$ESLT

ELBIT SYSTEMS LTD

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Elbit Systems: Backlog Reaches Record $32 Billion As Production Capacity Expands

Elbit Systems reported a record $32 billion order backlog at end of Q2 2026, driven mainly by Europe. About 73% of backlog is for customers outside Israel, with 42% scheduled for 2026-2027. Q2 revenue rose to $2.29B. Non-GAAP net income was $199.1M, EPS $4.14, and operating cash flow for six months was $517.8M.

Elbit Systems reports record $32 billion backlog, profit rises 40%

Elbit Systems reported Q2 sales up 16% to $2.3 billion and net profit up 40% to $173.6 million. The company said its order backlog hit a record $32 billion, up from $23.8 billion a year earlier. EPS was $3.61. Elbit attributed growth to Defense Ministry demand and higher C4I, cyber, and intelligence/electronic warfare sales.

Serbia to collaborate with Israel's Elbit Systems, open joint drone factory

Serbian President Aleksandar Vucic said Serbia will open a UAV factory with Israel’s Elbit Systems, with Elbit holding 51% and Serbia’s state arms firm SDPR 49%. The plant is expected to be inaugurated between Sept. 15-20. The five-year contract covers long-range artillery rocket and unmanned aerial systems, plus ISTAR, electro-optics, digitization and upgrades, following a reported $1.63 billion Elbit deal.

ESLT sentiment & insider activity

Over the past 7 days, alphai's AI scored 19 news stories mentioning ESLT (ELBIT SYSTEMS LTD). Coverage has skewed bullish: 16 bullish, 2 neutral, and 1 bearish.

Recent ESLT coverage spans earnings and financial news.

What's driving ESLT

  • Record backlog plus capacity investment suggests improving revenue conversion and execution, supporting a constructive medium-term earnings outlook.

    pulse2.com · Aug 13, 2026

  • Record backlog and profit growth suggest improving revenue visibility and margin support, with near-term focus on delivery pace and Defense Ministry receivables.

    jpost.com · Aug 11, 2026

  • A new Serbia-based drone/UAV production joint venture increases Elbit’s long-duration defense manufacturing exposure in the Balkans.

    jpost.com · Aug 11, 2026

  • Earnings beat with improving profitability and cash generation, but the OECD Pillar Two tax jump raises near-term earnings quality concerns.

    yahoo.com · Aug 11, 2026

  • The article is a positive fundamental update for ESLT, emphasizing backlog strength and margin outperformance, which can support near-term earnings visibility.

    tradingview.com · Aug 11, 2026

alphai scores every news story that mentions ESLT with an AI model for sentiment and relevance, and aggregates insider trades from ELBIT SYSTEMS LTD's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ESLT

Score
$ESLTMedAI 8/10

Elbit Systems reports record $32 billion backlog, profit rises 40%

Elbit Systems reported Q2 sales up 16% to $2.3 billion and net profit up 40% to $173.6 million. The company said its order backlog hit a record $32 billion, up from $23.8 billion a year earlier. EPS was $3.61. Elbit attributed growth to Defense Ministry demand and higher C4I, cyber, and intelligence/electronic warfare sales.

$ESLTMed

Serbia to collaborate with Israel's Elbit Systems, open joint drone factory

Serbian President Aleksandar Vucic said Serbia will open a UAV factory with Israel’s Elbit Systems, with Elbit holding 51% and Serbia’s state arms firm SDPR 49%. The plant is expected to be inaugurated between Sept. 15-20. The five-year contract covers long-range artillery rocket and unmanned aerial systems, plus ISTAR, electro-optics, digitization and upgrades, following a reported $1.63 billion Elbit deal.

$ESLTMedAI 8/10

Elbit Systems Q2 Earnings Call Highlights

Elbit Systems (NASDAQ:ESLT) reported Q2 GAAP diluted EPS of $3.61, up 34%, and non-GAAP diluted EPS of $4.14, up 28%. The company cited margin expansion, lower financial expense, and higher tax expense tied to OECD Pillar Two. Revenue rose in four segments, backlog was $32B, and operating cash flow and free cash flow increased to $237M and $150M. Capex guidance rose to about $300M.

$ESLTMedAI 8/10

Elbit Systems revenue rises 16% to $2.29 billion

Elbit Systems (NASDAQ:ESLT) reported Q2 2026 revenue of $2.29 billion, up about 16% from $1.97 billion, and EPS (non-GAAP) of $4.14 versus $3.23. Backlog rose to $32.0 billion, with 42% scheduled for delivery through 2027. GAAP operating income was $218.8 million, and the board declared a $1 dividend payable Oct 26, 2026.

Elbit Systems Releases Q2 2026 Financial Results

Elbit Systems Ltd. (ESLT) reported Q2 2026 non-GAAP EPS of $4.14, above the $3.35 analyst estimate. Revenue was $2.29B versus $2.15B expected, and up 15.9% year over year. Land revenue was $770.2M. The company reported $32B order backlog and $199.1M adjusted net income.

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