Leonardo DRS announced that it will host its fourth quarter 2025 and full year 2025 earnings conference call on Tuesday, February 24, 2026 at 10:00 a.m. Eastern Time. The company plans to issue its quarterly earnings release prior to the call, which will be webcast live from the investor relations section of its corporate website. A replay of the audio broadcast and supplemental materials will be made available approximately two hours after the conclusion of the session and will remain accessible for 90 days, providing analysts and investors extended access to management’s discussion of financial results.

During the third quarter of 2025, CoreCap Advisors LLC filed a schedule 13G revealing the acquisition of 13,046 shares of Leonardo DRS, representing an investment valued at roughly $592,000. This marks the fund’s first reported position in the company’s stock. Institutional ownership now stands at approximately 18.8%, as other asset managers such as True Wealth Design LLC and GAMMA Investing LLC adjusted their holdings—True Wealth more than doubling its stake to 541 shares and GAMMA Adding 315 shares to reach 751 shares—while Steward Partners Investment Advisory boosted its position by 91.7% to 575 shares.

In its third quarter 2025 results announced October 29, Leonardo DRS reported revenue of $960 million, exceeding consensus estimates by over $35 million and reflecting an 18.2% increase year-over-year. Adjusted earnings per share were $0.29, beating the street by $0.01, and net margin expanded to 7.43%. Return on equity reached 11.37%, underpinning the firm’s strong operational performance. The board declared a quarterly dividend of $0.09 per share, payable December 2 to shareholders of record as of November 18—an annualized yield of approximately 0.9% based on the current dividend level.

Company insiders sold a total of 20,369 shares over the past 90 days, with Executive Vice President Sally Wallace divesting 1,300 shares at an average price of $35.17 and Chief Operating Officer John Baylouny selling 8,481 shares at an average of $43.69. These reductions represent modest percentage decreases in their respective holdings. On the analyst front, six brokerages maintain a buy rating on Leonardo DRS shares while three carry a hold rating, yielding a consensus rating of moderate buy and an average price target of $47.14. Triggering the most recent rating updates were firms such as Canaccord Genuity and Morgan Stanley, which reaffirmed their positive views on the company’s growth prospects.