ESLT

Cognyte Software CGNT will release results for the first quarter of fiscal 2027 on June 3. CGNT’s earnings beat the Zacks Consensus Estimate in the last two quarters by 900% and 250%, respectively. Let us see how CGNT is expected to fare in terms of revenues and earnings this time. Image Source: Zacks Investment Research The Zacks Consensus Estimate for the first-quarter 2027 earnings is pegged at 10 cents per share, unchanged over the past 30 days. The same for revenues is pinned at $105.3 million, indicating 10.2% jump from the year-ago actual. Our proven model does not predict an earnings beat for CGNT this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here. CGNT currently has a Zacks Rank #3 and an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. You can see the complete list of today’s Zacks #1 Rank stocks here. Cognyte entered the fiscal first quarter following a year of double-digit growth and improving profitability. Revenues for fiscal 2026 surged 14.1%, driven by demand from repeat customers, as well as increases in new customers. Fiscal 2026 non-GAAP gross margin expanded 200 basis points to 73%, while non-GAAP operating profit of $36.7 million more than doubled year over year. The company has already achieved its fiscal 2028 gross margin targets ahead of schedule, indicating strong execution. However, management has explicitly guided that the fiscal first quarter revenues will come in slightly below the fiscal fourth quarter levels, followed by sequential improvement each quarter. This is mostly aligned with the seasonality of the business. Driven by revenue trends, gross margin is also expected to fluctuate between quarters. Cognyte continues to have strong revenue visibility. Total RPO stood at $557.2 million, with a backlog of $433.4 million at the end of fiscal 2026. Total RPO is the sum of contract liabilities and backlog. As a result, the company now expects fiscal 2027 revenues to be $448 million (+/-3%) compared with $400 million in fiscal 2026. Demand trends remain strong. Cognyte operates in a domain shaped by rising geopolitical tensions, increasing cyber and hybrid threats, sophisticated, complex data and the need for real-time intell...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Elbit Systems (TASE:ESLT) is back in focus after securing a roughly US$1.4b military modernization contract with a European customer, alongside first quarter 2026 results showing double digit revenue and profit growth and a record order backlog. See our latest analysis for Elbit Systems. The military modernization contracts, record order backlog and stronger first quarter results have coincided with strong momentum, with a 1-day share price return of 5.95%, year to date share price return of 32.64% and a 1-year total shareholder return of 76.23%. If this defense contract win has you thinking about other potential beneficiaries of defense and security spending, it may be worth scanning 34 robotics and automation stocks With Elbit Systems trading at ₪2,470 against an average analyst price target of ₪3,324, the stock sits at a sizable implied discount. The key question for investors is whether this represents a genuine opportunity or whether the market is already accounting for the company’s future growth prospects. Elbit Systems last closed at ₪2,470, while the most followed narrative pegs fair value at about ₪1,828, using a 9.33% discount rate and detailed growth assumptions. Read the complete narrative. Want to see what kind of revenue path and margin lift need to play out for that backlog story to justify the valuation? The narrative leans on compounded earnings growth, rising profitability and a rich future earnings multiple that pushes Elbit Systems into territory usually reserved for high growth sectors. Curious how those moving parts fit together and what has to go right by 2028 for the numbers to stack up? Result: Fair Value of ₪1,828 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this narrative can unwind quickly if global defense budgets normalize faster than expected or if large multiyear programs run into costly delays and execution issues. Find out about the key risks to this Elbit Systems narrative. While the narrative driven fair value lands at ₪1,828 and flags Elbit Systems as overvalued, the current P/E of 69.7x is below a fair ratio of 104.6x and slightly below a 71.4x peer average, yet above the 63.7x Asian Aerospace & Defense industry level. This raises the question o...

Elbit Systems Ltd. ESLT used its first-quarter 2026 earnings call to underline a message bigger than the quarter itself: record backlog, stronger European demand and a broader production buildout are giving management more confidence in sustained growth. Although the company is yet to provide formal guidance, executives sounded increasingly confident about mid-teens revenue growth, margin expansion, and further acquisition activity amid elevated defense demand across multiple regions. Chief financial officer Yaacov Kagan opened with the clearest headline from the quarter: backlog topped $30 billion for the first time, reaching $30.2 billion as revenues rose 15.5% to $2.19 billion. Non-GAAP operating margin also moved above 10%, meeting an internal target management had emphasized. That financial backdrop mattered because management framed it as evidence that demand is converting into profitable growth, not just order accumulation. Non-GAAP EPS rose to $3.87 from $2.57 a year earlier, while free cash flow increased to $210 million. The quarter also topped the Zacks Consensus Estimate on both major financial metrics, reporting adjusted EPS of $3.87 compared with the expected $3.44 and revenues of $2.19 billion compared with the expected $2.14 billion, based on the provided Zacks data. Elbit Systems Ltd. price-consensus-eps-surprise-chart | Elbit Systems Ltd. Quote Chief executive officer Bezhalel Machlis made Europe the center of the strategic narrative. He pointed to a newly announced $1.4 billion European modernization contract and described the region as a major growth engine as customers accelerate procurement and force modernization. Kagan’s prepared remarks supported that view. Europe represented 23% of first-quarter revenues, and management said the shift in the region is profound, with strengthening demand trends. In Q&A, Machlis expanded that point, highlighting Germany, Scandinavia and the Baltics as especially active opportunity zones. He paired that with Elbit’s long-standing local-production model, saying the company’s network of subsidiaries helps it embed into national defense ecosystems. Management also made clear that capacity is now a strategic priority. Machlis said Elbit is increasing capital spending in Israel and Europe, with a new Southern Israel facility progressing, a Romanian unmanned aerial system site launched and the UTACS acquisit...

Elbit Systems (ESLT) reported $2.19 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 15.5%. EPS of $3.87 for the same period compares to $2.57 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $2.14 billion, representing a surprise of +2.37%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $3.44. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Elbit performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues by segments- Aerospace: $516.6 million versus the two-analyst average estimate of $509.9 million. The reported number represents a year-over-year change of +2.4%. Revenues by segments- C4I and Cyber: $256.7 million versus the two-analyst average estimate of $242.63 million. The reported number represents a year-over-year change of +16.7%. Revenues by segments- Intersegment revenue: $-146.1 million versus $-159.5 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -5.4% change. Revenues by segments- Land: $714.6 million compared to the $713.29 million average estimate based on two analysts. The reported number represents a change of +27.4% year over year. Revenues by segments- ESA: $423.9 million compared to the $426.53 million average estimate based on two analysts. The reported number represents a change of +4.9% year over year. Revenues by segments- ISTAR and EW: $423.1 million versus the two-analyst average estimate of $405.27 million. The reported number represents a year-over-year change of +17.2%. View all Key Company Metrics for Elbit here>>> Shares of Elbit have returned -6.3% over the past month versus the Zacks S&P 500 composite's +4.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term. Want the latest recommendatio...

Elbit Systems (ESLT) came out with quarterly earnings of $3.87 per share, beating the Zacks Consensus Estimate of $3.44 per share. This compares to earnings of $2.57 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +12.50%. A quarter ago, it was expected that this maker of defense electronics would post earnings of $3.23 per share when it actually produced earnings of $3.56, delivering a surprise of +10.22%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Elbit, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $2.19 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.37%. This compares to year-ago revenues of $1.9 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Elbit shares have added about 32.9% since the beginning of the year versus the S&P 500's gain of 9.2%. While Elbit has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Elbit was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) st...

Interested in Elbit Systems Ltd.? Here are five stocks we like better. Elbit Systems posted a strong Q1 2026, with revenue up 15.5% to $2.189 billion, GAAP diluted EPS up 42% to $3.34, and non-GAAP diluted EPS up 51% to $3.87. Operating margins and gross margins also improved, reflecting stronger demand and better product mix. Backlog hit a record $30.2 billion, up more than $7 billion year over year, and contract awards in the quarter topped $4 billion. Management also announced a new roughly $1.4 billion European modernization contract, reinforcing robust demand across defense markets. Growth is being driven by Land, C4I/Cyber and electronic warfare, with Europe described as a key growth engine. Elbit is also increasing investment in capacity, R&D and AI, while cash flow improved and the board raised the quarterly dividend to $1 per share. Defense Dividends: 3 Strong Performers That Are Raising Payouts Elbit Systems (NASDAQ:ESLT) reported a stronger first quarter of 2026, with management highlighting double-digit growth in revenue, operating profit and earnings per share, as well as a record backlog that surpassed $30 billion for the first time. Kobi Kagan, the company’s chief financial officer, said first-quarter revenue rose 15.5% to $2.189 billion, compared with $1.896 billion in the first quarter of 2025. He said the quarter’s revenue also exceeded the preceding fourth quarter, reflecting “the strong demand we are witnessing from our key markets.” → Voya Financial Grows Earnings Across All 3 Business Segments Elbit Systems Jumps on Record Earnings and a $1.6B Contract GAAP operating income increased to $205.1 million, or 9.4% of revenue, from $149.7 million, or 7.9% of revenue, a year earlier. On a non-GAAP basis, operating income was $222 million, or 10.1% of revenue, compared with $165.1 million, or 8.7% of revenue, in the prior-year period. GAAP diluted earnings per share rose 42% to $3.34 from $2.35, while non-GAAP diluted EPS increased 51% to $3.87 from $2.57. Kagan said gross margins expanded due to scale and product mix, with GAAP gross margin rising to 25.2% from 24.0% a year earlier. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns Archer or Joby: Which Aviation Company Might Rise Fastest? Elbit’s backlog reached $30.2 billion as of March 31, 2026, up by more than $7 billion from the end of March 2025. Kagan said approxima...

This article first appeared on GuruFocus. Revenue: Increased by 15.5% to $2.189 billion compared to $1.896 billion in Q1 2025. Backlog: Surpassed $30 billion for the first time, with approximately 71% generated from outside of Israel. GAAP Gross Margin: 25.2% of revenues, up from 24% in Q1 2025. Non-GAAP Gross Margin: 25.5%, compared to 24.3% in Q1 2025. GAAP Operating Income: $205.1 million or 9.4% of revenues, up from $149.7 million or 7.9% in Q1 2025. Non-GAAP Operating Income: $222 million or 10.1% of revenues, compared to $165.1 million or 8.7% in Q1 2025. Net R&D Expenses: $150.4 million or 6.9% of revenues, up from $114.3 million or 6.1% in Q1 2025. GAAP Diluted EPS: $3.34, up 42% from $2.35 in Q1 2025. Non-GAAP Diluted EPS: $3.87, up 51% from $2.57 in Q1 2025. Net Cash Provided by Operating Activities: $281 million, compared to $184 million in Q1 2025. Free Cash Flow: $210 million, up 30% from $161 million in Q1 2025. Dividend: $1 per share to be paid on July 6, 2026. Warning! GuruFocus has detected 1 Warning Sign with CSW. Is ESLT fairly valued? Test your thesis with our free DCF calculator. Release Date: May 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Elbit Systems Ltd (NASDAQ:ESLT) reported a strong quarter with double-digit growth in revenues, operating profit, and EPS. The company's backlog reached a record $30.2 billion, with significant contributions from international markets. Revenues increased by 15.5% year-over-year, driven by strong demand across key markets, particularly in Europe and Israel. Elbit Systems Ltd (NASDAQ:ESLT) achieved a non-GAAP operating margin exceeding 10%, reflecting strong execution and performance. The company is investing in advanced R&D initiatives, including AI capabilities, to support sustainable growth and maintain its leadership position. Despite strong financial performance, Elbit Systems Ltd (NASDAQ:ESLT) faces increased R&D expenses, which rose to 6.9% of revenues. The company experienced a decrease in sales of medical devices, partially offsetting growth in other segments. Financial expenses, although reduced, still amounted to $32.2 million in the first quarter. The effective tax rate increased slightly to 13% compared to the previous year. Elbit Systems Ltd (NASDAQ:ESLT) is facing challenges in maintaining cost competitiveness and effective...

Elbit Systems ESLT is scheduled to release first-quarter 2026 results on May 26, before market open. The company delivered an earnings surprise of 10.2% in the last reported quarter. Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results. Elbit Systems entered 2026 with strong momentum, and the company’s first-quarter 2026 results are expected to benefit from its record order backlog, expanding international defense demand and improving profitability.The company’s quarterly results are expected to benefit from the continued investment in advanced technologies and production capacity. Elbit Systems has continued strengthening its presence in Europe, the United States, and Asia, as governments increase investments in advanced defense technologies, battlefield digitization, electronic warfare, ammunition, counter-UAS systems, and air-defense capabilities. The company is expected to have benefited from the rising defense spending, growing geopolitical tensions and modernization programs. In the first quarter, Elbit Systems completed the acquisition of UAV???Tactical???Systems???Ltd. (“UTACS”), a move that enhances the company’s presence in the expanding European defense and unmanned aerial systems sector. The acquisition provides Elbit Systems with stronger integration into the UK and broader NATO defense network, enabling it to develop, produce, and maintain sophisticated tactical UAV solutions within Europe for regional military customers. The Zacks Consensus Estimate for earnings is pegged at $3.44 per share, indicating a year-over-year increase of 33.9%.The Zacks Consensus Estimate for revenues is pinned at $2.14 billion, implying a year-over-year improvement of 12.8%. Our proven model does not predict an earnings beat for Elbit Systems this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below. Elbit Systems Ltd. price-eps-surprise | Elbit Systems Ltd. Quote Earnings ESP: The company’s Earnings ESP is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.Zacks Rank: Currently, the company carries a Zacks Rank #2. You can see the complete list of today's Zacks #1 Rank stocks here. Teledyne Technologies Inc. TDY reported first-...

The upcoming report from Elbit Systems (ESLT) is expected to reveal quarterly earnings of $3.44 per share, indicating an increase of 33.9% compared to the year-ago period. Analysts forecast revenues of $2.14 billion, representing an increase of 12.8% year over year. Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock. While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights. With that in mind, let's delve into the average projections of some Elbit metrics that are commonly tracked and projected by analysts on Wall Street. It is projected by analysts that the 'Revenues by segments- Aerospace' will reach $509.90 million. The estimate indicates a year-over-year change of +1.1%. The consensus estimate for 'Revenues by segments- C4I and Cyber' stands at $242.63 million. The estimate points to a change of +10.3% from the year-ago quarter. According to the collective judgment of analysts, 'Revenues by segments- Land' should come in at $713.29 million. The estimate points to a change of +27.2% from the year-ago quarter. The average prediction of analysts places 'Revenues by segments- ESA' at $426.53 million. The estimate points to a change of +5.5% from the year-ago quarter. Analysts forecast 'Revenues by segments- ISTAR and EW' to reach $405.27 million. The estimate points to a change of +12.3% from the year-ago quarter. View all Key Company Metrics for Elbit here>>> Shares of Elbit have experienced a change of -10.9% in the past month compared to the +3.3% move of the Zacks S&P 500 composite. With a Zacks Rank #2 (Buy), ESLT is expected to outperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> . Want the lat...

The Company will host a Conference Call to discuss its financial results on May 26, 2026 at 9:00am ET HAIFA, Israel, April 27, 2026 /PRNewswire/ -- Elbit Systems Ltd. (NASDAQ: ESLT) (TASE: ESLT) ("Elbit Systems" or the "Company") announced today that it will publish its first quarter 2026 financial results on Tuesday, May 26, 2026. Results Conference Call The Company will host a conference call on May 26, 2026, at 9:00am Eastern Time. On the call, management will review and discuss the results and will be available to answer questions. To participate, please call one of the dial-in numbers below: US Dial-in Number: 1-866-744-5399 Canada Dial-in Number: 1-866-485-2399 Israel Dial-in Number: +972-3-918-0644 International Dial-in Number: +972-3-918-0644 at 9:00am Eastern Time; 6:00am Pacific Time; 4:00pm Israel Time This call will also be broadcast live on Elbit Systems' website at http://www.elbitsystems.com. An online replay will be available from 24 hours after the call ends. Alternatively, for two days following the call, investors will be able to dial a replay number to listen to the call. The dial-in numbers are: 1-888-782-4291 (U.S. and Canada) or +972-3-925-5900 (Israel and International). About Elbit Systems Elbit Systems is a leading global defense technology company, delivering advanced solutions for a secure and safer world. Elbit Systems develops, manufactures, integrates and sustains a range of next-generation solutions across multiple domains. Driven by its agile, collaborative culture, and leveraging Israel's technology ecosystem, Elbit Systems enables customers to address rapidly evolving battlefield challenges and overcome threats. Elbit Systems employs over 20,000 people in dozens of countries across five continents. The Company reported $7,938.6 million in revenues for the year ended December 31, 2025 and an order backlog of $28.1 billion as of such date. For additional information, visit: www.elbitsystems.com, follow us on X or visit our official Facebook, Youtube and LinkedIn Channels. Company Contact: Dr. Yaacov (Kobi) Kagan, Executive VP - CFO Tel: +972-77-2946663 [email protected] Daniella Finn, VP, Investor Relations Tel: +972-77-2948984 [email protected] Dalia Bodinger, VP, Communications & Brand Tel: +972-77-2947602 [email protected] This press release may contain forward–looking statements (withi...

This article first appeared on GuruFocus. Revenue: Q4 2025 revenue increased by 11% to $2.149 billion; full year 2025 revenue increased by 16% to $7.939 billion. Segment Revenue Growth: C4I and Cyber up 19%, ISTAR & EW up 39%, Land up 22%, Elbit Systems of America up 9%, Aerospace down 14% in Q4 2025. Gross Margin: Q4 2025 GAAP gross margin was 24.7%; full year 2025 GAAP gross margin was 24.4%. Operating Income: Q4 2025 GAAP operating income was $192 million; full year 2025 GAAP operating income was $671 million. EPS: Q4 2025 GAAP diluted EPS was $3.52; full year 2025 GAAP diluted EPS was $11.39. Backlog: As of December 31, 2025, backlog was $28.1 billion, up $5.5 billion from 2024. Free Cash Flow: 2025 free cash flow was $553 million, up 73% from 2024. Dividend: Declared a dividend of $1 per share for 2025. Warning! GuruFocus has detected 8 Warning Signs with TSAT. Is ESLT fairly valued? Test your thesis with our free DCF calculator. Release Date: March 17, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Elbit Systems Ltd (NASDAQ:ESLT) reported double-digit growth in revenues, operating profit, EPS, and backlog for the fourth quarter and full year 2025. The company's backlog increased by $5.5 billion, reaching $28.1 billion, with 72% of it generated from international customers. Record free cash flow was generated in 2025, surpassing the $0.5 billion mark, with a 73% increase from the previous year. Elbit Systems Ltd (NASDAQ:ESLT) secured significant contracts, including a $2.3 billion strategic solution contract and a $1.6 billion defense solutions contract for European countries. The company continues to invest heavily in R&D, focusing on advanced AI capabilities and disruptive technologies, ensuring future growth and market leadership. Aerospace revenue decreased by 14% in the fourth quarter of 2025, mainly due to lower sales in training and simulation in Europe. Despite the strong backlog, the company faces challenges in meeting high demand due to capacity constraints, necessitating significant CapEx investments. The effective tax rate decreased to 9.9% in 2025 from 11.4% in 2024, which may indicate potential tax-related uncertainties. Elbit Systems Ltd (NASDAQ:ESLT) is heavily reliant on the Israeli Ministry of Defense for some R&D funding, which could pose risks if funding priorities change. Th...