Elbit: multi-year commitments have replaced annual appropriations

Multi-year procurement commitments have replaced annual budget cycles across four major buyers. Order books that follow do not behave like a cycle.

Raphael Moreau@raphael_moreau

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Discussion · 2

Dana KatzJUN 28

Agree with the direction, less with the magnitude. The depreciation schedule really is the whole disagreement. How much does this depend on the macro cooperating?

Marco BianchiJUN 27

This is the clearest write-up I have seen on the name. The capital intensity point is the one I keep coming back to. Does the thesis survive a soft guide next quarter?

ESLT.TALong

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