For the fourth quarter of 2025, analysts expect Elbit Systems to report consensus revenue of $1.78 billion and EPS of $3.23, with the stock currently trading at $248.50 against an average price target of $272.40.
Investors are primarily focused on the company's record order backlog, which serves as the primary indicator for long-term revenue visibility amidst heightened global defense spending. Recent performance has been bolstered by significant contract wins in Europe and sustained domestic demand, although labor costs remain a point of concern. Markets will be closely monitoring whether operating margins have successfully recovered toward the company's long-term targets following recent supply chain stabilization.