ESLT Earnings

ESLT reported its earnings on 2026-03-17, showcasing a revenue of 2.15B against an estimate of 2.12B, resulting in a 1.35% surprise. The EPS was 3.56, surpassing the expected 3.23 by 10.22%. The stock experienced a 15.99% price change on the earnings day and a 5.29% change over the next five days, reflecting market reactions to the results.

Following ESLT's earnings announcement on 2026-03-17, the stock price moved by 15.99% on the day of the release. Over the subsequent five days, it saw a 5.29% change. Historically, ESLT's stock price tends to shift by an average of -5.31% in the 10 days leading up to earnings and -2.18% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ESLT's annual revenue to reach 2.06B, while the EPS is projected at 2.73. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ESLT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ESLT's stock price typically moves by -5.31% in the 10 days before its earnings and -2.18% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.73 and revenue of 2.06B.

The company reported strong financial performance with increased revenues, EPS, and operating income. The backlog grew significantly, indicating future revenue potential. Product development, particularly in high-demand areas like laser technology and the PULS system, supports growth. Geographic expansion and strategic investments in capacity suggest further upside. Despite some lack of clarity on timelines, the overall sentiment from the earnings call and Q&A is positive, indicating a strong positive stock price reaction.