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DRS · Leonardo DRS, Inc. · Earnings Call Transcripts & Audio

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$37.01 +0.14 (+0.37%)
Russell 1000 member Rebalance outlook locked
Market Cap
$9.58B
Shares
266.89M

Leonardo DRS, Inc. Earnings Call Transcripts

Quarterly earnings calls for Leonardo DRS, Inc. (DRS), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

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, 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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–15 of 15 earnings calls
Key facts CIK 1833756 CUSIP 52661A108 13F (30d) 22 filings 18 filers Visit website Investor relations