DRS
Leonardo DRS, Inc. NASDAQ Listed Jun 24, 1985$44.36
-0.74%
vs $44.69
Mkt Cap $11.9B
52w Low $32.55
68.9% of range
52w High $49.69
50d MA $44.16
200d MA $41.20
P/E (TTM)
41.1x
EV/EBITDA
25.2x
P/B
4.3x
Debt/Equity
0.2x
ROE
10.2%
P/FCF
52.5x
RSI (14)
42.40
ATR (14)
$1.80
Beta
0.26
50d MA
$44.16
200d MA
$41.20
Avg Volume
903.5K
Leonardo DRS, Inc., together with its subsidiaries, provides defense products and technologies in the land, air, sea, space, cyber and security, and commercial domains for military applications. It operates in two segments, Advanced Sensing and Computing, and Integrated Mission Systems. The company offers advanced sensor technologies, including infrared systems and sensors for threat detection and situational awareness; uncooled infrared systems and brownout solutions; airborne, ground vehicle mounted, and dismounted soldier electronic warfare (EW) systems; and EW software and training systems, and intelligence solutions. It also provides computing systems for ground vehicles, ships, and submarines; network and data distribution applications; sensor systems; and networked computing infrastructure on military platform. In addition, the company offers force protection systems, such as solutions for counter-unmanned aerial systems, short-range air defense systems, and active protection systems; and power control, distribution, conversion, and propulsion systems, as well as hybrid electric drive propulsion systems, energy storage, gas turbine packages, nuclear instrumentation and controls, and thermal management and refrigeration equipment. It serves the U.S. military, aerospace and defense prime contractors, government intelligence agencies, and international military customers. The company was founded in 1969 and is based in Arlington, Virginia.
2345 Crystal Drive · Arlington, VA 22202 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 24, 2026 | BMO | 0.37 | 0.42 | +13.5% | 43.82 | +0.0% | -3.3% | +0.0% | +2.3% | +0.1% | +4.8% | — |
| Oct 29, 2025 | BMO | 0.28 | 0.29 | +3.6% | 38.43 | -1.3% | -6.2% | +0.0% | +1.4% | +0.2% | -1.3% | — |
| Jul 30, 2025 | BMO | 0.22 | 0.23 | +4.5% | 43.24 | +2.0% | -3.8% | +0.0% | +0.2% | +1.4% | -1.8% | — |
| May 1, 2025 | BMO | 0.17 | 0.20 | +21.1% | 40.23 | +2.0% | +4.4% | +0.0% | -0.5% | -0.8% | +0.3% | — |
| Feb 20, 2025 | BMO | 0.36 | 0.38 | +5.6% | 31.20 | +2.5% | -7.5% | +0.0% | +1.7% | -0.1% | +2.0% | — |
| Oct 30, 2024 | BMO | 0.20 | 0.24 | +20.0% | 31.64 | +1.1% | -5.0% | +0.0% | +2.2% | +2.6% | +4.9% | — |
| Jul 30, 2024 | BMO | 0.14 | 0.18 | +28.6% | 28.00 | +1.3% | +0.7% | +0.0% | -1.7% | -4.4% | -1.5% | — |
| May 1, 2024 | BMO | 0.11 | 0.14 | +27.3% | 20.52 | +0.9% | +2.3% | +0.0% | +1.1% | +1.6% | +0.6% | — |
| Feb 27, 2024 | BMO | 0.30 | 0.31 | +3.3% | 22.93 | +1.1% | -1.9% | +0.0% | +0.9% | +0.6% | +0.9% | — |
| Nov 2, 2023 | BMO | 0.16 | 0.20 | +25.0% | 19.87 | +3.0% | +0.9% | +0.0% | -1.4% | +0.0% | -0.1% | — |
| Aug 2, 2023 | BMO | 0.11 | 0.15 | +36.4% | 17.39 | -0.6% | -4.0% | +0.0% | +2.3% | +1.5% | -1.0% | — |
| May 3, 2023 | BMO | 0.05 | 0.07 | +40.0% | 15.13 | -2.8% | +1.5% | +0.0% | +2.5% | +0.3% | -4.9% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 25 | BofA Securities | Maintains | Buy → Buy | — | $44.06 | $44.97 | +2.1% | +5.1% | +0.5% | -3.6% | -3.5% | +2.9% |
| Oct 30 | Truist | Maintains | Buy → Buy | — | $38.43 | $37.93 | -1.3% | -6.2% | +1.4% | +0.2% | -1.3% | -1.1% |
| Oct 30 | Canaccord Genuity | Maintains | Buy → Buy | — | $38.43 | $37.93 | -1.3% | -6.2% | +1.4% | +0.2% | -1.3% | -1.1% |
| Jul 31 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $43.24 | $44.11 | +2.0% | -3.8% | +0.2% | +1.4% | -1.8% | -0.4% |
| Jul 11 | Truist | Maintains | Buy → Buy | — | $46.24 | $46.56 | +0.7% | +2.9% | +0.8% | -0.8% | +0.9% | +0.7% |
| Jun 16 | JP Morgan | Maintains | Neutral → Neutral | — | $46.07 | $46.15 | +0.2% | -5.2% | +3.8% | -2.4% | -0.5% | +1.7% |
| May 6 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $41.77 | $41.21 | -1.3% | -0.8% | +0.3% | +0.6% | -0.1% | -2.2% |
| Apr 17 | Truist | Maintains | Buy → Buy | — | $35.91 | $35.77 | -0.4% | +1.5% | -5.1% | +1.5% | +2.3% | +2.1% |
| Mar 7 | BofA Securities | Upgrade | Neutral → Buy | — | $29.84 | $31.00 | +3.9% | +4.8% | -0.9% | +2.0% | -1.2% | +0.4% |
| Feb 21 | JP Morgan | Maintains | Neutral → Neutral | — | $31.20 | $31.98 | +2.5% | -7.5% | +1.7% | -0.1% | +2.0% | -0.0% |
| Jan 14 | Truist | Maintains | Buy → Buy | — | $33.83 | $34.59 | +2.2% | +2.0% | +1.7% | -0.7% | +2.2% | +3.2% |
| Nov 4 | JP Morgan | Maintains | Neutral → Neutral | — | $30.72 | $30.68 | -0.1% | +2.6% | +4.9% | +7.4% | -0.1% | +3.3% |
| Oct 31 | Baird | Maintains | Outperform → Outperform | — | $31.64 | $32.00 | +1.1% | -5.0% | +2.2% | +2.6% | +4.9% | +7.4% |
| Sep 24 | BofA Securities | Downgrade | Buy → Neutral | — | $28.58 | $28.40 | -0.6% | -5.0% | +1.3% | +0.9% | +0.4% | +1.3% |
| Aug 1 | BTIG | Maintains | Buy → Buy | — | $28.20 | $28.50 | +1.1% | -1.7% | -4.4% | -1.5% | +1.3% | -0.4% |
| Jul 31 | Truist | Maintains | Buy → Buy | — | $28.00 | $28.36 | +1.3% | +0.7% | -1.7% | -4.4% | -1.5% | +1.3% |
| Jul 31 | Baird | Maintains | Outperform → Outperform | — | $28.00 | $28.36 | +1.3% | +0.7% | -1.7% | -4.4% | -1.5% | +1.3% |
| Jul 17 | Truist | Maintains | Buy → Buy | — | $28.37 | $28.37 | +0.0% | -1.4% | -0.5% | -0.2% | +3.5% | -2.9% |
| Jun 5 | Truist | Maintains | Buy → Buy | — | $23.65 | $24.21 | +2.4% | +4.1% | -1.0% | -0.5% | +0.5% | +0.5% |
| Mar 15 | JP Morgan | Maintains | Neutral → Neutral | — | $21.97 | $21.87 | -0.5% | +0.0% | -1.9% | +2.5% | +0.0% | +1.0% |
| Mar 15 | BofA Securities | Maintains | Buy → Buy | — | $21.97 | $21.87 | -0.5% | +0.0% | -1.9% | +2.5% | +0.0% | +1.0% |
| Feb 28 | Truist | Maintains | Buy → Buy | — | $22.93 | $23.18 | +1.1% | -1.9% | +0.9% | +0.6% | +0.9% | -1.0% |
| Feb 28 | JP Morgan | Maintains | Neutral → Neutral | — | $22.93 | $23.18 | +1.1% | -1.9% | +0.9% | +0.6% | +0.9% | -1.0% |
| Jan 10 | Truist | Maintains | Buy → Buy | — | $18.66 | $18.79 | +0.7% | +2.7% | -0.1% | +1.0% | -1.7% | +0.1% |
| Aug 3 | Truist | Maintains | Buy → Buy | — | $17.39 | $17.28 | -0.6% | -4.0% | +2.3% | +1.5% | -1.0% | -0.9% |
| Jun 9 | Truist | Maintains | Buy → Buy | — | $16.67 | $17.02 | +2.1% | -2.6% | +1.4% | +3.6% | -1.8% | +1.0% |
| Apr 4 | CJS Securities | Maintains | Outperform → Outperform | — | $12.87 | $12.90 | +0.2% | +3.7% | +2.7% | +3.4% | +2.4% | +3.3% |
| Feb 10 | Canaccord Genuity | Maintains | Buy → Buy | — | $13.35 | $13.51 | +1.2% | +1.2% | +0.6% | +0.0% | -1.1% | -2.9% |
| Dec 15 | Baird | Maintains | Outperform → Outperform | — | $11.85 | $11.81 | -0.3% | +0.5% | +1.3% | -0.9% | +0.7% | +2.2% |
| Nov 30 | Vertical Research | Maintains | Buy → Buy | — | $10.99 | $10.81 | -1.6% | -8.0% | -4.6% | +0.7% | +11.0% | -0.3% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 18, 2026 | Baylouny JohnDir/Off | President and CEO | Sell | 36,471 | $45.67 | $1.7M | 122,435 | +1.67% | — |
| Jun 11, 2026 | Wallace SallyOff | EVP, Chief Operating Officer | Sell | 1,300 | $50.00 | $65K | 57,053 | -2.33% | +1.67% |
| Jun 8, 2026 | Dippold MichaelOff | EVP and CFO | Sell | 8,318 | $46.48 | $387K | 55,460 | -2.62% | -2.33% |
| Jun 4, 2026 | Dorfman MarkOff | EVP, GC and Secretary | Sell | 5,536 | $45.75 | $253K | 36,742 | +0.87% | -2.33% |
| Jun 3, 2026 | Rinsky JasonOff | EVP Chief Tax and Treasury | Sell | 3,865 | $46.87 | $181K | 31,310 | -1.20% | +7.76% |
| May 27, 2026 | Morrow PamelaOff | SVP and Controller | Sell | 11,545 | $45.13 | $521K | 10,551 | +0.72% | +2.41% |
| May 19, 2026 | Jeffery Reuben IIIDir | — | Buy | 25,000 | $42.77 | $1.1M | 25,000 | +4.09% | -0.98% |
8-K
Leonardo DRS, Inc. -- 8-K Filing
May 14
8-K · 2.02
!! High
Leonardo DRS, Inc. -- 8-K 2.02: Earnings Results
Leonardo DRS reported quarterly earnings results, with detailed financial performance metrics available in the attached news release for investor review.
May 5
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
Two companies' executive leadership transitions effective April 1, 2026 could signal either planned succession stability or potential uncertainty depending on replacement quality and market confidence in continuity.
Mar 10
8-K · 7.01
! Medium
Leonardo DRS, Inc. -- 8-K 7.01: Regulation FD Disclosure
Leonardo DRS reported its Q4 and full-year 2025 financial results, providing investors with performance metrics for the defense and aerospace contractor's recent operational period.
Feb 24
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Portfolio Management Llc | 3,698,427 | $165M | New | Mar 2026 |
| 2 | Fmr Llc | 3,658,044 | $163M | Added | Mar 2026 |
| 3 | Vanguard Capital Management Llc | 3,549,681 | $158M | New | Mar 2026 |
| 4 | Aqr Capital Management Llc | 3,075,318 | $136M | Added | Mar 2026 |
| 5 | Invesco Ltd. | 2,317,863 | $103M | Added | Mar 2026 |
| 6 | First Trust Advisors Lp | 2,228,111 | $99M | Reduced | Mar 2026 |
| 7 | Morgan Stanley | 2,394,840 | $82M | Added | Dec 2025 |
| 8 | Voya Investment Management Llc | 1,604,470 | $55M | Reduced | Dec 2025 |
| 9 | Ubs Group Ag | 904,329 | $40M | Added | Mar 2026 |
| 10 | Nuveen, Llc | 818,275 | $36M | Reduced | Mar 2026 |
| 11 | Munro Partners | 626,915 | $28M | Added | Mar 2026 |
| 12 | Qube Research & Technologies Ltd | 531,824 | $24M | Reduced | Mar 2026 |
| 13 | Bank Of New York Mellon Corp | 517,166 | $23M | Added | Mar 2026 |
| 14 | D.e. Shaw & Co | 511,759 | $23M | Reduced | Mar 2026 |
| 15 | Bank Of America Corp /de/ | 492,841 | $22M | Reduced | Mar 2026 |
| 16 | Franklin Resources Inc | 365,914 | $16M | Added | Mar 2026 |
| 17 | Northern Trust Corp | 359,126 | $16M | Added | Mar 2026 |
| 18 | Connor, Clark & Lunn Investment Management Ltd. | 450,951 | $15M | Added | Dec 2025 |
| 19 | Y.d. More Investments Ltd | 298,000 | $13M | — | Mar 2026 |
| 20 | Jane Street Group, Llc | 359,573 | $12M | Added | Dec 2025 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$11.92B
Enterprise Value
$11.50B
P/E (TTM)
41.07x
Forward P/E
35.33x
PEG Ratio
1.10x
P/B
4.31x
P/S
3.23x
P/FCF
52.53x
EV/EBITDA
25.23x
Shares Out
268.8M
Financials (TTM)
Revenue
$3.69B
Net Income
$290.0M
EBITDA
$456.0M
Free Cash Flow
$227.0M
Op Cash Flow
$366.0M
EPS Basic
$1.05
EPS Diluted
$1.08
EPS Forward
$1.26
Gross Margin
24.1%
Op Margin
9.9%
Net Margin
7.8%
Balance Sheet
Total Assets
$4.62B
Total Liab.
$1.89B
Total Equity
$2.73B
Cash
$647.0M
LT Debt
$226.0M
Book Value/Sh
$10.29
Debt/Equity
0.17x
Current Ratio
1.89
Quick Ratio
1.60
Returns & Growth
ROE
10.2%
ROA
6.2%
ROIC
8.4%
Rev Growth YoY
+12.8%
EPS Growth YoY
+29.6%
Price Returns
2W
+13.8%
1M
+20.0%
3M
+12.4%
6M
+42.7%
12M
+15.3%
Technicals
52W High
$49.69
52W Low
$32.55
50d MA
$44.16
200d MA
$41.20
RSI (14)
42.40
ATR (14)
$1.80
Beta
0.26
Avg Volume
903K
Dividends
Div Rate
$0.36
Div Yield
0.9%
Frequency
4
Ex-Div Date
Mar 10, 2026
Analyst Price Targets
Consensus
$53.00
High
$59.00
Low
$47.00
Median
$53.00
Data updated apr 25, 2026 5:47am
· Source: financialmodelingprep.com