PR Newswire TechnologyQwen · 实盘不做把握 2/10不做原因:风险收益比不佳
北京时间·🕒 发布 14:39:00·⟳ 抓取 14:40:25 +1m25s·⚡ 决策 09-01 14:42:40 +2m15s·56.2 天前
Elbit Systems获国际客户约2.7亿美元ISR与目标指示载荷合同
2.7亿美元合同分6年执行,年化约4500万美元,仅占Elbit年收入(~91亿美元)的0.5%、在手订单(320亿美元)的0.84%。这是Elbit的常规订单规模(案例库显示2026年7月3.7亿美元合同同样未交易),对股价的边际影响极小,不构成正期望交易机会。且行情工具无法获取ESLT实时报价,无法确定执行价格。
📄 原文PR Newswire Technology↗ 原文
HAIFA, Israel, Sept. 1, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Co…
不做 Elbit Systems(ESLT.US)
合同年化约4500万美元仅占年收入0.5%、在手订单0.84%,属Elbit常规订单规模,不构成可交易预期差。案例库显示更大金额合同(3.7亿美元)同样未交易。行情工具无法获取实时报价。
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
结论摘要
Elbit Systems签署约2.7亿美元/6年ISR载荷合同,年化约4500万美元,仅占公司年化收入约0.5%和320亿美元在手订单的0.84%。案例库显示我们曾对更大规模的Elbit合同(3.7亿美元)同样判断不做。该合同属常规业务补充,对股价的增量信息极有限,不构成可交易的预期差。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 low ↗
先例如何影响了这次决策
对本次决策的影响:先例不足不影响结论,因合同materiality本身已不足以支撑交易
方向:无可用先例
涨幅量级:无
形态:无
工具执行结果 · 成功 3 · 降级 2 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 954 ms
{"result": "search_processed_events:agent query=`elbit spectro international customer contract | elbit systems $270 million isr targeting contracts | eslt 270m electro-optic payload order`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 71.9/72 小时、1563 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事 - stock_quote 降级 stock_tools HTTP · 3,122 ms
取价失败: Futu returned no quote - fetch_decision_experience 成功 stock_tools HTTP · 844 ms
{ - stock_quote 降级 stock_tools HTTP · 2,567 ms
取价失败: Futu returned no quote - search_case_library 成功 stock_tools HTTP · 821 ms
{"result": "search_case_library「ESLT.US」—— 与这些标的相关的自家决策案例(本页 12 条,该标的全历史相关记录共 15 条;ENTER 只按该标的自己的腿统计):\n◆ ESLT.US:相关历史决策 15 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过\n【对所查标的真 ENTER 过的:0 条 —— 相关案例里没有该标的自己的 ENTER 腿】\n【最近 12 条其它决策(多为「不做」,用来看这票最近在被什么消息刷屏)】\n• 2026-08-28 UTC(CST 2026-08-29) 不做 · 事件:特
原文全文
展开原文 · 6,489 字
HAIFA, Israel, Sept. 1, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company") announced today that it has signed contracts with an international customer, in an aggregate value of approximately $270 million, in the field of advanced ISR & Targeting payloads, to be performed over a period of up to six years.
Under the contracts, Elbit Systems will supply systems from its SPECTRO™ family of multi-spectral electro-optic Intelligence, Surveillance, Target Acquisition and Reconnaissance ("ISTAR") solutions. The SPECTRO systems integrate Mid-Wave Infrared (MWIR), Visible and Short-Wave Infrared (SWIR) high-definition imaging channels, advanced laser designation capabilities and AI-based analytics technologies, enabling advanced target identification, tracking and long-range intelligence gathering capabilities for airborne, naval and ground applications, while maintaining a compact configuration operable day and night and in adverse weather conditions.
In addition, Elbit Systems will supply AMPS™ NG systems from the SPECTRO family for airborne Intelligence, Surveillance and Reconnaissance ("ISR") and Targeting missions featuring advanced imaging channels. The AMPS NG systems provide extremely long-range target acquisition, surveillance and geo-location capabilities through the integration of MWIR, Visible and SWIR sensors, together with advanced image processing and highly accurate geo-pointing technologies, supporting strategic ISR and Targeting missions in complex operational environments.
Bezhalel (Butzi) Machlis, President and CEO of Elbit Systems: "Elbit Systems is a global leader in the field of ISR & Targeting solutions, providing modern armed forces with a comprehensive portfolio of advanced capabilities designed to address a wide range of operational requirements. Through our innovative technologies, we enable customers to enhance situational awareness, intelligence gathering and mission effectiveness in today's complex operational environments."
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 21,000 people in dozens of countries across five continents. The Company reported $2,287.1 million in revenues for the three months ended June 30, 2026 and an order backlog of $32.0 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.
Under the contracts, Elbit Systems will supply systems from its SPECTRO™ family of multi-spectral electro-optic Intelligence, Surveillance, Target Acquisition and Reconnaissance ("ISTAR") solutions. The SPECTRO systems integrate Mid-Wave Infrared (MWIR), Visible and Short-Wave Infrared (SWIR) high-definition imaging channels, advanced laser designation capabilities and AI-based analytics technologies, enabling advanced target identification, tracking and long-range intelligence gathering capabilities for airborne, naval and ground applications, while maintaining a compact configuration operable day and night and in adverse weather conditions.
In addition, Elbit Systems will supply AMPS™ NG systems from the SPECTRO family for airborne Intelligence, Surveillance and Reconnaissance ("ISR") and Targeting missions featuring advanced imaging channels. The AMPS NG systems provide extremely long-range target acquisition, surveillance and geo-location capabilities through the integration of MWIR, Visible and SWIR sensors, together with advanced image processing and highly accurate geo-pointing technologies, supporting strategic ISR and Targeting missions in complex operational environments.
Bezhalel (Butzi) Machlis, President and CEO of Elbit Systems: "Elbit Systems is a global leader in the field of ISR & Targeting solutions, providing modern armed forces with a comprehensive portfolio of advanced capabilities designed to address a wide range of operational requirements. Through our innovative technologies, we enable customers to enhance situational awareness, intelligence gathering and mission effectiveness in today's complex operational environments."
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 21,000 people in dozens of countries across five continents. The Company reported $2,287.1 million in revenues for the three months ended June 30, 2026 and an order backlog of $32.0 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.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。