January 26, 2026
Finance

Elbit Systems Secures $228 Million Contract to Enhance U.S. Army Bradley Vehicles

Iron Fist Active Protection System to bolster battlefield survivability in upcoming multi-year deployment

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Summary

Elbit Systems Ltd. has won a significant defense contract worth $228 million from General Dynamics Ordnance and Tactical Systems to provide its Iron Fist Active Protection System for the U.S. Army's Bradley Fighting Vehicles. Spanning a duration of three years, this deal represents continued trust in Elbit’s technology to protect armored vehicles against advanced threats without compromising vehicle performance.

Key Points

Elbit Systems secured a $228 million contract from General Dynamics Ordnance and Tactical Systems to supply the Iron Fist Active Protection System for the U.S. Army’s Bradley Fighting Vehicles.
The Iron Fist system provides full-surround hard-kill defense against a variety of modern battlefield threats while maintaining low weight and power demands on vehicles.
This contract represents the third time the U.S. Army has selected the Iron Fist system, following a previous contract announced in 2024.
Elbit Systems is expanding its defense portfolio beyond ground systems with recent helicopter platform contracts in the Asia-Pacific region.

Elbit Systems Ltd. (NASDAQ: ESLT), a prominent defense technology company, announced on Monday that it has been awarded a substantial contract valued at $228 million by General Dynamics Ordnance and Tactical Systems (GD-OTS). The agreement entails the delivery and integration of the Iron Fist Active Protection System (APS) onto the U.S. Army’s Bradley Fighting Vehicles over the next three years.

The Iron Fist APS is engineered as a "hard-kill" defense mechanism designed to defeat incoming threats prior to impact with the vehicle. Its architecture provides comprehensive 360-degree coverage while maintaining a compact size, which permits armored units to operate efficiently in varied combat environments ranging from open fields to densely built urban theaters.

Specifically, the system is built to counter a spectrum of contemporary battlefield hazards, including anti-tank rocket-propelled grenades, advanced guided missile systems, unmanned aerial vehicles (drones), loitering munitions, and high-velocity tank projectiles. An essential factor in its design is the focus on ensuring enhanced protection without significantly augmenting the vehicle’s overall weight or power consumption.

This contract marks the third occasion that the U.S. Army has chosen the Iron Fist system, following an earlier contract announced earlier in 2024. It underscores a continuation of confidence in Elbit’s capabilities to deliver critical survivability enhancements on one of the Army’s principal armored platforms.

Bezhalel (Butzi) Machlis, serving as the President and Chief Executive Officer of Elbit Systems, remarked, "Our Active Protection System remains globally recognized for its technological superiority. We value our strategic and collaborative relationship with GD-OTS and the U.S. Army, who have entrusted us with the responsibility of providing systems that improve soldier survivability and safeguard lives on the battlefield."

Beyond its developments on the Bradley Fighting Vehicle program, Elbit Systems has recently achieved contract wins for helicopter platforms in the Asia-Pacific region. This diversification signifies a strategic expansion from its traditional ground-based defense offerings to broader areas of military technology around the globe.

Regarding market performance, Elbit Systems’ shares were down 0.45% to close at $715.76 during premarket trading on Monday. The stock is positioned close to its 52-week peak of $737.51, reflecting sustained investor interest amid ongoing contract success. In related defense sector movements, General Dynamics Corp and Lockheed Martin Corp stocks experienced slight declines, whereas aerospace-focused ETFs showed mixed signals.

Risks
  • The contract work is scheduled over the next three years, implying that delays or development challenges could impact delivery schedules.
  • Continued reliance on approvals and funding from U.S. military entities such as the Army and GD-OTS represents an ongoing dependency risk for contract renewals.
  • Competition within the defense sector remains robust, potentially impacting future contract awards for Elbit Systems and their Iron Fist system.
Disclosure
Education only / not financial advice
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