Elbit Systems Ltd.
ESLT
Market Cap$20.73B
Close$
Earnings Call Q1 2025
May 20, 2025 - AI Summary
Strong Revenue Growth: Elbit Systems reported first quarter 2025 revenues of $1.896 billion, a 22% increase from $1.554 billion in Q1 2024. This marks the fourth consecutive quarter of double-digit revenue growth, indicating robust demand across all key geographies, particularly Israel (32% of revenue) and Europe (24% of revenue).
Record Backlog and Operating Income: The company’s order backlog reached a record $23.1 billion, up $2.7 billion from the previous year. Q1 operating income also showed strong performance, with GAAP operating income increasing to $149.7 million (7.9% of revenue) from $105.4 million (6.8% of revenue) in Q1 2024, showcasing effective cost management and improved margins.
Free Cash Flow Generation: Elbit achieved strong free cash flow of $161 million during the quarter, a significant increase attributed to higher net income and increased contract liabilities. This reflects better cash conversion and operational efficiency, with conversion rates nearing 140% of adjusted net income.
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$138.40
68.6% downside
Current Fair Value
68.6% downsideOvervalued by 68.6% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $20.73 Billion |
|---|---|
| Enterprise Value | $24.25 Billion |
| Dividend Yield | $2.4 (0.537788819163293%) |
| Earnings per Share | $7.22 |
| Beta | -0.34 |
| Outstanding Shares | 44,592,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 55.94 |
|---|---|
| PEG | 123.36 |
| Price to Sales | 2.76 |
| Price to Book Ratio | 5.96 |
| Enterprise Value to Revenue | 3.39 |
| Enterprise Value to EBIT | 44.49 |
| Enterprise Value to Net Income | 68 |
| Total Debt to Enterprise | 0.15 |
| Debt to Equity | 1.1 |
Revenue Sources
No data
Insider Trades
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...