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ESLT

Elbit Systems·NASDAQ
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ESLT fundamentals

Elbit Systems (ESLT) released its earnings on Mar 17, 2026: revenue was 2.15B (YoY +11.31%), beat estimates; EPS was 3.52 (YoY +76.00%), beat estimates.
Revenue / YoY
2.15B
+11.31%
EPS / YoY
3.52
+76.00%
Report date
Mar 17, 2026
ESLT Earnings Call Summary for Q4,2025
  • Record Financial Performance: 2025 revenue up 16% to $7.939 billion, GAAP EPS $11.39, and free cash flow surpassing $550 million. Backlog hits $28.1 billion.
  • Strategic Contract Wins: $2.3 billion directed energy contract and $2 billion PULS rocket system backlog highlight growth in Europe and Asia Pacific.
  • Capacity Expansion: $300 million 2026 CapEx for new factories in Israel, Europe, and U.S., enabling 3-shift production and AI-driven efficiency.
  • Innovation Leadership: High-power lasers for air defense and EuroPULS partnerships position Elbit as a leader in next-gen defense solutions.
  • Profitability Growth: Non-GAAP operating margin expanded to 9.8%, with further margin expansion expected through operational leverage.
EPS
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Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
1.442.020.381.531.642.32.080.181.191.821.261.911.41.41.360.671.651.761.7722.352.692.83.52
Forecast
1.391.861.621.841.221.41.582.0251.641.8751.91.961.361.3951.441.321.191.531.721.782.152.412.67242.8277
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+3.60%
+8.60%
-76.54%
-16.85%
+34.43%
+64.29%
+31.65%
-91.11%
-27.44%
-2.93%
-33.68%
-2.55%
+2.94%
+0.36%
-5.56%
-49.24%
+38.66%
+15.03%
+2.91%
+12.36%
+9.30%
+11.62%
+4.77%
+24.48%
Revenue
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Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
------------------1.07B1.08B1.13B1.38B1.12B1.30B1.36B1.49B1.35B1.30B1.35B1.51B1.39B1.45B1.50B1.63B1.55B1.63B1.72B1.93B1.90B1.97B1.92B2.15B
Forecast
------------------1.10B1.16B1.16B1.33B1.10B1.18B1.27B1.42B1.22B1.33B1.36B1.50B1.37B1.38B1.44B1.53B1.48B1.59B1.63B1.78B1.69B1.89B1.99B2.07B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-2.88%
-7.10%
-1.80%
+3.46%
+1.94%
+10.46%
+7.62%
+5.01%
+10.98%
-2.08%
-1.03%
+0.28%
+1.74%
+5.36%
+4.57%
+6.53%
+5.22%
+2.12%
+5.61%
+8.44%
+12.31%
+4.43%
-3.46%
+3.88%

Earnings Call