Elbit Systems Ltd.
ESLT
Market Cap$22.26B
Close$
Earnings Call Q2 2025
August 13, 2025 - AI Summary
Strong Revenue Growth: Elbit Systems reported a significant revenue increase in Q2 2025, reaching $1.973 billion, up 21.4% year-over-year from $1.626 billion in Q2 2024. This growth was broad-based across all segments and geographies with particular strength in Europe (29% of revenues) and a robust order backlog of $23.8 billion, which is 12% higher than the previous year.
Margin Expansion: GAAP gross margin was stable at 24%, with non-GAAP gross margin at 24.4%. Operating income improved to $157.8 million (8% margin) versus $116.5 million (7.2% margin) in the same quarter last year, reflecting concerted efforts to enhance profitability. The company has achieved approximately 3% margin expansion over the last three years.
Positive Outlook for 2025 and Beyond: Elbit aims for mid-teens revenue growth for 2025 while maintaining double-digit growth expectations for 2026. Recent contract wins, including a $1.625 billion deal for defense solutions in Europe, are expected to support these targets by increasing backlog.
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$156.46
67.5% downside
Current Fair Value
67.5% downsideOvervalued by 67.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $22.26 Billion |
|---|---|
| Enterprise Value | $25.70 Billion |
| Dividend Yield | $2.20 (0.49%) |
| Earnings per Share | $7.22 |
| Beta | -0.32 |
| Outstanding Shares | 45,513,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 54.7 |
|---|---|
| PEG | 87.27 |
| Price to Sales | 2.92 |
| Price to Book Ratio | 5.61 |
| Enterprise Value to Revenue | 3.42 |
| Enterprise Value to EBIT | 43.8 |
| Enterprise Value to Net Income | 63 |
| Total Debt to Enterprise | 0.14 |
| Debt to Equity | 0.9 |
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...