Bezhalel Machlis on supply chain
From Elbit Systems Q1 2026 Earnings Call Backlog Hits Unprecedented $30.2B To Drive 51% Non-GAAP EPS Beat · · Investing 101
“I believe that we were able to resolve all our supply chain issued issues and we had supply chain issues until until a year ago or even less than that. I don't see currently any any bottlenecks in in supply chain. We have enough material including energetics. We are also very vertical. Important to mention that part of our strategy is to be very vertical. We try to control our destiny as much as we can and we have several suppliers for each element which we are buying outside from the company. So and we have also invested also in inventories in some cases. So I mainly in energetics. So I don't see currently the supply chain as a bottleneck for the company growth.”
On , Bezhalel Machlis, President & CEO at Elbit Systems, spoke about supply chain during Elbit Systems Q1 2026 Earnings Call Backlog Hits Unprecedented $30.2B To Drive 51% Non-GAAP EPS Beat on Investing 101.
About Bezhalel Machlis
Bezalhel Machlis, President and CEO of Elbit Systems, stated during the company’s first quarter 2026 earnings call that the company’s order funnel is “stronger than ever” and that it sees growing opportunities in the US, Europe (particularly Germany, Scandinavia, and the Baltics), as well as in the Gulf and parts of the Far East. He reported that the company’s backlog reached a record $30.2 billion, and noted that Elbit is investing heavily in directed-energy weapons, including high-power lasers, with hundreds of engineers working on these systems in Israel and partial deliveries expected soon. Machlis also said that Elbit has resolved its previous supply chain bottlenecks and now maintains multiple suppliers for key components as part of a strategy to control its own production. He highlighted that the company prioritizes self-funded R&D at nearly 7% of revenue, is increasing capital expenditure to meet demand, and recently doubled its dividend payout to $1 per share.