DRS · Leonardo DRS, Inc.
$46.05
+0.43 (+0.94%)
At close · Jul 31
Market Cap
$12.29B
Shares
266.89M
Leonardo DRS, Inc. Earnings Call Transcripts
Every quarterly earnings call for Leonardo DRS, Inc. (DRS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲0%
$820.00M
$65.00M
'22 Q4
23-03-10
▼7%
$569.00M
$12.00M
'23 Q1
23-05-03
▲0.2%
$628.00M
$35.00M
'23 Q2
23-07-28
▲10.9%
$703.00M
$47.00M
'23 Q3
23-11-02
▲12.9%
$926.00M
$74.00M
'23 Q4
24-03-14
▲20.9%
$688.00M
$29.00M
'24 Q1
24-05-01
▲19.9%
$753.00M
$38.00M
'24 Q2
24-07-30
▲15.5%
$812.00M
$57.00M
'24 Q3
24-10-30
▲5.9%
$981.00M
$89.00M
'24 Q4
25-02-20
▲16.1%
$799.00M
$50.00M
'25 Q1
25-05-01
▲10.1%
$829.00M
$54.00M
'25 Q2
25-07-30
▲18.2%
$960.00M
$72.00M
'25 Q3
25-10-29
▲8.1%
$1.06B
$102.00M
'25 Q4
26-02-24
▲5.9%
$846.00M
$62.00M
'26 Q1
26-05-05
LATEST
▲10.1%
$913.00M
$86.00M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
Leonardo DRS Second Quarter 2026 Earnings Call
Revenue
$913.00M
▲ 10.1% YoY Diluted EPS
$0.32
▲ 60% YoY Gross margin
26.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
Leonardo DRS, Inc. Q1 FY2026 Earnings Call
Confident tone
Q1 Financial Performance
Modular and Distributed Architecture
Shipbuilding and Power & Propulsion
Revenue
$846.00M
▲ 5.9% YoY Diluted EPS
$0.23
▲ 21.1% YoY Gross margin
25.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-24
Leonardo DRS, Inc. Q4 FY2025 Earnings Call
Confident tone
R&D and capital investment
Space and SDA Tranche 3 win
European market and Leonardo partnership
Revenue
$1.06B*
▲ 8.1% YoY Gross margin
25.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Leonardo DRS, Inc. Q3 FY2025 Earnings Call
Confident tone
Counter UAS and Advanced Sensing Demand
Revenue and Earnings Performance
Bookings and Backlog Growth
Revenue
$960.00M
▲ 18.2% YoY Diluted EPS
$0.26
▲ 23.8% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Leonardo DRS, Inc. Q2 FY2025 Earnings Call
Confident tone
Electric power and propulsion
Sensing, infrared, and counter UAS capabilities
Revenue and earnings growth guidance
Revenue
$829.00M
▲ 10.1% YoY Diluted EPS
$0.20
▲ 42.9% YoY Gross margin
23.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Leonardo DRS, Inc. Q1 FY2025 Earnings Call
Confident tone
Shipbuilding and submarine industrial base
Strong bookings and backlog
Counter-UAS and directed energy
Revenue
$799.00M
▲ 16.1% YoY Diluted EPS
$0.19
▲ 72.7% YoY Gross margin
22.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
Leonardo DRS, Inc. Q4 FY2024 Earnings Call
Confident tone
Columbia class submarine program and electric power
Advanced sensing and missile programs
Revenue growth and financial performance
Revenue
$981.00M*
▲ 5.9% YoY Gross margin
24.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Leonardo DRS, Inc. Q3 FY2024 Earnings Call
Confident tone
Revenue and earnings growth
M&A and portfolio expansion
Backlog and bookings
Revenue
$812.00M
▲ 15.5% YoY Diluted EPS
$0.21
▲ 16.7% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-30
Leonardo DRS, Inc. Q2 FY2024 Earnings Call
Confident tone
Revenue growth and guidance raise
Supply chain recovery
M&A and capital allocation
Revenue
$753.00M
▲ 19.9% YoY Diluted EPS
$0.14
▲ 7.7% YoY Gross margin
22.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-01
Leonardo DRS, Inc. Q1 FY2024 Earnings Call
Confident tone
Force protection and global demand
Sensing and infrared capabilities
Revenue and profit performance
Revenue
$688.00M
▲ 20.9% YoY Diluted EPS
$0.11
▲ 120% YoY Gross margin
22.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-14
Leonardo DRS, Inc. Q4 FY2023 Earnings Call
Confident tone
Columbia Submarine Program
Backlog and Bookings Growth
Margin Expansion Path
Revenue
$926.00M*
▲ 12.9% YoY Gross margin
22.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Leonardo DRS, Inc. Q3 FY2023 Earnings Call
Revenue
$703.00M
▲ 10.9% YoY Diluted EPS
$0.18
▼ 86.5% YoY Gross margin
23.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-28
Leonardo DRS, Inc. Q2 FY2023 Earnings Call
Revenue
$628.00M
▲ 0.2% YoY Diluted EPS
$0.13
▲ 8.3% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Leonardo DRS, Inc. Q1 FY2023 Earnings Call
Revenue
$569.00M
▼ 7% YoY Diluted EPS
$0.05
▼ 70.6% YoY Gross margin
23.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-10
Leonardo DRS, Inc. Q4 FY2022 Earnings Call
Revenue
$820.00M*
▲ 0% YoY Gross margin
22.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–15 of 15 earnings calls
Key facts
CIK
1833756
CUSIP
52661A108
13F (30d)
104 filings
103 filers
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