
Leonardo DRS, Inc.
DRSNASDAQIndustrialsAerospace & Defense
Previous close
$40.70
−$0.30 · -0.73%
DRS company overview
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GoAI snapshot
AI-powered factor overview
GoAI score
Hold
Wait — insufficient conviction to act
Valuation
67
Undervalued
Momentum
52
Neutral
Sentiment
69
Bullish
Risk resilience
64
Moderate Risk
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Company profile
Company websiteEstablished 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.
- Industry
- Aerospace & Defense
- Sector
- Industrials
- Headquarters
- US
- CEO
- John A. Baylouny
- Listed since
- Jun 24, 1985
- Employees
- 7,300
Market position
Day range
Current $40.70
52-week range
Current $40.70
- Open
- $41.25
- Previous close
- $41.00
- Volume
- 616.29K
- 0.63× average
- Average volume
- 976.97K
- Average daily volume
- Market cap
- 10.86B USD
- Beta
- 0.18
- Market reference 1
- 50-day average
- $45.0254
- -9.61% below average
- 200-day average
- $41.7841
- -2.59% below average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 8.87B USD
- P/E (TTM)
- 33.92×
- P/B (TTM)
- 3.9×
- P/S (TTM)
- 2.87×
- EV / EBITDA
- 20.29×
- Earnings yield
- 3.07%
- Free cash flow yield
- 2.51%
- Dividend yield
- 0.88%
Profitability & efficiency
- Gross margin
- 24.87%
- Operating margin
- 10.53%
- Net margin
- 8.52%
- Return on equity
- 10.18%
- Return on assets
- 6.02%
- Return on invested capital
- 8.37%
Financial health
- Debt / equity
- 0.1×
- Current ratio
- 1.89×
- Altman Z-score
- 5.45
- Piotroski F-score
- 7 of 9
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 3.65B USD | 3.23B USD | 2.83B USD | 2.69B USD | 2.88B USD |
| Cost of goods sold | 2.78B USD | 2.5B USD | 2.18B USD | 2.12B USD | 2.33B USD |
| Gross profit | 869M USD | 736M USD | 648M USD | 575M USD | 547M USD |
| Selling, general, and administrative | 497M USD | 414M USD | 384M USD | 357M USD | 293M USD |
| Operating expenses | 521M USD | 443M USD | 417M USD | 14M USD | 311M USD |
| Interest expense | 8M USD | 21M USD | 36M USD | 34M USD | 35M USD |
| Depreciation and amortization | 93M USD | 91M USD | 85M USD | 65M USD | 58M USD |
| Operating income | 348M USD | 293M USD | 231M USD | 561M USD | 236M USD |
| Net income | 278M USD | 213M USD | 168M USD | 405M USD | 154M USD |
Company facts updated Aug 24, 2026.
Earnings
- EPS beat rate
- 100%
- 11 beats, 0 misses, 0 met estimates
- Average EPS surprise
- +16.33%
- 11 comparable reports
- Latest EPS result
- 0.35
- Estimate 0.27 · Beat by 28.30%
EPS: actual versus estimate
Recent quarterly results
Revenue: actual versus estimate
Recent quarterly results
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Analyst price target
Average target
$53.33
31.03% upsideRating distribution
9 ratingsCorporate actions
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
Dividend | Aug 13, 2026 | $0.09Quarterly | Aug 13, 2026 | Aug 27, 2026 |
Dividend | May 19, 2026 | $0.09Quarterly | May 19, 2026 | Jun 2, 2026 |
Dividend | Mar 10, 2026 | $0.09Quarterly | Mar 10, 2026 | Mar 24, 2026 |
Dividend | Nov 18, 2025 | $0.09Quarterly | Nov 18, 2025 | Dec 2, 2025 |
Dividend | Aug 20, 2025 | $0.09Quarterly | Aug 20, 2025 | Sep 3, 2025 |
Dividend | May 22, 2025 | $0.09Quarterly | May 22, 2025 | Jun 5, 2025 |
Ex-dividend Aug 13, 2026
$0.09
Quarterly
Record Aug 13, 2026 · Payment Aug 27, 2026
Ex-dividend May 19, 2026
$0.09
Quarterly
Record May 19, 2026 · Payment Jun 2, 2026
Ex-dividend Mar 10, 2026
$0.09
Quarterly
Record Mar 10, 2026 · Payment Mar 24, 2026
Ex-dividend Nov 18, 2025
$0.09
Quarterly
Record Nov 18, 2025 · Payment Dec 2, 2025
Ex-dividend Aug 20, 2025
$0.09
Quarterly
Record Aug 20, 2025 · Payment Sep 3, 2025
Ex-dividend May 22, 2025
$0.09
Quarterly
Record May 22, 2025 · Payment Jun 5, 2025
DRS peers
ETFs holding DRS
Funds reporting this stock among their holdings, ordered by reported position size.
State Street SPDR S&P Aerospace & Defense ETFXAR123.18M1.99%6.19B USD0.35%$272.74+0.35%
Vanguard Morningstar Total Stock Market ETFVTI117.38M0.01%2.3T USD0.03%$378.24+0.44%
Vanguard Morningstar Small-Cap ETFVB84.7M0.05%183.4B USD0.03%$304.76+0.64%
Invesco Aerospace & Defense ETFPPA73.14M0.89%8.26B USD0.58%$173.67-0.06%
First Trust RBA American Industrial RenaissanceTM ETFAIRR71.8M0.71%10.14B USD0.69%$115.27-0.10%
Vanguard Morningstar Small-Cap Growth ETFVBK49.11M0.11%43.8B USD0.05%$358.65+0.70%
Vanguard Extended Market ETFVXF41.1M0.04%93.7B USD0.05%$245.53+0.82%
iShares U.S. Aerospace & Defense ETFITA32.42M0.23%14.27B USD0.37%$237.34-0.09%
State Street SPDR S&P Aerospace & Defense ETFXAR- Market value
- 123.18M
- Weight
- 1.99%
- AUM
- 6.19B USD
- Expense ratio
- 0.35%
- Price / 1D
- $272.74+0.35%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 117.38M
- Weight
- 0.01%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $378.24+0.44%
Vanguard Morningstar Small-Cap ETFVB- Market value
- 84.7M
- Weight
- 0.05%
- AUM
- 183.4B USD
- Expense ratio
- 0.03%
- Price / 1D
- $304.76+0.64%
Invesco Aerospace & Defense ETFPPA- Market value
- 73.14M
- Weight
- 0.89%
- AUM
- 8.26B USD
- Expense ratio
- 0.58%
- Price / 1D
- $173.67-0.06%
First Trust RBA American Industrial RenaissanceTM ETFAIRR- Market value
- 71.8M
- Weight
- 0.71%
- AUM
- 10.14B USD
- Expense ratio
- 0.69%
- Price / 1D
- $115.27-0.10%
Vanguard Morningstar Small-Cap Growth ETFVBK- Market value
- 49.11M
- Weight
- 0.11%
- AUM
- 43.8B USD
- Expense ratio
- 0.05%
- Price / 1D
- $358.65+0.70%
Vanguard Extended Market ETFVXF- Market value
- 41.1M
- Weight
- 0.04%
- AUM
- 93.7B USD
- Expense ratio
- 0.05%
- Price / 1D
- $245.53+0.82%
iShares U.S. Aerospace & Defense ETFITA- Market value
- 32.42M
- Weight
- 0.23%
- AUM
- 14.27B USD
- Expense ratio
- 0.37%
- Price / 1D
- $237.34-0.09%
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