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    Eitan Etzioni • Etzioni Portfolio Management

    Eitan Etzioni is a Managing Director and Senior Analyst at Etzioni Portfolio Management, specializing in equity analysis and portfolio strategy with a focus on publicly traded companies across technology, healthcare, and consumer sectors. He covers companies such as Apple, Tesla, Google, and Johnson & Johnson, and has built a strong track record highlighted by a consistent recommendation success rate of over 65% and above-benchmark portfolio returns, as recognized by investment platforms and industry rankings. Eitan began his finance career in the early 2010s, previously holding analyst roles at boutique investment firms before joining Etzioni Portfolio Management in 2016, where he rapidly advanced to his current leadership position. Holding FINRA Series 7 and 63 licenses, he is noted for his analytical rigor, high-conviction calls, and thought leadership within the investor community.

    Eitan Etzioni's questions to Eltek Ltd (ELTK) leadership

    Eitan Etzioni's questions to Eltek Ltd (ELTK) leadership • Q2 2025

    Question

    Eitan Etzioni of Etzioni Portfolio Management asked about the expected impact of strong defense demand on business through 2025 and 2026, requested quantification of the order pipeline, and questioned if profitability improvements would continue.

    Answer

    CFO Ron Freund confirmed that strong defense demand from Israel, the US, and Europe is expected to continue, noting the backlog had increased 10% since the year began but that specific figures are not disclosed. CEO Eli Yaffe added that with fixed costs absorbed, each incremental dollar of revenue is expected to contribute about 50 cents to the gross margin, suggesting continued profitability improvement.

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    Eitan Etzioni's questions to Eltek Ltd (ELTK) leadership • Q2 2025

    Question

    Inquired about the expected impact of strong defense demand on business in 2025 and 2026, requested quantification of the order backlog, and asked if recent profitability improvements are sustainable.

    Answer

    The company expects strong defense demand to continue from both Israeli and international markets. While they do not disclose specific backlog figures, they confirmed it has increased. Profitability is expected to continue improving, with each incremental revenue dollar contributing approximately 50 cents to the gross margin as fixed costs are fully absorbed.

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