Research analysts who have asked questions during ELBIT SYSTEMS earnings calls.
JL
Jordan Lyonnais
Bank of America
4 questions for ESLT
Also covers: AIN, AXON, CAE +10 more
CK
Chen Kerrit
Excellence Nessuah
2 questions for ESLT
EP
Ellen Page
Jefferies
2 questions for ESLT
Also covers: BAH, EVEX, SAIC
HK
Henk Kerrich
Excellence
2 questions for ESLT
SK
Sheila Kahyaoglu
Jefferies
2 questions for ESLT
Also covers: , AAL, AIR +36 more
SS
Seth Safeman
JPMorgan Chase & Co.
1 question for ESLT
SS
Seth Seifman
JPMorgan Chase & Co.
1 question for ESLT
Also covers: AMTM, ATI, BA +23 more
Recent press releases and 8-K filings for ESLT.
Elbit Systems Reports Record Q3 2025 Revenues and Backlog
ESLT
Earnings
New Projects/Investments
Revenue Acceleration/Inflection
- Elbit Systems reported record quarterly revenues of $1.92 billion for the third quarter of 2025, reflecting 12% year-over-year growth.
- The company's order backlog reached a record $25.2 billion, with approximately 69% attributable to orders outside of Israel.
- This performance was driven by accelerating demand across European and Israeli defense markets, and the company recently signed an international contract valued at approximately $2.3 billion over eight years.
3 days ago
Elbit Systems Awarded $277 Million Contracts
ESLT
New Projects/Investments
- Elbit Systems Ltd. was awarded contracts with an aggregate value of approximately $277 million by an international customer.
- The contracts are for the supply of 30mm turrets and munitions.
- The performance period for these contracts is three years.
Feb 18, 2026, 11:01 AM
Elbit Systems Announces New Contracts and Upcoming Q4/FY 2025 Earnings Release
ESLT
New Projects/Investments
Earnings
Revenue Acceleration/Inflection
- Elbit Systems was awarded new contracts valued at approximately $435 million from an international customer for advanced defense systems and a development program, to be performed over six years.
- The company will publish its fourth quarter and full year 2025 financial results on March 17, 2026, and will host a conference call and investor conference on the same day.
- As of September 30, 2025, Elbit Systems reported $1,922 million in revenues for the three months ended on that date and an order backlog of $25.2 billion.
Feb 17, 2026, 11:02 AM
Elbit Systems Awarded $228 Million Contract for Iron Fist APS
ESLT
New Projects/Investments
Jan 26, 2026, 11:00 AM
Elbit Systems Secures $275 Million Contracts for Asia-Pacific Helicopter Platforms
ESLT
New Projects/Investments
- Elbit Systems Ltd. has been awarded contracts totaling approximately $275 million to supply an advanced airborne self-protection electronic warfare (EW) suite.
- The contracts involve providing its Direct Infra-Red Counter-Measure (DIRCM) system to equip a country in the Asia-Pacific region's helicopter platforms.
- The comprehensive EW suite is designed to protect helicopter platforms from missile threats, enhance aircraft survivability, and increase mission effectiveness.
- The contracts are scheduled to be performed over a period of 5 years.
Jan 12, 2026, 11:04 AM
Duke Robotics Expands IC Drone Technology into Central Asia
ESLT
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Duke Robotics Corp. is actively expanding the commercialization of its Insulator Cleaning Drone (IC Drone) technology into Central Asian markets.
- This market expansion is supported by recent diplomatic developments, specifically Kazakhstan joining the Abraham Accords in November 2025, which is expected to foster expanded trade and cooperation for Israeli technologies in the region.
- CEO Yossef Balucka views Central Asia as a significant growth opportunity for the IC Drone, aligning with the region's substantial electrical infrastructure and focus on modernization.
- The company is engaging dedicated business development professionals to systematically pursue these opportunities.
Dec 11, 2025, 1:30 PM
Elbit Systems Awarded $210 Million in Tank Upgrade Contracts
ESLT
New Projects/Investments
Revenue Acceleration/Inflection
- Elbit Systems Ltd. has been awarded contracts totaling approximately $210 million from the Israel Ministry of Defense.
- These contracts are for the upgrade of Merkava Main Battle Tanks (MBTs), involving the renewal of electronic assemblies and enhancement of multiple onboard systems, to be performed over six years.
- As of September 30, 2025, Elbit Systems reported $1,922 million in revenues for the three months ended that date and an order backlog of $25.2 billion.
Nov 19, 2025, 11:01 AM
Elbit Systems Reports Strong Q3 2025 Results with Record Backlog and Margin Expansion
ESLT
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Elbit Systems reported a 12% year-over-year increase in Q3 2025 revenues to $1,922 million and a non-GAAP diluted EPS of $3.35, marking its seventh consecutive quarter of double-digit growth.
- The company achieved significant margin expansion, with non-GAAP gross margin reaching 25.2% and non-GAAP operating income at 9.7% of revenues in Q3 2025, alongside strong operating cash flow of $461 million for the nine months ended September 30, 2025.
- The order backlog grew to a record $25.2 billion as of September 30, 2025, an increase of $3.1 billion year-over-year, driven by new orders including the largest contract in Elbit's history for approximately $2.3 billion and another $1.625 billion contract to a European country.
- Elbit Systems is strategically expanding its presence in Europe with new facilities and actively pursuing M&A opportunities and border protection systems in the US market, while also noting growing interest in directed energy solutions.
Nov 18, 2025, 2:00 PM
Elbit Systems Reports Strong Q3 2025 Results with Double-Digit Growth and Expanded Backlog
ESLT
Earnings
New Projects/Investments
Dividends
- Elbit Systems (ESLT) reported Q3 2025 revenues of $1,922 million, marking a 12% year-over-year increase, and non-GAAP diluted EPS of $3.35, up from $2.21 in Q3 2024.
- The company's order backlog grew to $25.2 billion as of September 30, 2025, an increase of $3.1 billion from Q3 2024, driven by significant new international contracts including a $2.3 billion international contract and a $1.625 billion European contract.
- GAAP gross margin expanded to 24.9% and non-GAAP operating income reached 9.7% of revenues, attributed to improved backlog profitability and operational efficiencies.
- A dividend of $0.75 per share was declared by the Board of Directors, payable on January 5, 2026. The company also highlighted its strategic focus on growth outside of Israel, particularly in Europe, and is exploring M&A opportunities in the US market.
Nov 18, 2025, 2:00 PM
Elbit Systems Reports Strong Q3 2025 Results with Record Backlog and New Contracts
ESLT
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Elbit Systems reported Q3 2025 revenues of $1,922 million, a 12% year-over-year increase, and non-GAAP diluted EPS of $3.35, up from $2.21 in Q3 2024.
- The company achieved its seventh consecutive quarter of double-digit growth in revenues, backlog, and EPS, with non-GAAP operating income expanding to 9.7% of revenues.
- The order backlog reached $25.2 billion as of September 30, 2025, an increase of $3.1 billion from Q3 2024, primarily due to new European orders.
- Elbit Systems secured its largest contract in history, valued at approximately $2.3 billion over eight years, alongside another $1.625 billion contract with a European country.
- The Board of Directors declared a dividend of $0.75 per share to be paid on January 5, 2026.
Nov 18, 2025, 2:00 PM
Quarterly earnings call transcripts for ELBIT SYSTEMS.
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