ELBIT SYSTEMS Jefferies Global Industrials Conference - August 2014

Joseph Gaspar EVP & CFO

AT A GLANCE

HEADQUARTED

ISRAEL with International

Operations

11,700 EMPLOYEES

50% engineers

TEL AVIV & NASDAQ

LISTED TICKER

ESLT

Ranked # 30 among largest defense companies globally

MARKET CAP: $2.6bn

DIVIDEND YIELD: 2.2% 2

KEY FIGURES

3

LAST TWELVE MONTHS

qtr. ended June 30, 2014

Revenues: $2.93B

EBITDA: $365M (13%)

Net Income: $184m (6.3%)

Gross R&D: $262M (9%)

OUR CUSTOMERS

GEOGRAPHIC BREAKDOWN LAST TWELVE MONTHS

REVENUES - $2.9B

EUROPE 16%

ROW 3%

ISRAEL 26%

USA 29%

APAC 15%

LATAM 11%

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MAIN ACTIVITIES

REVENUE BREAKDOWN BY BUSINESS AREA LAST TWELVE MONTHS

C4ISR 37%

Airborne 39%

Electro Optics 10% Land

Systems 11%

Others 3%

Airborne Systems

Training & Simulation, Avionics & Aircraft Upgrades, Electronic Warfare

C4ISR

Comms & Control Systems, Networks, Cyber systems, Unmanned Systems

Land Systems

Combat Vehicle Syst., Unmanned Ground Platforms, Artillery Syst.

Electro-Optics

Thermal Imaging, Lasers & EO Counter Measures, Integrated Payloads, Space & Airborne ISR

Others

Commercial

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DEFENSE PRIORITIES

US Defense Budget Priorities

Cyber Operations

Electronic Warfare

Homeland Security

Unmanned Systems – Air and Sea

Intelligence, Surveillance and Reconnaissance

NATO Priorities

Cyber Defense

Intelligence, Surveillance and Reconnaissance

WE ARE RELEVANT

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AEROSPACE – BUSINESS AREAS

7

Commercial Aviation Airborne Command &

Control Training &

Simulations ISTAR Solutions

Fixed Wing Solutions Helicopter & Fixed-

Wing HMD Helicopter Solutions Airlifters Solutions

Services & Privatization Aerostructures Guided Munitions

UAS - BUSINESS AREAS

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UAS Training

Tactical UAS MALE UAS Mini UAS

Aerial Maritime Patrol Solutions

Unmanned Surface Vessels (USV)

Maritime Domain Awareness

Special Mission Aircraft Solutions

UAS Services

INTELLIGENCE AND ELECTRO-OPTICS

BUSINESS AREAS

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ISTAR Systems

Thermal Imaging and NVG Systems

Security Systems (ELSEC)

HUD’s Lasers Systems

DIRCM Space

AFV & Optronic Warfare Systems

Intelligence & Cyber

Solutions

LAND C4I – BUSINESS AREAS

10

Satellite Communication

Artillery Systems Unmanned Ground

Vehicles

Armored Vehicles Systems

Sensors

Radio Communication C4ISR - DAP

Homeland Security

Tactical Computers

EW & SIGINT- BUSINESS AREAS

11

Ballistic Missile Defense Command and Control

EW for Helicopters MWS & IR Centric EW for Fixed-Wing

SIGINT- Signal Intelligence

COMINT/COMJAM & Integrated EW

ECM & ELINT Radar Solutions

Search and Rescue Data Links

A MULTI DOMESTIC COMPANY

12 Brazil Australia

Netherlands Germany Austria

Macedonia

Romania

Canada

Belgium

Subsidiary

Office

U.K.

Chile U.S. Israel India Korea

Hungary

ELBIT SYSTEMS OF AMERICA

Customer Site

Wichita

San Antonio

Fort Worth

Boca Raton

Huntsville

Talladega

Merrimack

Quantico & PAX River McLean

Washington

1800 Employees Annual Revenues - $800M

Fort Worth, Texas Airborne Solutions Land & C4I Systems Helmet Mounted Systems UAS

Talladega, AL Services and Support

Wichita, KS Commercial Aviation Support

Huntsville, AL US Army Programs

San Antonio, TX Aircraft Services, Logistics and Support

Merrimack, NH Sensors and E/O Commercial Aviation Medical Instruments – KMC Systems

Washington, D.C. Governmental Affairs

McLean, VA C4I Solutions

Quantico & PAX River USMC & Navy Programs

Boca Raton, FL Hydraulics and Life Support Systems

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PARTICIPATION IN U.S. PROGRAMS

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Boeing

F-15

USMC

AH-1W

Sikorsky

UH-60 Blackhawk

USMC

LRTI/LDT

Boeing

AH-64 Apache

Lockheed Martin

F-35

Lockheed Martin

F-16 F/A-18

Boeing

Lockheed Martin

MLRS

BAE Systems

Bradley A-3 Mortar

USG/DOD

MD-10/11

FedEx

Bell-Boeing

V-22

MAJOR STRATEGIC ACQUISITIONS - EXPANDING OUR PORTFOLIO

Airborne Upgrades and Systems, Combat Vehicle Upgrade and Systems, C2 Naval Systems , Homeland Security, UAS …

19

96

Elbit Systems

Elbit Systems Ltd.

Tadiran Communication

20

07

Radio Communication C4I Systems

C4I

Elisra

20

08

ELINT, SIGINT, COMINT and Countermeasures, Data Link

EW & SIGINT

BVR Systems

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09

Airborne, Land, Naval and Homeland Security

Training and Simulation

Soltam Systems

20

10

Artillery Systems

Artillery Systems

M7 Systems

2011

Services and Support

Services and Support

Elop – Electro Optics Systems

20

00

ISR

Intelligence, Reconnaissance, Surveillance

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REVENUE AND BACKLOG

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2010 2011 2012 2013 2014/H1

2,670 2,818 2,889 2,925

1,385

5,445 5,528 5,529 5,822 6,174

Revenue Backlog

GROWTH ENGINES

COMMAND CONTROL INTELLIGENCE SURVEILLANCE RECONNAISSANCE

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GROWTH ENGINES

TRAINING AND SIMULATION

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GROWTH ENGINE –

PLATFORM DEFENSE

DIRCM

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Growth Engines -

Homeland Security

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GROWTH ENGINES - COMMERCIAL

Commercial

Avionics

Aerostructures Energy

Leverage Defense

Technology to the

Commercial Market

Pharma

Production

Quality

Assurance

Advanced Technology

Incubator

Medical

instrumentation

Automotive

vision

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ELBIT SYSTEMS – KEY OBSERVATION

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Operating in Defence Electronics – aligned with

current defence priorities

Geographically diversified with strong presence in

growing Emerging Markets

Good visibility due to firm Backlog

Solid Financials and history of Dividends

Growth Engines in Defence and Commercial

THANK YOU

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