Elbit Systems Strong Q4 Performance Drives Stock Price Surge

Investing.com - Elbit Systems Ltd. (NASDAQ:ESLT) announced on Tuesday that its fourth-quarter adjusted earnings per share were $3.56, surpassing analyst expectations of $2.70 by $0.86.

Revenue reached $2.15 billion, exceeding the market consensus of $2.09 billion and up 11.3% from $1.93 billion in the same period last year.

The strong performance of this defense technology company was driven by increased demand across multiple business segments. C4I and cybersecurity revenue grew 19% year-over-year, while ISTAR and EW revenue surged 39%, mainly due to sales of maritime systems and electro-optical systems.

Land systems revenue increased 22%, supported by ammunition and munitions sales in Israel and Europe. Following the earnings release, the stock soared 6.5%.

“The company delivered excellent financial results,” said President and CEO Bezhalel (Butzi) Machlis. “In 2025, revenue is expected to grow 16%, profit margins will expand significantly, GAAP net EPS will increase 59%, non-GAAP net EPS will grow 46%, and backlog orders will increase by $5.5 billion, surpassing $28 billion.”

For the full year 2025, Elbit Systems reported adjusted earnings per share of $12.75, up from $8.76 in 2024, with revenue of $7.94 billion, a 16.3% increase from $6.83 billion last year. The company’s backlog orders reached $28.1 billion, with approximately 54% scheduled for completion in 2026 and 2027.

The company announced a dividend of $1.00 per share, with a record date of April 13, 2026, and a payment date of April 27, 2026.

This article was translated with the assistance of artificial intelligence. For more information, please see our Terms of Use.