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Telsys Ltd. (IL:TLSY)
TASE:TLSY
Israel Market
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Telsys (TLSY) AI Stock Analysis

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IL:TLSY

Telsys

(TASE:TLSY)

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Neutral 57 (OpenAI - Gpt-5.6Sol)
Rating:57Neutral
Price Target:
37,001.00
▲(4.05% Upside)
Action:Downgraded
Date:08/27/26
The score is primarily held back by the sharp TTM profitability breakdown (negative revenue and a large net loss). Offsetting factors include strong cash generation and a conservative balance sheet, while technical indicators are broadly neutral and valuation is constrained by loss-based earnings despite a supportive dividend yield.
Positive Factors
Conservative Balance Sheet
Low leverage and sizable equity provide financial flexibility through a difficult earnings period. This reduces refinancing pressure and leaves the company better positioned to fund operations or absorb volatility without relying heavily on additional debt.
Negative Factors
Severe Revenue Deterioration
A sharp reversal in reported revenue weakens visibility into the underlying business and raises questions about customer demand, project timing, or reporting quality. Persistent weakness would impair operating leverage and make a return to sustainable growth more difficult.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative Balance Sheet
Low leverage and sizable equity provide financial flexibility through a difficult earnings period. This reduces refinancing pressure and leaves the company better positioned to fund operations or absorb volatility without relying heavily on additional debt.
Read all positive factors

Telsys (TLSY) vs. iShares MSCI Israel ETF (EIS)

Telsys Business Overview & Revenue Model

Company Description
Based in Petah Tikva, Israel, Telsys Ltd., established in 1963, specializes in the procurement, promotion, and supply of electronic components across the Israeli market. Its comprehensive product portfolio encompasses semiconductor devices, integr...

Telsys Financial Statement Overview

Summary
Mixed fundamentals: a sharp TTM deterioration in the income statement (negative revenue and a sizable net loss) is a major risk, partially offset by conservative leverage and solid operating/free cash flow generation.
Income Statement
34
Negative
Balance Sheet
66
Positive
Cash Flow
74
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue-290.04M432.30M107.60M152.01M125.54M85.59M
Gross Profit-143.48M176.79M47.78M69.62M51.63M33.77M
EBITDA-104.35M140.58M39.12M59.94M44.59M28.20M
Net Income-95.13M115.68M26.26M35.57M25.82M13.89M
Balance Sheet
Total Assets593.37M466.26M114.17M121.08M128.80M119.42M
Cash, Cash Equivalents and Short-Term Investments159.32M137.81M24.13M18.73M19.12M28.66M
Total Debt54.26M68.65M9.60M8.41M4.12M11.27M
Total Liabilities340.19M227.82M36.53M39.31M55.63M53.62M
Stockholders Equity251.11M237.41M77.47M72.88M65.62M60.17M
Cash Flow
Free Cash Flow121.41M143.72M29.46M41.61M24.24M40.19M
Operating Cash Flow124.30M150.78M31.14M43.08M26.51M42.74M
Investing Cash Flow-41.01M-6.74M-3.32M-353.71K-62.34K-3.99M
Financing Cash Flow-40.96M-88.27M-23.67M-41.60M-33.31M-25.58M

Telsys Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
₪5.77B21.3022.56%1.99%6.23%5.62%
57
Neutral
₪3.36B-35.640.04%38.16%32.91%
57
Neutral
₪3.17B30.071.72%1.71%35.58%
56
Neutral
₪5.94B238.5412.76%-62.42%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
43
Neutral
₪1.73B71.530.49%-1.95%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IL:TLSY
Telsys
36,850.00
17,620.94
91.64%
IL:HLAN
Hilan
25,130.00
-883.34
-3.40%
IL:TDRN
Tadiran Group
20,100.00
2,670.00
15.32%
IL:AFHL
Afcon Hold
52,290.00
30,995.23
145.55%
IL:NYAX
Nayax
15,900.00
-1,020.00
-6.03%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 27, 2026