Leonardo DRS, Inc. (DRS) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.2 per share a year ago.
Leonardo DRS's growth is propelled by advanced sensing, electric propulsion, and tactical radar, but supply chain risks—especially rare earths—threaten operational continuity. ASC segment shows margin improvement, but IMS faces profit conversion challenges; Q4 2025 saw IMS margins drop sharply despite revenue growth. Expansion initiatives, including a new naval facility and increased capex, support future ambitions, yet rare earth supply risks remain unresolved and material.
Algert Global LLC grew its holdings in shares of Leonardo DRS, Inc. (NASDAQ: DRS) by 21.2% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 459,897 shares of the company's stock after buying an additional 80,534 shares during the period. Algert Global LLC owned
Leonardo DRS, Inc. (DRS) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, DRS's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
Leonardo DRS, Inc. (DRS) Q4 2025 Earnings Call Transcript
The headline numbers for Leonardo DRS, Inc. (DRS) give insight into how the company performed in the quarter ended December 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) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.38 per share a year ago.
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 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) 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.
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 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%.