ELBIT SYSTEMS LTD
In the published model solve dated 2026-Q2, anchored at $708.68, ELBIT SYSTEMS LTD (ESLT) is priced for today's economics sustained for ~6.8 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The order book reached $28,131 million at the end of 2025 against $22,617 million a year earlier, and the share of it sitting outside Israel rose from 65% to 72%. • Every one of those foreign orders ships only with an Israeli government export licence, which makes the largest single risk to the thesis political rather than commercial. • Second-quarter results are due August 11, 2026 [Source: company announcement, July 13, 2026]; the price already pays about 57 times company-wide operating inco
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384 institutional managers reported holding ESLT in 13F filings for the quarter ended 2026-03-31. Together they hold about 21% of the company; the top 10 hold 13%. 92 opened new positions that quarter. Held by Vanguard Group, Invesco, Arrowstreet Capital, among others. On the short side, 240k shares were sold short as of the 2026-06-15 count, about 0.5% of shares outstanding (2.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ESLT's share count grew 3.4% over the past five years. It pays a dividend, and has paid one every year in our records (18 and counting). Cash returned over the past three years: $289.90M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.