Elbit Systems Reports Record 2025 Financials with Strong Revenue, EPS, and Backlog Growth
ESLT has more than doubled off its 52-week low of $354.68 on elevated volume (2.6× avg).
Summary
Elbit Systems reported record financial results for fiscal year 2025, with significant increases in revenue, net income, and diluted EPS, alongside a record order backlog and a higher dividend.
Key Events · Earnings and Guidance · ESLT
-
Record Financial Performance
Achieved record revenues of $7.94 billion (up 16.3% from 2024), net income of $534.3 million, and diluted EPS of $11.39 for fiscal year 2025.
-
Record Order Backlog
Grew its order backlog to a record $28.13 billion as of December 31, 2025, up from $22.62 billion in 2024, with 54% scheduled for 2026-2027.
-
Major Contract Wins
Secured several significant contracts in 2025, including a $2.3 billion international strategic solution contract and a $1.6 billion defense solution contract for a European country.
-
Increased Dividend
Raised its quarterly dividend to $2.45 per share in 2025, up from $2.00 per share in 2024.
Analysis · ESLT · Manufacturing
Elbit Systems' 20-F filing details a period of exceptional growth in fiscal year 2025, confirming and expanding upon the strong preliminary results. The company achieved record revenues, net income, and diluted EPS, driven by substantial contract wins, including multi-billion dollar international defense deals. The significant increase in its order backlog provides a robust outlook for future revenue. Strategic investments in global manufacturing and advanced R&D, particularly in energy weapons and AI, position the company for continued innovation. Despite acknowledging geopolitical risks and supply chain challenges, Elbit Systems' performance highlights its strong market position in the defense sector amid increased global spending, making this a highly positive and market-moving report.
At the time of this filing, ESLT was trading at $1,014.33 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $47.1B. The 52-week trading range was $354.68 to $1,016.06. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.