•
Mar 31

Leonardo DRS Q1 2025 Earnings Report

Reported financial results for the first quarter 2025

Key Takeaways

Leonardo DRS reported strong first quarter 2025 results, exceeding expectations with significant growth in revenue, net earnings, and adjusted EBITDA. The company also achieved a record backlog and maintained a healthy balance sheet, confirming its full-year guidance.

Revenue increased by 16% year-over-year to $799 million.

Net earnings grew by 72% year-over-year to $50 million.

Adjusted EBITDA rose by 17% year-over-year to $82 million.

Bookings reached $1 billion, resulting in a book-to-bill ratio of 1.2x, and backlog grew 10% to $8.6 billion.

Total Revenue
$799M
Previous year: $688M
+16.1%
EPS
$0.2
Previous year: $0.14
+42.9%
$82M
Previous year: $70M
+17.1%
10.3%
Previous year: 10.2%
+1.0%
$991M
Previous year: $815M
+21.6%
Gross Profit
$181M
Previous year: $148M
+22.3%
Cash and Equivalents
$380M
Previous year: $160M
+137.5%
Free Cash Flow
-$170M
Previous year: -$275M
-38.2%
Total Assets
$4.1B
Previous year: $3.78B
+8.3%

Leonardo DRS

Leonardo DRS

Leonardo DRS Revenue by Segment

Forward Guidance

Leonardo DRS confirms its previously provided 2025 guidance across all key metrics.

Positive Outlook

  • Revenue guidance maintained at $3,425 million to $3,525 million.
  • Adjusted EBITDA guidance maintained at $435 million to $455 million.
  • Tax rate guidance maintained at 19.0%.
  • Diluted WASO guidance maintained at 270.0 million.
  • Adjusted Diluted EPS guidance maintained at $1.02 to $1.08.

Challenges Ahead

  • The company is evaluating indirect impacts from potential tariffs and related policies.
  • No specific negative factors for forward guidance were highlighted in the report.

Revenue & Expenses

Visualization of income flow from segment revenue to net income