Leonardo DRS (DRS) Q2 FY26 earnings call

Leonardo DRS delivered a robust second quarter, marked by accelerating organic revenue growth and significant profit outperformance, driven by strong execution and favorable program mix. The company announced a strategic all-cash acquisition of Raft LLC to enhance its multi-domain AI and mission software capabilities, aligning with its platform-agnostic approach. Management raised its full-year profit outlook, reflecting confidence in continued strong performance and strategic investments.