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DRS

Leonardo DRS, Inc.

DRS

NASDAQ·Industrials·Aerospace & Defense·Mkt cap $11.4B

$43.72

▲ +2.42%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$32.43 - $50.59

P/E

40.48

Fwd P/E

34.81

Beta

0.12

Div Yield

0.84%

Avg Vol

997.7K

Shares Out

266.0M

Mkt Cap

$11.4B

Price action

Price chart

Down 5.8% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

4 reasons

  • Specialized defense technology expertise
  • Comprehensive military platform solutions
  • Strong government and military customer relationships
  • Advanced sensor and electronic warfare technologies
▼

Bear Case

1 risk

  • Low volatility (beta 0.1).

Growth

Stable outlook

Increasing global defense modernization efforts

Value

Fairly valued vs Defense Prime Contractors peers

Momentum

Weak

-7.8% over 3m

Quality

Stable

Strong fundamentals

Dividend

Modest

0.84% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

“
Q2 26 RECAP

MAY 5, 2026

Reported EPS of $0.26 vs $0.21 consensus (+23.8% surprise). Revenue of $846.0M vs $825.0M expected (+2.5%). Beat on both top and bottom lines.

EPS beat +23.8%
Rev beat +2.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+23.8%

Next: Apr 29, 2026

Revenue trend · last 8Q

—

—

+6%

+16%

+10%

+18%

+8%

+6%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$753.0M

$812.0M

$981.0M

$799.0M

$829.0M

$960.0M

$1.1B

$846.0M

Margins · last 8Q

Gross

—

Operating

—

Profit

7.3%

View full earnings history →

Wall Street consensus

2 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

100%

Hold

0%

Sell

0%

Median Price Target

$54.00

▲ +23.5% vs $43.72

Low $54.00
Median $54.00
High $54.00

Latest: Canaccord · $54.00 · May 6, 2026

1 analyst covering

View full analyst page →

vs Industry

How DRS stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.