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The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. In mid-August, President Donald Trump announced a 100% tariff on certain drones and their components to take effect on Sept. 3, 21 days later. “We view the move as positive for domestic producers,” wrote Jefferies analyst Sheila Kahyaoglu at the time, noting that AeroVironment AEVEX Teledyne Technologies Redwire Kratos Defense & Security Solutions and Elbit Systems could benefit.

The defense contractor Lyntris sold 17 million shares in its IPO. The stock will begin trading on Wednesday.

Elbit Systems Ltd (ESLT) reports a 15.9% revenue surge and a record $32 billion backlog, signaling strong demand and robust future growth prospects.

Elbit Systems (NASDAQ:ESLT) reported higher second-quarter revenue, profit and cash flow for 2026, supported by increased demand across Europe, Israel, the U.S. and Asia-Pacific. The defense contractor said its backlog reached a record $32 billion as it continued to add orders from international cus

Elbit Systems Ltd. (NASDAQ:ESLT) shares dropped 6.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.5%, and the actively tra

Elbit Systems' Q1 call touts record $30.2B backlog, surging European demand and a production buildout, pointing to mid-teens growth and more deals.

Elbit Systems (NASDAQ:ESLT) reported a stronger first quarter of 2026, with management highlighting double-digit growth in revenue, operating profit and earnings per share, as well as a record backlog that surpassed $30 billion for the first time. Kobi Kagan, the company’s chief financial officer,