Leonardo DRS, Inc. DRS
At closeNov 5, 2026, 4:08 AM EST
Pre-market · Nov 5, 4:08 AM ET
- YTD
- +4.19%
- 1 year
- -1.74%
- Market cap
- 9.47B
- Revenue (ttm)
- 3.88B
- Profit margin
- 9.40%
- EPS (ttm)
- 1.36
- Shares out
- 266.62M
- P/E ratio
- 26.12
- Forward P/E
- 23.15
- Dividend
- 0.36 (0.93%)
- Ex-dividend date
- Nov 11, 2026
- YTD return
- +4.19%
- 1-year return
- -1.74%
- Volume
- 2.32M
- Avg volume
- 1.06M
- Open
- 38.90
- Previous close
- 38.86
- Day's range
- 34.97 – 39.23
- 52-week range
- 32.43 – 50.59
- Beta
- 0.16
- Analysts
- Strong Buy
- Price target
- 52.58 (+48.0%)
- Earnings date
- Feb 23, 2027
1M -1.08 (-2.95%)
Key statistics
- Enterprise value
- 10.35B
- PEG ratio
- 2.04
- Price / sales
- 2.44
- Price / book
- 3.28
- Dividend yield
- 0.93%
- Payout ratio
- 26.47%
- Revenue growth
- 11.00%
- Free cash flow
- 313.12M
- Total cash
- 294.00M
- Total debt
- 286.00M
- Return on equity
- 13.18%
- Short % of float
- 1.42%
- 50-day average
- 36.62
- 200-day average
- 42.12
Analyst view
Consensus: strong buy
- Target (low)
- 45.00
- Target (mean)
- 52.58
- Target (high)
- 59.00
- Strong buy1
- Buy9
- Hold2
- Sell0
- Strong sell0
Next earnings
Feb 23, 2027
Expected Feb 23, 2027. Consensus EPS estimate 0.44534.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Feb 23, 2027 | Dec 30, 2026 | 0.45 | — | — | — |
| Oct 29, 2026 | Sep 30, 2026 | 0.3538 | 0.46 | +0.11 | +30.02% |
| Jul 30, 2026 | Jun 30, 2026 | 0.2728 | 0.35 | +0.08 | +28.30% |
| May 5, 2026 | Mar 31, 2026 | 0.21 | 0.26 | +0.05 | +23.81% |
| Feb 24, 2026 | Dec 31, 2025 | 0.37 | 0.42 | +0.05 | +13.51% |
| Oct 29, 2025 | Sep 30, 2025 | 0.28 | 0.29 | +0.01 | +3.57% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 2, 2026 | Morgan Stanley | main | Equal-Weight | Equal-Weight |
| Nov 2, 2026 | BTIG | reit | Buy | Buy |
| Oct 22, 2026 | Oppenheimer | init | — | Outperform |
| Oct 19, 2026 | Morgan Stanley | main | Equal-Weight | Equal-Weight |
| Sep 15, 2026 | Guggenheim | init | — | Buy |
| Jul 31, 2026 | JP Morgan | main | Neutral | Neutral |
About Leonardo DRS, Inc.
Leonardo DRS, Inc., together with its subsidiaries, provides defense electronic products and systems, and military support services worldwide. It operates through Advanced Sensing and Computing and Integrated Mission Systems segments. The Advanced Sensing and Computing segment designs, develops, and manufacture sensing and network computing technology that enables real-time situational awareness required for enhanced operational decision making and execution; and offers sensing capabilities span applications, such as missions requiring advanced detection, precision targeting and surveillance sensing, long range electro-optic/infrared, signals intelligence, and other intelligence systems including electronic warfare, ground vehicle sensing, active electronically scanned array tactical radars, dismounted soldier, and space sensing. This segment also provides network computing, which are utilized across a range of mission applications, such as platform computing on ground and shipboard for advanced battle management, combat systems, radar, command and control, tactical networks, tactical computing, and communications. The Integrated Mission Systems segment offers electrical propulsion systems, which includes power conversion, control, distribution, and propulsion systems, as well as power dense permanent magnet motors, energy storage systems, associated rugged and compact power conversion, electrical actuation systems, as well as advanced thermal management technologies, motor controllers, and instrumentation and control equipment. Leonardo DRS, Inc. was incorporated in 1968 and is based in Arlington, Virginia. Leonardo DRS, Inc. operates as a subsidiary of Leonardo US Holding, LLC.
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Country
- United States
- Website
- leonardodrs.com
News
Leonardo DRS Appoints Shaveta J. Kapoor as Chief Human Resources Officer
UPDATE -- Leonardo DRS Selected by AV for U.S. Army's Enduring-High Energy Laser Production Program Morgan Stanley Maintains Equal-Weight on Leonardo DRS, Raises Price Target to $45
Leonardo DRS Selected By AeroVironment To Provide Rugged Integration Expertise For The U.S. Army’s Enduring-High Energy Laser Production Program; Terms Not Disclosed
Leonardo DRS Selected by AV for U.S. Army's Enduring-High Energy Laser Production Program
Leonardo DRS, Inc. (DRS) Q3 2026 Earnings Call Transcript
Wall Street Analysts Believe Leonardo DRS, Inc. (DRS) Could Rally 32.44%: Here's is How to Trade
What Leonardo DRS (DRS) Said on Its Q3 Earnings Call
Leonardo DRS, Inc. (DRS) Q3 Earnings and Revenues Surpass Estimates
Leonardo DRS Q3 2026 Earnings Call Transcript
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BAKER GAIL | Director | Conversion of Exercise of derivative security | Jun 3, 2026 | 33,876 |
| BAYLOUNY JOHN | Chief Executive Officer | Sale | Jun 17, 2026 | 122,435 |
| CASEY GEORGE W. JR. | Director | Conversion of Exercise of derivative security | Jun 3, 2026 | 32,376 |
| DORFMAN MARK A. | General Counsel | Sale | Sep 3, 2026 | 29,271 |
| GALLAGHER MARY ANN | Director | Conversion of Exercise of derivative security | Jun 3, 2026 | 33,876 |
| JEFFERY REUBEN III | Director | Conversion of Exercise of derivative security | Jun 3, 2026 | 25,649 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 1.87% | 4,989,059 | 177.21M | Jun 29, 2026 |
| State Street Corporation | 1.69% | 4,514,068 | 160.34M | Jun 29, 2026 |
| AQR Capital Management, LLC | 1.66% | 4,430,913 | 157.39M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 1.35% | 3,605,042 | 128.05M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 1.34% | 3,569,634 | 126.79M | Jun 29, 2026 |
| FMR, LLC | 1.30% | 3,470,073 | 123.26M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 0.95% | 2,538,051 | 90.15M | Jun 29, 2026 |
| SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF | 0.71% | 1,885,849 | 66.99M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 0.69% | 1,836,203 | 65.22M | Jun 29, 2026 |
| Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF | 0.68% | 1,801,219 | 63.98M | Aug 30, 2026 |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | 0.65% | 1,721,430 | 61.15M | Sep 29, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 0.41% | 1,102,682 | 39.17M | Jun 29, 2026 |
