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DRS

Leonardo DRS Inc
$
41.310
-0.17(-0.410%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings
Line
Line
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Candle
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
41.770
Open
41.590
VWAP
41.44
Vol
1.19M
Mkt Cap
10.99B
Low
41.060
Amount
49.44M
EV/EBITDA(TTM)
26.52
Total Shares
263.14M
EV
11.11B
EV/OCF(TTM)
33.08
P/S(TTM)
3.26
Leonardo DRS, Inc. is a provider of advanced defense technology to the United States national security customers and allies around the world. It specializes in the design, development and manufacture of advanced sensing, network computing, force protection, and electric power and propulsion, and other mission-critical technologies. It is a provider of defense products and technologies that are used across land, air, sea, space, and cyber domains. Its segments include Advanced Sensing and Computing (ASC) and Integrated Mission Systems (IMS). The ASC segment designs, develops, and manufactures sensing and network computing technology that enables real-time situational awareness required for operational decision making and execution by its customers. The IMS segment designs, develops, manufactures, and integrates power conversion, control and distribution systems, ship propulsion systems, motors and variable frequency drives, force protection systems, transportation and logistics systems.
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Market Estimates

Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2025Q3
FY2025Q4
FY2026Q1
914.65M
+12.64%
0.278
+15.64%
1.04B
+6.17%
0.393
+3.3%
850.61M
+6.46%
0.220
+10%
Estimates Revision
The market is revising Upward the revenue expectations for Leonardo DRS, Inc. (DRS) for FY2025, with the revenue forecasts being adjusted by 0.37% over the past three months. During the same period, the stock price has changed by -0.31%.
Revenue Estimates for FY2025
Revise Upward
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+0.37%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+0.45%
In Past 3 Month
Stock Price
Go Down
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-0.31%
In Past 3 Month
7 Analyst Rating
up Image
16.19% Upside
Wall Street analysts forecast DRS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DRS is 48.00 USD with a low forecast of 44.00 USD and a high forecast of 51.00  USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
2 Hold
0 Sell
Moderate Buy
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16.19% Upside
Current: 41.310
sliders
Low
44.00
Averages
48.00
High
51.00
Truist
Buy
maintain
$45 -> $51
2025-07-11
Reason
Truist raised the firm's price target on Leonardo DRS to $51 from $45 and keeps a Buy rating on the shares as part of a broader research note previewing Q2 results for Aerospace and Defense names. Tariff headwinds should prove manageable across both commercial aero and defense, with SMID cap defense and space stocks "seemingly in a sweet spot", trading at a 122% valuation premium to large cap peers, the analyst tells investors in a research note. The firm further cites a favorable global defense spending backdrop while also noting that commercial aero aftermarket should see sustained strength, adding that OEM-exposed suppliers should be in position to benefit from higher MAX/LEAP rates.
Goldman Sachs
Anthony Valentini
Buy
initiated
$49
2025-06-29
Reason
Goldman Sachs analyst Anthony Valentini initiated coverage of Leonardo DRS with a Buy rating and $49 price target. DRS is a supplier of critical components to the U.S. defense ecosystem and is "uniquely positioned as a mid-tier" with a high percent of sole-sourced products that are aligned with the fastest growing areas of the defense budget, the analyst tells investors in a research note. The firm says the company's platform is agnostic, insulating it from the risk of losing large program awards. It also has significant content in some of the most critical areas of national security, like missile defense, sensors, electric propulsion, and submarines, enabling growth above the end market., contends Goldman.
JPMorgan
Neutral
upgrade
$33 -> $48
2025-06-17
Reason
JPMorgan raised the firm's price target on Leonardo DRS to $48 from $33 and keeps a Neutral rating on the shares. The firm says small-cap defense stocks have done relatively well this year and are trading at valuations that are high in historical terms, the analyst tells investors in a research note. JPMorgan sees this as justified, however, "given their positioning in the defense landscape." The Department of Defense is seeking to expand the industrial base, and the portions of the budget where the Department is focused on growth tend to favor the smaller names, the analyst tells investors in a research note. The firm upped price targets in the group and would look for pullbacks to get more constructive on the shares.
BofA
Buy
maintain
$40 -> $50
2025-06-13
Reason
BofA raised the firm's price target on Leonardo DRS to $50 from $40 and keeps a Buy rating on the shares. The firm, which continues to think DRS is in "a strong position to capitalize" on increased focus on expanding shipbuilding capabilities and throughput, sees the renewed emphasis on shipbuilding, coupled with continued strong defense tech modernization spending globally, as incrementally positive for DRS, the analyst tells investors.
Truist Securities
Michael Ciarmoli
Strong Buy
Maintains
$37 → $40
2025-04-17
Reason
Truist raised the firm's price target on Leonardo DRS to $40 from $37 and keeps a Buy rating on the shares as part of a broader research note previewing Q1 results for Aerospace & Defense industry. The set up heading into the earnings season will be littered with unknowns, uncertainty, and what may turn out to be a lack of clarity from management teams regarding the outlooks for 2025 as tariff implications coupled with recessionary fears will likely have an impact on the cyclically-sensitive sector coverage, the analyst tells investors in a research note. Investors may be better served leaning into the more stable and predictable defense sector, especially against the backdrop of several favorable defense spending developments, Truist added.
B of A Securities
Ronald Epstein
Hold
to
Strong Buy
Upgrades
$40
2025-03-07
Reason

Valuation Metrics

The current forward P/E ratio for Leonardo DRS Inc (DRS.O) is 36.25, compared to its 5-year average forward P/E of 26.99. For a more detailed relative valuation and DCF analysis to assess Leonardo DRS Inc 's fair value, click here.

Forward PE

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Overvalued
5Y Average PE
26.99
Current PE
36.25
Overvalued PE
33.10
Undervalued PE
20.87

Forward EV/EBITDA

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Overvalued
5Y Average EV/EBITDA
16.60
Current EV/EBITDA
24.15
Overvalued EV/EBITDA
20.69
Undervalued EV/EBITDA
12.51

Forward PS

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Overvalued
5Y Average PS
2.00
Current PS
3.05
Overvalued PS
2.63
Undervalued PS
1.38

Financials

Annual
Quarterly
FY2025Q2
YoY :
+10.09%
829.00M
Total Revenue
FY2025Q2
YoY :
+25.00%
70.00M
Operating Profit
FY2025Q2
YoY :
+42.11%
54.00M
Net Income after Tax
FY2025Q2
YoY :
+42.86%
0.20
EPS - Diluted
FY2025Q2
-56.00M
Free Cash Flow
FY2025Q2
YoY :
+6.42%
23.04
Gross Profit Margin - %
FY2025Q2
YoY :
-13.26%
6.87
FCF Margin - %
FY2025Q2
YoY :
+28.91%
6.51
Net Margin - %
FY2025Q2
YoY :
+16.43%
9.07
ROIC

Trading Trends

Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
295.8K
USD
1
3-6
Months
5.7M
USD
10
6-9
Months
5.8M
USD
10
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
0.0
Volume
0
6-9
Months
0.0
Volume
0
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
0
0.0
Volume
Months
6-9
0
0.0
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months

DRS News & Events

Events Timeline

2025-07-30 (ET)
2025-07-30
08:01:11
Leonardo DRS raises FY25 adjusted EPS view to $1.06-$1.11 from $1.02-$1.08
select
2025-07-30
07:58:10
Leonardo DRS reports Q2 adjusted EPS 23c, consensus 21c
select
2025-06-10 (ET)
2025-06-10
05:19:10
Nokia announces partnership with Leonardo to deliver private wireless networks
select
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News

8.0
08-04Benzinga
US Defense Firms Face Tough Times As China's Mineral Curbs Trigger Global Scramble For Critical Supplies: Report
8.0
08-04WSJ
Exclusive | China Is Choking Supply of Critical Minerals to Western Defense Companies
9.5
07-30NASDAQ.COM
Leonardo DRS (DRS) Q2 2025 Earnings Transcript
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The current price of DRS is 41.31 USD — it has decreased -0.41 % in the last trading day.

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