Elbit Systems (ESLT) Q4-25 earnings: Airborne lasers & the $28B backlog bottleneck

Defense contractor Elbit Systems (ESLT) surpassed the $2 billion quarterly revenue mark in Q4 2025, but their real test is physically clearing a massive order backlog without destroying cash flow.In ~10 minutes:• 🏭 Why buyers are directly co-funding Elbit’s new factory blueprints.• ✈️ Mounting high-power lasers on jets to defeat dirt-cheap drone swarms.• 🌍 Bypassing European red tape using "open architecture" rocket platforms.• 🚢 How Red Sea supply shocks forced sudden vertical integration.With an unprecedented $28.1 billion in the order book, management is accelerating 2026 CapEx to $300M and utilizing AI-driven robotic assembly lines to keep pace. We unpack the shifting math of modern defense technology and the stock's unbated 8.6% breakout on earnings day.Elbit Systems (ESLT) | Q4 FY2025AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.