Group 1 - Elbit Systems (ESLT) is a notable stock in the Aerospace sector, currently outperforming its peers with a year-to-date return of 66.6% compared to the sector average of 26.9% [4][6] - The Zacks Rank for Elbit Systems is 2 (Buy), indicating a positive earnings outlook, with the consensus estimate for full-year earnings having increased by 10.7% in the past quarter [3][5] - The Aerospace - Defense Equipment industry, which includes Elbit Systems, has an average gain of 28.1% this year, further highlighting ESLT's strong performance [5] Group 2 - GE Aerospace is another strong performer in the Aerospace sector, with a year-to-date return of 56.1% and a Zacks Rank of 2 (Buy) [4][6] - The consensus estimate for GE Aerospace's current year EPS has risen by 4.9% over the past three months, indicating a positive trend in earnings expectations [5]

Group 1 - The core viewpoint is a bullish outlook on Elbit Systems Ltd. (NASDAQ: ESLT) due to increasing global divisions that may drive demand for advanced weaponry [1] - The Global Risk Perception Survey (GRPS) indicates a rising trend in risk perception, suggesting a favorable environment for defense-related investments [1] - The analysis emphasizes a long-term perspective, with a 10-year outlook reflecting potential growth in the defense sector [1] Group 2 - The analyst specializes in technology, innovation, and sustainability investment, utilizing a "First Principles" approach to identify overlooked investment opportunities [1] - The background includes extensive experience in investment, private equity, and venture capital, with a history of delivering strong returns [1] - The focus of articles includes emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and foster positive change [1]

Company Performance - Airbus Group (EADSY) has returned 31.4% year-to-date, outperforming the average gain of 24% in the Aerospace sector [4] - The Zacks Consensus Estimate for EADSY's full-year earnings has increased by 4.3% over the past 90 days, indicating improved analyst sentiment and earnings outlook [3] Industry Comparison - Airbus Group is part of the Aerospace - Defense industry, which includes 24 companies and has gained an average of 22.9% this year, showing that EADSY is performing better than its industry peers [5] - Elbit Systems (ESLT), another outperforming stock in the Aerospace sector, has returned 74.2% year-to-date, with a 13% increase in its current year EPS consensus estimate over the past three months [4] Sector Ranking - The Aerospace sector, which includes Airbus Group, ranks 1 in the Zacks Sector Rank, reflecting the strength of the individual stocks within this group [2] - The Aerospace - Defense Equipment industry, to which Elbit Systems belongs, is currently ranked 73, having moved up by 26.9% this year [5]

Core Viewpoint - The Paris Air Show has seen the closure of four Israeli company booths due to their refusal to remove offensive weapons, reflecting heightened sensitivities regarding the situation in Gaza [1] Group 1: Company Responses - The four Israeli companies affected include Elbit Systems, Rafael, Israel Aerospace Industries, and UVision, all of which had their booths closed by the event organizers [1] - Other Israeli companies without hardware displays, as well as the Israeli Ministry of Defense's booth, remain open during the event [1] Group 2: Government Statements - French Prime Minister Borne stated that given the situation in Gaza, offensive weapons should not be present at the air show [1] - The Israeli Ministry of Defense condemned the actions of the Paris Air Show organizers as "outrageous and unprecedented," demanding the immediate removal of the black barriers [1]

Company Performance - Elbit Systems (ESLT) shares have increased by 10.7% over the past month, reaching a new 52-week high of $433.18, and have gained 67.2% since the start of the year, outperforming the Zacks Aerospace sector (18.7%) and the Aerospace - Defense Equipment industry (19%) [1] - The company has consistently exceeded earnings expectations, reporting EPS of $2.57 against a consensus estimate of $2.3 in its last earnings report, with a revenue beat of 12.31% [2] Financial Projections - For the current fiscal year, Elbit is projected to achieve earnings of $10.85 per share on revenues of $7.77 billion, reflecting a 23.86% increase in EPS and a 13.84% increase in revenues [3] - In the next fiscal year, earnings are expected to rise to $13.65 per share on $8.54 billion in revenues, indicating a year-over-year change of 25.81% in EPS and 9.91% in revenues [3] Valuation Metrics - Elbit has a Value Score of D, with Growth and Momentum Scores of B, resulting in a VGM Score of B [6] - The stock trades at 39.8X current fiscal year EPS estimates, which is above the peer industry average of 37.6X, and at 34.9X trailing cash flow compared to the peer group's average of 22.6X [6] Zacks Rank - Elbit currently holds a Zacks Rank of 1 (Strong Buy) due to favorable earnings estimate revisions from analysts, making it a suitable choice for investors looking for strong performance [7] Industry Comparison - Astronics Corporation (ATRO), a peer in the industry, also shows strong performance with a Zacks Rank of 1 (Strong Buy) and is expected to post earnings of $1.50 per share on revenues of $846.29 million for the current fiscal year [8][9] - The Aerospace - Defense Equipment industry is positioned in the top 16% of all industries, indicating positive market conditions for both ESLT and ATRO [10]

For those looking to find strong Aerospace stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Leonardo DRS, Inc. (DRS) 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.Leonardo DRS, Inc. is one of 54 companies in the Aerospace group. The Aerospace group currently sits at #1 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 d ...

Company Overview - Elbit Systems (ESLT) currently holds a Momentum Style Score of B, indicating potential for strong performance in the momentum investing context [3] - The company has a Zacks Rank of 1 (Strong Buy), which is associated with a historical track record of outperforming the market [4] Price Performance - Over the past week, ESLT shares increased by 2.59%, while the Zacks Aerospace - Defense Equipment industry rose by 3.42% [6] - In a longer time frame, ESLT's monthly price change is 9.07%, compared to the industry's 10.77% [6] - Over the past quarter, shares of Elbit Systems have increased by 12.4%, and gained 125.52% in the last year, significantly outperforming the S&P 500, which moved 4.46% and 13.71% respectively [7] Trading Volume - ESLT's average 20-day trading volume is 155,793 shares, which serves as a price-to-volume baseline for assessing stock momentum [8] Earnings Outlook - In the past two months, one earnings estimate for ESLT has moved higher, while none have moved lower, resulting in an increase of the consensus estimate from $9.60 to $10.85 [10] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [10] Conclusion - Considering the positive price trends, strong earnings outlook, and favorable momentum indicators, Elbit Systems is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a compelling investment opportunity [12]

Core Viewpoint - Elbit Systems (ESLT) is experiencing solid improvements in earnings estimates, which may lead to continued short-term price momentum for the stock [1][2]. Earnings Estimate Revisions - There is a rising trend in earnings estimate revisions due to growing analyst optimism regarding Elbit's earnings prospects, which is expected to positively impact its stock price [2]. - The current-quarter earnings estimate is projected at $2.58 per share, reflecting a year-over-year increase of +24.04%, with a 16.22% rise in consensus estimates over the last 30 days [5]. - For the full year, the earnings estimate is expected to be $10.70 per share, indicating a +22.15% change from the previous year, with a 9.18% increase in consensus estimates over the past month [6][7]. Zacks Rank and Performance - Elbit currently holds a Zacks Rank 1 (Strong Buy), indicating strong agreement among analysts in raising earnings estimates, which historically correlates with stock outperformance [3][8]. - Stocks with Zacks Rank 1 and 2 have shown significant outperformance compared to the S&P 500 [8]. Investment Outlook - The stock has increased by 5.3% over the past four weeks due to strong estimate revisions, suggesting potential for further upside, making it a candidate for portfolio addition [9].

Core Viewpoint - Elbit Systems Ltd. has announced a public offering of 1,365,450 ordinary shares priced at $375 per share, with gross proceeds expected to be approximately $512 million before deductions [1][2]. Group 1: Offering Details - The offering includes a 30-day option for underwriters to purchase an additional 204,817 shares at the public offering price [1]. - The offering is expected to close on May 23, 2025, subject to customary closing conditions [1]. - The shares will be listed for trading on the Nasdaq Global Select Market [1]. Group 2: Financial Information - The gross proceeds from the offering are anticipated to be around $512 million, assuming no exercise of the underwriters' option [2]. - Elbit Systems plans to use the net proceeds for general corporate purposes [2]. Group 3: Underwriters - BofA Securities, J.P. Morgan, Jefferies, and Morgan Stanley are acting as joint book-running managers for the offering [3]. - Barak Capital Underwriting is serving as a placement agent for the underwriters in Israel [3]. Group 4: Company Overview - Elbit Systems is a leading global defense technology company, employing approximately 20,000 people across five continents [6][7]. - The company reported revenues of $1.9 billion for the three months ended March 31, 2025, with an order backlog of $23.1 billion as of that date [7].

Core Viewpoint - Elbit Systems Ltd. announced a public offering of 1,365,450 ordinary shares, all of which will be sold by the company, with a potential additional 15% option for underwriters [1][2][3] Group 1: Offering Details - The offering is made under an effective shelf registration statement on Form F-3 filed with the SEC on May 21, 2025, which became effective immediately [3] - The net proceeds from the offering will be used for general corporate purposes [1] - The ordinary shares are expected to be listed for trading on the Nasdaq Global Select Market [1] Group 2: Underwriters - BofA Securities, J.P. Morgan, Jefferies, and Morgan Stanley are engaged as joint book-running managers for the offering [2] Group 3: Company Overview - Elbit Systems is a leading global defense technology company, employing approximately 20,000 people across five continents [5][6] - The company reported revenues of $1.9 billion for the three months ended March 31, 2025, and has an order backlog of $23.1 billion as of that date [6]