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Leonardo DRS . Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.210 |
| EPS actual | $0.260 |
| EPS Surprise | 23.81% |
| Revenue estimate | 825.047M |
| Revenue actual | 846M |
| Revenue Surprise | 2.54% |
| Release date | Feb 24, 2026 |
| EPS estimate | $0.370 |
| EPS actual | $0.420 |
| EPS Surprise | 13.51% |
| Revenue estimate | 994.846M |
| Revenue actual | 1.06B |
| Revenue Surprise | 6.55% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.280 |
| EPS actual | $0.290 |
| EPS Surprise | 3.57% |
| Revenue estimate | 996.456M |
| Revenue actual | 960M |
| Revenue Surprise | -3.66% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.220 |
| EPS actual | $0.230 |
| EPS Surprise | 4.55% |
| Revenue estimate | 906.411M |
| Revenue actual | 829M |
| Revenue Surprise | -8.54% |
Last 4 Quarters for Leonardo DRS .
Below you can see how DRS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $43.24 |
| EPS estimate | $0.220 |
| EPS actual | $0.230 |
| EPS surprise | 4.55% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $47.45 |
| Jul 25, 2025 | $48.44 |
| Jul 28, 2025 | $48.08 |
| Jul 29, 2025 | $48.20 |
| Jul 30, 2025 | $43.24 |
| Jul 31, 2025 | $41.60 |
| Aug 01, 2025 | $41.67 |
| Aug 04, 2025 | $42.25 |
| Aug 05, 2025 | $41.48 |
| 4 days before | -8.87% |
| 4 days after | -4.07% |
| On release day | -3.79% |
| Change in period | -12.58% |
| Release date | Oct 29, 2025 |
| Price on release | $38.43 |
| EPS estimate | $0.280 |
| EPS actual | $0.290 |
| EPS surprise | 3.57% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $40.53 |
| Oct 24, 2025 | $40.51 |
| Oct 27, 2025 | $41.31 |
| Oct 28, 2025 | $40.18 |
| Oct 29, 2025 | $38.43 |
| Oct 30, 2025 | $36.05 |
| Oct 31, 2025 | $36.56 |
| Nov 03, 2025 | $36.62 |
| Nov 04, 2025 | $36.15 |
| 4 days before | -5.18% |
| 4 days after | -5.93% |
| On release day | -6.19% |
| Change in period | -10.81% |
| Release date | Feb 24, 2026 |
| Price on release | $43.82 |
| EPS estimate | $0.370 |
| EPS actual | $0.420 |
| EPS surprise | 13.51% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $39.90 |
| Feb 19, 2026 | $41.07 |
| Feb 20, 2026 | $40.03 |
| Feb 23, 2026 | $38.14 |
| Feb 24, 2026 | $43.82 |
| Feb 25, 2026 | $42.36 |
| Feb 26, 2026 | $43.34 |
| Feb 27, 2026 | $43.39 |
| Mar 02, 2026 | $45.49 |
| 4 days before | 9.82% |
| 4 days after | 3.81% |
| On release day | -3.33% |
| Change in period | 14.01% |
| Release date | May 05, 2026 |
| Price on release | $39.70 |
| EPS estimate | $0.210 |
| EPS actual | $0.260 |
| EPS surprise | 23.81% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $39.47 |
| Apr 30, 2026 | $40.63 |
| May 01, 2026 | $40.03 |
| May 04, 2026 | $40.00 |
| May 05, 2026 | $39.70 |
| May 06, 2026 | $41.79 |
| May 07, 2026 | $41.44 |
| May 08, 2026 | $41.36 |
| May 11, 2026 | $41.49 |
| 4 days before | 0.583% |
| 4 days after | 4.51% |
| On release day | 5.26% |
| Change in period | 5.12% |
Leonardo DRS . Earnings Call Transcript Summary of Q1 2026
Leonardo DRS reported a strong start to fiscal 2026 with Q1 revenue of $846 million (up 6% YoY) and adjusted EBITDA of $105 million (up 28% YoY), producing adjusted diluted EPS of $0.26. Management cited record funded backlog, the company's 17th consecutive quarter with book-to-bill at least 1x, and robust demand for tactical radars, infrared sensing and power/propulsion systems (including a $533 million DAIRCM production IDIQ). Operational execution, favorable material timing (including germanium cost improvements), and mix drove margin expansion: adjusted EBITDA margin was 12.4% (up 210 bps YoY). The company raised full‑year guidance: revenue to $3.90–$3.975 billion (organic growth ~7–9%), adjusted EBITDA to $515–$530 million, and adjusted diluted EPS to $1.26–$1.30. Free cash flow is now targeted at ~75% of adjusted net earnings for the year, with CapEx expected to ramp toward ~5% of sales by year‑end. Management is prioritizing organic investment (R&D/IRAD and capacity) while selectively pursuing tuck‑in M&A to close technology gaps. Key near‑term sensitivities remain timing of material receipts, program execution cadence, and final congressional appropriations.
