Elbit Systems (ESLT) Beats Q4 Earnings and Revenue Estimates

Core Insights - Elbit Systems (ESLT) reported quarterly earnings of $3.56 per share, exceeding the Zacks Consensus Estimate of $3.23 per share, and showing an increase from $2.66 per share a year ago, resulting in an earnings surprise of +10.33% [1] - The company achieved revenues of $2.15 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.27% and up from $1.93 billion year-over-year [2] - Elbit shares have increased approximately 51.4% since the beginning of the year, contrasting with a 2.1% decline in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $3.13 on revenues of $2.05 billion, while for the current fiscal year, the estimate is $14.17 on revenues of $8.85 billion [7] - The estimate revisions trend for Elbit was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Aerospace - Defense Equipment industry, to which Elbit belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, TAT Technologies Ltd. (TATT), is expected to report quarterly earnings of $0.38 per share, reflecting a year-over-year increase of +18.8% [9]