Elbit Systems delivers double-digit beat. The Israeli defense contractor reported adjusted earnings per share of $3.56 for Q4 2025, topping the consensus estimate of $3.14 per share. GAAP EPS came in at $3.52. Net income reached $169.9 million on operating income of $192.5 million. The result marks the fourth consecutive quarter of earnings surprises exceeding 20%, extending a streak that began in Q1 2025. Year-over-year, adjusted EPS climbed 32.3% from $2.66 in Q4 2024.
Revenue tops $2.1 billion. Quarterly revenue of $2.15 billion exceeded the average analyst estimate of $2.04 billion. The top line grew 11.3% compared to $1.93 billion in the year-ago quarter. Gross profit totaled $529.8 million for the quarter. The company’s earnings call is scheduled for 10:00 AM ET today. Analyst sentiment remains cautious despite the consistent outperformance, with five of six analysts maintaining Hold ratings and only one Buy recommendation.
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