NASDAQ • Israel
Iron Beam prime; co-developed with Rafael; IOC late 2025
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Annual Overview
| Metric | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | 5.28B | 5.51B▲ | 5.97B▲ | 6.83B▲ | 7.94B▲ |
| Net Income | 274.35M | 275.45M▲ | 215.13M▼ | 321.14M▲ | 534.34M▲ |
| EPS | $6.20 | $6.18▼ | $4.82▼ | $7.18▲ | $11.39▲ |
| Free Cash Flow | 228.31M | 34.96M▼ | -73.33M▼ | 319.56M▲ | 552.81M▲ |
| Capex | 188.62M | 205.11M▲ | 187.04M▼ | 215.05M▲ | 225.57M▲ |
| Diluted Shares | 44.28M | 44.58M▲ | 44.59M▲ | 44.71M▲ | 46.92M▲ |
| Net Debt Issuance | -59.79M | -82.81M▼ | -226.23M▼ | -11.32M▲ | -11.42M▼ |
| Net Equity Issuance | — | — | — | — | — |
| SBC | 5.31M | 10.46M▲ | 12.14M▲ | 15.76M▲ | 26.39M▲ |
Analyst Consensus
Estimate Revisions
Estimates trending upward
Earnings Track Record
Beat estimates 8 of last 8 quarters
Avg surprise: +21.3%
Growth
Ownership
Data from SEC 13F filings · Reported September 30, 2023
Earnings Calendar
Next earnings
November 24, 2026
Last earnings
August 11, 2026
AI Summary
Elbit Systems is a key player in the defense photonics realm, focusing heavily on directed energy weapons. The company is at the forefront of advancements, particularly with its Iron Beam product, which is being co-developed with Rafael and expected to reach initial operational capability by late 2025. This places Elbit in a critical position within the modern defense landscape, providing innovative solutions to major military needs.
Elbit Systems could capitalize significantly on its advanced photonics and defense technologies. The Iron Beam, a high-energy laser weapon system, is a groundbreaking development capable of providing strategic defense against modern threats. Its joint venture with Rafael strengthens its position, tapping into Rafael's established defense networks. Revenue has shown a steady increase, from $5.5 billion in FY2022 to $6.8 billion in FY2024, demonstrating robust demand. The relatively low debt-to-equity ratio of 0.23 also indicates prudent financial management, which could support further growth initiatives.
Despite its innovative products, Elbit's high valuation metrics (P/E of 96.9 and EV/EBITDA of 58.1) suggest that much of the potential success is already priced in, leaving little room for disappointment. Margins have been narrowing, with a decrease in gross margin from 24.9% in FY2022 to 24.0% in FY2024, which may imply rising costs or pricing pressures. The high free cash flow conversion volatility, switching from negative in FY2023 to positive in FY2024, raises concerns about consistency in cash generation which is vital for sustaining extensive R&D expenditures inherent in defense sectors.
Elbit's financial performance has seen a positive revenue trajectory, with an increase from $5.5 billion in FY2022 to nearly $6.8 billion in FY2024. However, the gross margin has slightly decreased, showing some potential strain on cost efficiencies or pricing power. The improvement in net income to $321 million in FY2024 (from $215 million in FY2023) is a healthy sign, but this recovery must be sustained amid volatile free cash flow figures — notably, the significant jump from negative free cash flow in FY2023 to a robust $319 million in FY2024.
Currently, Elbit Systems appears overvalued in terms of traditional valuation metrics compared to peers like Lockheed Martin and RTX Corp. With a P/E ratio pushing 97, the market seems to have priced in most of the growth prospects tied to the anticipated rollout of Iron Beam. Unless Elbit can exceed these high expectations through either rapid product deployment or unexpected contracts, investors might not see substantial upside in the near term.
Elbit faces several specific risks that could impact its future performance. Key among them is customer concentration, as a significant portion of its revenue might be linked to specific defense contracts. Additionally, technological disruption remains a lurking threat — a superior rival product could quickly neutralize Iron Beam's technological lead. Geopolitical exposure also looms large, with shifting defense budgets and procurement decisions influenced by international relations, particularly relevant given Elbit's operations in politically charged regions.
Investors should keenly monitor the development timeline of the Iron Beam over the next few quarters. Any announcements about testing milestones, potential early adoption contracts, or expansions into allied defense systems would be crucial. Additionally, watch for the company's quarterly earnings for signs of consistent cash flow improvements or unexpected operational hiccups, which could materially affect growth narratives.
Last updated: March 26, 2026
Elbit Systems is a key player in the defense photonics realm, focusing heavily on directed energy weapons. The company is at the forefront of advancements, particularly with its Iron Beam product, which is being co-developed with Rafael and expected to reach initial operational capability by late 2025. This places Elbit in a critical position within the modern defense landscape, providing innovative solutions to major military needs.
Elbit Systems could capitalize significantly on its advanced photonics and defense technologies. The Iron Beam, a high-energy laser weapon system, is a groundbreaking development capable of providing strategic defense against modern threats. Its joint venture with Rafael strengthens its position, tapping into Rafael's established defense networks. Revenue has shown a steady increase, from $5.5 billion in FY2022 to $6.8 billion in FY2024, demonstrating robust demand. The relatively low debt-to-equity ratio of 0.23 also indicates prudent financial management, which could support further growth initiatives.
Despite its innovative products, Elbit's high valuation metrics (P/E of 96.9 and EV/EBITDA of 58.1) suggest that much of the potential success is already priced in, leaving little room for disappointment. Margins have been narrowing, with a decrease in gross margin from 24.9% in FY2022 to 24.0% in FY2024, which may imply rising costs or pricing pressures. The high free cash flow conversion volatility, switching from negative in FY2023 to positive in FY2024, raises concerns about consistency in cash generation which is vital for sustaining extensive R&D expenditures inherent in defense sectors.
Elbit's financial performance has seen a positive revenue trajectory, with an increase from $5.5 billion in FY2022 to nearly $6.8 billion in FY2024. However, the gross margin has slightly decreased, showing some potential strain on cost efficiencies or pricing power. The improvement in net income to $321 million in FY2024 (from $215 million in FY2023) is a healthy sign, but this recovery must be sustained amid volatile free cash flow figures — notably, the significant jump from negative free cash flow in FY2023 to a robust $319 million in FY2024.
Currently, Elbit Systems appears overvalued in terms of traditional valuation metrics compared to peers like Lockheed Martin and RTX Corp. With a P/E ratio pushing 97, the market seems to have priced in most of the growth prospects tied to the anticipated rollout of Iron Beam. Unless Elbit can exceed these high expectations through either rapid product deployment or unexpected contracts, investors might not see substantial upside in the near term.
Elbit faces several specific risks that could impact its future performance. Key among them is customer concentration, as a significant portion of its revenue might be linked to specific defense contracts. Additionally, technological disruption remains a lurking threat — a superior rival product could quickly neutralize Iron Beam's technological lead. Geopolitical exposure also looms large, with shifting defense budgets and procurement decisions influenced by international relations, particularly relevant given Elbit's operations in politically charged regions.
Investors should keenly monitor the development timeline of the Iron Beam over the next few quarters. Any announcements about testing milestones, potential early adoption contracts, or expansions into allied defense systems would be crucial. Additionally, watch for the company's quarterly earnings for signs of consistent cash flow improvements or unexpected operational hiccups, which could materially affect growth narratives.
Elbit Systems is a key player in the defense photonics realm, focusing heavily on directed energy weapons. The company is at the forefront of advancements, particularly with its Iron Beam product, which is being co-developed with Rafael and expected to reach initial operational capability by late 2025.
Elbit Systems is in the Defense layer of the photonics supply chain. Directed energy weapons and defense photonics applications
In FY2025, Elbit Systems reported net income of $534.34M.
Companies in the same supply chain layer as Elbit Systems include AeroVironment, Inc., AgEagle Aerial Systems, Inc., Astronics Corporation, BAE Systems plc, and CACI International Inc.
Elbit Systems is expected to report around November 24, 2026.
Analysis updated March 2026
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Coherent's Next Wave: Co-Packaged Optics and Systems Optionality Yahoo Finance
Coherent demonstrates industry first 400G/lane in Si-photonics, CPO platform diversity, and multi-rail scaling at OFC 2026 fibre-systems.com
GlobalFoundries introduces SCALE optical module for co-packaged optics fibre-systems.com
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...
Global Silicon Photonics and Optical I/O Test & Measurement Systems Market | USA, China, Taiwan Lead | Keysight Technologies, Advantest, FormFactor Drive Next-Gen AI Infrastructure Validation PR Newswire
Global Silicon Photonics and Optical I/O Test & Measurement Systems Market | USA, China, Taiwan Lead | Keysight Technologies, Advantest, FormFactor Drive Next-Gen AI Infrastructure Validation Yahoo Finance
Seoul Viosys targets DCI market with optical semiconductor push fibre-systems.com
Here is how Elbit Systems (ESLT) and Innovative Solutions and Support, Inc. (ISSC) have performed compared to their sector so far this year.
Planters Broadband selects Ribbon for 800G-ready network modernisation fibre-systems.com
NLM Photonics, Spark Photonics partner for target high-volume manufacturing fibre-systems.com
Coherent's Dr Sanjai Parthasarathi on AI infrastructure and vertical integration (Video interview) fibre-systems.com
LMT, NOC, ESLT, ADI and JBL stand out in drone tech for 2026, backed by strong growth, AI demand, and defense spending trends, which boost their outlook.
AMD Acquires Enosemi for AI Systems, Penny-Sized Laser Has Limitless Applications Photonics Spectra
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...
Why Is Aehr Test Systems Stock Soaring Thursday? - Aehr Test System (NASDAQ:AEHR) Benzinga
A 56% surge amid the Iran war puts this defense giant in the spotlight. Should you buy now or wait?
Elbit (ESLT) could produce exceptional returns because of its solid growth attributes.
SHEL, COP and ESLT made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on April 14th, 2026.
Israeli stocks were rising Thursday, although the relatively small gains suggest investors are still nervous about whether the cease-fire between the U.S. and Iran will hold. The flagship Tel Aviv 35 index, which tracks shares in the likes of biopharma company Teva Pharmaceuticals and defense contractor Elbit Systems, climbed 1.
Here is how Elbit Systems (ESLT) and Lockheed Martin (LMT) have performed compared to their sector so far this year.
How silicon photonics could power next-generation AI systems TechRadar
If you are wondering whether Elbit Systems at ₪2,777 per share still offers value or if the excitement is already priced in, this article walks you through what the numbers actually say. The stock has posted returns of 2.7% over the past week, 4.4% over the last month, 49.1% year to date and 92.2% over the past year, with a very large 5 year gain of 512.6% that may have many investors asking what comes next. These price moves sit against a backdrop of ongoing interest in defense and...
A Look At Aehr Test Systems (AEHR) Valuation After New Silicon Photonics Order And Rapid Share Price Rebound Yahoo Finance
Aehr Test Systems (+23%): New Silicon Photonics Customer Win for AI Data Centers Trefis
Aehr Wins Major New Silicon Photonics Customer with High-Power FOX-XP Wafer-Level Burn-In System for Hyperscale Data Center Optical Interconnect Market Aehr Test Systems
WWD stock has surged 13% in 3 months, powered by Aerospace and Industrial strength, but can growth momentum and margin gains drive further upside?
Aehr Test Systems receives order for silicon photonics testing Investing.com
Aehr lands systems order as AI data centers shift from copper to fiber Stock Titan
Aehr Test Systems Soars with Silicon Photonics and AI Momentum timothysykes.com
INDB and peers boost dividends as volatility, weak jobs data and inflation concerns push investors toward safer, income-generating stocks.
Kratos Defense and Elbit Systems ride on rising demand for unmanned tech, contracts, and defense upgrades as global tensions fuel next-gen military investments.
OFC 2026: Nokia launches coherent optical solutions for AI networks fibre-systems.com
Lightmatter Proposes OCP Reference Architecture for Co-Packaged Optics in AI Systems HPCwire
OISolution Launches 1.6Tbps OSFP and ELSFP Modules for AI Data Centers and CPO Systems 아시아경제
Hyperscalers back new optical interconnect standard for large-scale AI systems Tech Edition
Ayar Labs and Wiwynn Partner to Bring Co-Packaged Optics to Rack-Scale AI Systems Business Wire
Ayar Labs and Wiwynn Partner to Bring Co-Packaged Optics to Rack-Scale AI Systems HPCwire
Ayar Labs and Wiwynn Partner to Bring Co-Packaged Optics to Rack-Scale AI Systems Yahoo Finance
Aehr Receives Follow-On Order for Fully Automated Wafer-Level Burn-In Systems Powering AI Optical I/O and Data Center Interconnects Aehr Test Systems
Photonics-Electronics Convergence Technology Market to Cross USD 104.26 Billion by 2032 as Data, AI, and Defense Systems Hit the Limits of Conventional Electronics PR Newswire UK
Photonics-Electronics Convergence Technology Market to Cross USD 104.26 Billion by 2032 as Data, AI, and Defense Systems Hit the Limits of Conventional Electronics PR Newswire
Ligentec X-Fab photonics partnership to scale TFLN for 1.6T networks fibre-systems.com
CPO (Co-Packaged Optics) Technologies and Market Outlook for Next-Gen AI Systems IDTechEx
Marvell breaks AI limits with Celestial AI Photonic Fabric technology deal fibre-systems.com
Credo Launches PILOT-Powered ZeroFlap Optics to Enhance Stability in Large-Scale AI Systems HPCwire
nEye Systems Secures $58M for Optical Switch Tech | Industry News | Jun 2025 Photonics Spectra
Chip-scale Erbium Laser Points to Portable Integrated Systems | Technology News | Aug 2024 Photonics Spectra
Celestial AI introduces the first SoC with In-Die optical interconnect fibre-systems.com
In-chip critical plasma seeds for laser writing of reconfigurable silicon photonics systems Nature
Nvidia : Integrating Photonic in HPC and Network Systems semivision
AMD Acquires Enosemi to Accelerate Co-Packaged Optics Innovation for AI Systems AMD
Transforming Interconnects in AI Systems: Co-Packaged Optics Role IDTechEx
Harnessing the capabilities of VCSELs: unlocking the potential for advanced integrated photonic devices and systems Nature
Coherent appoints Jim Anderson as CEO fibre-systems.com
Broadcom Delivers Industry’s First 51.2-Tbps Co-Packaged Optics Ethernet Switch Platform for Scalable AI Systems Broadcom
Winway sees increases in AI-related revenue, inquiries for silicon photonics CPO testing systems digitimes
ECOC 2023: Coherent reveals 1200mW pump laser module for DWDM networks fibre-systems.com
The latest high-capacity optics products for 2023 fibre-systems.com
The evolution of high-performance coherent optical engine technology fibre-systems.com
Infinera, Sumitomo achieve successful test of point-to-multipoint coherent pluggable transceiver fibre-systems.com
OFC 2023: Adtran demonstrates coherent 100ZR QSFP28 fibre-systems.com
Credo, Effect Photonics to jointly develop coherent DSP solutions fibre-systems.com
Nokia next-generation coherent photonic service engine fibre-systems.com
A large-scale microelectromechanical-systems-based silicon photonics LiDAR Nature
Coherent routing solution unveiled at OFC fibre-systems.com
Cignal AI: 400G+ coherent shipments tripled last year fibre-systems.com
Aehr Receives FOX-XP™ Multi-Wafer Test & Burn-in Solution Order as Silicon Photonics Customer Makes Transition to Volume Production Aehr Test Systems
Acacia samples 100G coherent DWDM pluggable solution for edge and access fibre-systems.com
Inphi samples 'industry first' 7nm coherent DSP enabling 400G Pluggables fibre-systems.com
LightCounting optical transceiver report asks what it will take to put market on track fibre-systems.com
Cable companies consider coherent optics fibre-systems.com