Elbit Systems Q4 Earnings Call Highlights

6 days ago 6

MarketBeat

Tue, March 17, 2026 astatine 10:51 AM CDT 8 min read

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Elbit posted Q4 gross of $2.149 cardinal (its archetypal 4th supra $2 billion) and full-year income up 16% to $7.939 billion, with improved margins and profitability (GAAP Q4 EPS $3.52; full-year non‑GAAP EPS $12.75) and record escaped currency flow of $553 million.
Order backlog climbed to $28.1 cardinal (about $5.5 cardinal higher year‑over‑year and ~72% generated extracurricular Israel), with Europe cited arsenic the superior maturation motor and large planetary awards including astir $2.3 cardinal and $1.6 cardinal contracts; PULS backlog topped $2 billion.
Management is raising CapEx to astir $300 cardinal successful 2026 to grow accumulation capableness and supply‑chain resilience, portion pushing precocious programs—notably airborne high‑power lasers and expanded precision‑guided munitions—that it expects to make into caller gross streams.
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Elbit Systems (NASDAQ:ESLT) reported what absorption described arsenic a “strong twelvemonth and quarter” connected its fourth-quarter 2025 net call, highlighting double-digit maturation successful revenue, operating profit, net per share, and bid backlog, alongside grounds escaped currency flow.

Chief Financial Officer Kobi Kagan said fourth-quarter gross accrued 11% twelvemonth implicit twelvemonth to $2.149 billion, up from $1.93 cardinal successful the 4th fourth of 2024. He noted it was the archetypal clip Elbit’s quarterly gross surpassed $2 billion.

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Elbit Systems Jumps connected Record Earnings and a $1.6B Contract

For the afloat twelvemonth 2025, gross roseate 16% to $7.939 cardinal from $6.828 cardinal successful 2024.

Segment show successful the 4th was mixed, with maturation successful astir areas offset by a diminution successful aerospace:

C4I & Cyber gross accrued 19%, driven chiefly by income of radios and command-and-control systems successful Europe and Israel.
ISTAR & EW gross accrued 39%, chiefly owed to higher income of maritime and electro-optic systems, including physics warfare and counter-UAS solutions.
Land gross accrued 22%, chiefly owed to ammunition and munition income successful Israel and Europe.
Elbit Systems of America gross accrued 9%, reflecting accrued income of nighttime imaginativeness and maritime systems, partially offset by little income of aesculapian devices.
Aerospace gross decreased 14%, which absorption attributed chiefly to grooming and simulation enactment successful Europe and higher income of precision-guided munitions successful the prior-year quarter.