Leonardo DRS (DRS) Panoramica del titolo
Leonardo DRS, Inc. insieme alle sue controllate, fornisce prodotti e sistemi elettronici per la difesa e servizi di supporto militare in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 2/6 |
Premi
Analisi del rischio
DRS ha superato i nostri controlli di rischio.
DRS Community Fair Values
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Analyst Price Targets
Concorrenti di Leonardo DRS, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$43.72 |
| Massimo di 52 settimane | US$50.59 |
| Minimo di 52 settimane | US$32.43 |
| Beta | 0.19 |
| Variazione di 1 mese | -5.27% |
| Variazione a 3 mesi | -6.44% |
| Variazione di 1 anno | -5.80% |
| Variazione a 3 anni | 162.74% |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | 297.82% |
Notizie e aggiornamenti recenti
Seeking Alpha • 23h
Leonardo DRS: Buy As Radar And Counter-Drone Demand Accelerate
Summary Leonardo DRS remains a buy, driven by robust demand for radar, power management, and defense electronics in a multi-domain defense supercycle. DRS is positioned to benefit from expanding defense budgets, sensor-rich battlefield trends, and program ramp-ups across naval, air, and land domains. Valuation is attractive with 13–20% upside, supported by EBITDA margin expansion, strong free cash flow growth, and a net cash balance. Potential for additional upside exists from share repurchases and possible valuation multiple expansion toward aerospace and defense peers. Read the full article on Seeking AlphaArticolo di analisi • Jun 21
Leonardo DRS (DRS) Stock Could Be 12.9% Undervalued After Eurosatory 2026 Buzz
Leonardo DRS (DRS) drew investor attention after presenting at Eurosatory 2026 in Paris, where it highlighted rising demand for its counter-UAS radar systems, AI-enabled platforms and global production expansion. See our latest analysis for Leonardo DRS. Leonardo DRS shares have eased back in the last week, with a 7 day share price return of 5.05% and a 1 day decline of 1.07%. However, the year to date share price return of 32.49% and a 3 year total shareholder return of about 2x suggest...Recent updates
Seeking Alpha • 23h
Leonardo DRS: Buy As Radar And Counter-Drone Demand Accelerate
Summary Leonardo DRS remains a buy, driven by robust demand for radar, power management, and defense electronics in a multi-domain defense supercycle. DRS is positioned to benefit from expanding defense budgets, sensor-rich battlefield trends, and program ramp-ups across naval, air, and land domains. Valuation is attractive with 13–20% upside, supported by EBITDA margin expansion, strong free cash flow growth, and a net cash balance. Potential for additional upside exists from share repurchases and possible valuation multiple expansion toward aerospace and defense peers. Read the full article on Seeking AlphaArticolo di analisi • Jun 21
Leonardo DRS (DRS) Stock Could Be 12.9% Undervalued After Eurosatory 2026 Buzz
Leonardo DRS (DRS) drew investor attention after presenting at Eurosatory 2026 in Paris, where it highlighted rising demand for its counter-UAS radar systems, AI-enabled platforms and global production expansion. See our latest analysis for Leonardo DRS. Leonardo DRS shares have eased back in the last week, with a 7 day share price return of 5.05% and a 1 day decline of 1.07%. However, the year to date share price return of 32.49% and a 3 year total shareholder return of about 2x suggest...
Aggiornamento della narrazione • Jun 18
DRS: Future Defense Platforms And Government Contracts Will Support Margin Upside
Analysts have lifted their consolidated price targets on Leonardo DRS stock by a few dollars, with the latest moves of $2 to $5 higher reflecting updated views on its growth outlook, profitability profile and the P/E multiples they consider appropriate. Analyst Commentary on Leonardo DRS Stock Recent Street research on Leonardo DRS has focused on refreshed price targets that are a few dollars higher than prior levels, with bullish analysts pointing to updated views on growth, profitability and what they see as a suitable P/E range for the stock.Aggiornamento della narrazione • Jun 02
DRS: Future Defense Platforms And Buybacks Will Support Margin Upside
Analysts have raised their fair value price target on Leonardo DRS from $55.00 to $59.00, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E in recent research. Analyst Commentary Bullish analysts are framing the higher fair value target for Leonardo DRS as part of a broader reassessment of the stock's potential, supported by updated views on revenue, margins, and valuation multiples.
Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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
Nuova narrazione • 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 AlphaRendimenti per gli azionisti
| DRS | US Aerospace & Defense | US Mercato | |
|---|---|---|---|
| 7D | 2.9% | 5.0% | 1.6% |
| 1Y | -5.8% | 31.4% | 18.6% |
Ritorno vs Industria: DRS ha avuto una performance inferiore rispetto al US Aerospace & Defense che ha registrato un rendimento 31.4 % nell'ultimo anno.
Rendimento vs Mercato: DRS ha avuto una performance inferiore al mercato US che ha registrato un rendimento 18.6 % nell'ultimo anno.
Volatilità dei prezzi
| DRS volatility | |
|---|---|
| DRS Average Weekly Movement | 5.9% |
| Aerospace & Defense Industry Average Movement | 9.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: DRS non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di DRS è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1968 | 7,300 | John Baylouny | www.leonardodrs.com |
Leonardo DRS, Inc. insieme alle sue controllate, fornisce prodotti e sistemi elettronici per la difesa e servizi di supporto militare in tutto il mondo. Opera attraverso i segmenti Advanced Sensing and Computing e Integrated Mission Systems. Il segmento Advanced Sensing and Computing progetta, sviluppa e produce tecnologie di rilevamento e di network computing che consentono la consapevolezza della situazione in tempo reale, necessaria per migliorare il processo decisionale e l'esecuzione delle operazioni; inoltre, offre capacità di rilevamento per applicazioni quali missioni che richiedono rilevamento avanzato, rilevamento di precisione e sorveglianza, sistemi elettro-ottici/infrarossi a lungo raggio, intelligence dei segnali e altri sistemi di intelligence, tra cui la guerra elettronica, il rilevamento di veicoli terrestri, i radar tattici attivi a scansione elettronica, i soldati smontati e il rilevamento spaziale.
Leonardo DRS, Inc. Riepilogo dei fondamenti
| DRS statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$11.66b |
| Utili (TTM) | US$290.00m |
| Ricavi(TTM) | US$3.70b |
40.2x
Rapporto P/E3.2x
Rapporto P/SDRS è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| DRS Conto economico (TTM) | |
|---|---|
| Ricavi | US$3.70b |
| Costo del fatturato | US$2.80b |
| Profitto lordo | US$900.00m |
| Altre spese | US$610.00m |
| Utili | US$290.00m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 30, 2026
| Utile per azione (EPS) | 1.09 |
| Margine lordo | 24.36% |
| Margine di profitto netto | 7.85% |
| Rapporto debito/patrimonio netto | 0.04% |
Come si è comportato DRS nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.8%
Rendimento attuale del dividendo33%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/05 09:02 |
| Prezzo dell'azione a fine giornata | 2026/07/02 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Leonardo DRS, Inc. è coperta da 11 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Arment | Baird |
| Ronald Epstein | BofA Global Research |
| Andre Madrid | BTIG |