EL AL ISRAEL AIRLINES (ELALF)

Wednesday

3:55 PM

Thesis: Recent geopolitical tensions and rising oil prices have created a challenging environment for El Al, leading to concerns about future passenger demand and profitability.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$3.4B	$3.8B
Rev. Growth	+37.1%	+9.6%
EPS	$1.44	$0.83
EPS Growth	+251%	-42.4%
P/E	3.9×	6.8×

What Moves the Stock

1Fluctuations in oil prices impacting fuel costs
2Changes in passenger demand driven by geopolitical events
3Currency exchange rates affecting international travel
4Regulatory changes in aviation safety and security
5Passenger ticket sales (approximately 70%)
6Cargo services (approximately 20%)
7Ancillary services (approximately 10%)
8Increased demand for direct international flights post-pandemic

FY2025 Snapshot

Revenue: $3.8B
Rev. Growth: +9.6%
Gross Margin: 36.2%
Op. Margin: 16.5%
Net Margin: 11.6%
Net Income: $437M
NI Growth: -19.4%
EPS: $0.83
1Y Return: +17.2%

ELALF Chart

My Notes

"Management has indicated that 'the current geopolitical climate is impacting our bookings, particularly from key markets.'"
Moat: El Al's strong brand reputation for security and customer service provides a durable competitive advantage in the airline industry.
value - Investors may be drawn to El Al's low price-to-sales ratio and strong cash flow generation despite recent operational challenges.
Higher interest rates can increase financing costs for aircraft purchases and leases, potentially impacting profitability.
Watch on earnings: WTI Crude Oil Price (DCOILWTICO), Load factor, Revenue per available seat mile (RASM).

One Sentence Summary:

El Al Israel Airlines: the story is balanced — fluctuations in oil prices impacting fuel costs.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance