Elbit Systems (ESLT) Surpasses Q3 Earnings Estimates

Core Insights - Elbit Systems reported quarterly earnings of $3.35 per share, exceeding the Zacks Consensus Estimate of $2.75 per share, and showing an increase from $2.21 per share a year ago, resulting in an earnings surprise of +21.82% [1] - The company posted revenues of $1.92 billion for the quarter ended September 2025, which was 3.66% below the Zacks Consensus Estimate, but an increase from $1.72 billion year-over-year [2] - Elbit shares have appreciated approximately 95% since the beginning of the year, significantly outperforming the S&P 500's gain of 13.4% [3] Earnings Outlook - The future performance of Elbit's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $3.02 on revenues of $2.08 billion, and for the current fiscal year, it is $11.83 on revenues of $7.95 billion [7] Industry Context - The Aerospace - Defense Equipment industry, to which Elbit belongs, is currently ranked in the bottom 44% of over 250 Zacks industries, indicating potential challenges ahead [8] - Moog, another company in the same industry, is expected to report quarterly earnings of $2.24 per share, reflecting a year-over-year change of +3.7%, with revenues projected at $964.02 million, up 5.1% from the previous year [9]