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Elbit Systems

ESLT · Industrials

Last earnings Nov 18, 2025  ·  Next earnings Nov 17, 2026

Key results

GAAP net incomequarter

$133.4 million

GAAP net income of $133.4 million

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Non-GAAP net incomequarter

$159.8 million

Non-GAAP net income of $159.8 million

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Revenuequarter

$1,921.6 million

Third quarter 2025 results: Revenues in the third quarter of 2025 were $1,921.6 million, as compared to $1,717.5 million in the third quarter of 2024.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Aerospace revenuequarter

3%

Aerospace revenues decreased by 3% in the third quarter of 2025, as compared to the third quarter of 2024, mainly due to the decrease in Precision Guided Munition (PGM) sales in Asia Pacific, partially offset by the increase in PGM sales in Israel.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Cyber revenuequarter

14%

C4I and Cyber revenues increased by 14%, mainly due to radio systems and command and control systems sales in Europe.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

EW revenuequarter

5%

ISTAR and EW revenues increased by 5%, mainly due to Electro-Optic systems and Electronic Warfare systems sales in Israel.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Land revenuequarter

41%

Land revenues increased by 41%, mainly due to ammunition and munition sales in Israel and Europe.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

America revenuequarter

2%

Elbit Systems of America revenues decreased by 2%, mainly due to the decrease in Electronic systems and medical instrumentation sales, partially offset by the increase in Maritime and in Warfighters systems sales.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Revenuefull-year

$6,827,871 thousand

Revenues $ 5,790,068 $ 4,897,655 $ 1,921,608 $ 1,717,547 $ 6,827,871

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Gross marginquarter

$478,239 thousand

Gross profit 1,405,459 1,176,619 478,239 412,784 1,641,820

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Gross marginfull-year

$1,641,820 thousand

Gross profit 1,405,459 1,176,619 478,239 412,784 1,641,820

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Operating expensesquarter

$306,805 thousand

Total operating expenses 926,500 828,962 306,805 286,975 1,152,767

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Operating expensesfull-year

$1,152,767 thousand

Total operating expenses 926,500 828,962 306,805 286,975 1,152,767

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Net incomequarter

$133,676 thousand

Net income $ 367,067 $ 231,643 $ 133,676 $ 79,312 $ 321,864

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Net incomefull-year

$321,864 thousand

Net income $ 367,067 $ 231,643 $ 133,676 $ 79,312 $ 321,864

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Non-GAAP Gross marginquarter

$484.3 thousand

gross profit $ 1,425.4 $ 1,198.9 $ 484.3 $ 419.4 $ 1,671.0

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Non-GAAP Gross marginfull-year

$1,671.0 thousand

gross profit $ 1,425.4 $ 1,198.9 $ 484.3 $ 419.4 $ 1,671.0

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Operating incomequarter

$171.4 thousand

operating income $ 479.0 $ 347.7 $ 171.4 $ 125.8 $ 489.1

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Operating incomefull-year

$489.1 thousand

operating income $ 479.0 $ 347.7 $ 171.4 $ 125.8 $ 489.1

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Non-GAAP Operating incomequarter

$186.7 thousand

operating income $ 527.1 $ 392.9 $ 186.7 $ 140.7 $ 550.4

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Non-GAAP Operating incomefull-year

$550.4 thousand

operating income $ 527.1 $ 392.9 $ 186.7 $ 140.7 $ 550.4

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Non-GAAP Net incomefull-year

$391.5 thousand

net income attributable to Elbit Systems' shareholders $ 428.1 $ 272.2 $ 159.8 $ 98.8 $ 391.5

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Non-GAAP EPSquarter

$ 3.35

diluted net EPS attributable to Elbit Systems' shareholders $ 9.16 $ 6.10 $ 3.35 $ 2.21 $ 8.76

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Non-GAAP EPSfull-year

$ 8.76

diluted net EPS attributable to Elbit Systems' shareholders $ 9.16 $ 6.10 $ 3.35 $ 2.21 $ 8.76

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

AI analysis

Q3 2025 · reported Nov 18, 2025

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Revenue · Q3 2025
$1,921.6M
+11.9% +$204M vs year ago computed from stated figures
EX-99 · Nov 18, 2025
GAAP net income · Q3 2025
$133.4M
Full year: $321,864 thousand
EX-99 · Nov 18, 2025
Operating income · Q3 2025
$171.4 thousand
Full year: $489.1 thousand
EX-99 · Nov 18, 2025
Non-GAAP EPS · Q3 2025
$ 3.35
Full year: $ 8.76
EX-99 · Nov 18, 2025

The quarter in charts

Revenue — quarterly

As stated

00.831.672.5$1,717.5MSame quarter last year$1,921.6MQ3 2025

EX-99 · Nov 18, 2025 Statement values as stated in the release.

Headline figures

MetricQ3 2025Prior qtrYear ago
GAAP net income$133.4 million——
Non-GAAP net income$159.8 million——
Revenue$1,921.6 million—$1,717.5 million
Aerospace revenue3%——
Cyber revenue14%——
EW revenue5%——
Land revenue41%——
America revenue2%——

EX-99 · Nov 18, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNov 17, 2026Verified from the company’s own announcement

Margin

Gross margin$478,239 thousand
Gross marginfull year$1,641,820 thousand
Non-GAAP Gross margin$484.3 thousand
Non-GAAP Gross marginfull year$1,671.0 thousand

Capital allocation

Dividend$0.75

Dividend: The Board of Directors declared a dividend of $0.75 per share.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

("Elbit Systems" or the "Company") (NASDAQ and TASE: ESLT), the international high technology defense company, reported today its consolidated results for the third quarter ended September 30, 2025

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Dividend: The Board of Directors declared a dividend of $0.75 per share.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

The dividend s record date is December 22, 2025.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

The dividend will be paid on January 5, 2026, after deduction of withholding tax, at the rate of 16.8%.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

The decrease in financial expenses, net in the third quarter of 2025, was mainly due to a reduction in the average net debt.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Strategy & priorities

Management Comment: Bezhalel (Butzi) Machlis, President and CEO of Elbit Systems , stated: Elbit Systems today reports strong quarterly results, with double-digit growth in sales and profits, as well as continued, consistent expansion of the order backlog, which has reached a record level of over $25 billion, providing long term visibility for the coming years.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

On November 17, 2025 , the Company announced that it has signed an international contract for a strategic solution in an amount of approximately $2.3 billion.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions about the Company, which are difficult to predict, including projections of the Company s future financial results, its anticipated growth strategies and anticipated trends in its business.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Risks & headwinds

We continue to work relentlessly and invest in research and development, to create significant added value in the face of global security challenges, and the results we are presenting today reflect these important collective efforts.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Driven by its agile, collaborative culture, and leveraging Israel s technology ecosystem, Elbit Systems enables customers to address rapidly evolving battlefield challenges and overcome threats.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions about the Company, which are difficult to predict, including projections of the Company s future financial results, its anticipated growth strategies and anticipated trends in its business.

SEC original ↗Elbit Systems — Earnings release (6-K exhibit)EX-99Nov 18, 2025

Documents

Earnings deck slides

0 decks with slide view

Elbit Systems — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Elbit Systems — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Elbit Systems — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Elbit Systems — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials

Filings

71 documents

Earnings releases

14 documents

Presentations

4 documents

Transcripts

0 documents

No transcripts for Elbit Systems are held in this edition of the library.

Mentioned by

6 companies

Other tracked companies whose held documents mention Elbit Systems by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.