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    Carl Osler

    Research Analyst at Vertical Research Partners

    Carl Osler is an Analyst at Vertical Research Partners, focusing on the industrials and defense sectors with coverage including companies such as Leonardo DRS. He actively participates in earnings conference calls and is recognized for his in-depth financial analysis and sector insights. Osler's contributions as an equity analyst have been featured in public company events and industry publications, although specific third-party performance metrics or ranking data are not publicly available. Prior to his current role at Vertical Research Partners, further details about his prior experience, career timeline, or regulatory credentials are not disclosed in accessible professional records.

    Carl Osler's questions to Leonardo DRS (DRS) leadership

    Carl Osler's questions to Leonardo DRS (DRS) leadership • Q1 2025

    Question

    An analyst on behalf of Carl Osler of Vertical Research Partners asked if there is a new, lower baseline margin for the ASC segment excluding the one-time charge, inquired about the cash flow cadence for the year, and sought details on opportunities within the potential $150 billion supplemental funding.

    Answer

    CFO Michael Dippold explained that margin expansion was always expected to be skewed towards the IMS segment and that the ASC segment will face headwinds from the charge and increased R&D spending. He projected a cash flow trend similar to prior years, with a strong Q4. CEO William Lynn added that DRS aligns with multiple aspects of the supplemental bill, including force protection, counter-UAS, and space sensing.

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