Leonardo DRS Reports 8% Revenue Growth in Q4
- Significant Revenue Growth: Leonardo DRS reported an 8% year-over-year revenue increase in Q4, reaching $1.06 billion, surpassing the market expectation of $1.003 billion, indicating the company's sustained growth potential amid strong customer demand.
- Net Earnings Improvement: The fourth-quarter net earnings were $102 million, or 38 cents per share, significantly up from $89 million and 33 cents per share a year earlier, reflecting enhanced profitability and effective cost control measures.
- Strong Orders and Backlog: Q4 bookings totaled $1.09 billion, with full-year bookings at $4.25 billion, resulting in a book-to-bill ratio of 1.2x, showcasing the company's robust competitive position and sustainable growth prospects.
- Optimistic 2026 Guidance: The company issued guidance for 2026 revenue between $3.85 billion and $3.95 billion, with adjusted EBITDA expected to be between $505 million and $525 million, indicating strong confidence in future performance and commitment to ongoing investments.
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- Significant Revenue Growth: Leonardo DRS reported an 8% year-over-year revenue increase in Q4, reaching $1.06 billion, surpassing the market expectation of $1.003 billion, indicating the company's sustained growth potential amid strong customer demand.
- Net Earnings Improvement: The fourth-quarter net earnings were $102 million, or 38 cents per share, significantly up from $89 million and 33 cents per share a year earlier, reflecting enhanced profitability and effective cost control measures.
- Strong Orders and Backlog: Q4 bookings totaled $1.09 billion, with full-year bookings at $4.25 billion, resulting in a book-to-bill ratio of 1.2x, showcasing the company's robust competitive position and sustainable growth prospects.
- Optimistic 2026 Guidance: The company issued guidance for 2026 revenue between $3.85 billion and $3.95 billion, with adjusted EBITDA expected to be between $505 million and $525 million, indicating strong confidence in future performance and commitment to ongoing investments.

Italy's Leonardo CEO Announcement: The CEO of Italy's Leonardo has indicated that news regarding a significant order for Jumbos helicopters from the UK government is expected soon.
Upcoming Order Details: The announcement is anticipated within the next one or two days, highlighting the importance of this potential contract for Leonardo.

Potential Joint Venture: Leonardo CEO expresses readiness to cut share in a potential joint venture for aerospace structures.
Impact on Workforce: The CEO assures that the workforce would remain unaffected by these changes.

- Project Overview: Leonardo CEO announces a significant project focused on expanding the aerospace structures unit.
- Expansion Goals: The initiative aims to broaden the product portfolio within the aerospace sector.

Joint Venture Announcement: Leonardo and CEA have announced a 50-50 joint venture focused on aerospace structures.
Potential Changes: The structure of the joint venture may change, with timing dependent on the results of ongoing evaluations.

Business Agreement: Leonardo has entered into a new agreement with Boeing, where it holds a 50% stake in the business.
Future Developments: The partnership aims to enhance the future of aerospace structures, focusing on creating robust and reliable solutions.






