GOVT-CONTRACT ·Filed May 27, 2026

ESLT

ELBITAMERICA, INC.
BULLISH
Impact 4/10
Horizonweeks Processed4mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

The contract is a modest positive for ESLT, adding to backlog and demonstrating continued U.S. government demand for the company's surveillance systems. Monitor for follow-on task orders or similar awards from DHS as a signal of program expansion.

DirectionBullish
Confidencemedium
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
ESLT ▼ -10.27% at T+60d
LONG call ✗ call lost -10.27% · α vs SPY -12.15% · entry $828.81 → $743.67
Entry anchored
May 26, 03:59 PM ET
via exchange tick
T+1d
+7.70%
call +7.70% · α +7.15%
$892.63
settled 4mo ago
T+5d
+0.12%
call +0.12% · α -0.38%
$829.81
settled 4mo ago
T+20d
-11.59%
call -11.59% · α -9.69%
$732.71
settled 3mo ago
T+60d
-10.27%
call -10.27% · α -12.15%
$743.67
settled 6w ago

Price Chart

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Executive Summary

ElbitAmerica, Inc. received an $86.1M firm-fixed-price contract from the Department of Homeland Security for tower and surveillance equipment consolidation. The award is significant, representing roughly 0.3% of Elbit Systems Ltd's annual revenue, and reinforces the company's position as a key U.S. government vendor for security infrastructure.

Key Financial Metrics

Award Amount
$86.1M
Agency
Department of Homeland Security
Contract Type
new
Rev Impact
+0.3%

Key Facts

  • Award amount: $86,139,425.71
  • Awarding agency: Department of Homeland Security
  • Contract type: New award for tower and surveillance equipment consolidation
  • Recipient: ElbitAmerica, Inc. (U.S. subsidiary of Elbit Systems Ltd)
  • Award represents approximately 0.3% of Elbit Systems' annual revenue

Financial Impact

$86.1M contract award, approximately 0.3% of Elbit Systems annual revenue

revenuebacklog

Risk Factors

  • Government funding risk under continuing resolutions or budget sequestration
  • Execution risk on a fixed-price contract if costs overrun or scope expands

Market Snapshot

Exchange
Nasdaq
Sector
Aircraft Parts & Auxiliary Equipment, NEC
Analyst Consensus
9% bullish (11 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

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

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-70B02C26F00000256
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 10m)

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Report published Jun 3, 2026