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Elsight Posts Record Q4, Secures Major 2026 Orders and Expands U.S. Defence Footprint

Story Highlights
  • Elsight delivered record 2025 revenue and margins, backed by a swelling order backlog.
  • Major new contracts, U.S. defence wins and Aura rollout strengthen Elsight’s growth outlook.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Elsight Posts Record Q4, Secures Major 2026 Orders and Expands U.S. Defence Footprint

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Elsight Ltd. ( (AU:ELS) ) has provided an announcement.

Elsight reported a record fourth consecutive quarter of revenue growth, with Q4 2025 sales of about US$9.3 million lifting full-year revenue to roughly US$22.8 million, an eleven-fold increase year-on-year, supported by software-like gross margins of around 77% and a growing order backlog of about US$22 million that provides strong visibility into 2026. The company secured a US$21.2 million contract for deliveries in the first four months of 2026, booked its first 2026 commercial order from a U.S. public safety customer, and grew high-margin recurring revenue from software, cloud and connectivity subscriptions to US$2.6 million, while ending the quarter with US$59 million in cash. Strategically, Elsight expanded its global sales and business development presence, advanced its Halo platform with selection by the U.S. Defense Innovation Unit for Phase 3 of Project G.I. (DRM2), and began delivering its new Aura products, moves that deepen its footprint in U.S. defence programs, support commercial adoption under evolving U.S. regulatory frameworks, and position the company for multi-year growth across defence, government and commercial connectivity markets.

The most recent analyst rating on (AU:ELS) stock is a Sell with a A$4.50 price target. To see the full list of analyst forecasts on Elsight Ltd. stock, see the AU:ELS Stock Forecast page.

More about Elsight Ltd.

Elsight Ltd. (ASX: ELS) is a carrier-agnostic, multi-path connectivity solutions company that provides secure, resilient communications hardware and services, notably its Halo platform. The business targets defence, government and commercial markets, including uncrewed systems and, with its new Aura products, broader connected platforms requiring mission-critical, high-reliability data links.

Average Trading Volume: 1,067,845

Technical Sentiment Signal: Buy

Current Market Cap: A$989M

See more data about ELS stock on TipRanks’ Stock Analysis page.

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