undamentalytics Newsletter

Embraer vs Elbit Systems

Embraer and Elbit Systems are similar in size: $7.58bn and $7.94bn of revenue in their latest fiscal years. Embraer grew faster (18.5% against 16.3%). Elbit Systems kept more of each dollar of sales as profit: a net margin of 6.7% against 4.6%. Embraer carries less debt relative to equity (0.0% against 4.2%).

Latest fiscal yearEmbraerEMBJ, 2025Elbit SystemsESLT, 2025
Revenue $7.58bn $7.94bn
Revenue growth 18.5% 16.3%
Net income $352m $534m
Operating margin 8.0% 8.5%
Net margin 4.6% 6.7%
Return on equity 10.8% 14.4%
Free cash flow $683m $553m
Cash $1.95bn $635m
Total debt $0 $172m
Debt to equity 0.0% 4.2%
Dividend per share — —
Dividend yield — 0.3%
Share buybacks — —
Employees — —
Market value $13.79bn $34.48bn
Price vs our value range Below our value range Above our value range
Moat score — 46 (Moderate)
Insider trades, 12 months 0 buys, 0 sales 0 buys, 7 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.