Earning Analysis
Welcome to our in-depth analysis of Leonardo DRS Inc(DRS) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Leonardo DRS Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-29 | Pre-Market | 0.28 | 0.29 | +3.57 | 924.79M | 960.00M | +3.81 | -4.36 | -8.86 |
| FY2025Q2 | 2025-07-30 | Pre-Market | 0.22 | 0.23 | +4.55 | 827.46M | 829.00M | +0.19 | -10.29 | -12.34 |
| FY2025Q1 | 2025-05-01 | Pre-Market | 0.17 | 0.20 | +17.65 | 736.72M | 799.00M | +8.45 | +8.85 | +12.12 |
| FY2024Q4 | 2025-02-20 | Pre-Market | 0.36 | 0.38 | +5.56 | 942.17M | 981.00M | +4.12 | +5.62 | +1.22 |
| FY2024Q3 | 2024-10-30 | Pre-Market | 0.20 | 0.24 | +20.00 | 775.44M | 812.00M | +4.71 | +11.41 | +16.34 |
| FY2024Q2 | 2024-07-30 | - | 0.13 | 0.18 | +38.46 | 680.31M | 753.00M | +10.69 | -0.71 | -7.38 |
| FY2024Q1 | 2024-05-01 | - | 0.11 | 0.14 | +27.27 | 645.56M | 688.00M | +6.57 | -4.65 | +0.70 |
| FY2023Q4 | 2024-02-27 | - | 0.30 | 0.31 | +3.33 | 882.14M | 926.00M | +4.97 | +8.72 | +9.25 |
| FY2023Q3 | 2023-11-02 | - | 0.15 | 0.20 | +33.33 | 687.01M | 703.00M | +2.33 | +1.90 | +1.23 |
| FY2023Q2 | 2023-08-02 | - | 0.11 | 0.15 | +36.36 | 630.51M | 628.00M | -0.40 | +5.71 | +4.32 |
DRS Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Leonardo DRS Inc reported performance for FY2025Q3, announced on 2025-10-29. The company achieved an EPS of 0.29, compared to analyst estimates of 0.28 by 3.57% . Revenue for the quarter reached 960.00M compared to expectations of 924.79M by 3.81% .
The stock price reacted with a -4.36% one-day change and a -8.86% five-day change following the earnings release. These movements reflect market reaction in Leonardo DRS Inc growth trajectory and strategic initiatives.
DRS Earnings Forecast
Looking ahead, Leonardo DRS Inc(DRS) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 996.46M and an EPS of 0.37.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.08%, while EPS estimates have been Revise Downward by -0.81%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -3.52% . These revisions correlate with a -16.72% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Leonardo DRS Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between DRS's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.08%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-0.81%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
-3.52%
In Past 3 Month
Stock Price
Go Down
-16.72%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:3.58B
--
EPS Estimate-Annual FY 2025:1.09
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Stock Price34.31
DRS Revenue and EPS Performance: A Historical Perspective
Leonardo DRS Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-29,Pre-Market):
EPS: 0.29 (Actual) vs.0.28 (Estimate) (3.57%)
Revenue: 960.00M (Actual) vs. 924.79M (Estimate) (3.81%)
Price Reaction: -4.36%(1-Day), -8.86%(5-Day)
FY2025Q2 (2025-07-30,Pre-Market):
EPS: 0.23 (Actual) vs.0.22 (Estimate) (4.55%)
Revenue: 829.00M (Actual) vs. 827.46M (Estimate) (0.19%)
Price Reaction: -10.29%(1-Day), -12.34%(5-Day)
FY2025Q1 (2025-05-01,Pre-Market):
EPS: 0.20 (Actual) vs.0.17 (Estimate) (17.65%)
Revenue: 799.00M (Actual) vs. 736.72M (Estimate) (8.45%)
Price Reaction: 8.85%(1-Day), 12.12%(5-Day)
Earnings Reaction
The chart below shows how DRS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DRS sees a -0.26% change in stock price 10 days leading up to the earnings, and a +0.08% change 10 days following the report. On the earnings day itself, the stock moves by +2.22%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -6.19% on the day following the earnings release and then changed by -7.73% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Leonardo DRS Inc (DRS) Q3 2025 Earnings Call Summary
Positive
2025-10-29
The company reported strong financial performance with increased EPS, free cash flow, and revenue growth in key segments. The strategic focus on counter UAS and propulsion systems, along with a stable IRAD spending and a balanced capital allocation, supports future growth. Despite minor concerns about germanium supply and potential U.S. government shutdown impacts, the overall outlook is positive, especially with increased revenue guidance and strong backlog. The positive sentiment is reinforced by the absence of major negative factors and optimistic guidance.
Leonardo DRS Inc (DRS) Q2 2025 Earnings Call Summary
Positive
2025-07-30
The earnings call summary indicates strong financial metrics with a significant backlog and bookings, alongside promising product developments and strategic initiatives. The Q&A section reveals management's optimism and strategic focus on international markets and partnerships. Despite some concerns about germanium's impact on margins, the overall sentiment is positive due to strong revenue guidance and shareholder return plans. The positive outlook on defense budgets and international sales further supports a positive sentiment.
Leonardo DRS Inc (DRS) Q1 2025 Earnings Call Summary
Positive
2025-05-01
The earnings call highlights strong financial performance with significant growth in EBITDA, net earnings, and backlog. The Q&A section reveals management's optimism about future growth and operational improvements, despite some concerns about margins and trade uncertainties. The overall sentiment is positive, with growth opportunities in defense and shipbuilding sectors, supported by optimistic guidance and strong customer demand.
Leonardo DRS Inc (DRS) Q1 2025 Earnings Call Summary
Positive
2025-05-01
The earnings call reflects strong financial performance with significant revenue and net earnings growth, improved free cash flow, and a robust backlog, indicating sustained demand. The Q&A session highlighted operational improvements and potential opportunities in high-growth areas. Despite some unclear responses, the overall sentiment remains positive. The strong adjusted EBITDA and increased bookings suggest a positive outlook, with no major negative factors identified. Therefore, the stock is likely to experience a positive movement in the next two weeks.
Leonardo DRS, Inc. (DRS) Q3 2024 Earnings Call Summary
Positive
2024-10-30
The earnings call summary indicates strong financial performance with significant revenue and EPS growth, healthy backlog, and strategic partnerships. The Q&A session highlights management's confidence in handling supply chain challenges and the absence of indirect risks to key programs. Despite uncertainties like geopolitical conflicts, the optimistic guidance and robust demand outlook, particularly in international markets, suggest a positive stock price movement. The company's focus on M&A and efficiency improvements further supports this sentiment.
Leonardo DRS, Inc. (DRS) Q2 2024 Earnings Call Summary
Positive
2024-07-30
The earnings call reveals strong financial performance with significant revenue growth and margin expansion. Despite some operational execution concerns, the company is managing supply chain issues proactively. The Q&A section highlights management's confidence in overcoming challenges and seizing growth opportunities, particularly in defense and propulsion sectors. Positive guidance and a robust backlog further support a positive sentiment. However, the lack of clarity on some issues tempers the outlook slightly. Overall, the market is likely to react positively to the earnings call, predicting a stock price increase of 2% to 8%.
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FAQ
What were the key highlights of DRS’s latest earnings report for FY2025Q3?
How did DRS’s stock price react after the FY2025Q3 earnings release?
What are the revenue and EPS estimates for DRS for 2025/Q4?
How does DRS’s stock price correlate with earnings forecast revisions?
What should investors expect from DRS’s next earnings report?