Leonardo DRS, Inc. DRS

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35.52 USD -3.34 (-8.59%)

At closeNov 5, 2026, 4:08 AM EST

36.00 +0.48 +1.35%

Pre-market · Nov 5, 4:08 AM ET

34.97 Day range 39.23
32.43 52-week range 50.59
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

5D +2.70 (+7.55%)

363840WedThuFriMonTue38.46

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

Financials — quick view

All financials
DRS Revenue — quarterly 1.07B
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
DRS Net income — quarterly 115.00M
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
DRS EPS — quarterly 0.43
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026

Earnings

DRS recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Feb 23, 2027Dec 30, 20260.45———
Oct 29, 2026Sep 30, 20260.35380.46+0.11+30.02%
Jul 30, 2026Jun 30, 20260.27280.35+0.08+28.30%
May 5, 2026Mar 31, 20260.210.26+0.05+23.81%
Feb 24, 2026Dec 31, 20250.370.42+0.05+13.51%
Oct 29, 2025Sep 30, 20250.280.29+0.01+3.57%

Upgrades / downgrades

DRS analyst upgrades and downgrades
DateFirmActionFromTo
Nov 2, 2026Morgan StanleymainEqual-WeightEqual-Weight
Nov 2, 2026BTIGreitBuyBuy
Oct 22, 2026Oppenheimerinit—Outperform
Oct 19, 2026Morgan StanleymainEqual-WeightEqual-Weight
Sep 15, 2026Guggenheiminit—Buy
Jul 31, 2026JP MorganmainNeutralNeutral

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

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Insider holders

DRS insider holders
InsiderRelationLatest transactionDateShares held
BAKER GAILDirectorConversion of Exercise of derivative securityJun 3, 202633,876
BAYLOUNY JOHNChief Executive OfficerSaleJun 17, 2026122,435
CASEY GEORGE W. JR.DirectorConversion of Exercise of derivative securityJun 3, 202632,376
DORFMAN MARK A.General CounselSaleSep 3, 202629,271
GALLAGHER MARY ANNDirectorConversion of Exercise of derivative securityJun 3, 202633,876
JEFFERY REUBEN IIIDirectorConversion of Exercise of derivative securityJun 3, 202625,649

Institution ownership

DRS institution ownership
Holder% heldSharesValueReported
Blackrock Inc.1.87%4,989,059177.21MJun 29, 2026
State Street Corporation1.69%4,514,068160.34MJun 29, 2026
AQR Capital Management, LLC1.66%4,430,913157.39MJun 29, 2026
Vanguard Portfolio Management LLC1.35%3,605,042128.05MJun 29, 2026
Vanguard Capital Management LLC1.34%3,569,634126.79MJun 29, 2026
FMR, LLC1.30%3,470,073123.26MJun 29, 2026

Fund ownership

DRS fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund0.95%2,538,05190.15MJun 29, 2026
SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF0.71%1,885,84966.99MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund0.69%1,836,20365.22MJun 29, 2026
Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF0.68%1,801,21963.98MAug 30, 2026
First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc0.65%1,721,43061.15MSep 29, 2026
T. Rowe Price New Horizons Fund, Inc.0.41%1,102,68239.17MJun 29, 2026