Elbit (ESLT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Elbit Systems reported a revenue of $2.15 billion for the quarter ended December 2025, reflecting an 11.3% increase year-over-year and surpassing the Zacks Consensus Estimate of $2.12 billion by 1.27% [1] - The company's earnings per share (EPS) was $3.56, up from $2.66 in the same quarter last year, resulting in a surprise of 10.33% compared to the consensus estimate of $3.23 [1] Financial Performance - Elbit's stock has returned +29.3% over the past month, contrasting with a -1.9% change in the Zacks S&P 500 composite [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Revenue by Segments - Aerospace segment revenue was $548.2 million, below the average estimate of $606.02 million, representing a year-over-year decline of 14.5% [4] - C4I and Cyber segment revenue reached $240.8 million, exceeding the average estimate of $224.03 million, with a year-over-year increase of 19.4% [4] - Intersegment revenue was reported at $-151.2 million, slightly better than the average estimate of $-158.27 million, showing a year-over-year change of +1.8% [4] - Land segment revenue was $581.1 million, below the average estimate of $642.51 million, but still reflecting a year-over-year increase of 22.4% [4] - ESA segment revenue was $473.1 million, surpassing the average estimate of $447.22 million, with a year-over-year growth of 9.5% [4] - ISTAR and EW segment revenue was $456.6 million, exceeding the average estimate of $360.1 million, marking a significant year-over-year increase of 38.7% [4]