Leonardo DRS Dividendos y recompras
Dividendo controles de criterios 2/6
Leonardo DRS es una empresa que paga dividendos con una rentabilidad actual de 0.81% que está bien cubierta por los beneficios. La próxima fecha de pago es en 2nd June, 2026 con una fecha ex dividendo de 19th May, 2026.
Información clave
0.8%
Rentabilidad por dividendo
0.2%
Rendimiento de la recompra
| Rendimiento total para el accionista | 1.1% |
| Rendimiento futuro de los dividendos | 1.0% |
| Crecimiento de los dividendos | n/a |
| Próxima fecha de pago de dividendos | 02 Jun 26 |
| Fecha ex dividendo | 19 May 26 |
| Dividendo por acción | n/a |
| Ratio de pago | 33% |
Últimas actualizaciones de dividendos y recompras
Recent updates
Actualización de narrativa • May 19
DRS: Naval Propulsion Backlog And New Awards Will Support Future Upside
Analysts have nudged the fair value estimate for Leonardo DRS higher to $52.90 from $50.90, citing recent price target increases across the Street that reference Q4 revenue and earnings beats, robust new contract awards of $1.1b, an $8.73b backlog, and expanding naval propulsion opportunities. Analyst Commentary Bullish and cautious voices are both active around Leonardo DRS, with recent research updates clustering around the latest quarterly results and contract activity.Artículo de análisis • 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...
Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaActualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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 AlphaSeeking 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
Nueva narrativa • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaEstabilidad y crecimiento de los pagos
Obteniendo datos sobre dividendos
Dividendo estable: Es demasiado pronto para saber si los pagos de dividendos de DRS han sido estables, ya que acaban de empezar a pagar dividendo.
Dividendo creciente: Es demasiado pronto para saber si los pagos de dividendos de DRS están aumentando, ya que acaban de empezar a pagar dividendo.
Rentabilidad por dividendo vs. Mercado
| Rentabilidad por dividendo de Leonardo DRS vs. Mercado |
|---|
| Segmento | Rentabilidad por dividendo |
|---|---|
| Empresa (DRS) | 0.8% |
| Suelo de mercado 25% (US) | 1.4% |
| Techo de mercado 25% (US) | 4.3% |
| Media de la industria (Aerospace & Defense) | 1.2% |
| Analista de previsiones (DRS) (hasta 3 años) | 1.0% |
Dividendo destacado: El dividendo de DRS(0.81%) no es notable en comparación con el 25% inferior de pagadores de dividendos del mercado US (1.44%).
Alto dividendo: El (0.81%) del dividendo de DRS es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.32%).
Pago de beneficios a los accionistas
Cobertura de los beneficios: Con su razonablemente bajo ratio de pago (33%), los pagos de dividendos de DRS están bien cubiertos por los beneficios.
Pago en efectivo a los accionistas
Cobertura de flujo de caja: Con su razonablemente bajo ratio de pago en efectivo (31.9%), los pagos de dividendos de DRS están bien cubiertos por los flujos de caja.
Descubre empresas que pagan buenos dividendos
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 05:04 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Leonardo DRS, Inc. está cubierta por 12 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Peter Arment | Baird |
| Ronald Epstein | BofA Global Research |
| Andre Madrid | BTIG |