NASDAQ$ESLT

Elbit Systems Ltd · Q3 2025 earnings

Q3 2025 earnings ·

Briefing

Elbit Systems reported Q3 2025 revenues of $1.92B with GAAP net income of $133.4M and diluted EPS of $2.80.

Third-quarter revenues were $1,921.6 million (+12% YoY). GAAP net income was $133.4 million ($2.80 per share); non-GAAP net income was $159.8 million ($3.35 per share). Order backlog reached a record $25.2 billion.

  • Q3 revenue $1.92B (+12% YoY); backlog $25.2B.
  • GAAP EPS $2.80; non-GAAP EPS $3.35.
  • Land segment revenue +41% on ammunition demand in Israel and Europe.
  • European defense orders support multi-year visibility.

Headline financials

Total Revenue

$1.92B

No prior period
EPS (adj)

$3.35

No prior period
Net Income

$133M

No prior period

Revenue & EPS history

Elbit Systems Ltd · Revenue · Quarterly

$1.92B

Q3 2025
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Record $25.2B backlog supports multi-year revenue visibility amid elevated global defense demand.

Tailwinds

  • European orders and land segment strength.
  • Non-GAAP margin expansion.

Headwinds

  • Geopolitical and supply chain risk in Israel operations.
  • FX on shekel-denominated costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 3 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+4.1%

Avg return

Earnings day

+6.2%

Avg return

5 days after

+10.2%

Avg return

30 days after

100%

4 / 4 earnings

Positive

+11.1%

Q1 2026

Best reaction

+0.2%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.1%+14.9%
Q4 2026+3.9%+4.1%-6.6%
Q3 2025+0.2%-5.9%+7.5%
Q4 2025+1.3%+11.9%+29.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro