Elbit Systems Reports Strong 2025 Financial Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy ESLT?
Source: PRnewswire
- Record Backlog: As of December 31, 2025, Elbit Systems reported an order backlog of $28.1 billion, an increase of $5.5 billion from $22.6 billion in 2024, indicating robust demand and growth potential in the global defense market.
- Significant Revenue and Profit Growth: The company achieved total revenues of $7.94 billion in 2025, a 16.3% increase year-over-year, with GAAP net income of $534 million, reflecting a 66.5% rise from 2024, showcasing strong performance across all business segments.
- R&D and Strategic Investments: In 2025, Elbit Systems invested over $500 million in disruptive R&D projects, particularly in AI applications, aimed at enhancing product competitiveness and meeting growing market demands, ensuring long-term sustainable growth.
- Cash Flow and Shareholder Returns: The company generated over $550 million in free cash flow in 2025, achieving a 100% cash conversion rate, while the board declared a $1.00 per share dividend, demonstrating strong cash generation capabilities and commitment to shareholder returns.
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Analyst Views on ESLT
Wall Street analysts forecast ESLT stock price to fall
3 Analyst Rating
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 871.105
Low
531.00
Averages
553.67
High
580.00
Current: 871.105
Low
531.00
Averages
553.67
High
580.00
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
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.
Elbit Systems to Announce Q4 Earnings on March 17
- Earnings Announcement: Elbit Systems is set to release its Q4 earnings on March 17 before market open, with a consensus EPS estimate of $3.14, reflecting an 18% year-over-year increase, which could further solidify its strong position in the defense sector.
- Revenue Growth Expectations: The anticipated Q4 revenue of $2.09 billion, representing an 8.3% year-over-year growth, indicates sustained demand and growth potential in the defense market, potentially driving future investments and expansions.
- Performance Beat Record: Over the past two years, Elbit Systems has beaten EPS estimates 100% of the time and revenue estimates 88% of the time, showcasing its robust profitability and market adaptability, which enhances investor confidence.
- Revision Trends: In the last three months, there has been one upward revision for both EPS and revenue estimates with no downward revisions, indicating analysts' optimistic outlook on the company's future performance, likely attracting more investor attention.
See More
Elbit Systems Reports Strong 2025 Financial Results
- Record Backlog: As of December 31, 2025, Elbit Systems reported an order backlog of $28.1 billion, an increase of $5.5 billion from $22.6 billion in 2024, indicating robust demand and growth potential in the global defense market.
- Significant Revenue and Profit Growth: The company achieved total revenues of $7.94 billion in 2025, a 16.3% increase year-over-year, with GAAP net income of $534 million, reflecting a 66.5% rise from 2024, showcasing strong performance across all business segments.
- R&D and Strategic Investments: In 2025, Elbit Systems invested over $500 million in disruptive R&D projects, particularly in AI applications, aimed at enhancing product competitiveness and meeting growing market demands, ensuring long-term sustainable growth.
- Cash Flow and Shareholder Returns: The company generated over $550 million in free cash flow in 2025, achieving a 100% cash conversion rate, while the board declared a $1.00 per share dividend, demonstrating strong cash generation capabilities and commitment to shareholder returns.
See More
Elbit Systems Q4 2025 Earnings Exceed Expectations
- Strong Earnings Performance: Elbit Systems reported a Q4 2025 non-GAAP EPS of $3.56, beating estimates by $0.42, indicating robust profitability in the defense sector and likely boosting investor confidence.
- Significant Revenue Growth: The company achieved $2.15 billion in revenue for Q4, an 11.4% year-over-year increase that exceeded market expectations by $60 million, reflecting sustained demand and competitiveness in the global defense market.
- Increasing Order Backlog: As of December 31, 2025, Elbit's order backlog totaled $28.1 billion, up from $22.6 billion a year earlier, indicating future revenue sustainability and strong performance in international markets.
- Improved Cash Flow: Net cash provided by operating activities reached $778.4 million in 2025, a significant increase from $534.6 million in 2024, demonstrating effective management of contract liabilities and inventory, thereby enhancing financial stability.
See More
Major Earnings Expected Before Tuesday's Open
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- Diverse Companies: Academy Sports and Outdoors (ASO) is also on the earnings release list, reflecting the ongoing recovery in the retail sector and consumer spending trends.
- Additional Earnings: Furthermore, other companies expected to report before Tuesday's open include ABEO, ATAT, CODA, CWCO, ESLT, GDS, and OPTT, providing investors with additional market insights.
- Market Reaction: The release of these earnings could directly impact the stock prices of the respective companies, prompting investors to closely monitor developments to adjust their investment strategies.
See More
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- Market Share Expansion: With the proliferation of AI technology, Micron's market share in the storage chip sector continues to grow, which is expected to further solidify its leadership position in the industry.
- Innovation-Driven Growth: The company is continuously investing in R&D to enhance the performance and efficiency of its storage chips, ensuring its products meet the increasing demands of AI applications, thereby strengthening its competitive edge.
- Long-Term Strategic Planning: Micron's growth strategy focuses not only on short-term gains but also on future technology trends, aiming to secure a favorable position in the rapidly evolving AI market.
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Top Large-Cap Stocks Perform Well Last Week
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- Strong Earnings Drive: Elbit Systems Ltd. (NASDAQ:ESLT) rose 15.11% this week, showcasing its sustained growth in the defense sector and robust market demand, which enhances investor confidence in its long-term investment value.
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Elbit Systems to Announce Q4 Earnings on March 17
- Earnings Announcement: Elbit Systems is set to release its Q4 earnings on March 17 before market open, with a consensus EPS estimate of $3.14, reflecting an 18% year-over-year increase, which could further solidify its strong position in the defense sector.
- Revenue Growth Expectations: The anticipated Q4 revenue of $2.09 billion, representing an 8.3% year-over-year growth, indicates sustained demand and growth potential in the defense market, potentially driving future investments and expansions.
- Performance Beat Record: Over the past two years, Elbit Systems has beaten EPS estimates 100% of the time and revenue estimates 88% of the time, showcasing its robust profitability and market adaptability, which enhances investor confidence.
- Revision Trends: In the last three months, there has been one upward revision for both EPS and revenue estimates with no downward revisions, indicating analysts' optimistic outlook on the company's future performance, likely attracting more investor attention.
See More
Elbit Systems Reports Strong 2025 Financial Results
- Record Backlog: As of December 31, 2025, Elbit Systems reported an order backlog of $28.1 billion, an increase of $5.5 billion from $22.6 billion in 2024, indicating robust demand and growth potential in the global defense market.
- Significant Revenue and Profit Growth: The company achieved total revenues of $7.94 billion in 2025, a 16.3% increase year-over-year, with GAAP net income of $534 million, reflecting a 66.5% rise from 2024, showcasing strong performance across all business segments.
- R&D and Strategic Investments: In 2025, Elbit Systems invested over $500 million in disruptive R&D projects, particularly in AI applications, aimed at enhancing product competitiveness and meeting growing market demands, ensuring long-term sustainable growth.
- Cash Flow and Shareholder Returns: The company generated over $550 million in free cash flow in 2025, achieving a 100% cash conversion rate, while the board declared a $1.00 per share dividend, demonstrating strong cash generation capabilities and commitment to shareholder returns.
See More
Elbit Systems Q4 2025 Earnings Exceed Expectations
- Strong Earnings Performance: Elbit Systems reported a Q4 2025 non-GAAP EPS of $3.56, beating estimates by $0.42, indicating robust profitability in the defense sector and likely boosting investor confidence.
- Significant Revenue Growth: The company achieved $2.15 billion in revenue for Q4, an 11.4% year-over-year increase that exceeded market expectations by $60 million, reflecting sustained demand and competitiveness in the global defense market.
- Increasing Order Backlog: As of December 31, 2025, Elbit's order backlog totaled $28.1 billion, up from $22.6 billion a year earlier, indicating future revenue sustainability and strong performance in international markets.
- Improved Cash Flow: Net cash provided by operating activities reached $778.4 million in 2025, a significant increase from $534.6 million in 2024, demonstrating effective management of contract liabilities and inventory, thereby enhancing financial stability.
See More
Major Earnings Expected Before Tuesday's Open
- Earnings Forecast: Major earnings expected before Tuesday's open include HUYA, Tencent Music Entertainment Group (TME), Corporación América Airports S.A. (CAAP), and BINGEX LTD (FLX), with their performances likely to influence market sentiment.
- Diverse Companies: Academy Sports and Outdoors (ASO) is also on the earnings release list, reflecting the ongoing recovery in the retail sector and consumer spending trends.
- Additional Earnings: Furthermore, other companies expected to report before Tuesday's open include ABEO, ATAT, CODA, CWCO, ESLT, GDS, and OPTT, providing investors with additional market insights.
- Market Reaction: The release of these earnings could directly impact the stock prices of the respective companies, prompting investors to closely monitor developments to adjust their investment strategies.
See More
Micron Technology Set for Major Growth in 2025
- Surge in AI Storage Chip Demand: Micron Technology, as a provider of memory and storage chips for training AI models, is expected to experience significant growth in 2025, driving overall company performance.
- Market Share Expansion: With the proliferation of AI technology, Micron's market share in the storage chip sector continues to grow, which is expected to further solidify its leadership position in the industry.
- Innovation-Driven Growth: The company is continuously investing in R&D to enhance the performance and efficiency of its storage chips, ensuring its products meet the increasing demands of AI applications, thereby strengthening its competitive edge.
- Long-Term Strategic Planning: Micron's growth strategy focuses not only on short-term gains but also on future technology trends, aiming to secure a favorable position in the rapidly evolving AI market.
See More
Top Large-Cap Stocks Perform Well Last Week
- Stock Price Surge: Circle Internet Group, Inc. (NYSE:CRCL) jumped 10.51% this week, indicating strong market confidence in its future performance, even as Mizuho analyst maintains a Neutral rating while raising the price target from $90 to $100, reflecting recognition of the company's potential.
- Strong Earnings Drive: Elbit Systems Ltd. (NASDAQ:ESLT) rose 15.11% this week, showcasing its sustained growth in the defense sector and robust market demand, which enhances investor confidence in its long-term investment value.
- Repurchase Program Incentive: Pinterest, Inc. (NYSE:PINS) gained 16.54% this week after announcing a $3.5 billion share repurchase program, with Elliott Investment Management investing $1 billion, demonstrating strong confidence in the company's future development.
- Analyst Optimism: LyondellBasell Industries NV (NYSE:LYB) soared 17.65% this week as multiple analysts raised their price forecasts for the stock, reflecting a positive outlook on its strong performance and future growth in the chemical industry.
See More
