PR Newswire TechnologyCodex · 实盘不做把握 6/10
北京时间·🕒 发布 14:31:00时区推断·⟳ 抓取 14:33:41·⚡ 决策 07-20 14:41:48 +8m07s·99.3 天前
埃尔比特系统宣布美国子公司获CBP超3.7亿美元多项合同
公司一手公告确认美国子公司获得CBP多项合同,总额超3.7亿美元、执行至2029年5月。
📄 原文PR Newswire Technology↗ 原文
HAIFA, Israel, July 20, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Co…
不做 埃尔比特系统(ESLT.US)
同批r01为同一合同摘要;合同利好但相对市值/backlog占比偏小,缺少利润率或指引上修,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-20 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 公司一手公告确认美国子公司获得CBP多项合同,总额超3.7亿美元、执行至2029年5月。
- 公司一季度收入21.888亿美元、backlog 302亿美元;本合同约占backlog 1.2%、约占当前市值1.1%,更像常规订单补充而非市值级重定价。
主要风险
- 若合同利润率显著高于公司平均或后续还有同一项目追加订单,当前不做结论可能偏保守。
反向证据
- 做多前查反向 · 来源 filing · 日期 2026-07-20 · 影响 weakens
合同金额虽绝对值不小,但与公司收入、backlog和市值相比不足以构成强短线催化。
检索:ESLT 370 million CBP contract revenue backlog market cap 原文 ↗
工具调用 · 历史记录,结果未知(1 种)
- stock_quote · 结果未知
原文全文
展开原文 · 5,264 字
HAIFA, Israel, July 20, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company") announced today that its U.S. subsidiary, Elbit Systems of America, LLC ("Elbit America"), has received multiple awards from U.S. Customs and Border Protection (CBP) totaling over $370 million to enhance U.S. national security, with work to be performed through May 2029.
Bezhalel (Butzi) Machlis, President and CEO of Elbit Systems: "These new awards demonstrate Elbit Systems of America's continued contribution to enhancing the security and defense capabilities of the United States. Our advanced and operationally proven worldwide technologies are designed to deliver reliable, real–time situational awareness, helping our customers address complex operational challenges."
About Elbit Systems
Elbit Systems is a leading global defense technology company, delivering advanced solutions for a secure and safer world. Elbit Systems develops, manufactures, integrates and sustains a range of next-generation solutions across multiple domains.
Driven by its agile, collaborative culture, and leveraging Israel's technology ecosystem, Elbit Systems enables customers to address rapidly evolving battlefield challenges and overcome threats.
Elbit Systems employs over 20,000 people in dozens of countries across five continents. The Company reported $2,188.8 million in revenues for the three months ending March 31, 2026, and an order backlog of $30.2 billion as of such date.
For additional information, visit: https://elbitsystems.com, follow us on X or visit our official Facebook, YouTube and LinkedIn Channels.
Company Contact:
Dr. Yaacov (Kobi) Kagan, Executive VP - CFO
Tel: +972-77-2946663
[email protected]
Daniella Finn, VP, Investor Relations
Tel: +972-77-2948984
[email protected]
Dalia Bodinger, VP, Communications & Brand
Tel: +972-77-2947602
[email protected]
This press release may contain forward–looking statements (within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Israeli Securities Law, 1968) regarding Elbit Systems Ltd. and/or its subsidiaries (collectively the Company), to the extent such statements do not relate to historical or current facts. Forward-looking statements are based on management's current expectations, estimates, projections and assumptions about future events. Forward–looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions about the Company, which are difficult to predict, including projections of the Company's future financial results, its anticipated growth strategies and anticipated trends in its business. Therefore, actual future results, performance and trends may differ materially from these forward–looking statements due to a variety of factors, including, without limitation: scope and length of customer contracts; governmental regulations and approvals; changes in governmental budgeting priorities; general market, political and economic conditions in the countries in which the Company operates or sells, including Israel and the United States among others; including the duration and scope of the war in Israel, and the potential impact on our operations; changes in global health and macro-economic conditions; differences in anticipated and actual program performance, including the ability to perform under long-term fixed-price contracts; changes in the competitive environment; and the outcome of legal and/or regulatory proceedings. The factors listed above are not all-inclusive, and further information is contained in Elbit Systems Ltd.'s latest annual report on Form 20-F, which is on file with the U.S. Securities and Exchange Commission. All forward–looking statements speak only as of the date of this press release.
Although the Company believes the expectations reflected in the forward-looking statements contained herein are reasonable, it cannot guarantee future results, level of activity, performance or achievements. Moreover, neither the Company nor any other person assumes responsibility for the accuracy and completeness of any of these forward-looking statements. The Company does not undertake to update its forward-looking statements.
Elbit Systems Ltd., its logo, brand, product, service and process names appearing in this press release are the trademarks or service marks of Elbit Systems Ltd. or its affiliated companies. All other brand, product, service and process names appearing are the trademarks of their respective holders. Reference to or use of a product, service or process other than those of Elbit Systems Ltd. does not imply recommendation, approval, affiliation or sponsorship of that product, service or process by Elbit Systems Ltd. Nothing contained herein shall be construed as conferring by implication, estoppel or otherwise any license or right under any patent, copyright, trademark or other intellectual property right of Elbit Systems Ltd. or any third party, except as expressly granted herein.
SOURCE Elbit Systems Ltd.
Bezhalel (Butzi) Machlis, President and CEO of Elbit Systems: "These new awards demonstrate Elbit Systems of America's continued contribution to enhancing the security and defense capabilities of the United States. Our advanced and operationally proven worldwide technologies are designed to deliver reliable, real–time situational awareness, helping our customers address complex operational challenges."
About Elbit Systems
Elbit Systems is a leading global defense technology company, delivering advanced solutions for a secure and safer world. Elbit Systems develops, manufactures, integrates and sustains a range of next-generation solutions across multiple domains.
Driven by its agile, collaborative culture, and leveraging Israel's technology ecosystem, Elbit Systems enables customers to address rapidly evolving battlefield challenges and overcome threats.
Elbit Systems employs over 20,000 people in dozens of countries across five continents. The Company reported $2,188.8 million in revenues for the three months ending March 31, 2026, and an order backlog of $30.2 billion as of such date.
For additional information, visit: https://elbitsystems.com, follow us on X or visit our official Facebook, YouTube and LinkedIn Channels.
Company Contact:
Dr. Yaacov (Kobi) Kagan, Executive VP - CFO
Tel: +972-77-2946663
[email protected]
Daniella Finn, VP, Investor Relations
Tel: +972-77-2948984
[email protected]
Dalia Bodinger, VP, Communications & Brand
Tel: +972-77-2947602
[email protected]
This press release may contain forward–looking statements (within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Israeli Securities Law, 1968) regarding Elbit Systems Ltd. and/or its subsidiaries (collectively the Company), to the extent such statements do not relate to historical or current facts. Forward-looking statements are based on management's current expectations, estimates, projections and assumptions about future events. Forward–looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions about the Company, which are difficult to predict, including projections of the Company's future financial results, its anticipated growth strategies and anticipated trends in its business. Therefore, actual future results, performance and trends may differ materially from these forward–looking statements due to a variety of factors, including, without limitation: scope and length of customer contracts; governmental regulations and approvals; changes in governmental budgeting priorities; general market, political and economic conditions in the countries in which the Company operates or sells, including Israel and the United States among others; including the duration and scope of the war in Israel, and the potential impact on our operations; changes in global health and macro-economic conditions; differences in anticipated and actual program performance, including the ability to perform under long-term fixed-price contracts; changes in the competitive environment; and the outcome of legal and/or regulatory proceedings. The factors listed above are not all-inclusive, and further information is contained in Elbit Systems Ltd.'s latest annual report on Form 20-F, which is on file with the U.S. Securities and Exchange Commission. All forward–looking statements speak only as of the date of this press release.
Although the Company believes the expectations reflected in the forward-looking statements contained herein are reasonable, it cannot guarantee future results, level of activity, performance or achievements. Moreover, neither the Company nor any other person assumes responsibility for the accuracy and completeness of any of these forward-looking statements. The Company does not undertake to update its forward-looking statements.
Elbit Systems Ltd., its logo, brand, product, service and process names appearing in this press release are the trademarks or service marks of Elbit Systems Ltd. or its affiliated companies. All other brand, product, service and process names appearing are the trademarks of their respective holders. Reference to or use of a product, service or process other than those of Elbit Systems Ltd. does not imply recommendation, approval, affiliation or sponsorship of that product, service or process by Elbit Systems Ltd. Nothing contained herein shall be construed as conferring by implication, estoppel or otherwise any license or right under any patent, copyright, trademark or other intellectual property right of Elbit Systems Ltd. or any third party, except as expressly granted herein.
SOURCE Elbit Systems Ltd.
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