Elbit Systems Secures $228M Army Contract for Iron Fist APS Supply Classes

Elbit Systems Ltd. (ESLT) has landed a substantial $228 million follow-on contract to supply its Iron Fist Active Protection System (APS) to the U.S. Army, following the U.S. Government’s September 29, 2025 award announcement to General Dynamics Ordnance and Tactical Systems (GD-OTS). This procurement underscores the Army’s continued reliance on advanced protection technologies for its Bradley Fighting Vehicle fleet and represents a significant vote of confidence in Elbit’s defense solutions.

Hard-Kill Defense Technology and Army Supply Requirements

The Iron Fist APS is an advanced hard-kill active protection system engineered to enhance the survivability and defensive capabilities of armored platforms against contemporary battlefield threats. This technology represents a critical component within the Army’s broader classes of supply for modernized combat vehicle systems. The three-year supply agreement demonstrates the Army’s strategic commitment to equipping multiple platforms with layered defensive systems, ensuring sustained protection across its mechanized forces.

Third Selection Signals Sustained Army Confidence

This latest procurement marks the third time the U.S. Army has selected Iron Fist APS technology, reflecting consistent confidence in Elbit’s capabilities. The initial partnership between Elbit Systems and GD-OTS was established in May 2024, demonstrating an ongoing collaboration that has evolved from pilot programs into full-scale production contracts. The repeated selection reinforces how Elbit Systems has positioned itself as a trusted supplier for critical defense electronics and protection systems.

Market Recognition and Stock Performance

The market responded positively to this Army contract announcement, with ESLT stock recently trading near $718 per share. Investors view such multi-year, high-value procurement agreements favorably, as they signal stable, predictable revenue streams from the U.S. military establishment. For Elbit Systems, securing sustained army procurement contracts across multiple equipment classes ensures long-term growth visibility and reinforces its standing as a cornerstone supplier within the U.S. defense industrial base.