🇺🇸 SECELBIT SYSTEMS LTDCodex · 实盘不做把握 6/10不做原因:风险收益比不佳
北京时间·🕒 发布 18:02:03·⟳ 抓取 18:09:53 +7m50s·⚡ 决策 09-01 18:34:10 +24m17s·56.1 天前
Elbit Systems签下约2.7亿美元ISR与瞄准载荷合同
事件为一手正面订单,但相对Elbit Systems收入、积压订单和市值体量偏小,且缺少客户、利润率和预期差信息;无法在未取得指定行情工具真实报价的情况下给ENTER。
📄 原文ELBIT SYSTEMS LTD↗ 原文
----- zk2636055.htm ----- 6-K 1 zk2636055.htm 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 205…
不做 Elbit Systems Ltd.(ESLT.US)
合同为正面但年化量级约占收入0.5%、积压订单0.8%,客户与利润率未披露,且未取得指定stock_quote真实行情,风险收益不足。
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
SEC 6-K和公司官网均确认Elbit Systems获得约2.7亿美元ISR/Targeting载荷合同,方向正面;但最长六年执行折合约4500万美元/年,对22.871亿美元季度收入和320亿美元积压订单的增量有限,盘前已有财经和行业媒体扩散,风险收益不足以追单。
消息传播链
- Elbit Systems提交6-K并附9月1日新闻稿,确认约2.7亿美元合同。
- 公司官网发布同一新闻稿,披露合同金额、产品范围和最长六年执行期。
- 以财经媒体口径报道未披露国际客户、合同约2.7亿美元和公司320亿美元积压订单。
- 市场数据页转载合同新闻,并显示TASE盘中约+1.5%的同日反应。市场反应:MarketScreener页面显示TASE报价约+1.5%,但非指定stock_quote行情。
关键理由
- 合同金额约2.7亿美元,确认Elbit Systems在多光谱电光ISR和瞄准载荷领域的订单延续。
- 按最长六年执行粗算约4500万美元/年,仅约为最近季度收入年化口径的0.5%,更像积压订单补充而非业绩级催化。
主要风险
- 客户未披露且执行期最长六年,年度收入确认、利润率和交付节奏不透明。
- 事件发布后已被公司官网、SEC和财经/行业媒体扩散,直接标的短线预期差有限。
反向证据
- 做多前查反向 · 来源 filing · 日期 2026-09-01 · 影响 weakens
新闻稿风险提示包括长期固定价格合同执行、政府预算优先级、以色列战争对运营影响和监管审批等,但未见本事件新增利空。
检索:Elbit Systems recent risks backlog revenue war Israel operations 2026 20-F 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-09-01 · 影响 weakens
公开行情源显示美股盘前价格约702.89美元、成交量很低,盘前流动性和执行价不稳定。
检索:ESLT stock price premarket September 1 2026 Elbit Systems 原文 ↗
先例如何影响了这次决策
对本次决策的影响:由于当前合同量级本身偏小且指定行情工具未取得,先例不足进一步压低交易把握,最终不做。
方向:未取得足够同公司、同机制、同量级且首发锚点干净的历史样本;只能定性认为订单公告通常正向但幅度取决于相对收入和预期差。
涨幅量级:缺少可用高相似先例,不能据此设定止盈止损或幅度。
形态:未能完成6–12条首发可核验先例和event_study测算,不据此判断见光死概率。
工具执行结果 · 成功 3 · 降级 0 · 失败 0 · 取消 0
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原文全文
展开原文 · 7,898 字
----- zk2636055.htm -----
6-K
1
zk2636055.htm
6-K
UNITED STATES
SECURITIES AND
EXCHANGE COMMISSION
Washington, D.C. 20549
____________________
FORM 6-K
Report of Foreign Private Issuer
Pursuant to Rule 13a-16 or 15d-16
of the Securities Exchange Act of 1934
For the Month of September 2026
_______________________
Commission File Number 000-28998
ELBIT SYSTEMS
LTD.
(Translation of Registrant’s Name into English)
Advanced Technology Center, P.O.B. 539, Haifa 3100401,
Israel
(Address of Principal Corporate Offices)
Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F:
Form
20-F ☒ Form 40-F ☐
Attached hereto as Exhibit 1 and incorporated herein by reference is
the Registrant’s press release dated September 1, 2026.
SIGNATURE
Pursuant to the requirements of the Securities
Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
ELBIT SYSTEMS LTD.
(Registrant)
By:
/s/ Pinchas Confino Adi
Name:
Pinchas Confino Adi
Title:
Corporate Secretary
Date: September 1, 2026
EXHIBIT INDEX
Exhibit No.
Description
1
Press Release dated
September 1, 2026
----- exhibit_1.htm -----
EX-99
2
exhibit_1.htm
EXHIBIT 1
Exhibit 1
Elbit
Systems Signed Contracts with an International
Customer Valued at Approximately $270 Million for
Advanced ISR & Targeting Payloads
Haifa,
Israel, September 1, 2026 – 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
kobi.kagan@elbitsystems.com
Daniella
Finn
,
VP, Investor Relations
Tel:
+972-77-2948984
daniella.finn@elbitsystems.com
Dalia
Bodinger
,
VP, Communications & Brand
Tel:
972-77-2947602+
dalia.bodinger@elbitsystems.com
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.
6-K
1
zk2636055.htm
6-K
UNITED STATES
SECURITIES AND
EXCHANGE COMMISSION
Washington, D.C. 20549
____________________
FORM 6-K
Report of Foreign Private Issuer
Pursuant to Rule 13a-16 or 15d-16
of the Securities Exchange Act of 1934
For the Month of September 2026
_______________________
Commission File Number 000-28998
ELBIT SYSTEMS
LTD.
(Translation of Registrant’s Name into English)
Advanced Technology Center, P.O.B. 539, Haifa 3100401,
Israel
(Address of Principal Corporate Offices)
Indicate by check mark whether the registrant
files or will file annual reports under cover of Form 20-F or Form 40-F:
Form
20-F ☒ Form 40-F ☐
Attached hereto as Exhibit 1 and incorporated herein by reference is
the Registrant’s press release dated September 1, 2026.
SIGNATURE
Pursuant to the requirements of the Securities
Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
ELBIT SYSTEMS LTD.
(Registrant)
By:
/s/ Pinchas Confino Adi
Name:
Pinchas Confino Adi
Title:
Corporate Secretary
Date: September 1, 2026
EXHIBIT INDEX
Exhibit No.
Description
1
Press Release dated
September 1, 2026
----- exhibit_1.htm -----
EX-99
2
exhibit_1.htm
EXHIBIT 1
Exhibit 1
Elbit
Systems Signed Contracts with an International
Customer Valued at Approximately $270 Million for
Advanced ISR & Targeting Payloads
Haifa,
Israel, September 1, 2026 – 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
kobi.kagan@elbitsystems.com
Daniella
Finn
,
VP, Investor Relations
Tel:
+972-77-2948984
daniella.finn@elbitsystems.com
Dalia
Bodinger
,
VP, Communications & Brand
Tel:
972-77-2947602+
dalia.bodinger@elbitsystems.com
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.
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。