Elbit Systems Q2 2025 Earnings Surge on Defense Demand and Contract Wins

Elbit Systems Ltd. (NASDAQ: ESLT) reported a 21% year-over-year revenue increase to $1.97 billion for Q2 2025, driven by heightened global defense demand and major contract wins. GAAP EPS reached $2.69, while Non-GAAP EPS climbed 55% to $3.23. The order backlog swelled to $23.8 billion, with 68% sourced from international clients.

Key drivers included a $260 million Airbus Bundeswehr deal and $260 million in airborne munitions orders. The Israel Ministry of Defense contributed significantly amid ongoing Middle East conflicts. Shares ROSE 5.69% to $462.06 midday following the earnings release.

President and CEO Bezhalel Machlis highlighted sustained momentum across all business lines. The company declared a $0.75 per share dividend payable October 27, 2025, reflecting confidence in cash FLOW stability.