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LEONARDO DRS INC

DRSNASDAQ
πŸ† #651 by market capEarnings Oct 29US Equity
$44.66β–Ό $0.39 (βˆ’0.87%)
πŸŒ™ After hours$44.66β–² 0.00%Regular close Β· extended-hours price shown
1hβ€”
24hβ–Ό 0.9%
7dβ–² 0.2%
14dβ–Ό 4.0%
30dβ–² 3.0%
1yβ–² 6.7%
🏦Market Cap
$11.91B
Mid Cap
πŸ“ˆRevenue Growth (YoY)
+10.5%
Healthy
πŸ“ŠGross Margin
24.9%
Moderate
πŸ’΅FCF Margin
12.1%
Healthy
βš–οΈP/S Ratio
3.2x
Fair
Otter Score
50
Weak

Trading Snapshot

Day Range
$44.02 – $45.03
52-Week Range
$32.43 – $50.59
Volume
$3.20B
Avg Volume
$2.90B
Shares Outstanding
266.8M
Next Earnings
Oct 26, 2026

Fundamentals Snapshot

Annual Revenue
$3.65B
Last Q Revenue
$913M
P/E Ratio
37.3
P/S Ratio
3.2x
EPS (TTM)
$1.20
Dividend Yield
0.80%

Why Investors Own DRS

  • βœ“High-growth profile β€” revenue up +37.5% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 51% gross margin and 12% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$3.65Bβ–² +38.7% YoY
Gross Margin (TTM)
50.6%β–² +3.7% YoY
Operating Income (TTM)
$711Mβ–² +38.7% YoY
Free Cash Flow (TTM)
$420Mβ–² +38.7% YoY

About LEONARDO DRS INC

Established in Arlington, Virginia, in 1969, Leonardo DRS, Inc. is a leading supplier of advanced defense products and technologies. The company's diverse portfolio addresses military requirements across various environments, including land, air, sea, space, and cybersecurity, with additional applications in the commercial sector. Its operations are organized into two primary divisions: Advanced Sensing and Computing, and Integrated Mission Systems. DRS provides sophisticated sensing solutions, such as infrared systems for threat identification and improving situational awareness, alongside uncooled infrared technologies and systems designed to mitigate brownout conditions. Their electronic warfare (EW) capabilities encompass airborne, vehicle-mounted, and soldier-borne systems, supported by specialized EW software, training tools, and intelligence services. Furthermore, Leonardo DRS develops essential computing systems for military platforms like ground vehicles, ships, and submarines. These offerings include robust network and data distribution applications, integrated sensor systems, and resilient networked computing infrastructure. The company also specializes in force protection, delivering solutions for counter-unmanned aerial systems (C-UAS), short-range air defense, and active protection systems. Additionally, DRS is a key provider of power management and propulsion technologies, offering systems for power control, distribution, conversion, and propulsionβ€”including hybrid electric drive systems, energy storage solutions, gas turbine packages, nuclear instrumentation and controls, and thermal management and refrigeration equipment. Leonardo DRS serves a broad client base, which includes the U.S. military, major aerospace and defense contractors, government intelligence agencies, and international armed forces.

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Otter Score Breakdown

β“˜
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
Overall Score
Weak
50/100

Analyst Price Target

β“˜
Average Target
$56.29
β–² +26.0% Upside
High Target$69.18
Low Target$42.10
Based on 14 analysts

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