DRS · Leonardo DRS, Inc. · Webcasts, Transcripts & Audio
$37.24
-0.44 (-1.17%)
At close · Nov 2
Return incl. dividend (before tax)
Q3 2026 earnings call transcript
Market Cap
$10.05B
Shares
266.62M
Volume · Nov 2
1.69M
Avg daily vol (3M)
1.02M
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Leonardo DRS, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Leonardo DRS, Inc. (DRS), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY26 · Q3
2026-10-29
Leonardo DRS, Inc. (DRS) Q3 2026 Earnings Call Transcript
Confident tone
Margin expansion and profitability
Counter-drone and tactical radar demand
Electric propulsion and naval programs
Revenue
$1.07B
▲ 11% YoY Diluted EPS
$0.43
▲ 65.4% YoY Gross margin
24.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-07-30
Leonardo DRS, Inc. (DRS) Q2 2026 Earnings Call Transcript
Confident tone
Next-generation C2 and sensing/decision network
Margin and earnings expansion
Missiles and seekers (new market)
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. (DRS) Q1 2026 Earnings Call Transcript
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. (DRS) Q4 2025 Earnings Call Transcript
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. (DRS) Q3 2025 Earnings Call Transcript
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. (DRS) Q2 2025 Earnings Call Transcript
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. (DRS) Q1 2025 Earnings Call Transcript
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. (DRS) Q4 2024 Earnings Call Transcript
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. (DRS) Q3 2024 Earnings Call Transcript
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. (DRS) Q2 2024 Earnings Call Transcript
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. (DRS) Q1 2024 Earnings Call Transcript
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. (DRS) Q4 2023 Earnings Call Transcript
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. (DRS) Q3 2023 Earnings Call Transcript
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. (DRS) Q2 2023 Earnings Call Transcript
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. (DRS) Q1 2023 Earnings Call Transcript
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. (DRS) Q4 2022 Earnings Call
Revenue
$820.00M*
▲ 0% YoY Gross margin
22.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–16 of 16 webcasts
Key facts
CIK
1833756
CUSIP
52661A108
13F (30d)
109 filings
98 filers
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Investor relations