Leonardo DRS, Inc.

DRS • Aerospace & Defense

$36.60

▼ -0.42 (-1.13%)

Current price

EarningsLatest report: Jun 30, 2026

BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.

Market Cap

$9.84B

Growth

-15.0%

Cash Flow

4/5

Trend

Mostly stable

Evidence

Positive free cash flow · 0.86Consistent free cash flow · 4/5Manageable debt level · 0.17Healthy liquidity · 1.89Negative growth trend

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$36.60

Change-1.13%

Shares Out268.80M

Market Cap$9.84B

Enterprise Value$9.72B

52W Range32.43 - 50.59

Beta0.19

P/E30.55

P/S2.60

P/B3.51

P/FCF27.10

EV/Sales2.57

Price$36.60

Change-1.13%

Shares Out268.80M

Market Cap$9.84B

Enterprise Value$9.72B

52W Range32.43 - 50.59

Beta0.19

P/E30.55

P/S2.60

P/B3.51

P/FCF27.10

EV/Sales2.57

EV/EBITDA25.24

EV/FCF26.77

Earnings Yield3.27%

FCF Yield3.69%

Dividend Yield0.74%

Gross Margin23.22%

Oper. Margin9.54%

Profit Margin7.62%

Debt/Eq0.17

Current Ratio1.89

Quick Ratio1.60

Revenue 5Y-14.96%

FCF 5Y-15.19%

Target$54.00

Target Upside47.54%

Target Median$54.00

Target Range54.00 - 54.00

Volume1.18M

Avg Volume1.02M

EPS Surprise0.05

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

59/100

Financial Strength

Debt, cash, stability

94/100

Growth Potential

Revenue and expansion

32/100

Price Attractiveness

Cheap or expensive today

53/100

Why this score▼

Positive free cash flow · 0.86Consistent free cash flow · 4/5Manageable debt level · 0.17Healthy liquidity · 1.89Negative growth trend

Analyst view

Analyst sentiment and price target

DRS

Analyst sentiment

Based on 9 analyst votes · 2026-09-05

89/100

Bullish

Hold

Bearish

Price Target

2026-07-02

Low

$47.00

Mean

$53.33

Median

$54.00

High

$59.00

Company Overview

IPO: 6/24/1985

Industry: Aerospace & Defense

P/B i: 3.51

Debt / Equity i: 0.17

Operating Margin: 9.54%

Net Margin: 7.62%

ROE i: -

ROIC: -

Financial Health

Score19 / 20

Debt / Equity: 0.17

Current Ratio: 1.89

Quick Ratio: 1.60

Status: Strong

Insider Transactions

Recent executive and insider activity

Rinsky Jason

Transaction: 07/07/2026

SELL

Change

-3,865

Price

$45.37

Filing

07/08/2026

Type

SELL

TOWNSEND FRANCES F

Transaction: 06/30/2026

SELL

Change

-1,006

Price

Not reported

Filing

07/01/2026

Type

SELL

TOWNSEND FRANCES F

Transaction: 06/30/2026

BUY

Change

+1,006

Price

Not reported

Filing

07/01/2026

Type

BUY

Insider	Type	Change	Price	Transaction	Filing
Rinsky Jason	SELL	-3,865	$45.37	07/07/2026	07/08/2026
TOWNSEND FRANCES F	SELL	-1,006	Not reported	06/30/2026	07/01/2026
TOWNSEND FRANCES F	BUY	+1,006	Not reported	06/30/2026	07/01/2026
Baylouny John	SELL	-36,471	$45.67	06/18/2026	06/22/2026
Wallace Sally	SELL	-1,300	$50.00	06/11/2026	06/15/2026
Dippold Michael	SELL	-8,318	$46.48	06/08/2026	06/09/2026
Dorfman Mark	SELL	-5,536	$45.75	06/04/2026	06/05/2026
Baker Gail	SELL	-3,556	Not reported	06/04/2026	06/05/2026
Baker Gail	BUY	+3,556	Not reported	06/04/2026	06/05/2026
Casey George	SELL	-3,556	Not reported	06/04/2026	06/05/2026
Casey George	BUY	+3,556	Not reported	06/04/2026	06/05/2026
GALLAGHER MARY E	SELL	-3,556	Not reported	06/04/2026	06/05/2026
GALLAGHER MARY E	BUY	+3,556	Not reported	06/04/2026	06/05/2026
Jeffery Reuben III	SELL	-649	Not reported	06/04/2026	06/05/2026
Jeffery Reuben III	BUY	+649	Not reported	06/04/2026	06/05/2026
Krieg Kenneth J	SELL	-3,556	Not reported	06/04/2026	06/05/2026
Krieg Kenneth J	BUY	+3,556	Not reported	06/04/2026	06/05/2026
Brothers Louis R Jr	SELL	-3,556	Not reported	06/04/2026	06/05/2026
Brothers Louis R Jr	BUY	+3,556	Not reported	06/04/2026	06/05/2026
SALZMAN ERIC	SELL	-3,556	Not reported	06/04/2026	06/05/2026

About the Company

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 propulsion—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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Peers

AIT CAE DCI ERJ GNRC PSN RRX SARO UHAL

Size reflects market cap · color matches the chart line

1Y peer performance

Top performers + selected company

Latest news

Jupiter Topco LLC Acquires New Holdings in Leonardo DRS, Inc. $DRS

Jupiter Topco LLC bought a new position in shares of Leonardo DRS, Inc. (NASDAQ: DRS) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 50,037 shares of the company's stock, valued at approximately $2,136,000. Several other large investors have

Defense World

Leonardo DRS Selected by United States Space Force to Advance Technology in support of advanced Space Superiority Solutions

ARLINGTON, Va., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Leonardo DRS, Inc. (Nasdaq: DRS) announced it has been awarded an Other Transaction Agreement contract for Prototype by the U.S. Space Force to advance next-generation technology designed to further strengthen U.S. national defense capabilities.

GlobeNewsWire

BlackRock Inc. Takes $212.88 Million Position in Leonardo DRS, Inc. $DRS

BlackRock Inc. purchased a new position in shares of Leonardo DRS, Inc. (NASDAQ: DRS) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 4,989,059 shares of the company's stock, valued at approximately $212,883,000. BlackRock Inc. owned 1.87% of Leonardo

Defense World

Down 19.5% in 4 Weeks, Here's Why Leonardo DRS, Inc. (DRS) Looks Ripe for a Turnaround

Leonardo DRS, Inc. (DRS) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Zacks Investment Research

Is Leonardo DRS, Inc. (DRS) Stock Outpacing Its Aerospace Peers This Year?

Here is how Leonardo DRS, Inc. (DRS) and Outdoor Holding Company (POWW) have performed compared to their sector so far this year.

Zacks Investment Research

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-05-05	0.21	0.26	0.05
2026-02-24	0.37	0.42	0.05
2025-10-29	0.28	0.29	0.01
2025-07-30	0.22	0.23	0.01
2025-05-01	0.1651	0.2	0.0349
2025-02-20	0.36	0.38	0.02
2024-10-30	0.2	0.24	0.04
2024-07-30	0.14	0.18	0.04
2024-05-01	0.11	0.14	0.03
2024-02-27	0.3	0.31	0.01
2023-11-02	0.16	0.2	0.04
2023-08-02	0.11	0.15	0.04