Elbit Systems Ltd.

Elbit Systems Ltd.

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Market Cap$37.89B
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P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Elbit Systems Ltd.Elbit Systems Ltd.62.80.43%14%4.50.8

Earnings Call Q4 2025

March 17, 2026 - AI Summary

Strong Financial Performance: Elbit Systems reported a 11% increase in fourth quarter revenues to $2.149 billion, exceeding the $2 billion mark for the first time. Full year 2025 revenues rose by 16% to $7.939 billion compared to $6.828 billion in 2024. This growth indicates strong demand across its diverse global customer base, which is not reliant on a single country's defense budget.
Record Backlog and Growth Potential: The company’s backlog of orders reached $28.1 billion, up approximately $5.5 billion from the previous year. With 72% of this backlog from international customers and 54% expected to be executed in 2026 and 2027, this indicates significant future revenue potential. The backlog growth is driven primarily by international demand, particularly from Europe, which is expected to be a significant growth engine going forward.
High-Power Laser Technology: Elbit has secured contracts for Airborne High-Power Laser solutions, positioning itself as a leader in next-generation directed energy weapons. This technology addresses the cost issues associated with current missile defense strategies, presenting a unique opportunity for Elbit to capture a growing market focused on drone and missile threats.

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$891.67

Target Price by Analysts

10.3% upsideElbit Systems Target Price DetailsTarget Price
$235.30

Current Fair Value

70.9% downside

Overvalued by 70.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$37.89 Billion
Enterprise Value$41.20 Billion
Dividend Yield$3.50 (0.43%)
Earnings per Share$11.69
Beta-0.23
Outstanding Shares46,479,000

Return

Return on Equity13.93%ROE
Return on Assets4.49%
Return on Invested Capital10.13%

Valuation & Multiples

P/E Ratio62.8P/E Ratio
PEG125.22PEG
Price to Sales4.54Price to Sales
Price to Book Ratio8.89Price to Book Ratio
Enterprise Value to Revenue4.96
Enterprise Value to EBIT55.53
Enterprise Value to Net Income69
Total Debt to Enterprise0.08
Debt to Equity0.81Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 26, 2026
EPS Estimate
$3.44
Average shareholder expectation
Revenue Estimate
$2.14 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 11, 2026
EPS Estimate
$3.69
Average shareholder expectation
Revenue Estimate
$2.25 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000▼ 95.93%
Total Calls400▼ 99.85%
Total Puts-▼ 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.98%▼ 20.45%
Total Invested$349.20M▼ 96.24%
Investors Holding119▼ 297.00%

ESG Score

No data

About Elbit Systems Ltd.

17,000 employees
CEO: Bezhalel Machlis

Elbit Systems Ltd. is an international high technology company engaged in a wide range of defense, homeland security and commercial programs throughout the world. The Company, which includes Elbit Systems and its subsidiaries, operates i...

Relevant Senate Committees

Appropriations

Directly allocates the funds for defense and security contracts, determining the actual cash flow and order books for companies like Elbit.

Armed Services

Authorizes the annual NDAA, which dictates the specific defense programs and hardware funding vital to Elbit's revenue streams.

Select Committee on Intelligence

Members receive non-public briefings on global threats and cyber risks, creating a high-information advantage regarding the demand for Elbit’s ISR and EW systems.

Foreign Relations

As an international defense firm based in Israel, Elbit is highly sensitive to U.S. foreign policy, military aid packages, and export regulations overseen by this committee.

Homeland Security and Governmental Affairs

This committee oversees government procurement and homeland security, directly impacting Elbit’s core business in C4ISR and security systems for federal agencies.