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Elbit Systems (ESLT) Crushes Q4 Estimates with $3.56 EPS, Revenue Surges 11.3% to $2.15B

Earnings Per Share (adj.)
$3.56
vs $3.14 est. (+13.4%)
Revenue
$2.1B
vs $2.0B est.

Elbit Systems delivers double-digit beat. The Israeli defense contractor reported adjusted earnings per share of $3.56 for Q4 2025, topping the consensus estimate of $3.14 per share. GAAP EPS came in at $3.52. Net income reached $169.9 million on operating income of $192.5 million. The result marks the fourth consecutive quarter of earnings surprises exceeding 20%, extending a streak that began in Q1 2025. Year-over-year, adjusted EPS climbed 32.3% from $2.66 in Q4 2024.

Revenue tops $2.1 billion. Quarterly revenue of $2.15 billion exceeded the average analyst estimate of $2.04 billion. The top line grew 11.3% compared to $1.93 billion in the year-ago quarter. Gross profit totaled $529.8 million for the quarter. The company’s earnings call is scheduled for 10:00 AM ET today. Analyst sentiment remains cautious despite the consistent outperformance, with five of six analysts maintaining Hold ratings and only one Buy recommendation.

What to Watch: Management commentary on the 10:00 AM ET earnings call today will clarify whether the 32% EPS growth rate is sustainable amid shifting defense budgets. Listen for backlog updates and any guidance on margin trajectory.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

The post Elbit Systems (ESLT) Crushes Q4 Estimates with $3.56 EPS, Revenue Surges 11.3% to $2.15B first appeared on Alphastreet.

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