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Defense ETFs Under Spotlight as UK Unveils $20B Military OverhaulUK's $20B defense overhaul puts defense ETFs in focus as higher military spending could boost key holdings across the industry.
Elbit Systems Ltd.(ESLT)Earnings, Financials & Key Ratios
ESLT•NASDAQ
$811.01
71.2× P/E·Price updated Jul 6, 2026
AboutElbit Systems Ltd. develops and supplies a portfolio of airborne, land, and naval systems and products for the defense, homeland security, and commercial aviation applications primarily in Israel. The company offers military aircraft and helicopter systems; commercial aviation systems and aerostructures; unmanned aircraft systems; electro-optic, night vision, and countermeasures systems; naval systems; land vehicle systems; munitions, such as precision munitions for land, air, and sea applications; command, control, communications, computer, intelligence, surveillance and reconnaissance, and cyber systems; electronic warfare and signal intelligence systems; and other commercial activities. It also manufactures and sells data links and radio communication systems and equipment, and cyber intelligence, autonomous, and homeland security solutions; laser systems and products; guided rocket systems; and armored vehicle and other platforms survivability and protection systems, as well as provides various training and support services. The company markets its systems and products as a prime contractor or subcontractor to various governments and companies. It also has operations in the United States, Europe, Latin America, the Asia-Pacific, and internationally. The company was incorporated in 1966 and is based in Haifa, Israel.Show more
- Revenue$7.94B+16.3%
- EBITDA$859M+28.5%
- Net Income$534M+66.4%
- EPS (Diluted)11.39+58.6%
- Gross Margin24.38%+1.4%
- EBITDA Margin10.82%+10.5%
- Operating Margin8.66%+15.9%
- Net Margin6.73%+43.1%
- ROE14.42%+39.3%
ESLT Price & Volume
Elbit Systems Ltd. (ESLT) stock price & volume — 10-year historical chart
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Elbit Systems Capitalizes On Global Defense Demand
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Improving
Primary Risk:Geopolitical export license dependency
Key Thesis Takeaways
- Elbit Systems is successfully leveraging its specialized electronic warfare and unmanned systems portfolio to capture significant global defense spending, evidenced by a robust $4.1 billion deferred revenue backlog as of 2026Q1.
- While top-line growth remains strong at 15.5% year-over-year, investors should monitor the potential for margin compression due to regional labor inflation and the inherent lumpiness of project-based cash flows.
- The company's disciplined deleveraging strategy, which reduced the debt-to-equity ratio to 0.21, provides a stable foundation for navigating complex international export license environments.
Verdict Logic
while the company shows strong top-line momentum with a 15.5% revenue growth rate, the current P/E of 62.84 appears to fully price in near-term growth expectations while ignoring potential geopolitical risks to margins.
ESLT Growth Metrics
Elbit Systems Ltd. (ESLT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years9.83%
5 Years11.23%
3 Years12.93%
TTM14.81%
Profit CAGR
10 Years10.19%
5 Years17.59%
3 Years24.72%
TTM65.86%
EPS CAGR
10 Years9.16%
5 Years14.61%
3 Years24.52%
TTM58.12%
Return on Capital
10 Years9.43%
5 Years8.72%
3 Years9.38%
Last Year11.13%
ESLT Recent Earnings
Elbit Systems Ltd. (ESLT) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 26, 2026Metric
Actual
Est
EPS
$3.87+12.5%
$3.44
Rev
$2.2B+2.1%
$2.1B
Q2 2026
Mar 17, 2026Metric
Actual
Est
EPS
$3.56+10.2%
$3.23
Rev
$2.1B+2.3%
$2.1B
Q4 2025
Nov 18, 2025Metric
Actual
Est
EPS
$3.35+21.8%
$2.75
Rev
$1.9B-6.9%
$2.1B
Q3 2025
Aug 13, 2025Metric
Actual
Est
EPS
$3.23+25.7%
$2.57
Rev
$2.0B-0.6%
$2.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 26, 2026 | $3.87vs $3.44+12.5% | $2.2Bvs $2.1B+2.1% |
| Q2 2026 | Mar 17, 2026 | $3.56vs $3.23+10.2% | $2.1Bvs $2.1B+2.3% |
| Q4 2025 | Nov 18, 2025 | $3.35vs $2.75+21.8% | $1.9Bvs $2.1B-6.9% |
| Q3 2025 | Aug 13, 2025 | $3.23vs $2.57+25.7% | $2.0Bvs $2.0B-0.6% |
Based on last 12 quarters of dataView full earnings history →
Latest ESLT News
Recent stock market news and headlines for Elbit Systems Ltd. (ESLT)
Zacks Investment Research·Jun 23, 2026
Is the Options Market Predicting a Spike in Elbit Systems Stock?Investors need to pay close attention to ESLT stock based on the movements in the options market lately.
Peers Comparison
Key metrics vs top competitors for Elbit Systems Ltd. (ESLT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $811.01 | $37.98B | 71.20 | 16.27% | 6.73% | 14.42% | 0.32% | |
| $301.27 | $56.27B | 35.32 | 2.53% | 7.71% | 8.87% | — | |
| $294.10 | $11.58B | 19.11 | 8.23% | 4.71% | 12.05% | — | |
| $108.72 | $13.68B | 9.77 | 3.07% | 7.77% | 27.1% | — | |
| $62.31 | $7.46B | 9.02 | -6.37% | 7.57% | 81.03% | — | |
| $505.24 | $11.16B | 22.64 | 12.64% | 5.86% | 13.15% | — |
Compare ESLT vs Peers
Elbit Systems Ltd. (ESLT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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ESLT Frequently Asked Questions
Elbit Systems Ltd. (ESLT) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Elbit Systems Ltd.'s revenue?
Elbit Systems Ltd. (ESLT) reported $8.23B in revenue for fiscal year 2025. This represents a 2577% increase from $307.5M in 1996.
How fast is Elbit Systems Ltd. growing?
Elbit Systems Ltd. (ESLT) grew revenue by 16.3% over the past year. This is strong growth.
Is ESLT profitable?
Yes, Elbit Systems Ltd. (ESLT) is profitable, generating $588.0M in net income for fiscal year 2025 (6.7% net margin).
Dividend & Returns
Does ESLT pay dividends?
Yes, Elbit Systems Ltd. (ESLT) pays a dividend with a yield of 0.32%. This makes it attractive for income-focused investors.
What is ESLT's return on equity?
Elbit Systems Ltd. (ESLT) has a return on equity (ROE) of 14.4%. This is reasonable for most industries.
What is Elbit Systems Ltd.'s free cash flow?
Elbit Systems Ltd. (ESLT) generated $613.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.