NASDAQ$DRS

Leonardo Drs Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Leonardo DRS reported exceptional first quarter 2024 results, marked by robust bookings, double-digit organic growth, significant profit growth, and margin expansion.

Leonardo DRS announced strong Q1 2024 results with a 21% increase in revenue, a 142% increase in net earnings, and a 43% increase in adjusted EBITDA. The company also reported a record backlog of $7.8 billion and confirmed its 2024 guidance.

  • Revenue increased by 21% year-over-year to $688 million.
  • Net earnings increased by 142% year-over-year to $29 million.
  • Adjusted EBITDA increased by 43% year-over-year to $70 million.
  • Backlog reached a record $7.8 billion, up 84% year-over-year.

Headline financials

Total Revenue

$688M

Previous: $569M+20.9%
EPS

$0.11

Previous: $0.07+57.1%
Adjusted EBITDA

$70M

Previous: $49M+42.9%
Adjusted EBITDA Margin

10.2%

Previous: 8.6%+18.6%
Bookings

$815M

Previous: $749M+8.8%
Backlog

$7.85B

Previous: $4.3B+82.4%
Book-to-Bill

1.2

No prior period
Capital Expenditures

-$10M

Previous: -$15M+33.3%
Free Cash Flow

$19M

Previous: -$3M+733.3%
Net Income

$29M

Previous: $12M+141.7%
Operating Income

$43M

Previous: $25M+72.0%
Gross Profit

$153M

Previous: $131M+16.8%
Cash & Equivalents

$160M

Previous: $174M-8.0%
Total Assets

$3.78B

Previous: $3.68B+2.7%
Stock-Based Comp

$1M

Previous: $4M-75.0%

Revenue & EPS history

Leonardo DRS · Revenue · Quarterly

$688M

Q1 2024+20.9%vs Q1 2023
Beat estimate in 11 of 13 quarters(85%)
ActualEstimate

Revenue by segment

Leonardo DRS · $708M total across 2 segments · Q3 2023

  • Advanced Sensing & Computing
    $431M+5.6%
  • Integrated Mission Systems
    $277M+21.0%

Forward guidance

Leonardo DRS confirms its 2024 guidance with revenue between $2.925 billion and $3.025 billion and adjusted EBITDA between $365 million and $390 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.3%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+1.9%

Avg return

30 days after

52%

13 / 25 earnings

Positive

+12.4%

Q4 2025

Best reaction

-13.8%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.8%+3.3%+16.7%
Q4 2025+12.4%+13.8%+22.0%
Q3 2025-4.3%-8.9%-15.0%
Q1 2025+8.8%+12.1%+14.4%
Q4 2024+5.6%-0.7%+11.7%
Q3 2024+5.9%+11.0%+22.4%
Q2 2024+0.0%-6.0%+0.3%
Q1 2024-2.5%+0.1%+9.4%
Q4 2023+6.7%-4.0%-10.4%
Q3 2023+2.8%+1.3%-2.8%
Q2 2023+1.5%+5.3%+5.9%
Q1 2023+2.4%+5.2%+3.4%
Q4 2022-5.1%+0.9%+16.7%
Q3 2022-4.6%-10.6%-1.8%
Q2 2022-1.1%-5.3%-6.3%
Q1 2022+0.0%-0.4%+4.4%
Q4 2021-13.8%-14.1%-8.0%
Q4 2019-13.8%-14.1%-8.0%
Q3 2020+2.3%-0.4%-8.9%
Q3 2021+2.3%-0.4%-8.9%
Q2 2021-3.1%-0.5%-5.5%
Q2 2020-3.1%-0.5%-5.5%
Q4 2020+3.2%+4.5%+0.7%
Q1 2020+3.2%+4.5%+0.7%
Q1 2021+3.2%+4.5%+0.7%

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