Leonardo DRS, Inc.

NasdaqGS:DRS Lagerbericht

Marktkapitalisierung: US$11.1b

Leonardo DRS Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

Leonardo DRS wird ein jährliches Gewinn- und Umsatzwachstum von 11.1% bzw. 6.5% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 10.3% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 12.7% betragen.

Wichtige Informationen

11.1%

Wachstumsrate der Gewinne

10.32%

EPS-Wachstumsrate

Aerospace & Defense Gewinnwachstum18.9%
Wachstumsrate der Einnahmen6.5%
Zukünftige Eigenkapitalrendite12.71%
Analystenabdeckung

Good

Zuletzt aktualisiert14 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel • May 07

Results: Leonardo DRS, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Leonardo DRS, Inc. ( NASDAQ:DRS ) defied analyst predictions to release its quarterly results, which were ahead of...

Recent updates

Analyseartikel • May 07

Results: Leonardo DRS, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Leonardo DRS, Inc. ( NASDAQ:DRS ) defied analyst predictions to release its quarterly results, which were ahead of...
Narrativ-Update • Apr 29

DRS: Naval Propulsion And 2026 Outlook Will Drive Upside Potential

Analysts have nudged the average price target on Leonardo DRS higher to $47, with recent increases across the Street citing solid Q4 revenue and earnings, a constructive 2026 outlook, expanding naval propulsion opportunities, progress on Germanium supply, and an $8.73b backlog supported by $1.1b in new contract awards. Analyst Commentary Recent Street research on Leonardo DRS has centered on how current valuation lines up with execution on its growth plans, including naval propulsion, Germanium supply, and converting backlog into revenue and cash flow.
Narrativ-Update • Apr 15

DRS: 2026 Demand, Naval Propulsion And Backlog Will Shape Measured Opportunity

Analysts have raised their average price target for Leonardo DRS by $7 to $47, citing recent revenue and earnings outperformance, expanding naval propulsion opportunities, progress on Germanium supply, solid free cash flow guidance, and a backlog supported by $1.1 billion in new contract awards. Analyst Commentary Recent research coverage on Leonardo DRS has centered on stronger than expected quarterly results, updated outlooks, and a series of higher price targets from major firms.
Seeking Alpha • Apr 09

Leonardo DRS: Strong Demand Meets Supply-Side Constraints

Summary Leonardo DRS’s growth is propelled by advanced sensing, electric propulsion, and tactical radar, but supply chain risks—especially rare earths—threaten operational continuity. ASC segment shows margin improvement, but IMS faces profit conversion challenges; Q4 2025 saw IMS margins drop sharply despite revenue growth. Expansion initiatives, including a new naval facility and increased capex, support future ambitions, yet rare earth supply risks remain unresolved and material. Read the full article on Seeking Alpha
Narrativ-Update • Apr 01

DRS: 2026 Defense Demand And Backlog Support Measured Smid Cap Defense Opportunity

Analysts have lifted their price targets on Leonardo DRS to a range of roughly $47 to $59, citing stronger interest in small and mid cap defense names, encouraging progress on Germanium supply, solid free cash flow guidance, expanding naval propulsion opportunities, a robust $8.73b backlog supported by $1.1b in new awards, and a solid outlook through 2026. Analyst Commentary Recent Street research on Leonardo DRS has centered on higher price targets supported by themes such as sustained interest in small and mid cap defense names, efforts to secure Germanium supply, solid free cash flow guidance, and expanding naval propulsion opportunities tied to potential new battleships.
Narrativ-Update • Mar 18

DRS: Naval Propulsion And Backlog Strength Will Support Future Upside

Narrative Update: Leonardo DRS Analyst Price Target Move The updated analyst framework raises the fair value estimate for Leonardo DRS by about $2.80 to $50.90. This reflects higher modeled revenue growth, profit margins, and an outlook that aligns with recent price target increases on the Street to a range of roughly $47 to $59, as analysts cite contract wins, backlog stability, naval propulsion opportunities, and Germanium supply efforts.
Narrativ-Update • Mar 04

DRS: 2026 Defense Demand And Backlog Support Balanced Risk Reward Profile

Narrative Update on Leonardo DRS The analyst price target for Leonardo DRS has moved from $40 to $47. Analysts link the change to strong interest in smaller defense names, company efforts around Germanium supply, solid free cash flow guidance, expanding naval propulsion opportunities, a robust $8.73b backlog supported by $1.1b of new awards, and an updated outlook through 2026.
Narrativ-Update • Feb 18

DRS: 2026 Defense Demand And Partnerships Will Support Balanced Risk Profile

Narrative Update Analysts have lifted their price target on Leonardo DRS to $54 from $47, citing expectations for solid sector demand in 2026. This outlook is supported by rising aircraft production, sustained aftermarket activity, and ongoing defense recapitalization and replenishment needs.
Narrativ-Update • Feb 03

DRS: Rising Aircraft Production And Defense Replenishment Needs Will Support Future Upside

Narrative Update The analyst price target for Leonardo DRS has been raised by analysts from US$47 to US$54. The modest uptick in fair value assumptions to US$48.10 is supported by views that rising aircraft production, sustained aftermarket demand, and ongoing defense recapitalization and replenishment needs can justify using a slightly higher future P/E and marginally stronger revenue growth and profit margin inputs.
Narrativ-Update • Jan 20

DRS: Future Aircraft And Defense Demand Will Support Margin Upside

Narrative Update Overview The analyst price target for Leonardo DRS has moved from about $50 to roughly $55, with analysts citing stronger expected revenue growth, a higher future P/E assumption, and continued sector support from aircraft production, aftermarket demand, and sustained defense spending as key factors behind the change. Analyst Commentary Bullish analysts are leaning into a more constructive view on Leonardo DRS, reflecting a reset in expectations that lines up with stronger anticipated revenue trends and a willingness to underwrite a higher future P/E.
Narrativ-Update • Jan 06

DRS: Future Defense Partnerships And Capital Returns Will Support Balanced Outlook

Narrative Update Analysts have reduced their price target on Leonardo DRS from US$43.00 to US$40.00, citing updated modeling that combines slightly adjusted revenue growth assumptions with a higher discount rate, a modestly higher profit margin outlook, and a lower future P/E multiple. What's in the News Signed a Memorandum of Intent with Saudi Arabia's Ministry of Defense to explore opportunities across ground combat vehicles and dismounted forces, aligned with the country's Vision 2030 defense modernization roadmap, including battle management systems, C6ISR solutions, rugged vehicle computing, and in-country integration services.
Narrativ-Update • Dec 14

DRS: Future Defense Contracts Will Drive Stronger Margins And Upside Potential

Analysts have trimmed their price target on Leonardo DRS by 1.96 percent, from 51.00 dollars to 50.00 dollars. This reflects slightly more conservative assumptions on the discount rate and revenue growth, partially offset by improved profit margin expectations and a lower projected future P/E multiple.
Narrativ-Update • Nov 28

DRS: Expanding Defense Contracts And Upcoming Leadership Change Will Drive Future Gains

Leonardo DRS's analyst price target remains unchanged at $47.30. Analysts cite only minimal adjustments to discount rates and forward assumptions, which do not materially impact the company's valuation outlook.
Narrativ-Update • Nov 14

DRS: New Leadership and Defense Platform Development Will Drive Future Upside

Narrative Update on Leonardo DRS Analysts have slightly reduced their price target for Leonardo DRS from $48.00 to $47.30, reflecting modest adjustments in financial outlook and profitability expectations. What's in the News Leonardo DRS and Hofmann Engineering have agreed to form a strategic partnership focused on advancing electric and hybrid naval propulsion systems and strengthening the AUKUS alliance through supply chain collaboration (Client Announcements).
Narrativ-Update • Oct 31

DRS Will Benefit From Executive Transition And Share Buybacks Through 2025

Narrative Update on Leonardo DRS Analyst Price Target Analysts have reduced their price target for Leonardo DRS from $49.00 to $48.00. This change is attributed to updates in revenue growth and profit margin expectations, along with a slightly higher discount rate.
Seeking Alpha • Feb 24

Leonardo DRS Is A Buy After Sell Off

Summary Leonardo DRS experienced strong growth in 2024, with revenues up 14% and adjusted EBITDA up 23%, driven by demand for infrared sensing and tactical radars. The company is well-positioned for continued growth in 2025, with expected revenue growth of 6%-9% and adjusted EBITDA growth of 9%-14%. Despite recent stock price declines due to defense budget concerns, the current valuation offers an attractive entry point with a 33% upside potential. The stock is now rated a buy, as the divergence between fundamentals and market sentiment creates a compelling investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Nov 07

Leonardo DRS: Expect Its Fast, Profitable Growth To Continue

Summary Leonardo DRS is rated a Strong Buy due to defense spending tailwinds, improving margins, and expected double-digit EPS growth in 2025 and 2026. The company specializes in advanced sensing, network computing, and propulsion technologies, with 80% of its revenue from the U.S. Defense Department. Despite competitive challenges, Leonardo's sole-source contracts and intellectual property provide a narrow to medium moat. Risks include fixed-price contracts, limited public ownership influence, and high competition, but strong earnings growth potential supports a bullish outlook. Read the full article on Seeking Alpha
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Neues Narrativ • Aug 27

Innovative Tech And Critical Partnerships Prime For Unprecedented Aerospace & Defense Growth

Leonardo DRS's emphasis on advanced technologies and sectors indicates strong revenue growth opportunities through market share capture in high-demand areas.
Seeking Alpha • Aug 06

Leonardo DRS: Fundamental Economics Fully Captured At Starting Multiples

Summary Leonardo DRS, Inc. provides defense technology to US national security customers and allies globally. The business produced strong Q2 earnings with demand and pricing driving top-line growth. Based on the investment facts DRS appears fairly valued with a downside skew due to high expectations embedded in current valuations. Read the full article on Seeking Alpha
Seeking Alpha • May 16

Leonardo DRS Has Upside Potential

Summary Leonardo DRS stock has steadily climbed since the acquisition of Rada Electronic Industries, with potential to reach $26 per share in 6 months and $30 in 12 months. The company's strong growth, momentum, profitability, and positive Q1 '24 results support its buy rating for retail value investors. DRS operates in the aerospace and defense industry, where spending is up. DRS has strong ties with the US, Israel, and Italy, offering growth opportunities in the aerospace/defense markets. Read the full article on Seeking Alpha
Seeking Alpha • Mar 07

Leonardo DRS: Thesis Intact, Maintain Neutral

Summary Leonardo DRS has an ambitious target for 2024. The company's order backlog reached a record $7.8 billion, with $3.5 billion in new orders for 2023. We believe that DRS sales growth and margin acceleration are already priced in. Our neutral rating is confirmed. Read the full article on Seeking Alpha
Seeking Alpha • Jan 26

Leonardo DRS: Strong Business As Always, But High Valuation

Summary The company has secured a $3 billion contract for designing an electric propulsion system for Columbia-class submarines. Despite the strong business and the emerging importance of the company, the valuation is the main risk at the moment. The stock has limited potential for additional price growth, but it remains a valuable long-term opportunity, especially at a lower price. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:DRS - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20284,446425394N/A5
12/31/20274,2023723374469
12/31/20263,93833026146410
3/31/20263,695290301438N/A
12/31/20253,648278227366N/A
9/30/20253,569265265384N/A
6/30/20253,421250235336N/A
3/31/20253,345234291398N/A
12/31/20243,234213186271N/A
9/30/20243,179198269343N/A
6/30/20243,070188243320N/A
3/31/20242,945185219274N/A
12/31/20232,826168145205N/A
9/30/20232,720159-103-31N/A
6/30/20232,651391-141-71N/A
3/31/20232,650381-113-46N/A
12/31/20222,693405-3233N/A
9/30/20222,693398-1043N/A
6/30/20222,77915468121N/A
3/31/20222,810161112172N/A
12/31/20212,879154118178N/A
9/30/20212,885143183244N/A
6/30/20212,884123114167N/A
3/31/20212,876104116172N/A
12/31/20202,7788569125N/A
12/31/20192,71475N/A157N/A
12/31/20182,333-10N/A105N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: DRSDas prognostizierte Gewinnwachstum (11.1% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: DRSDie Erträge des Unternehmens (11.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: DRSDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: DRSDie Einnahmen des Unternehmens (6.5% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: DRSDie Einnahmen des Unternehmens (6.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: DRSDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (12.7%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/18 02:41
Aktienkurs zum Tagesende2026/05/18 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Leonardo DRS, Inc. wird von 12 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Peter ArmentBaird
Ronald EpsteinBofA Global Research
Andre MadridBTIG