Leonardo DRS, Inc.
DRS
NASDAQ·Industrials·Aerospace & Defense·Mkt cap $9.8B
$36.60
▼ -1.13%
P/E
30.25
Mkt Cap
$9.8B
52-Wk Range
$32.43–$50.59
52-Week Range
$32.43 - $50.59
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 10.8% over the trailing year
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 0.2).
Growth
Stable outlook
Increasing global defense modernization efforts
Value
Fairly valued vs Defense Prime Contractors peers
Momentum
Falling
-21.4% over 3m
Quality
Stable
Strong fundamentals
Dividend
Modest
0.98% yield
Smart-money signal
Who's buying DRS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 30, 2026
Reported EPS of $0.35 vs $0.27 consensus (+28.3% surprise). Revenue of $913.0M vs $903.3M expected (+1.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+28.3%
Revenue trend · last 8Q
—
+6%
+16%
+10%
+18%
+8%
+6%
+10%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$812.0M
$981.0M
$799.0M
$829.0M
$960.0M
$1.1B
$846.0M
$913.0M
Margins · last 8Q
Gross
26.5%
Operating
11.2%
Profit
9.4%
Wall Street consensus
2 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Canaccord · $54.00 · May 6, 2026
vs Industry
How DRS stacks vs Aerospace & Defense
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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