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Leonardo DRS (DRS)
NASDAQ:DRS
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.22Last Year’s EPS
0.18Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 12.45%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
Leonardo DRS reported strong Q1 performance with significant bookings, backlog growth, and strategic alignment with defense priorities. However, challenges related to supply chain disruptions and margin pressures in the ASC segment were noted. The overall business outlook remains positive, supported by robust demand and operational improvements.Company Guidance
During the Leonardo DRS First Quarter Fiscal Year 2025 Earnings Conference Call, the company reported strong financial performance, surpassing expectations with a 16% organic growth in revenue and adjusted EBITDA growth of 17%, reaching $82 million. The company's book-to-bill ratio was 1.2, with nearly $1 billion in bookings that increased the backlog to a record $8.6 billion. Leonardo DRS maintained its full-year guidance, projecting revenue between $3.45 billion and $3.525 billion, with an adjusted EBITDA forecast of $435 million to $455 million and adjusted diluted EPS in the range of $1.02 to $1.08. The company highlighted its diversified portfolio, strong demand across its segments, and ongoing capital return initiatives, including dividends and stock repurchases. Despite a dynamic operating environment and challenges such as increased germanium costs, the company expressed confidence in its ability to achieve its 2025 outlook, supported by a robust defense budget and strategic alignment with national defense priorities.Strong Bookings and Backlog
Leonardo DRS secured nearly $1 billion in bookings in Q1, translating to a 1.2 book-to-bill ratio. The company achieved its 13th consecutive quarter with a book-to-bill above 1, increasing the backlog to $8.6 billion.
Remarkable Organic Growth
The company experienced organic growth of 16% in Q1, with profit expansion and improved cash flow, driven by material receipts pulled into the quarter.
Successful Capital Return Initiatives
Leonardo DRS commenced the execution of capital return initiatives with the payment of its first dividend and initial stock repurchases.
Advanced Infrared Sensing Demand
High demand was noted for advanced infrared sensing, electric power and propulsion, and tactical radars, contributing to the company's growth.
Positive Adjusted EBITDA Growth
Adjusted EBITDA in Q1 was $82 million, representing a 17% growth from last year.
Defense Budget Alignment
The company is well-aligned with U.S. defense priorities, particularly in shipbuilding, force protection, and the nuclear triad.
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DRS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DRS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 01, 2025 | $36.96 | $40.23 | +8.85% |
| Feb 20, 2025 | $29.45 | $31.11 | +5.64% |
| Oct 30, 2024 | $28.32 | $31.55 | +11.41% |
| Jul 30, 2024 | $28.12 | $27.92 | -0.71% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Leonardo DRS (DRS) report earnings?
Leonardo DRS (DRS) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Leonardo DRS (DRS) earnings time?
Leonardo DRS (DRS) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DRS EPS forecast?
DRS EPS forecast for the fiscal quarter 2025 (Q2) is 0.22.
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