Leonardo Drs, Inc. · NASDAQ:DRS
Leonardo Drs — Q3 2025 Earnings Presentation
7 slides from Leonardo Drs's earnings presentation, Oct 29, 2025
Slide 1: Quarterly Earnings Presentation Q3 2025
Quarterly Earnings Presentation Q3 | 2025 October 29, 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 Third quarter results reflect both healthy, broad-based customer demand and solid revenue growth • Company received $1.3 billion in quarterly bookings, which represents a 1.4x book-to-bill ratio in Q3 1 • Strong year-to-date performance illuminates a clear path to achieving double-digit
Slide 4: Q3 2025 Leonardo DRS Results Summary
Q3 2025 Leonardo DRS Results Summary Revenue Adjusted EBITDA * Adjusted Net Earnings * (Dollars in millions) (Dollars in millions) (Dollars in millions) $960 $117 $78 $812 ▲ 18% $100 ▲ 17% $64 ▲ 22% C-UAS, electric power Adjusted EBITDA growth and propulsion, naval from higher volume and Increased o
Slide 5: Q3 2025 Segment Results Summary
Q3 2025 Segment Results Summary Revenue Adjusted EBITDA * Adjusted EBITDA Margin * (Dollars in millions) (Dollars in millions) Advanced Sensing and Computing (ASC) $580 12.0% $533 $64 $64 11.0% ▲ 9% ▬ 0% ▼ 100 bps Adjusted EBITDA Growth driven by naval remained flat as volume network computing, was
Slide 6: Revised 2025 Guidance
Revised 2025 Guidance Focused on Driving Continued Healthy Organic Revenue and Adjusted EBITDA Growth • Sustained year-to-date momentum provides visibility and (In millions, except per share amounts) confidence in achieving the revised revenue range Revenue • Variability in revenue output subject to
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