Leonardo DRS, Inc. (NASDAQ: DRS) is a Industrials company in the Aerospace & Defense industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 30.88 | EPS (ttm) | 1.20 | Insider Own | - | Shs Outstand | 266.89M | Perf Week | 2.07% |
| Market Cap | 9.89B | Forward P/E | 25.36 | EPS next Y | 1.46 | Insider Trans | -0.06% | Shs Float | 76.18M | Perf Month | -16.21% |
| Enterprise Value | 9.86B | PEG | 3.48 | EPS next Q | 0.36 | Inst Own | - | Short Float | 1.17% | Perf Quarter | -20.44% |
| Income | 322.00M | P/S | 2.62 | EPS this Y | 15.02% | Inst Trans | - | Short Ratio | 3.20 | Perf Half Y | -20.20% |
| Sales | 3.78B | P/B | 3.53 | EPS next Y | 5.86% | ROA | 7.67% | Short Interest | 3.12M | Perf YTD | 8.71% |
| Book/sh | 10.50 | P/C | 36.64 | EPS next 5Y | 8.88% | ROE | 11.76% | 52W High | 50.59 -26.74% | Perf Year | -11.30% |
| Cash/sh | 1.01 | P/FCF | 26.52 | EPS past 3/5Y | -18.17% 12.56% | ROIC | 10.41% | 52W Low | 32.43 14.28% | Perf 3Y | 110.93% |
| Dividend Est. | 0.36 (0.97%) | EV/EBITDA | 20.71 | Sales past 3/5Y | 10.65% 5.60% | Gross Margin | 24.87% | Volatility | 2.87% 3.06% | Perf 5Y | 236.60% |
| Dividend TTM | 0.36 (0.97%) | EV/Sales | 2.61 | EPS Y/Y TTM | 50.00% | Oper. Margin | 10.53% | ATR (14) | 1.21 | Perf 10Y | 3150.88% |
| Dividend Ex-Date | Aug 13, 2026 | Quick Ratio | 1.56 | Sales Y/Y TTM | 16.85% | Profit Margin | 8.52% | RSI (14) | 35.47 | Recom | 2.22 |
| Dividend Gr. 3/5Y | - | Current Ratio | 1.92 | EPS Q/Q | 52.17% | SMA20 | -1.64% | Beta | 0.32 | Target Price | 52.50 |
| Payout | 29.81% | Debt/Eq | 0.16 | Sales Q/Q | 10.13% | SMA50 | -12.27% | Rel Volume | 0.90 | Prev Close | 37.09 |
| Employees | 7,300 | LT Debt/Eq | 0.15 | Earnings | Oct 29 | SMA200 | -11.83% | Avg Volume | 971.17K | Price | 37.06 |
| IPO Date | Jun 24, 1985 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 28.28% 1.08% | Net Debt/EBITDA | -0.01 | Volume | 875,358 | Change | -0.08% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Sep-14-26 | Initiated | Guggenheim | Buy | $51 |
| May-06-26 | Reiterated | Canaccord Genuity | Buy | $54 |
| Feb-25-26 | Reiterated | Truist Financial | Buy | $54 → $59 |
| Feb-25-26 | Reiterated | Morgan Stanley | Equal Weight | $40 → $47 |
| Jan-09-26 | Reiterated | Truist Financial | Buy | $47 → $54 |
| Dec-16-25 | Reiterated | Morgan Stanley | Equal Weight | $45 → $40 |
| May-05-25 | Reiterated | BTIG | Buy | $40 → $49 |
| Mar-07-25 | Upgrade | B of A Securities | Neutral → Buy | |
| Jan-14-25 | Reiterated | Truist Securities | Buy | $36 → $37 |
| Oct-31-24 | Reiterated | Truist Financial | Buy | $30 → $36 |
Established in Arlington, Virginia, in 1969, Leonardo DRS, Inc. is a leading supplier of advanced defense products and technologies. The company's diverse portfolio addresses military requirements across various environments, including land, air, sea, space, and cybersecurity, with additional applications in the commercial sector. Its operations are organized into two primary divisions: Advanced Sensing and Computing, and Integrated Mission Systems. DRS provides sophisticated sensing solutions, such as infrared systems for threat identification and improving situational awareness, alongside uncooled infrared technologies and systems designed to mitigate brownout conditions. Their electronic warfare (EW) capabilities encompass airborne, vehicle-mounted, and soldier-borne systems, supported by specialized EW software, training tools, and intelligence services. Furthermore, Leonardo DRS develops essential computing systems for military platforms like ground vehicles, ships, and submarines. These offerings include robust network and data distribution applications, integrated sensor systems, and resilient networked computing infrastructure. The company also specializes in force protection, delivering solutions for counter-unmanned aerial systems (C-UAS), short-range air defense, and active protection systems. Additionally, DRS is a key provider of power management and propulsion technologies, offering systems for power control, distribution, conversion, and propulsion—including hybrid electric drive systems, energy storage solutions, gas turbine packages, nuclear instrumentation and controls, and thermal management and refrigeration equipment. Leonardo DRS serves a broad client base, which includes the U.S. military, major aerospace and defense contractors, government intelligence agencies, and international armed forces.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 3,779 | 3,648 | 3,234 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 2,839 | 2,779 | 2,498 | — | — | — | — | — | — | |
| Gross Profit | 940 | 869 | 736 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 518 | 497 | 414 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 24 | 24 | 29 | — | — | — | — | — | — | |
| Operating Income | 398 | 348 | 293 | — | — | — | — | — | — | |
| Interest Expense | 5 | 8 | 21 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -5 | -4 | -8 | — | — | — | — | — | — | |
| Net Income Before Taxes | 388 | 336 | 264 | — | — | — | — | — | — | |
| Income Taxes | 66 | 58 | 51 | — | — | — | — | — | — | |
| Consolidated Net Income | 322 | 278 | 213 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 322 | 278 | 213 | — | — | — | — | — | — | |
| Net Income | 322 | 278 | 213 | — | — | — | — | — | — | |
| EPS (Recurring) | 1.20 | 1.05 | 0.81 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 1.20 | 1.05 | 0.81 | — | — | — | — | — | — | |
| EPS (Diluted) | 1.20 | 1.03 | 0.80 | — | — | — | — | — | — | |
| EBITDA | 476 | 437 | 376 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 30.88 | 33.10 | 40.39 | — | — | — | — | — | — | |
| Price To Sales Ratio | 2.64 | 2.48 | 2.64 | — | — | — | — | — | — | |
| Gross Margin | 24.87 | 23.82 | 22.76 | — | — | — | — | — | — | |
| Operating Margin | 10.53 | 9.54 | 9.06 | — | — | — | — | — | — | |
| Net Margin | 8.52 | 7.62 | 6.59 | — | — | — | — | — | — | |
| Shares Outstanding | 269 | 265 | 264 | — | — | — | — | — | — | |
| Market Capitalization | 9,969 | 9,034 | 8,530 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Dorfman Mark | EVP, GC and Secretary | Sep 04 '26 | Sale | 37.01 | 7,471 | 276,502 | 29,271 | Sep 08 |
| Dippold Michael | EVP and CFO | Sep 02 '26 | Sale | 37.18 | 20,317 | 755,386 | 35,143 | Sep 04 |
| Rinsky Jason | EVP Chief Tax and Treasury | Aug 04 '26 | Sale | 45.81 | 3,864 | 177,010 | 23,581 | Aug 05 |
| Rinsky Jason | EVP Chief Tax and Treasury | Jul 07 '26 | Sale | 45.37 | 3,865 | 175,355 | 27,445 | Jul 08 |
| TOWNSEND FRANCES F | Director | Jun 30 '26 | Option Exercise | 0.00 | 1,006 | 0 | 35,888 | Jul 01 |
| Baylouny John | President and CEO | Jun 18 '26 | Sale | 45.67 | 36,471 | 1,665,631 | 122,435 | Jun 22 |
| Wallace Sally | EVP, Chief Operating Officer | Jun 11 '26 | Sale | 50.00 | 1,300 | 65,000 | 57,053 | Jun 15 |
| Dippold Michael | EVP and CFO | Jun 08 '26 | Sale | 46.48 | 8,318 | 386,621 | 55,460 | Jun 09 |
| Jeffery Reuben III | Director | Jun 04 '26 | Option Exercise | 0.00 | 649 | 0 | 25,649 | Jun 05 |
| Dorfman Mark | EVP, GC and Secretary | Jun 04 '26 | Sale | 45.75 | 5,536 | 253,272 | 36,742 | Jun 05 |
| TOWNSEND FRANCES F | Director | Jun 04 '26 | Option Exercise | 0.00 | 3,556 | 0 | 34,882 | Jun 05 |
| SALZMAN ERIC | Director | Jun 04 '26 | Option Exercise | 0.00 | 3,556 | 0 | 15,376 | Jun 05 |
| Brothers Louis R Jr | Director | Jun 04 '26 | Option Exercise | 0.00 | 3,556 | 0 | 24,316 | Jun 05 |
| Krieg Kenneth J | Director | Jun 04 '26 | Option Exercise | 0.00 | 3,556 | 0 | 31,276 | Jun 05 |
| GALLAGHER MARY E | Director | Jun 04 '26 | Option Exercise | 0.00 | 3,556 | 0 | 33,876 | Jun 05 |