Elbit Systems Ltd.
Elbit Systems Ltd. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Elbit Systems Ltd. Q2 FY26 key numbers
- Revenue
- Backlog has reached a record $30.2 billion, more than $7 billion higher than the previous year, supporting sustained growth.
As stated in Elbit Systems Ltd.'s Q2 FY26 earnings call transcript · published 29 May 2026. Reported figures, not investment advice.
The short version
- Elbit Systems targets mid-teens revenue growth for 2026 and expects similar growth for 2027, driven by high demand and conversion effectiveness. - The company is targeting mid-teens revenue growth internally for 2026 and expects similar high demand and conversion effectiveness for 2027.
From Elbit Systems Ltd.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- Elbit Systems targets mid-teens revenue growth for 2026 and expects similar growth for 2027, driven by high demand and conversion effectiveness.
- The company sees a strong and growing funnel of new opportunities across regions including the U.S., Europe, Asia, and the Gulf.
- Demand is particularly strong in the land segment with expansions also expected in ISR, C4, and electronic warfare.
- Backlog has reached a record $30.2 billion, more than $7 billion higher than the previous year, supporting sustained growth.
- CapEx is increasing, especially in land domain facilities, robotics, and automation to meet ramped production requirements.
- Elbit is scaling production capacity mainly in Israel and Europe to convert demand into revenue growth.
2 more points from Elbit Systems Ltd.'s call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Elbit Systems is increasing CapEx investment to meet high market demand.
- Focus on expanding production capacity, mainly in Israel and Europe.
- Recent investments include new ERP system (in place company-wide since 4 years ago).
- Heavy investment in AI performance and solutions, a key priority.
- Increasing investment primarily in land domain facilities.
- Significant spending on robotics and automation to improve efficiency and cost-effectiveness.
- Targeting approximately 3% of revenues for CapEx investment in the near future.
2 more points from Elbit Systems Ltd.'s call on capex
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Fundraising & Capital Structure
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Order Book & Pipeline
- Backlog of orders as of March 31, 2026, reached a record $30.2 billion, over $7 billion higher than March 31, 2025.
- Approximately 71% of the backlog is generated from outside Israel.
- About 49% of the backlog is scheduled for execution in the remainder of 2026 and 2027; the rest extends into 2028 and beyond.
- Strong order inflow: Q1 2026 contracts totaling over $4 billion, nearly double quarterly revenue.
- Notable contracts include a $1.4 billion European military modernization program over 5 years.
- Strong funnel of new opportunities globally, including the US, Europe, Asia, the Gulf, and Far East.
2 more points from Elbit Systems Ltd.'s call on order book
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What the Q2 FY26 call signalled
2 of 4 strong
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Elbit Systems Ltd. Q2 FY26 results?
- Elbit Systems targets mid-teens revenue growth for 2026 and expects similar growth for 2027, driven by high demand and conversion effectiveness. - The company is targeting mid-teens revenue growth internally for 2026 and expects similar high demand and conversion effectiveness for 2027.
What is Elbit Systems Ltd. share price analysis?
Elbit Systems Ltd. currently shows a below-average growth signal. The stock trades at a P/E of 69.0 with a market cap of $41,515. Investors should review the full earnings analysis for detailed insights.
Is Elbit Systems Ltd. planning capital expenditure?
- Elbit Systems is increasing CapEx investment to meet high market demand. - Focus on expanding production capacity, mainly in Israel and Europe. - Recent investments include new ERP system (in place company-wide since 4 years ago). - Heavy investment in AI performance and solutions, a key priority. - Increasing investment primarily in land domain facilities. - Significant spending on robotics and automation to improve efficiency and cost-effectiveness. - Targeting approximately 3% of revenues for CapEx investment in the near future. - Actively pursuing acquisitions to enhance portfolio; announced acquisition of a U.S.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.