Analysts expect revenue of $2.14 billion and non-GAAP EPS of $3.44, with the stock currently trading at $763.72 against a consensus price target of $1,026.67.
The primary focus for investors is the conversion rate of Elbit's record $28.1 billion order backlog into recognized revenue amid global defense budget expansions. The company enters the report following a fiscal 2025 characterized by double-digit growth and a credit rating upgrade, bolstered by large-scale contracts with the U.S. Army and European NATO members. Analysts are specifically watching for margin expansion and the operational impact of ongoing geopolitical tensions in the Middle East.