Elbit Systems Ltd. · ESLT · Next earnings

Elbit Systems Ltd. reports Tuesday, Nov 17, 2026

ESLT reports before market open with consensus EPS at $3.65 and revenue at $2.26B. Last quarter: Elbit Systems: Record Backlog Supports Growth, but Capacity Execution Matters

Reports Before market open13 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $3.65 Calendar consensus
Consensus revenue $2.26B Calendar consensus
Report date Nov 17, 2026 Tuesday, date estimated
Session Before market open 13 days away

Where ESLT left off: FY2026 Q2

Full report

Elbit Systems: Record Backlog Supports Growth, but Capacity Execution Matters

EPS surprise +12.2% Reported $4.14 vs $3.69
Revenue surprise +1.6% Reported $2.29B vs $2.25B
Stock move -8.3% Event window
Subsequent drift -7.9% Up to 20 sessions

No formal guidance update was provided in the supplied analysis. Management emphasized backlog conversion, capacity expansion and customer-matched investment.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Large multi-year defense contracts may face schedule or funding changes, slowing backlog conversion.
  • Geopolitical uncertainty could change demand patterns or program timing.
  • A higher effective tax rate may result from OECD Pillar II rules.
  • Aerospace and defense supply-chain constraints could affect delivery and capacity expansion.

Questions analysts left open

  • How quickly the record backlog converts to revenue, including the role of customer-funded CapEx.
  • Whether maritime demand and high-power laser programs broaden across regions.
  • Sustainability of night-vision growth and the status of the Howitzer program.
  • Capacity discipline as capital spending rises.
  • Potential effects of geopolitical, supply-chain and contract-scheduling changes.

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Recent ESLT quarters

All ESLT earnings
-8.3%FY2026 Q2+16.0%FY2025 Q4+0.2%FY2025 Q3+5.6%FY2025 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.