Mission Statement, Vision, & Core Values of Elbit Systems Ltd. (ESLT)

Elbit Systems Ltd. (ESLT) is an exceptional case where a clear Mission and Vision directly translate to bottom-line performance, evidenced by the Q3 2025 order backlog hitting a record $25.2 billion. That massive figure-representing approximately 3.27 times annual revenue-isn't just a number; it's a direct vote of confidence in their stated goal: to be a global leader in designing and delivering innovative solutions for a secure and safer world. How does a company's core philosophy drive a 52% jump in Non-GAAP diluted Earnings Per Share (EPS) to $3.35 in a single quarter, and what does their commitment to ethical solutions mean for the new $2.3 billion strategic international contract they just secured? We need to look past the impressive financials to the bedrock principles that make this kind of growth defintely sustainable.

Elbit Systems Ltd. (ESLT) Overview

You're looking for a clear picture of what makes Elbit Systems Ltd. a formidable defense technology player, and the answer lies in their decades of innovation and their diverse global footprint. Founded in 1966, this Haifa, Israel-based company has grown from a local defense contractor into a high-technology powerhouse that designs and delivers a broad portfolio of airborne, land, and naval systems worldwide. It's a classic case of deep R&D investment paying off in operational superiority.

Their core business is building 'systems of systems'-integrated solutions that connect different defense elements like sensors, command centers, and effectors. They don't just sell components; they sell a fully networked capability. This includes everything from advanced Unmanned Aircraft Systems (UAS), like the Hermes 900, to sophisticated electro-optic and electronic warfare (EW) systems. They employ approximately 20,000 people across five continents, which shows you the scale of their global operations.

• Develops airborne, land, and naval systems.
• Specializes in C4ISR (Command, Control, Communications, Computers, Intelligence, Surveillance, and Reconnaissance).
• Products include UAS, electro-optics, and precision munitions.

For the first nine months of the 2025 fiscal year, Elbit Systems Ltd. reported total revenue of approximately $5.79 billion, demonstrating an 18.2% growth compared to the same period in 2024. That's serious momentum.

Financial Performance: Q3 2025 Revenue and Growth Drivers

The latest numbers defintely show a company capitalizing on the current global demand for defense technology. In the third quarter of 2025 alone, which ended September 30, Elbit Systems Ltd. reported revenues of $1.922 billion, an 11.9% increase over the third quarter of 2024. This isn't just organic growth; it's a direct reflection of substantial contracts secured globally.

The most telling metric for future performance is the order backlog, which hit a record high of $25.2 billion as of September 30, 2025. That backlog provides long-term visibility for years to come. Here's the quick math on profitability: Non-GAAP diluted Earnings Per Share (EPS) jumped 52% year-over-year to $3.35 in Q3 2025, which handily beat analyst estimates. The underlying driver? Sales of ammunition and munition in Europe and Israel, which pushed Land revenue up by a massive 41% in the quarter.

Regionally, their diversified revenue stream is a key strength. Europe contributed 28% of Q3 2025 revenue, totaling $536 million, a 24.7% increase from the prior year. Israel accounted for over 33% of the quarter's revenue, or $642 million, while North America brought in $407 million, representing 21% of the total. Plus, they recently announced a single, new international contract valued at $2.3 billion, the largest in the company's history. That alone is a massive vote of confidence from an international customer.

Elbit Systems Ltd.: A Leader in Defense Technology

When you look at the sheer scale of their backlog and the complexity of their offerings, it's clear why Elbit Systems Ltd. is considered a leading global defense technology company. They are not just keeping pace; they are setting the standard for next-generation solutions in a rapidly evolving threat landscape. Their focus on integrating advanced technologies like artificial intelligence and big data analytics into their systems is what gives them a competitive edge in the C4ISR domain.

They consistently invest a material percentage of their revenues into research and development (R&D) to maintain that technological lead. This strategy allows them to offer cost-effective modernization programs for existing platforms, which is a huge selling point for countries operating on tight defense budgets. The recent financial results, particularly the $25.2 billion backlog, confirm that global defense ministries are choosing Elbit Systems Ltd.'s battle-tested and operationally-proven systems. They are a critical partner for national security across multiple continents, not just in Israel.

If you're interested in a deeper dive into the institutional money behind this growth story, you should check out Exploring Elbit Systems Ltd. (ESLT) Investor Profile: Who's Buying and Why?. You need to understand the investor base to truly grasp the market's long-term view of their success.

Elbit Systems Ltd. (ESLT) Mission Statement

You're looking for the bedrock of a company's strategy-the mission statement-because it tells you where they're putting their capital and why. For Elbit Systems Ltd., the mission is clear: To support our customers' needs, by delivering innovative technological solutions and leveraging the unique entrepreneurial and team spirit of our people. That statement isn't just a poster on a wall; it's the blueprint that guides their long-term goals and, more importantly, their allocation of the $7.7 billion in revenue they generated in the last twelve months ending September 30, 2025. It's how they translate high-tech defense electronics into tangible value for global customers.

A mission this focused in the defense sector is defintely a strategic asset. It helps every segment, from Aerospace to Land systems, prioritize development and deployment, especially with a record-high order backlog. This clarity is what gives investors confidence in their execution.

Core Component 1: Supporting Customer Needs

The first core component is a deep, customer-centric focus. In this industry, supporting a customer's need means providing a reliable edge in a high-stakes environment. Elbit Systems Ltd. demonstrates this commitment by tailoring total solutions based on its core competencies, rather than just selling off-the-shelf products.

The market's confidence in this approach is evident in the company's massive order backlog. As of September 30, 2025, the backlog stood at a record-breaking $25.2 billion. That number is a direct measure of customer trust and long-term commitment. Here's the quick math: roughly 69% of that backlog is from orders outside of Israel, showing their global reach and ability to meet diverse international requirements. They're not just taking orders; they're building lasting partnerships worldwide.

• Build lasting partnerships worldwide.
• Deliver tailored, not just standard, solutions.
• Maintain a backlog that ensures long-term revenue visibility.

Core Component 2: Delivering Innovative Technological Solutions

The mission explicitly calls for 'delivering innovative technological solutions,' which is where the company's heavy investment in research and development (R&D) comes in. Innovation isn't cheap, but it's the only way to stay ahead in defense technology. You can see this commitment in their Q3 2025 financial results: R&D expenses, net, were $129.1 million, representing 6.7% of revenues for the quarter. This consistent investment is what fuels their technological edge.

This focus on innovation directly translates to major contract wins. For example, in November 2025, Elbit Systems Ltd. secured an international contract for a strategic solution valued at approximately $2.3 billion, to be performed over eight years. This monumental contract, one of the largest in the company's history, is a clear validation of their unique technological capabilities and their commitment to providing advanced, relevant solutions. They invest in the future to secure profitable growth.

Core Component 3: Leveraging the Unique Entrepreneurial and Team Spirit

The final, and often overlooked, component of the mission is the human element: 'leveraging the unique entrepreneurial and team spirit of our people.' This acknowledges that high-tech defense solutions are fundamentally built by people. Elbit Systems Ltd. employs approximately 20,000 people across dozens of countries, and their agile, collaborative culture is what enables them to address rapidly evolving battlefield challenges.

This 'team spirit' is crucial for managing the complexity of their diversified portfolio, which spans five main segments: Aerospace; C4I and Cyber; ISTAR and EW; Land; and Elbit Systems of America. A strong internal culture is essential for integrating these multidisciplinary capabilities into the 'total solutions' they promise customers. If the internal teams aren't collaborating, the integrated system fails. The CEO has repeatedly emphasized that the dedicated employees worldwide are the driving force behind the company's strong financial results and milestones. If you want to dive deeper into who's backing this strategy, check out Exploring Elbit Systems Ltd. (ESLT) Investor Profile: Who's Buying and Why?

Next step: Your investment committee should model the impact of the $2.3 billion contract on projected 2026 revenue, using a conservative 12.5% annual recognition rate.

Elbit Systems Ltd. (ESLT) Vision Statement

You're looking at Elbit Systems Ltd. (ESLT) because its vision-Breaking Down Elbit Systems Ltd. (ESLT) Financial Health: Key Insights for Investors-is directly tied to a massive, growing global defense budget. The company's vision is simple but powerful: To be a global leader in designing and delivering innovative solutions for a secure and safer world. That statement isn't just marketing; it maps directly to their operational focus and their financial performance, especially in the first nine months of 2025.

Here's the quick math on that performance: For the first nine months of 2025, revenue grew to $5.79 billion, an 18.2% increase over the same period in 2024. That kind of double-digit growth, paired with a record backlog, tells you the vision is being executed. The key is in how they break down that vision into actionable strategy.

Global Leadership in Defense Technology

Being a global leader means more than just having a large footprint; it means your customers are betting their long-term security on your systems. Elbit Systems' order backlog hit a record $25.2 billion as of September 30, 2025, providing clear revenue visibility for years to come. That's a massive war chest of future revenue.

The real story here is the geographic shift. Approximately 69% of that backlog is from outside Israel, with a clear focus on Europe. This international push is the core of their leadership strategy, especially as European defense budgets surge. For instance, the company recently secured a strategic solution contract for approximately $2.3 billion, their largest contract in history, which will be performed over eight years. Honestly, that kind of long-term contract is the defintely the best kind of revenue visibility an analyst can ask for.

• Backlog hit $25.2 billion in Q3 2025.
• 69% of backlog comes from international orders.
• Q3 2025 revenue from Europe grew 24.7% year-over-year.

Designing and Delivering Innovative Solutions

The word 'innovative' is what separates a defense contractor from a defense technology company. Elbit Systems consistently invests in research and development (R&D) to stay ahead of evolving battlefield challenges. R&D expenses were $129.1 million in the third quarter of 2025, representing 6.7% of revenues. That's a serious commitment to future product cycles.

Their innovation isn't abstract; it's concrete products like the JUPITER space camera and the PAWS 2 missile warning system, both launched recently. This focus on new, high-margin technology is what drives their profitability target. Management has set an internal target to reach a 10% non-GAAP operating profit margin, which they are consistently working toward, hitting 9.7% in Q3 2025. The operational excellence, including using Artificial Intelligence (AI) for process improvements, is helping to expand that margin.

For a Secure and Safer World

This part of the vision statement is about the ultimate impact and the underlying core values (like ethical conduct and responsibility). In the defense sector, this translates to reliability and trust, which directly fuels the massive backlog. When a country commits billions to a strategic solution, they need a partner with proven systems.

The company's growth in the Land segment, with revenue increasing by 41% in Q3 2025, is a direct result of providing tested and proven systems like ammunition and munitions to Israel and Europe. This isn't just about sales; it's about strengthening national security for many countries. Their non-GAAP net profit for the first nine months of 2025 was $428 million, showing that their mission of providing security is also a highly profitable business model. It's a pragmatic realization that global stability requires advanced, reliable technology.

Elbit Systems Ltd. (ESLT) Core Values

You're looking for the bedrock of Elbit Systems Ltd.'s (ESLT) sustained growth-the core values that translate into their financial performance. Honestly, it's not just about the technology; it's how they execute their strategy, which is rooted in three key principles. The proof is in the numbers: their order backlog hit a record $25.2 billion as of September 30, 2025, providing a clear line of sight on future revenue.

This kind of long-term visibility doesn't happen by accident. It's the direct result of a corporate culture that prioritizes people, customer relationships, and a defintely ethical approach to a complex industry. Let's break down how these values manifest in their operations and financials.

Exceptional People & Global Team Spirit

This value is about recognizing that a defense technology company's true asset is its intellectual capital-the engineers and analysts who create the next generation of solutions. Elbit Systems understands this, so they invest heavily in their team and the innovation pipeline. You can see this commitment directly in their research and development (R&D) spending, which is the engine of their competitive edge.

In the third quarter of 2025 alone, net R&D expenses were $129.1 million, representing 6.7% of their quarterly revenues. That's a significant commitment to future growth, not just maintaining the status quo. Plus, they employ approximately 20,000 people across five continents, which is the definition of a global team spirit.

• Invest in R&D to secure future growth.
• Foster an agile, collaborative culture.
• Expand physical presence globally for local support.

This focus on people and innovation is what allows them to launch advanced products like the JUPITER space camera in Q3 2025, a multispectral, lightweight camera supporting earth observation missions. It's a simple equation: invest in your people, and they will deliver the innovation that drives revenue.

Lasting Partnerships & Customer Focus

For a defense contractor, a partnership is a multi-decade commitment, not a one-off sale. Elbit Systems' value here is about tailoring total solutions to empower customers, which means building lasting relationships worldwide. The financial impact of this is undeniable: the order backlog is massive, and importantly, 69% of that $25.2 billion backlog is from non-Israeli customers.

This global trust is what secured the recent, major international contract for a strategic defense solution, valued at approximately $2.3 billion over eight years. This contract provides solid, long-term revenue visibility. They also continue to support their domestic partners, as seen by the November 2025 contracts totaling approximately $210 million from the Israel Ministry of Defense for Merkava Main Battle Tank upgrades.

Here's the quick math on their European strategy: they're expanding their physical footprint, opening new facilities in Sweden and Germany in 2025. This move is all about being closer to key markets, ensuring they can deliver and sustain solutions effectively, especially as growth shifts toward European defense spending. You can read more about the drivers behind this demand in Exploring Elbit Systems Ltd. (ESLT) Investor Profile: Who's Buying and Why?

Ethical and Responsible Solutions & Meaningful Impact

The company's vision is clear: to be a global leader in designing and delivering innovative solutions for a secure and safer world. This isn't just marketing; it's the ethical framework for their products. In an industry that faces constant scrutiny, their commitment is to provide solutions that enhance the operational effectiveness and survivability of platforms, which is a meaningful impact for their customers.

The upgrade contracts for the Merkava Main Battle Tanks, for example, include high-performance, lightweight, AI-enhanced electro-optical sights. These aren't just new parts; they are systems designed to improve situational awareness and target acquisition, directly enhancing the safety and effectiveness of the operators. This focus on 'ethical and responsible solutions' is a prerequisite for securing major government contracts globally. Their strong Q3 2025 non-GAAP diluted earnings per share (EPS) of $3.35-a 52% jump year-over-year-shows that doing the right thing for their customers also drives shareholder value.

Next step: Analyze the segment revenue breakdown from the Q3 2025 results to see which value is driving the most near-term growth.