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Leonardo DRS (DRS)
NASDAQ:DRS
Earnings Data
Report Date
Mar 31, 2026TBA (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.38Last Year’s EPS
0.38Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a positive outlook with strong bookings, revenue, and profit growth, alongside strategic leadership transitions. However, challenges such as margin pressure, potential impacts of the government shutdown, and supply chain issues remain concerns.Company Guidance
Strong Bookings and Backlog
The company secured $1.3 billion in bookings in Q3, resulting in a 1.4x book-to-bill ratio, with a year-to-date ratio of 1.2x. Total backlog increased to $8.9 billion, up 8% year-over-year, and funded backlog grew by 20%.
Revenue and Profit Growth
Quarterly revenue grew by 18% year-over-year to $960 million, with adjusted EBITDA up 17%. Adjusted diluted EPS increased by 21%.
Key Program Wins
Awarded over $250 million in contracts for ground-based counter UAS and short-range air defense programs. IMS segment revenue grew by 34%.
New CEO and Leadership Transition
John Baylouny named new CEO, effective January 1, 2026, with Fran Townsend elected as the new Chair of the Board.
DRS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DRS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 29, 2025 | $40.18 | $38.43 | -4.36% |
Jul 30, 2025 | $48.09 | $43.14 | -10.29% |
May 01, 2025 | $36.80 | $40.05 | +8.83% |
Feb 20, 2025 | $29.32 | $30.97 | +5.63% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Leonardo DRS (DRS) report earnings?
Leonardo DRS (DRS) is schdueled to report earning on Mar 31, 2026, TBA (Confirmed).
What is Leonardo DRS (DRS) earnings time?
Leonardo DRS (DRS) earnings time is at Mar 31, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DRS EPS forecast?
DRS EPS forecast for the fiscal quarter 2025 (Q4) is 0.38.