Analysts expect Elbit Systems to report Q2 2026 revenue of $1.74 billion and EPS of $3.57, with the stock currently trading at $238.15 against a $258.00 average analyst price target.
The central story for this report is the company's record order backlog, which investors are monitoring for signs of accelerated conversion into top-line growth. Market participants are particularly focused on the book-to-bill ratio and the impact of sustained global geopolitical instability on long-term procurement contracts. Additionally, analysts are looking for expansion in operating margins as Elbit navigates higher production costs and supply chain constraints associated with surging defense demand.