Leonardo DRS, Inc. (DRS)
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.
Is Leonardo DRS, Inc. (DRS) Outperforming Other Aerospace Stocks This Year?
Here is how Leonardo DRS, Inc. (DRS) and Airbus SE - Unsponsored ADR (EADSY) have performed compared to their sector so far this year.
Leonardo DRS: Defense Innovator Positioned For Growth, Amid U.S. And NATO Spending Surge
Leonardo DRS is well-positioned to benefit from significant increases in US and European defense spending, especially with new FY26 US defense budget allocations. The company's niche expertise in AI-driven systems, electronic warfare, and key defense contracts, like the Columbia-class submarine propulsion system, support strong growth prospects. Financials are solid, with sustainable debt, strong liquidity, and double-digit revenue and earnings growth; valuation analysis shows the stock is undervalued by nearly 29%.
Leonardo DRS, Inc. (DRS) Q2 2025 Earnings Call Transcript
Leonardo DRS, Inc. (NASDAQ:DRS ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Executives Michael D. Dippold – Executive VP & CFO Stephen Vather – Vice President of Investor Relations & Corporate Finance William J.
Here's What Key Metrics Tell Us About Leonardo DRS, Inc. (DRS) Q2 Earnings
The headline numbers for Leonardo DRS, Inc. (DRS) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Leonardo DRS, Inc. (DRS) Q2 Earnings and Revenues Beat Estimates
Leonardo DRS, Inc. (DRS) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.18 per share a year ago.
Has Leonardo DRS, Inc. (DRS) Outpaced Other Aerospace Stocks This Year?
Here is how Leonardo DRS, Inc. (DRS) and Elbit Systems (ESLT) have performed compared to their sector so far this year.
Leonardo DRS Stock Surged 42% - Here's Why I'm Moving To Hold
Leonardo DRS delivered strong Q1 results, surpassing revenue and earnings guidance due to favorable material timing, suggesting a less backloaded earnings profile for FY2025. Sales grew 16% to $799 million, driven by Advanced Sensing and Computing and Integrated Mission Systems segments, with EBITDA up 17% to $82 million. Despite a 42.3% stock rally, I recommend holding the stock as it appears fully priced; further upside depends on continued strong material receipts and peer group valuation.
Leonardo DRS, Inc. (DRS) Is Up 12.75% in One Week: What You Should Know
Does Leonardo DRS, Inc. (DRS) have what it takes to be a top stock pick for momentum investors? Let's find out.
Leonardo DRS, Inc. (DRS) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Leonardo DRS, Inc. (DRS) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
