Elbit Systems is expected to report Q4 2025 revenue of $2.10 billion and EPS of $2.81 on March 31, with the stock currently trading at $869.82 against an average analyst price target of $820.00.
Investors are primarily focused on the company's expanding order backlog, which is projected to reach a record $28.1 billion.
This growth is driven by unprecedented global demand for defense electronics, unmanned systems, and precision munitions, specifically within European markets and domestic Israeli procurement. Analysts will also be closely monitoring operating margin expansion to determine if production efficiencies are successfully offsetting the increased labor and logistics costs associated with the rapid scale-up.