Elbit Systems Q2 2025 Earnings Preview: $2.57 EPS Estimate, 23.6% Y/Y Growth

Elbit Systems is set to announce Q2 2025 earnings on August 12th, after market close. The consensus EPS estimate is $2.57, a 23.6% increase year-over-year. Historically, the company has beat EPS estimates 75% of the time over the last 2 years.

Elbit Systems Ltd. (ESLT), a leading provider of defense, homeland security, and commercial aviation systems, is set to announce its Q2 2025 earnings on August 12th, after market close. The consensus EPS estimate stands at $2.57, marking a 23.6% year-over-year increase. Historically, the company has consistently beaten EPS estimates, with a 75% success rate over the last two years [2].

The company has shown strong performance in recent quarters. For the previous quarter, Elbit Systems reported $2.57 EPS, surpassing the consensus estimate of $2.30 by $0.27. Revenue for the period was $1.90 billion, also exceeding the consensus estimate of $1.69 billion [2]. The company's robust financials have attracted significant institutional investment. For instance, Goldman Sachs increased its holdings by 33.7% during the first quarter, while UBS AM A raised its stake by 7.8% [2].

Analysts have set new price targets for ESLT. Wall Street Zen upgraded the stock from a "buy" rating to a "strong-buy" rating, while Bank of America initiated coverage with a "buy" rating and a $500.00 target price [2]. The average one-year price target is $1,263.12, with a high estimate of $1,665.14 and a low estimate of $860.61 [1]. The consensus recommendation from brokerage firms is "Outperform," indicating a positive outlook [1].

Institutional investors now own approximately 17.88% of ESLT's stock, with notable increases from firms like Deutsche Bank AG and Charles Schwab Investment Management [3]. The company recently announced a quarterly dividend of $0.60 per share, representing an annualized yield of 0.5% and a payout ratio of 25.38% [3].

As ESLT prepares to release its Q2 2025 earnings, investors will be closely watching the company's performance and the impact on its stock price. The company's strong historical performance and analyst optimism suggest that investors may have high expectations for the upcoming earnings report.

References:
[1] https://www.gurufocus.com/news/3055376/what-to-expect-from-elbit-systems-ltd-xtaeeslt-q2-2025-earnings
[2] https://www.marketbeat.com/instant-alerts/elbit-systems-eslt-expected-to-announce-earnings-on-wednesday-2025-08-06/
[3] https://www.marketbeat.com/instant-alerts/filing-yd-more-investments-ltd-acquires-2541-shares-of-elbit-systems-ltd-nasdaqeslt-2025-08-07/