Elbit Systems Ltd (ESLT) Releases Q4 2025 Earnings: Strong Revenue and EPS Growth but Operating Cash Falls

By: Quiver EarningsTracker

Posted: 2 weeks, 3 days ago / March 17, 2026 8:38 p.m. UTC

ESLT

Elbit Systems Ltd (ESLT) Q4 2025 results included the following key metrics:

Total revenue: $2.15 billion (up 11.31% year-over-year).

Cost of sales: $1.62 billion (up 10.49% year-over-year).

Gross profit: $529.79 million (up 13.88% year-over-year).

Operating profit: $192.47 million (up 36.12% year-over-year).

Net income attributable to common shareholders: $168.16 million (up 86.86% year-over-year).

Per-share and cash results:

Diluted earnings per share: $3.62 (up 81.04% year-over-year).

Cash from operating activities: $317.33 million (down 29.81% year-over-year).

Purchases of property, plant and equipment (capital expenditures): $97.18 million (up 102.25% year-over-year).

Balance sheet highlights:

Cash and cash equivalents: $635.14 million (up 139.36% year-over-year).

Total liabilities: $8.53 billion (up 10.93% year-over-year).

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Elbit Systems LTD Hedge Fund Activity

We have seen 164 institutional investors add shares of Elbit Systems LTD stock to their portfolio, and 179 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CLAL INSURANCE ENTERPRISES HOLDINGS LTD added 397,049 shares (+34.4%) to their portfolio in Q4 2025, for an estimated $229,379,177
LAZARD ASSET MANAGEMENT LLC removed 210,762 shares (-62.0%) from their portfolio in Q4 2025, for an estimated $121,759,315
1832 ASSET MANAGEMENT L.P. removed 164,676 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $95,134,971
ALTSHULER SHAHAM LTD removed 104,194 shares (-16.9%) from their portfolio in Q4 2025, for an estimated $60,193,915
GHISALLO CAPITAL MANAGEMENT LLC removed 100,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $57,771,000
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. added 77,192 shares (+709.3%) to their portfolio in Q4 2025, for an estimated $44,594,590
MORGAN STANLEY removed 75,605 shares (-26.3%) from their portfolio in Q4 2025, for an estimated $43,677,764

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Elbit Systems LTD Price Targets

Multiple analysts have issued price targets for $ESLT recently. We have seen 2 analysts offer price targets for $ESLT in the last 6 months, with a median target of $555.5.

Here are some recent targets:

Seth Seifman from JP Morgan set a target price of $580.0 on 12/19/2025
Kristine Liwag from Morgan Stanley set a target price of $531.0 on 12/11/2025