher on Friday, at NIS 3.28/$, and the representative shekel-euro rate was s ...

The Tel Aviv Stock Exchange rose today. The Tel Aviv 35 Index rose 0.28% to 3,395.10 points, the Tel Aviv 125 Index rose 0.20% to 3,438.32 points; and the BlueTech Global Index rose 0.38% to 583.16 points. The All Bond corporate bond index rose 0.02% to 419.46 points. Turnover totalled NIS 4.30 billion in equities and NIS 4.08 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.122% lower from Tuesday, at NIS 3.266/$, and the representative shekel-euro rate wa ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Elbit Systems ( ESLT ) stock price has substantially increased in value since my buy rating in August 2024 surging 155% against the S&P 500’s 18.8% gain making it one of the aerospace and defense top performers. However, in September IDhierin-Perka ...

| ESLT 埃尔比特系统 | | | | --- | --- | --- | | 504 050 + +0.820 +0.16% | | 收盘价 11/18 16:00 美东 | | 521.750 ↑ 17.700 +3.51% | | 盘前价 11/19 04:14 美东 | | 를 개 때 회 위 및 제 및 | ♥ 自选 | ● 快捷交易 | | 最高价 523,000 | 开盘价 523.000 | 成交量 20.48万 | | 最低价 489.990 | 昨收价 503.230 | 成交额 1.04亿 | | 平均价 507.272 | 市盈率 TM 51.17 | 总市值 233.75亿元 | | 振 幅 6.56% | 市盈率(静) 70.20 | 总股本 4637.43万 | | 换手率 0.77% | 市净率 5.823 | 流通值 134.75亿 | | 52周景高 529.223 | 委 比 52.48% | 流通股 2673.29万 | | 52周最低 241.649 | 量 比 2.09 | 色 主 1胎 | | 历史最高 529.223 | 股息TTM 2.200 | | | ...

Core Insights - Elbit Systems Ltd. has been awarded contracts totaling approximately $210 million from the Israel Ministry of Defense for the upgrade of Merkava Main Battle Tanks over a six-year period [1][2]. Contract Details - The contracts involve extensive renewal of electronic assemblies to extend the operational service life of the tanks, along with upgrades to multiple onboard systems, including AI-enhanced electro-optical sights for improved observation and target tracking [2]. - The contracts also encompass the supply of spare parts and comprehensive maintenance and support services [2]. Company Overview - Elbit Systems is a leading global defense technology company, employing around 20,000 people across five continents and reporting revenues of $1,922 million for the three months ended September 30, 2025 [4]. - The company has an order backlog of $25.2 billion as of the same date, indicating strong demand for its advanced defense solutions [4]. Leadership Statement - Bezhalel (Butzi) Machlis, President and CEO of Elbit Systems, emphasized the company's commitment to enhancing the technological capabilities of the Israel Defense Forces through these contracts [3].

Core Insights - Elbit Systems Ltd. is a prominent player in the defense technology sector, known for its advanced solutions across various domains including aerospace, land, and naval systems [1] - The company reported an earnings per share (EPS) of $2.80 for Q3 2025, exceeding the expected EPS of $2.75, indicating strong financial performance [2][4] - Despite reporting revenues of $1.92 billion, which fell short of the Zacks Consensus Estimate by 3.66%, this figure represents a year-over-year increase from $1.72 billion [2][4] - Elbit Systems has demonstrated resilience by surpassing consensus revenue estimates three times in the last four quarters [2] - The company maintains a robust order backlog of $25.2 billion, reflecting strong demand for its products [3][4] Financial Performance - The GAAP net income for Q3 2025 was reported at $133.4 million, while the non-GAAP net income was $159.8 million, providing a comprehensive view of the company's performance [3] - Gross profit for the quarter was approximately $472.9 million, with an operating income of around $157.8 million [3] - EBITDA for the quarter stood at roughly $199.9 million, indicating strong operational efficiency [3] - The cost of revenue for the quarter was approximately $1.5 billion, showcasing effective expense management by the company [3]

Elbit Systems (NasdaqGS:ESLT) Q3 2025 Earnings Call November 18, 2025 09:00 AM ET Company ParticipantsKobi Kagan - CFOBezhalel Machlis - CEODaniella Finn - VP of Investor RelationsConference Call ParticipantsJordan Lyonnais - AnalystEllen Page - AnalystSeth Seifman - AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to Elbit Systems' Third Quarter 2025 Results Conference Call. All participants are at present in listen-only mode. Following management's formal presentation, instructions ...

Elbit Systems (NasdaqGS:ESLT) Q3 2025 Earnings Call November 18, 2025 09:00 AM ET Company ParticipantsKobi Kagan - CFOBezhalel Machlis - CEODaniella Finn - VP of Investor RelationsConference Call ParticipantsJordan Lyonnais - AnalystEllen Page - AnalystSeth Seifman - AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to Elbit Systems' Third Quarter 2025 Results Conference Call. All participants are at present in listen-only mode. Following management's formal presentation, instructions ...

Financial Data and Key Metrics Changes - Third Quarter 2025 revenues were $1,922 million, a 12% increase from $1,718 million in the Third Quarter of 2024, with 18% growth for the nine months ended September 30 [5][6] - GAAP gross margin for the Third Quarter was 24.9%, up from 24% in the same quarter last year, while non-GAAP gross margin increased to 25.2% from 24.4% [6][8] - GAAP diluted EPS was $2.80 for the Third Quarter of 2025, compared to $1.77 in the Third Quarter of 2024, with non-GAAP diluted EPS rising to $3.35 from $2.21 [8][11] Business Line Data and Key Metrics Changes - Aerospace segment revenues decreased by 3% year-over-year, primarily due to a decline in precision-guided munitions sales in Asia-Pacific, partially offset by increased sales in Israel and Europe [8][10] - SIFRAE and CYBER revenues increased by 14% year-over-year, driven by sales of radio systems and command-and-control systems in Europe [9] - Land segment revenues surged by 41% in the third quarter, attributed to ammunition and munitions sales in Israel and Europe [10] Market Data and Key Metrics Changes - Europe contributed 28% to total revenues, North America 21%, Asia-Pacific 14%, and Israel 33% [5] - The order backlog as of September 30, 2025, was $25.2 billion, an increase of $3.1 billion from the previous year, with 69% of the backlog from orders outside of Israel [10][11] Company Strategy and Development Direction - The company continues to focus on R&D investments to secure future growth and maintain its market leadership [6] - Recent contracts include a $2.3 billion international contract and a $1.625 billion contract with a European country, indicating strong demand for advanced defense solutions [13][14] - Expansion in Europe includes new facilities in Sweden and Germany to enhance local delivery capabilities [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued growth driven by strong demand for solutions, particularly in Europe and Israel, despite potential domestic demand fluctuations [12][23] - The company anticipates growth opportunities in high-powered laser systems and UAVs, with significant interest from international markets [30][31] Other Important Information - Cash flow from operating activities for the nine months ended September 30, 2025, was $461 million, significantly higher than $82.5 million in the same period last year [11] - The Board of Directors declared a dividend of $0.75 per share to be paid on January 5, 2026 [11] Q&A Session Summary Question: How enduring is domestic demand with the ceasefire? - Management noted an increase of $1.4 billion in backlog, with growth expected predominantly outside of Israel, especially in Europe [23] Question: What is the trajectory for the air and aerospace business? - Management expects continued growth in the aerospace segment, driven by international sales and demand for UAVs [27][28] Question: What are the opportunities in directed energy? - Management confirmed significant interest in high-powered laser systems, with potential for growth in both domestic and international markets [30][31] Question: What are the drivers of margin expansion? - Margin expansion was attributed to improved backlog profitability and operational excellence, including AI utilization and CapEx investments [34][36] Question: How will the company leverage the US DOD's budget expansion? - Management sees the US market as strategic and is exploring acquisition opportunities while expanding operations in border protection applications [42][44]