Elbit Systems Sees 12.8% Q1 Revenue Growth, $212M Army Order Boosts Backlog
ESLT•Elbit Systems forecasts Q1 revenue of $2.14 billion, up 12.8% from $1.9 billion a year ago, with EPS of $3.33–$3.44 versus $2.57, implying 33.9% growth. A $212 million U.S. Army order and UTACS tactical drone acquisition support its backlog and strong balance sheet (debt-to-equity 0.23, current ratio 1.29).
1. Earnings Estimates and Growth
Elbit Systems anticipates Q1 fiscal 2026 revenue of $2.14 billion, reflecting a 12.8% increase over $1.9 billion in the prior year. Analysts project EPS between $3.33 and $3.44, up from $2.57, marking year-over-year growth of approximately 33.9%.
2. Key Defense Contracts and Acquisitions
The company secured a $212 million U.S. Army delivery order for advanced night vision goggles and completed the UTACS acquisition to expand its tactical drone capabilities in Europe, strengthening its order backlog.
3. Solid Financial Metrics
Elbit Systems maintains a debt-to-equity ratio of 0.23 and a current ratio of 1.29, underscoring its low leverage and ability to cover short-term liabilities with existing assets.
