Elbit Systems(ESLT) - 2025 Q3 - Earnings Call Presentation

Financial Highlights - Elbit Systems' market capitalization is approximately $24 billion[7] - The company's order backlog reached $252 billion as of September 30, 2025[7] - Revenues for the Last Twelve Months (LTM) Q3 2025 were $77 billion, compared to $65 billion in LTM Q3 2024[7] - Non-GAAP diluted net earnings per share (EPS) for Q3 2025 was $335, a 52% increase from $221 in Q3 2024[24] - Free cash flow in Q3 2025 was a positive $96 million, a significant increase of $100 million compared to $5 million in Q3 2024[24] - The company distributed $89 million in dividends to shareholders in 2024[48] Revenue Breakdown (LTM 2025) - Europe accounted for 27% of revenues[29] - Asia-Pacific (APAC) contributed 15% to revenues[29] - North America represented 21% of revenues[30] - Israel accounted for 33% of revenues[30] Growth and Backlog - The company experienced a backlog Compound Annual Growth Rate (CAGR) of 18% and a revenue CAGR of 11% from 2020 to 2025[33] - The order backlog increased from $2261 billion in 2024 to $2521 billion in LTM Q3 2025[33] Capital Allocation - Elbit Systems invested $466 million in Research and Development (R&D) in 2024[45] - Capital expenditures (CAPEX) amounted to $215 million in 2024[46]