Overview
- Quarterly revenue came in at $1.92 billion versus $2.02 billion expected, while adjusted EPS rose to $3.35, beating the $2.78 consensus as gross and operating margins expanded.
- The order backlog reached $25.2 billion, with 69% from outside Israel and 38% slated for delivery across the remainder of 2025 and 2026.
- Elbit disclosed an international contract worth approximately $2.3 billion to be executed over eight years.
- Operating cash flow for the first nine months jumped to $461.0 million from $82.5 million a year earlier, and the board declared a $0.75 per-share dividend payable January 5, 2026 to shareholders of record December 22, 2025.
- Land revenue increased 41% to $593.7 million on higher ammunition and munitions sales, C4I/Cyber rose 14% and ISTAR/EW grew 5% as Aerospace slipped, and shares were up about 5% premarket.