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Investor Presentation N o v e m b e r 2025 // 2 DISCLAIMER This presentation, reference to which herein includes information that may be provided by Elbit Systems Ltd. ("Elbit systems", and collectively with any or all of its subsidiaries, the "Company") orally or in writing in connection therewith, is provided for general information only, and should not be relied upon for making any investment decision. By attending or viewing this presentation, each attendee ("Attendee") agrees that he or she (i) has rea ...

Elbit Systems (ESLT) came out with quarterly earnings of $3.35 per share, beating the Zacks Consensus Estimate of $2.75 per share. This compares to earnings of $2.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +21.82%. A quarter ago, it was expected that this maker of defense electronics would post earnings of $2.57 per share when it actually produced earnings of $3.23, delivering a surprise of +25.68%.Over the last four q ...

BREAKING: Tech Futures Rise; Nvidia Earnings Ahead Israel-based defense contractor Elbit Systems (ESLT) announced a $2.3 billion contract award from an unnamed country outside of Israel. The news propelled ESLT stock, which flashed an early entry opportunity in Monday morning stock market action. Elbit reports third-quarter earnings before Tuesday's open. IBD recommends an option strategy to limit risk when it comes to making investments ahead of earnings.… Related news Take a Trial Today Get instant access ...

Core Insights - Elbit Systems reported strong quarterly results with significant growth in sales and profits, alongside a record order backlog exceeding $25 billion, indicating long-term visibility for future operations [3][14]. Financial Performance - Revenues for Q3 2025 were $1.92 billion, up from $1.72 billion in Q3 2024, reflecting a year-over-year increase of approximately 11.8% [4]. - GAAP net income for Q3 2025 was $133.4 million (6.9% of revenues), compared to $79.1 million (4.6% of revenues) in Q3 2024, marking a 68.5% increase [12]. - Non-GAAP net income for Q3 2025 was $159.8 million (8.3% of revenues), up from $98.8 million (5.8% of revenues) in Q3 2024, representing a 61.7% increase [12]. - GAAP diluted earnings per share (EPS) were $2.80 for Q3 2025, compared to $1.77 in Q3 2024, while non-GAAP diluted EPS were $3.35, up from $2.21 [13]. Revenue Breakdown - Aerospace revenues decreased by 3% year-over-year, primarily due to reduced Precision Guided Munition sales in Asia Pacific, offset by increased sales in Israel [5]. - C4I and Cyber revenues increased by 14%, driven by sales of radio systems and command and control systems in Europe [5]. - Land revenues surged by 41%, mainly due to ammunition and munition sales in Israel and Europe [5]. - Elbit Systems of America revenues decreased by 2%, attributed to lower sales in electronic systems and medical instrumentation [5]. Order Backlog and Market Demand - The order backlog reached $25.2 billion as of September 30, 2025, with approximately 69% of this backlog from international orders [14]. - The ongoing global conflicts and increased defense budgets have led to heightened demand for Elbit Systems' products, particularly from the Israel Ministry of Defense [16]. Operational Challenges - The company faced operational disruptions due to supply chain constraints and increased transportation costs stemming from conflicts in the Middle East [17]. - Elbit Systems has implemented measures to mitigate these disruptions and maintain business continuity [18]. Recent Developments - On November 17, 2025, Elbit Systems signed a strategic international contract valued at approximately $2.3 billion, to be executed over eight years [19]. - The Board of Directors declared a dividend of $0.75 per share, with a record date of December 22, 2025 [20].

Market Overview - The Tel Aviv Stock Exchange showed mixed results with the Tel Aviv 35 Index increasing by 0.12% to 3,451.39 points, while the Tel Aviv 125 Index decreased by 0.22% to 3,497.86 points, and the BlueTech Global Index fell by 0.49% to 594.70 points [1] - The All Bond corporate bond index rose by 0.05% to 419.75 points, with total turnover reaching NIS 3.83 billion in equities and NIS 5.11 billion in bonds [1] Foreign Exchange Market - The shekel-dollar rate was set 0.185% higher at NIS 3.241/$, while the shekel-euro rate decreased by 0.051% to NIS 3.759/€ [2] Company Performance - Elbit Systems Ltd. led the market with a significant rise of 6.97%, attributed to a major new deal, marking the largest increase on the Tel Aviv 35 Index [3] - Other notable gainers included Delek Group, which rose by 1.99%, Tower Semiconductor Ltd. with a 0.50% increase, Phoenix Financial up by 3.01%, and Enlight Renewable Energy rising by 2.21% [3] Decliners - Nice experienced the largest decline on the Tel Aviv 35 Index, falling by 2.23% [4] - Other banks that saw declines include Bank Leumi down by 1.17%, Bank Hapoalim down by 1.38%, Mizrahi Tefahot Bank down by 1.69%, and Israel Discount Bank down by 1.80% [4]

Accessibility StatementSkip Navigation HAIFA, Israel, Nov. 17, 2025 /PRNewswire/ --�Elbit Systems Ltd. (NASDAQ: ESLT)�(TASE: ESLT)�("Elbit Systems" or the "Company") announced today that it has signed an international contract for a strategic solution in an amount of approximately $2.3 billion. The contract will be performed over a period of eight years. Bezhalel (Butzi) Machlis, President and CEO of Elbit Systems: "Elbit Systems continues its significant investment in a broad range of advanced systems and ...

Market Performance - The Tel Aviv Stock Exchange saw a rise today, with the Tel Aviv 35 Index increasing by 0.38% to a record 3,447.17 points and the Tel Aviv 125 Index rising by 0.41% to 3,505.73 points [1] - The All Bond corporate bond index rose by 0.04% to 419.53 points, while the BlueTech Global Index fell by 0.92% to 597.63 points [1] - Total turnover in equities reached NIS 1.42 billion and NIS 2.40 billion in bonds [1] Currency Exchange Rates - The shekel-dollar rate was set 0.81% higher at NIS 3.235/$, and the shekel-euro rate was set 0.926% higher at NIS 3.761/€ [2] Notable Stock Movements - Nice (Nasdaq: NICE; TASE:NICE) experienced the largest increase on the Tel Aviv 35 Index, rising by 5.61% [2] - Other notable gainers included Navitas Petroleum LP (TASE: NVPT) with a rise of 5.04% and Clal Insurance Enterprise Holdings (TASE: CLIS) increasing by 3.31% [2] - Elbit Systems Ltd. (Nasdaq: ESLT; TASE: ESLT) rose by 0.50% [2] Banking Sector Performance - Bank Hapoalim (TASE: POLI) led the market with a rise of 1.59% and the highest trading turnover [3] - Other banks also saw gains, with Bank Leumi (TASE: LUMI) rising by 1.27%, Mizrahi Tefahot Bank increasing by 1.55%, and Israel Discount Bank (TASE: DSCT) rising by 2.19% [3] Declining Stocks - Camtek (Nasdaq: CAMT; TASE: CAMT) had the largest decline on the Tel Aviv 35 Index, falling by 4.73% [3] - Other notable decliners included Tower Semiconductor Ltd. (Nasdaq: TSEM; TASE: TSEM) down by 4.08%, Nova Ltd. (Nasdaq: NVMI; TASE: NVMI) down by 3.89%, and Teva Pharmaceutical Industries Ltd. (NYSE: TEVA; TASE: TEVA) down by 2.47% [3]

Market Performance - The Tel Aviv Stock Exchange saw an increase, with the Tel Aviv 35 Index rising by 1.02% to 3,350.98 points and the Tel Aviv 125 Index increasing by 0.82% to 3,410.08 points [1] - The BlueTech Global Index experienced a slight decline of 0.05% to 597.86 points, while the All Bond corporate bond index also fell by 0.05% to 597.86 points [1] - Total turnover in equities reached NIS 3.84 billion, and in bonds, it was NIS 4.13 billion [1] Foreign Exchange Rates - The shekel-dollar rate was set at NIS 3.250/$, reflecting a decrease of 0.276% from the previous day [2] - The shekel-euro rate was established at NIS 3.783/€, down by 0.424% [2] Company Highlights - Teva Pharmaceutical Industries Ltd. led the market with a significant rise of 17.19%, attributed to strong third-quarter results and an upward revision of its 2025 guidance [3] - Other notable gainers included Menora Mivtachim, which rose by 2.67%, and Clal Insurance Enterprise Holdings, which increased by 2.12% [3] - Tower Semiconductor and Delek Group both saw an increase of 1.19%, while Ormat Technologies rose by 1.85% [3] Company Declines - Bank Leumi and Bank Hapoalim experienced declines of 0.63% and 0.53%, respectively [4] - Mizrahi Tefahot Bank fell by 0.18%, and Israel Discount Bank decreased by 0.70% [4] - Enlight Renewable Energy had the largest drop on the Tel Aviv 35 Index, falling by 3.15% [4] - Other companies that saw declines include Nova Ltd. (1.59%), Elbit Systems Ltd. (1.18%), and Nice (1.34%) [4]

Core Insights - The Singapore Air Force is replacing its Hermes 450 UAVs with the newer Hermes 900 model, which was procured from Elbit Systems Ltd [1][2] - The Hermes 900 UAV has been evaluated as the best fit for the operational needs of the Singapore Air Force, joining a global list of countries utilizing this advanced system [2] - Elbit Systems recently secured a $120 million contract to supply Hermes 900 UAVs for long-range maritime patrol missions for an international customer [2] Company Overview - Elbit Systems Ltd is recognized as one of the leading UAV companies globally, currently ranked fifth in the UAV sector according to the Defense Post [4] - The Hermes 900 is a medium-altitude, long-endurance UAV with a range exceeding 1,000 kilometers, designed for various missions including intelligence gathering and reconnaissance [3] - Since its introduction in 2011, the Hermes 900 has been selected by over 20 customers worldwide, indicating its strong market presence [3]