The EPS beat and massive $30.2B backlog are positive, but the revenue miss and mixed historical calibration (33% win rate at T+20) suggest caution. Monitor for any guidance updates or contract announcements in the coming weeks to confirm the demand trajectory.
Price Chart
Executive Summary
Elbit Systems reported Q1 2026 EPS of $3.87, beating the $3.68 consensus by 5.1%. Revenue was $2.19B, slightly below the $2.23B estimate. The company also disclosed a $30.2B order backlog, indicating strong future demand, but the revenue miss tempers the bullish read from the EPS beat. The filing is an annual meeting results press release, not a standalone earnings release, so the financial data is secondary to the shareholder votes.
Key Financial Metrics
Key Facts
- EPS of $3.87 beat consensus of $3.68 by 5.1%
- Revenue of $2.19B was below the $2.23B estimate
- Order backlog of $30.2B as of March 31, 2026
- Annual general meeting approved all proposed resolutions including board elections and auditor reappointment
Financial Impact
EPS beat of 5.1% vs consensus, revenue miss of ~1.8% vs consensus
Risk Factors
- Revenue miss vs consensus indicates potential top-line headwinds
- Historical performance shows poor T+20 returns on bullish calls for this ticker
- Forward-looking statements subject to geopolitical and budgetary risks
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302844678 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 7w ago | 6-K | $776.08 $714.40 | ▼ −7.95% | ▼ −6.89% | $696.23 (−10.29%) |
Aug 11, 2026 7w ago | Press Release | $776.08 $714.40 | ▼ −7.95% | ▼ −6.89% | $696.23 (−10.29%) |
Aug 6, 2026 8w ago | Press Release | $857.00 $701.22 | ▼ −18.18% | ▼ −18.78% | $696.23 (−18.76%) |
Jul 20, 2026 10w ago | 6-K | $754.85 $782.84 | ▲ +3.71% | ▼ −0.41% | $696.23 (−7.77%) |
Jul 20, 2026 10w ago | Press Release | $754.85 $782.84 | ▲ +3.71% | ▼ −0.41% | $696.23 (−7.77%) |
Jul 13, 2026 11w ago | 6-K | $735.40 $846.04 | ▲ +15.04% | ▲ +11.86% | $696.23 (−5.33%) |
Jul 13, 2026 11w ago | Press Release | $735.40 $846.04 | ▲ +15.04% | ▲ +11.86% | $696.23 (−5.33%) |
Jul 1, 2026 13w ago | 6-K | $759.98 $769.10 | ▲ +1.20% | ▲ +3.39% | $696.23 (−8.39%) |
May 28, 2026 18w ago | 6-K | $892.63 $715.72 | ▼ −19.82% | ▼ −16.67% | $696.23 (−22.00%) |
May 27, 2026 18w ago | GOVT-CONTRACT | $828.81 $732.71 | ▼ −11.59% | ▼ −9.69% | $696.23 (−16.00%) |
US Market Status
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