Israel · Delayed Price · Currency is ILS · Price in ILA Elbit Systems Earnings Call Transcripts
Fiscal Year 2026
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Q2 2026 saw double-digit growth in revenue, backlog, and EPS, with margins exceeding targets and a record $32B backlog. Major contract wins in the U.S. and Europe, increased R&D and CapEx, and strong cash flow position the company for continued mid-teens revenue growth.
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Q1 2026 saw double-digit growth in revenue, profit, and EPS, with a record $30.2B backlog and strong demand across all regions, especially Europe and Israel. Major contract wins, expanded capacity, and increased R&D and CapEx position the company for sustained growth.
Fiscal Year 2025
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Delivered double-digit growth in revenue, profit, EPS, and backlog for Q4 and 2025, with record free cash flow and major contract wins. Expanded global capacity and R&D investment position the company for continued growth, especially in Europe.
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Double-digit growth in revenue, backlog, and EPS was driven by strong demand in Europe and Israel, with significant contract wins and margin expansion. Backlog reached $25.2 billion, and operational improvements boosted profitability and cash flow.
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Double-digit revenue and profit growth achieved across all segments, with a record $23.8B backlog and major contract wins in Europe and the U.S. Margin expansion and strong cash flow support increased dividends and future growth targets.
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Double-digit growth in revenue, profit, and backlog continued, with Q1 2025 revenue up 22% year-over-year and backlog reaching $23.1 billion. Strong global defense demand, major contract wins, and robust free cash flow support a positive outlook for 2025.
Fiscal Year 2024
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Double-digit growth in revenue, profit, and backlog marked a record year, with $6.8B in revenue and $4.8B in exports. Backlog hit $22.6B, and strong demand is expected to continue, especially in Europe and Israel.
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Q3 2024 saw 14% revenue growth, record backlog, and double-digit EPS gains, driven by strong demand across all segments and major contract wins. Guidance points to continued double-digit growth, with targets of $7B+ revenue in 2025 and 10% operating margin by 2026.
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Q2 2024 delivered 12% revenue growth, record backlog over $21B, and improved profitability, with strong land segment and international demand. Management targets a 10% operating margin by 2026 and expects positive free cash flow for 2024.