Headquartered in Haifa, Israel, and established in 1966, Elbit Systems Ltd. is a leading provider of advanced solutions for the defense, homeland ...
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Est. EPS $3.63 · Revenue $2.26B · 2 analysts
$3.75 per share
$3.75 per share
Est. EPS $4.07 · Revenue $2.37B · 2 analysts
EPS $3.61 · Revenue $2.29B
EPS $3.34 · Revenue $2.19B
EPS $11.39 · Revenue $7.94B
EPS $2.84 · Revenue $1.92B
EPS $2.69 · Revenue $1.97B
EPS $2.35 · Revenue $1.90B
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $7.9B | +16.3% | +4.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $534.3M | +66.4% | +8.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +24.4% | +1.4% | +0.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +8.7% | +15.9% | +2.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +6.7% | +43.1% | +3.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $598.4M | +87.3% | -28.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +7.5% | +61.1% | -31.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 23.4% | -44.1% | -8.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.29x | +8.2% | -0.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $12.7B | +15.4% | +4.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 11.39 vs 10.69 | +6.5% | 3.61 vs 3.38 | +6.9% |
| Revenue Surprise | $7.9B vs $7.9B | +0.3% | $2.3B vs $2.3B | +1.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | Bar-Nathan Abudi Jacob | director: | — | — | 0 | — |
| Apr 12, 2026 | Cohen Boaz | officer: Executive Vice President | Employee Stock Option (right to buy) | — | 20,000 | $197.82 |
| Apr 12, 2026 | Cohen Boaz | officer: Executive Vice President | Employee Stock Option (right to buy) | — | 5,000 | $912.60 |
| Apr 9, 2026 | Shmuely Yoram | officer: Executive Vice President | Ordinary shares, par value 1.00 NIS per share | A | 9,000 | $134.34 |
| Apr 9, 2026 | Shmuely Yoram | officer: Executive Vice President | Ordinary shares, par value 1.00 NIS per share | D | 1,346 | $898.47 |
Ladies and gentlemen, thank you for standing by. Welcome to Elbit Systems' Second Quarter 2026 Results Conference Call. (Operator provided instructions.) As a reminder, this conference is being recorded. I would now like to hand the call over to Daniella Finn, Elbit Systems VP, Investor Relations. Daniella, please go ahead.
Thank you, operator. Hello, everyone, and welcome to our second quarter 2026 earnings call. On the call with me today are Butzi Machlis, President and CEO; Kobi Kagan, CFO; and myself, Daniella Finn. Before we begin, I would like to point out that the safe harbor statement in the company's press release issued earlier today also refers to the content of this conference call. I would like to remind all listeners that the conference call today may contain forward-looking statements regarding the company and its subsidiaries' business. Actual future results may differ materially from those forward-looking statements. As usual, we will provide you with both GAAP financial data as well as certain supplemental non-GAAP information. We believe that this non-GAAP information provides additional transparency to better understand the performance of the ongoing business. You can find all the detailed GAAP financial data as well as the non-GAAP information and the reconciliation in today's press release. Kobi will begin by discussing the financial results, followed by Butzi, who will elaborate on the main events during the quarter and beyond. We will then turn the call over to a Q&A session. With that, I would like to now turn the call over to Kobi. Kobi, please go ahead.
Thank you, Daniella. Hello, everyone, and thank you for joining us today. We're pleased to report another strong quarter, delivering double-digit growth in revenues, backlog, operating profit and EPS. Our profitability margins, gross, operating and net continue to expand, surpassing our internal targets. Building on the strong momentum we have established over the past several quarters, we continue to win important new business and expand our backlog to a record of $32 billion. Taking a closer look into the second quarter results. Second quarter revenues increased by 15.9% to $2,287 million compared to $1,973 million in the second quarter of 2025. We note the sequential revenue growth continues. For the second quarter of 2026, Europe contributed 25% of revenues; North America, 20%; Asia-Pacific, 14%; and Israel contributed 37% of revenues following inventory replenishments on the back of the recent conflict with Iran that ended at the beginning of April. Europe and Asia continue to be meaningful growth engines. In terms of quarterly revenues by segment, C4I and Cyber revenues increased by 11% in the second quarter of 2026 as compared to the second quarter of 2025, mainly due to sales of radio systems and command and control systems sales in Europe. ISTAR and EW revenues increased by 22%, mainly due to increased sales of airborne and land High Power Laser, Electronic …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Bezhalel Machlis | President & Chief Executive Officer | USD 3,052,000 | Male | 1963 | Active |
Oren Sabag | Executive Vice President and GM of ISTAR & EW | USD 1,371,000 | Male | 1974 | Active |
Yoram Shmuely | Executive Vice President & GM of Aerospace Division | USD 1,095,000 | Male | 1961 | Active |
Yehuda Vered | Executive Vice President of Strategy & Special Projects | USD 943,000 | Male | 1958 | Active |
David Block Temin | Executive Vice President, Chief Compliance Officer & Senior Counsel | — | Male | 1956 | Active |
Yaacov Kagan | Executive Vice President & Chief Financial Officer | — | — | 1965 | Active |
Yehoshua Yehuda | Executive Vice President & Chief Technology Officer | — | Male | 1968 | Active |
Jonathan Ariel | Executive Vice President & Chief Legal Officer | — | Male | 1957 | Active |
Yuval Ramon | Executive Vice President & Chief Operating Officer | — | Male | 1966 | Active |
Daniella L. Finn | Vice President of Investor Relations | — | Female | — | Active |
Elbit Systems of America Awarded Contracts from U.S. Customs and Border Protection Totaling Over $370 Million to Enhance U.S. National Security
HAIFA, Israel, July 20, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company") announced today that its U.S. subsidiary, Elbit Systems of America, LLC ("Elbit America"), has received multiple awards from U.S. Customs and Border Protection (CBP) totaling over $370 million to enhance U.S. national security, with work to be performed through May 2029.
The Company will host a Conference Call to discuss its financial results on August 11, 2026 at 9 :00am ET HAIFA, Israel, July 13, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company") announced today that it will publish its second quarter 2026 financial results on Tuesday, August 11, 2026.
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