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DRS Leonardo DRS, Inc.

USIndustrials
$44.67-0.09%ClosedMarket Cap: $11.92B

As of 2026-07-09 16:00

Why DRS matters now

Leonardo DRS, Inc. (DRS) is a US stock in Industrials. The latest InvestLog snapshot shows $44.67 with -0.09% on the session and $11.92B in market capitalization; recent performance reads 1-month +7.64% and YTD +35.17%.

The latest financial table shown here is Q1 2026, with revenue of $846.0M, net income of $62.0M, and EPS of $0.23. Investors can compare that operating picture with valuation signals such as P/E 44.08 and FCF yield 2.4%.

The latest indexable market news headline is "Leonardo DRS: Buy As Radar And Counter-Drone Demand Accelerate" from Seeking Alpha.

Additional event context on this page matters because analyst consensus is Buy with a median target of $54.00; recent insider activity includes Wallace Sally filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

44.08

PEG

1.44

P/B

4.41

P/S

3.33

EV/EBITDA

26.83

DCF Value

$39.13

FCF Yield

2.4%

Div Yield

0.8%

Margins & Returns

Gross Margin

24.1%

Operating Margin

9.9%

Net Margin

7.8%

ROE

10.8%

ROA

6.9%

ROIC

9.5%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$846.0M$62.0M$0.23
Q4 2025$1.06B$102.0M$0.38
FY 2025$3.65B$278.0M$1.03
Q3 2025$960.0M$72.0M$0.27

Analyst Ratings

Consensus

Buy

Target (Consensus)

$53.33

Target (Median)

$54.00

Target Range

$47.00 - $59.00

Strong Buy: 1Buy: 7Hold: 2Sell: 0Strong Sell: 0
Canaccord GenuityBuy
2026-05-06
B of A SecuritiesBuy
2026-03-25
Truist SecuritiesBuy
2025-10-30
Canaccord GenuityBuy
2025-10-30
Morgan StanleyEqual Weight
2025-07-31

Trading Activity

Insider Trades

Wallace Sallyofficer: EVP, Chief Operating Officer
Sell2026-06-15
Dippold Michaelofficer: EVP and CFO
Sell2026-06-09
Baker Gaildirector
Sell2026-06-05
Baker Gaildirector
Sell2026-06-05
Casey Georgedirector
Sell2026-06-05

Company Info

Sector

Industrials

Industry

Aerospace & Defense

Country

US

Exchange

Beta

0.12

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.