Get a deeper insight into the potential performance of Elbit (ESLT) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Bear talk? A bull market is still going on
Here is how Elbit Systems (ESLT) and Innovative Solutions and Support, Inc. (ISSC) have performed compared to their sector so far this year.
Elbit (ESLT) could produce exceptional returns because of its solid growth attributes.
Elbit Systems (ESLT) remains a Buy, supported by strong demand, a robust $28.1B backlog, and exposure to conflict-driven defense spending. 2025 results show 16% revenue growth, 34% operating profit increase, and 46% EPS growth, with margin expansion in key land and ISTAR segments. Capacity constraints limit near-term revenue acceleration despite surging backlog; investments in European drone and ammunition production are underway.
Here is how Elbit Systems (ESLT) and Lockheed Martin (LMT) have performed compared to their sector so far this year.
Israel's Elbit Systems is preparing to start delivery of Watchkeeper X drones to Romania under a 1.89 billion lei ($428.75 million) contract, the company said on Monday, after the Romanian defence minister threatened last week to cancel the deal due to delays.
Here is how Elbit Systems (ESLT) and Outdoor Holding Company (POWW) have performed compared to their sector so far this year.
Elbit Systems delivered record results, with sales up 16%, EPS up 46%, and backlog hitting $28.1 billion, now 72% international. Land and cyber divisions are driving high-teens growth, but aerospace lags due to slower U.S. defense spending. Valuation is stretched at 56–65x forward earnings, requiring flawless execution and sustained geopolitical tension to justify current prices.
Elbit Systems Ltd. (ESLT) Q4 2025 Earnings Call Transcript
The headline numbers for Elbit (ESLT) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Elbit Systems (ESLT) came out with quarterly earnings of $3.56 per share, beating the Zacks Consensus Estimate of $3.23 per share. This compares to earnings of $2.66 per share a year ago.