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Leonardo DRS(DRS) - 2025 Q2 - Earnings Call Presentation
2025-07-30 14:00
Q2 2025 Performance Highlights - The company's organic revenue grew by 10%, indicating strong alignment with customer priorities[8] - Adjusted EBITDA increased by 17%, reaching $96 million, driven by higher volume and improved Columbia Class profitability[8, 10] - Adjusted EBITDA margin expanded by 70 bps to 11.6%[8, 10] - Quarterly bookings totaled $853 million, exceeding revenue and demonstrating strong customer demand[8] - Total backlog increased by 9% to $8607 million, reflecting consistent customer demand[10] - Adjusted Diluted EPS increased by 28% from $0.18 to $0.23[10] Segment Results - Advanced Sensing and Computing (ASC) revenue increased by 10% to $542 million, with Adjusted EBITDA increasing by 41% to $38 million[13] - Integrated Mission Systems (IMS) revenue increased by 9% to $290 million, with Adjusted EBITDA increasing by 5% to $58 million[13] Revised 2025 Guidance - The company increased its full-year revenue growth expectation to 9%-11%[8, 15]