Leonardo DRS, Inc. (2VZ)
XDUS 
Summary
2VZ Chart
Leonardo DRS: 22% Stock Price Drop Supports Strong Buy Rating (Upgrade)
Leonardo DRS, Inc. is upgraded to Strong Buy after a 22% pullback, presenting an attractive entry point for investors. DRS delivered strong Q3 revenue growth and backlog expansion, though margins were slightly pressured by Germanium costs and ramping R&D. Guidance was tightened, with revenue growth now expected at 10-11% and stable EBITDA, reflecting cautious optimism despite near-term margin softness.
Leonardo DRS, Inc. (DRS) Q3 2025 Earnings Call Transcript
Leonardo DRS, Inc. ( DRS ) Q3 2025 Earnings Call October 29, 2025 9:30 AM EDT Company Participants Stephen Vather - Vice President of Investor Relations & Corporate Finance William Lynn - Chairman & CEO John Baylouny - Executive VP & COO Michael Dippold - Executive VP & CFO Conference Call Participants Peter Arment - Robert W. Baird & Co. Incorporated, Research Division Robert Stallard - Vertical Research Partners, LLC Michael Ciarmoli - Truist Securities, Inc., Research Division Kristine Liwag - Morgan Stanley, Research Division Anthony Valentini - Goldman Sachs Group, Inc., Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Andre Madrid - BTIG, LLC, Research Division Alexander Christian Preston - BofA Securities, Research Division Jonathan Tanwanteng - CJS Securities, Inc. Austin Moeller - Canaccord Genuity Corp., Research Division Presentation Operator Ladies and gentlemen, good day, and welcome to the Leonardo DRS Third Quarter Fiscal Year 2025 Earnings Conference Call.
Leonardo DRS, Inc. (DRS) Beats Q3 Earnings and Revenue Estimates
Leonardo DRS, Inc. (DRS) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.24 per share a year ago.
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Leonardo DRS, Inc. Profile
| Aerospace & Defense Industry | Industrials Sector | William J. Lynn III, CEO | XDUS Exchange | US52661A1088 ISIN |
| US Country | 7,000 Employees | 18 Nov 2025 Last Dividend | 14 Sep 2016 Last Split | 29 Nov 2022 IPO Date |
Overview
Leonardo DRS, Inc., a subsidiary of Leonardo S.p.A., is a prominent provider of defense electronics products, systems, and military support services. The company, incorporated in 1968 and headquartered in Arlington, Virginia, operates mainly through two segments: Advanced Sensing and Computing (ASC) and Integrated Mission Systems (IMS). Leonardo DRS has established itself as a critical player in the defense sector, offering a wide range of technological solutions that support military operations and enhance operational decision-making and execution. Its dedication to developing sophisticated sensor and computing technologies, along with integrated mission systems, underlines its commitment to supporting the U.S. and allied defense customers with innovative and reliable military solutions.
Products and Services
Leonardo DRS’s offerings span a broad array of defense technology solutions, grouped primarily under its two operational segments.
- Advanced Sensing and Computing (ASC):
This segment focuses on providing leading-edge sensing and network computing technology. The ASC segment's products and services are crucial for real-time situational awareness, enabling enhanced operational decision making and execution. Among its offerings are:
- Advanced Detection: Solutions for missions requiring high-precision targeting and surveillance, offering long-range electro-optic/infrared capabilities.
- Signals Intelligence: Comprehensive intelligence systems that span electronic warfare, ground vehicle sensing, and tactical radars.
- Network Computing: Platform computing solutions for ground and shipboard applications, supporting advanced battle management, combat systems, radar, command and control, and tactical networks.
- Integrated Mission Systems (IMS):
This segment delivers a wide range of power conversion, control, and distribution systems, alongside propulsion systems and motors tailored for U.S. and allied defense operations. Key solutions include:
- Electrical Propulsion Systems: Featuring power conversion, control, distribution, and propulsion systems, including energy storage systems and energy-efficient, rugged power conversion technologies.
- Motors and Variable Frequency Drives: High-power density permanent magnet motors and drives, offering optimized performance for defense applications.
- Force Protection Systems: Technologies designed to protect military forces, including transportation and logistics systems that ensure the safe conveyance of personnel and materials.
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