Leonardo Drs, Inc. · NASDAQ:DRS
Leonardo Drs — Q2 2025 Earnings Presentation
7 slides from Leonardo Drs's earnings presentation, Jul 30, 2025
Slide 1: Quarterly Earnings Presentation Q2 | 2025
Quarterly Earnings Presentation Q2 | 2025 July 30, 2025
Slide 2: Disclaimers
Disclaimers Forward-Looking Statements In this presentation, when using the terms the “company,” “DRS,” “we,” “us” and “our,” unless otherwise indicated or the context otherwise requires, we are referring to Leonardo DRS, Inc. This presentation contains forward-looking statements and cautionary stat
Slide 3: Key Messages
Key Messages Second quarter results demonstrate sustained momentum in delivering healthy growth and profit expansion • Organic revenue growth of 10% highlights strong alignment of our portfolio with key customer priorities 1 • Q2 Adjusted EBITDA growth of 17% and margin expansion of 70 bps driven by
Slide 4: Q2 2025 Leonardo DRS Results Summary
Q2 2025 Leonardo DRS Results Summary Revenue Adjusted EBITDA * Adjusted Net Earnings * (Dollars in millions) (Dollars in millions) (Dollars in millions) $829 $96 $753 $62 ▲ 10% $82 ▲ 17% $47 ▲ 32% Adjusted EBITDA growth Electric power and largely from higher volume propulsion, advanced and improved
Slide 5: Q2 2025 Segment Results Summary
Q2 2025 Segment Results Summary Revenue Adjusted EBITDA * Adjusted EBITDA Margin * (Dollars in millions) (Dollars in millions) Advanced Sensing and Computing (ASC) $58 11.2% $542 $55 10.7% $492 ▲ 5% ▼ 50 bps ▲ 10% Margin decline on higher Increases in advanced internal research and infrared sensing
Slide 6: Revised 2025 Guidance
Revised 2025 Guidance Focused on Driving Continued Healthy Organic Revenue and Adjusted EBITDA Growth • Strong first half performance coupled with significant backlog (In millions, except per share amounts) visibility is driving confidence in increased revenue growth Revenue • Variability in revenue
Slide 7: Non-GAAP Financial Measures
Non-GAAP Financial Measures Definitions and Reconciliations In addition to the results reported in accordance with U.S. GAAP included throughout this presentation, the company has provided information regarding “Adjusted EBITDA,” “Adjusted EBITDA Margin,” “Adjusted Net Earnings” and “Adjusted Dilute