The contract award adds to a robust backlog and signals continued demand for Elbit's border security solutions. Monitor upcoming quarterly filings for backlog growth and margin trends on these contracts.
Price Chart
Executive Summary
Elbit Systems' U.S. subsidiary received multiple awards from U.S. Customs and Border Protection totaling over $370 million for work through May 2029, enhancing the company's backlog and reinforcing its position in U.S. homeland security. The contract win is a positive but not transformative event relative to the company's $34.5B market cap and $30.2B backlog.
Key Facts
- Elbit Systems of America awarded contracts from U.S. Customs and Border Protection totaling over $370 million
- Work to be performed through May 2029
- Company reported Q1 2026 revenues of $2,188.8 million and order backlog of $30.2 billion as of March 31, 2026
Financial Impact
$370 million in new multi-year contracts, representing ~1.2% of existing backlog and ~4.2% of annualized quarterly revenue
Risk Factors
- Contract execution and program performance risks
- Potential changes in U.S. government budget priorities or border security funding
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-003522 |
| Document: zk2635700.htm | 0001178913-26-003522 |
| Document: 0001178913-26-003522-index-headers.html | 0001178913-26-003522 |
| Document: 0001178913-26-003522-index.html | 0001178913-26-003522 |
| Document: 0001178913-26-003522.txt | 0001178913-26-003522 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 7w ago | 6-K | $776.08 $714.40 | ▼ −7.95% | ▼ −6.89% | $696.23 (−10.29%) |
Aug 11, 2026 7w ago | Press Release | $776.08 $714.40 | ▼ −7.95% | ▼ −6.89% | $696.23 (−10.29%) |
Aug 6, 2026 8w ago | Press Release | $857.00 $701.22 | ▼ −18.18% | ▼ −18.78% | $696.23 (−18.76%) |
Jul 20, 2026 10w ago | 6-K | $754.85 $782.84 | ▲ +3.71% | ▼ −0.41% | $696.23 (−7.77%) |
Jul 20, 2026 10w ago | Press Release | $754.85 $782.84 | ▲ +3.71% | ▼ −0.41% | $696.23 (−7.77%) |
Jul 13, 2026 11w ago | 6-K | $735.40 $846.04 | ▲ +15.04% | ▲ +11.86% | $696.23 (−5.33%) |
Jul 13, 2026 11w ago | Press Release | $735.40 $846.04 | ▲ +15.04% | ▲ +11.86% | $696.23 (−5.33%) |
Jul 1, 2026 13w ago | 6-K | $759.98 $769.10 | ▲ +1.20% | ▲ +3.39% | $696.23 (−8.39%) |
May 28, 2026 18w ago | 6-K | $892.63 $715.72 | ▼ −19.82% | ▼ −16.67% | $696.23 (−22.00%) |
May 27, 2026 18w ago | GOVT-CONTRACT | $828.81 $732.71 | ▼ −11.59% | ▼ −9.69% | $696.23 (−16.00%) |
US Market Status
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