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Investor Relations14 Oct 2025
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Elbit Systems (ESLT) investor relations material
Elbit Systems Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Revenues reached $1.973B in Q2 2025, up 21% year-over-year, with strong demand in Israel, Europe, and globally.
Achieved strong double-digit growth in revenue and profitability across all business segments and geographies, with notable margin expansion and a 12% increase in backlog from the prior year.
Order backlog stood at $23.8B as of June 30, 2025, with 68% from international orders and 46% scheduled for delivery by end of 2026.
Free cash flow for Q2 2025 was $71M, and operating cash flow for H1 2025 was $304M, both significantly higher year-over-year.
Ranked 22nd in Defense News Global 100 Defense Companies in 2024, with a diversified global portfolio.
Financial highlights
Q2 2025 revenues were $1.973B, up from $1.626B in Q2 2024; Europe contributed 29%, North America 21%, Asia Pacific 13%, and Israel 34%.
GAAP gross margin was 24%, unchanged year-over-year; non-GAAP margin was 24.4%.
GAAP operating income was $157.8M (8% margin); non-GAAP operating income was $175.1M (8.9% margin).
GAAP diluted EPS was $2.69, up from $1.76; non-GAAP diluted EPS was $3.23, up from $2.08 year-over-year.
Free cash flow for Q2 2025 was $71M, up from $(3)M in Q2 2024.
Outlook and guidance
Internal targets for 2025 are mid-teens revenue growth, with double-digit growth targeted for 2026, supported by a robust backlog and recent contract wins.
Margin expansion expected to continue, driven by operational leverage and ERP system implementation.
Defense spending in Israel and Europe is expected to remain elevated, with Israel's 2025 defense budget at NIS 136B and additional NIS 42B for 2025-26.
Management expects continued growth, leveraging strong demand and a robust presence in Europe and other markets.
Increased demand from the Israel Ministry of Defense may continue, potentially generating further material orders.
IRON BEAM deployment timeline?
Expected 2025 CapEx and investment strategy?
How does Elbit navigate geopolitical challenges?
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Next Elbit Systems earnings date
Q3 202518 Nov, 2025
Next Elbit Systems earnings date
Q3 202518 Nov, 2025
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Frequently asked questions
Elbit Systems Ltd. is a technology company in the defense and homeland security sectors. It specializes in the development and supply of a wide range of systems and products tailored for airborne, land, and naval applications. These products are designed for defense, homeland security, and commercial aviation applications, mainly serving the Israeli market. The company's offerings are diverse and include military aircraft and helicopter systems, commercial aviation systems and aerostructures, unmanned aircraft systems, electro-optic and night vision systems, naval systems, land vehicle systems, precision munitions for various applications, and command, control, communications, computer, intelligence, surveillance, reconnaissance (C4ISR), cyber systems, electronic warfare, signal intelligence systems, and laser systems. The company is headquartered in Haifa, Israel, and its shares are listed on the Nasdaq.
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