ELBIT SYSTEMS REPORTS SECOND QUARTER 2025 RESULTS

Written by Emily J. Thompson, Senior Investment Analyst

ESLT+0.78%

Source: Newsfilter

Updated: 08-13

4mins

Source: Newsfilter

Financial Performance: Elbit Systems reported a revenue of $2.0 billion for Q2 2025, marking a 21% increase year-over-year, with a GAAP net income of $125.7 million and a non-GAAP net income of $151.0 million. The company also has an order backlog of $23.8 billion, indicating strong future demand.
Impact of Conflicts: The ongoing "Swords of Iron" conflict has led to increased demand for Elbit Systems' products from the Israel Ministry of Defense, while some operations faced disruptions due to supply chain issues and security concerns. The company is actively managing these challenges to maintain business continuity.

ESLT.O

$479.420+54.159%Past 6 months

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Intellectia

Analyst Views on ESLT

Wall Street analysts forecast ESLT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ESLT is 464.96 USD with a low forecast of 386.30 USD and a high forecast of 523.52 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

4 Analyst Rating

-2.26% Downside

2 Buy

2 Hold

0 Sell

Moderate Buy

-2.26% Downside

Current: 475.690

Low

386.30

Averages

464.96

High

523.52

-2.26% Downside

Current: 475.690

Low

386.30

Averages

464.96

High

523.52

BofA

Buy

maintain

$500 -> $540

2025-08-26

Reason

BofA

Price Target

$500 -> $540

2025-08-26

maintain

Buy

Reason

BofA raised the firm's price target on Elbit Systems to $540 from $500 and keeps a Buy rating on the shares. Elbit continues to deliver on surging demand, says the analyst, who is increasing the firm's 2025 EPS forecast as well as its multiple to reflect the stronger than expected growth in the quarter, as well as multiple expansion for defense names.

BofA

Ronald Epstein

initiated

$500

2025-07-24

Reason

BofA

Ronald Epstein

Price Target

$500

2025-07-24

initiated

Reason

BofA analyst Ronald Epstein initiated coverage of Elbit Systems with a Buy rating and $500 price target.

BofA

Ronald Epstein

Buy

initiated

$500

2025-07-24

Reason

BofA

Ronald Epstein

Price Target

$500

2025-07-24

initiated

Buy

Reason

As previously reported, BofA analyst Ronald Epstein initiated coverage of Elbit Systems with a Buy rating and $500 price target. The \"leader in defense technology and innovation\" based in Israel is a key supplier to Western Allies around the world and is currently benefiting from the global defense re-armament, the analyst tells investors. The firm views a valuation that is a premium relative to U.S. large cap defense names, but in line with small-to-mid cap U.S. and European defense names as \"fair,\" the analyst added.

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About ESLT

Elbit Systems Ltd. is an international technology company engaged in a range of programs across the world. The Company develops and supplies a portfolio of airborne, land and naval systems and products for defense, homeland security and commercial aviation applications. Its systems and products are installed on new platforms, and it also performs platform modernization programs. In addition, it provides a range of support services. The Company's activities include military aircraft and helicopter systems; helmet mounted systems; commercial aviation systems and aerostructures; unmanned aircraft and unmanned surface vessels; land vehicle systems; command, control, communications, computer and intelligence (C4I) systems; intelligence and cyber systems; electro-optic and countermeasures systems; electronic warfare and signal intelligence systems, and various commercial activities. It operates primarily in the defense and homeland security arenas.

About the author

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Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.