🇺🇸 SECELBIT SYSTEMS LTDQwen · 实盘不做把握 8/10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 18:13:35 +3m42s·56.5 天前
Elbit Systems与国际客户签署约2.7亿美元先进ISR与瞄准载荷合同,履约期最长6年
$270M合同分6年执行(年均~$45M),仅占Elbit年化营收~0.5%和$32B在手订单的~0.8%,属该公司常规合同公告规模,对股价催化力度不足;自家案例库16条相关决策全部为不做;无A股供应链映射;行情无法获取且美股尚未开盘。
📄 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(ESLT.US)
合同年均~$45M仅占年化营收~0.5%,属该公司常规合同规模(案例库16条相关决策全部不做);$32B在手订单下边际增量不足;行情无法获取;无正期望短线催化
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$270M/6年ISR光电系统合同。该公司年化营收约$9.1B、在手订单$32B,本合同年均贡献仅~0.5%营收,属常规规模。Elbit频繁公告同类合同(5月坦克升级、7月美国海关等),市场对此类公告反应平淡。国防供应链受出口管制,无A股映射。综合判断无正期望交易机会。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 low ↗
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-05-28 · 影响 weakens
KB中存在Elbit 2026年5月28日的另一次6-K合同公告(坦克现代化),确认该公司频繁公告同类规模合同,市场已习惯
检索:Elbit Systems contract history frequency materiality 原文 ↗
先例如何影响了这次决策
对本次决策的影响:未改变结论;materiality不足是独立充分理由
方向:无可用先例;但Elbit频繁公告同类合同(案例库显示16条相关决策全部不做),市场对此类常规合同公告通常无显著反应
涨幅量级:未进行先例研究——事件materiality不足(年均营收占比~0.5%)已构成充分AVOID理由,先例无法改变该判断
工具执行结果 · 成功 4 · 降级 1 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 1,642 ms
{"result": "search_processed_events:agent query=`elbit systems 6-k september 2026 | elbit systems contract isr targeting payloads | eslt $270 million international customer spectro`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 71.2/72 小时、1922 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;按当前事件继续正常研判 - stock_quote 降级 stock_tools HTTP · 1,815 ms
取价失败: Futu returned no quote - query_modeling_kb 成功 stock_tools HTTP · 580 ms
{"result": "modeling_kb 命中 12 条 (库快照 2026-07-27 · AI 算力链 19 页 · 本次命中证据最新 2026-05-23 · 其中 ⟨预测⟩ 0 条) —— 这是**定期重生成的快照**,不是活数据;比快照更晚的事实以你手上的信号/kb_search 为准。\n\n• [A] CoolIT Systems · 出货 / 进展 · 出货 / 进展 = 累计>500万颗芯片 (口径1)[1]\n 依据: CoolIT冷板全球累计冷却>500万颗CPU/GPU。\n [1] AI硬件厂商官方 「CoolIT's coldplates cool - search_case_library 成功 stock_tools HTTP · 286 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 16 条;ENTER 只按该标的自己的腿统计):\n◆ ESLT.US:相关历史决策 16 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• 2026-09-01 UTC 不做 · 事件:Elbit Systems宣布与一 - kb_search 成功 stock_tools HTTP · 3,066 ms
{
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。