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ESLTBullishEarningsnews
High materiality9/10

Elbit Systems reports record backlog and strong Q2 2026 demand outlook

Aug 11, 2026, 3:22 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Backlog expansion, multi-year revenue visibility, and sizable near-term contracts (MBT, CBP) position ESLT for sustained earnings power. High backlog concentration outside Israel reduces geopolitical concentration risk, while dividend support adds yield-driven upside; historically, similar defense results have produced positive, multi-quarter upside with optionality from new awards.

AI summary

What happened, with direct paths to the underlying reporting

Elbit Systems posted a robust Q2 2026, with $2.29B in quarterly revenue and a record backlog of $32B, led by Europe and non-Israel programs. GAAP and Non-GAAP earnings rose, and cash generation improved, supporting a $1.00 per-share dividend. Key near-term catalysts include MBT upgrades and U.S. CBP awards, while a large portion of backlog remains outside Israel, suggesting sustained long-term growth.

  • Q2 2026 revenue $2,287.1m; backlog $32.0b; GAAP EPS $3.61; Non-GAAP $4.14.
  • Backlog outside Israel约73%; 42% of backlog to be performed in 2026–27.
  • Dividend declared: $1.00 per share; record date Oct 13, 2026; payout Oct 26, 2026.
  • EU/Asia-Pacific strength in ISTAR/EW and C4I/Cyber; US backlog and MBT upgrades honored.
  • Middle East conflicts boosted IMOD demand, though supply disruptions persist.

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