Israel's Elbit Systems Q3 revenue rises on land segment strength

Elbit Systems

18/11/2025 09:07

Overview

Elbit Systems Q3 2025 revenue rises to $1.9 bln, reflecting strong demand

Company's order backlog hits record $25.2 bln, driven by new European contracts

Adjusted EPS for Q3 2025 at $3.35, indicating strong operational performance

Outlook

Company did not provide specific guidance for future quarters or full year in press release

Result Drivers

ORDER BACKLOG - Record $25.2 bln backlog driven by new European contracts, providing long-term visibility

SEGMENT GROWTH - Land revenues up 41% due to ammunition sales in Israel and Europe

REGIONAL DEMAND - Increased demand from Israel's Ministry of Defense due to ongoing conflicts

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
$1.9 bln
Q3 Adjusted EPS
$3.35
Q3 EPS
$2.80
Q3 Adjusted Gross Profit
$484.30 mln
Q3 Adjusted Operating Income
$186.7 mln
Q3 Gross Profit
$478.2 mln
Q3 Operating Income
$171.40 mln
Q3 Order Backlog
$25.20 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for Elbit Systems Ltd is $540.00, about 6.8% above its November 17 closing price of $503.23

The stock recently traded at 38 times the next 12-month earnings vs. a P/E of 36 three months ago

Press Release: ID:nPn3QrLkga

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)