GOVT-CONTRACT ·Filed Mar 3, 2026

ESLT

ELBITAMERICA, INC.
BULLISH
Impact 7/10
Horizonweeks Processed6mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

This contract extension supports revenue visibility and backlog growth for ESLT; traders should monitor for follow-on awards and potential margin stability from recurring work. Consider positioning ahead of earnings if government segment performance is underappreciated.

DirectionBullish
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
ESLT ▲ +0.81% at T+60d
LONG call ✓ call won +0.81% · α vs SPY -9.51% · entry $822.19 → $828.81
Entry anchored
Mar 2, 03:59 PM ET
via exchange tick
T+1d
+7.52%
call +7.52% · α +6.76%
$884.04
settled 7mo ago
T+5d
+6.57%
call +6.57% · α +7.04%
$876.17
settled 7mo ago
T+20d
+3.16%
call +3.16% · α +7.56%
$848.17
settled 6mo ago
T+60d
+0.81%
call +0.81% · α -9.51%
$828.81
settled 4mo ago

Price Chart

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Executive Summary

Elbit America, a subsidiary of Elbit Systems (ESLT), secured a $104.85 million contract extension from the Department of Homeland Security for persistent surveillance and detection capabilities. This award extends existing services, reinforcing the company's role in U.S. border and homeland security missions.

Key Financial Metrics

Award Amount
$104.9M
Agency
Department of Homeland Security
Contract Type
modification
Rev Impact
+2.4%

Key Facts

  • Elbit America, Inc. awarded $104,854,120.71 contract by the Department of Homeland Security
  • Contract is for extension of persistent surveillance and detection services
  • Award represents a follow-on to existing work, indicating customer satisfaction and continuity
  • Elbit America is a U.S. subsidiary of Elbit Systems Ltd. (ESLT)
  • Recipient name matches known contractor profile for ESLT in U.S. government contracting

Financial Impact

$104.85 million award, representing approximately 2.4% of ESLT's $4.3B annual revenue (based on trailing 12-months)

revenuebacklog

Risk Factors

  • Government funding risk due to DHS budget uncertainties or continuing resolutions
  • Execution risk in deployment and integration of surveillance systems
  • Political sensitivity around border security contracts

Market Snapshot

Exchange
Nasdaq

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-70B02C26C00000008
18 reports for ESLT
Performance horizon
75% Hit rate 9 of 12 directional calls best @ T+5▲ +16.10%May 20, 2026
Filters
Rows
Reports for ESLT — sortable, filterable
TypeNow
Aug 11, 2026
7w ago
6-K
BULLISH ★ 7/10
$776.08 $714.40▼ −7.95%▼ −6.89%$696.23 (−10.29%)
Aug 11, 2026
7w ago
Press Release
BULLISH ★ 7/10
$776.08 $714.40▼ −7.95%▼ −6.89%$696.23 (−10.29%)
Aug 6, 2026
8w ago
Press Release
NEUTRAL ★ 4/10
$857.00 $701.22▼ −18.18%▼ −18.78%$696.23 (−18.76%)
Jul 20, 2026
10w ago
6-K
BULLISH ★ 5/10
$754.85 $782.84▲ +3.71%▼ −0.41%$696.23 (−7.77%)
Jul 20, 2026
10w ago
Press Release
BULLISH ★ 5/10
$754.85 $782.84▲ +3.71%▼ −0.41%$696.23 (−7.77%)
Jul 13, 2026
11w ago
6-K
NEUTRAL ★ 3/10
$735.40 $846.04▲ +15.04%▲ +11.86%$696.23 (−5.33%)
Jul 13, 2026
11w ago
Press Release
NEUTRAL ★ 3/10
$735.40 $846.04▲ +15.04%▲ +11.86%$696.23 (−5.33%)
Jul 1, 2026
13w ago
6-K
NEUTRAL ★ 2/10
$759.98 $769.10▲ +1.20%▲ +3.39%$696.23 (−8.39%)
May 28, 2026
18w ago
6-K
BULLISH ★ 6/10
$892.63 $715.72▼ −19.82%▼ −16.67%$696.23 (−22.00%)
May 27, 2026
18w ago
GOVT-CONTRACT
BULLISH ★ 4/10
$828.81 $732.71▼ −11.59%▼ −9.69%$696.23 (−16.00%)
Showing 10 of 18

US Market Status

Market Closed — Opens Mon (35h 13m)

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Report published Mar 23, 2026