Leonardo DRS Gestione
Criteri Gestione verificati 4/4
Leonardo DRS Il CEO è John Baylouny, nominato in Jan2026, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 2.70M, composta da 22.6% di stipendio e 77.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.046% delle azioni della società, per un valore di $ 5.48M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 6.2 anni e 5.3 anni.
Informazioni chiave
John Baylouny
Amministratore delegato
US$2.7m
Compenso totale
| Percentuale dello stipendio del CEO | 22.64% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.05% |
| Durata media del management | 6.2yrs |
| Durata media del Consiglio di amministrazione | 5.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Aug 04
DRS: AI Mission Software Acquisition Will Support Future Earnings Upside
Analysts have nudged their price targets for Leonardo DRS higher, with recent Street research moves supporting a shift in fair value to about $54.10 from $52.90 as they factor in updated assumptions on the discount rate, profit margin, and future P/E expectations. Analyst Commentary Recent research around Leonardo DRS gives investors a mix of supportive and cautious signals, with price targets such as the US$53 level from JPMorgan helping frame how analysts think about valuation, execution, and growth expectations today.Seeking Alpha • Jul 04
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 narrativa • 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 narrativa • 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 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.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 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Aggiornamento 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$322m |
| Mar 31 2026 | n/a | n/a | US$290m |
| Dec 31 2025 | US$3m | US$612k | US$278m |
| Sep 30 2025 | n/a | n/a | US$265m |
| Jun 30 2025 | n/a | n/a | US$250m |
| Mar 31 2025 | n/a | n/a | US$234m |
| Dec 31 2024 | US$3m | US$589k | US$213m |
| Sep 30 2024 | n/a | n/a | US$198m |
| Jun 30 2024 | n/a | n/a | US$188m |
| Mar 31 2024 | n/a | n/a | US$185m |
| Dec 31 2023 | US$3m | US$573k | US$168m |
| Sep 30 2023 | n/a | n/a | US$159m |
| Jun 30 2023 | n/a | n/a | US$391m |
| Mar 31 2023 | n/a | n/a | US$381m |
| Dec 31 2022 | US$3m | US$551k | US$405m |
| Sep 30 2022 | n/a | n/a | US$398m |
| Jun 30 2022 | n/a | n/a | US$154m |
| Mar 31 2022 | n/a | n/a | US$161m |
| Dec 31 2021 | US$2m | US$516k | US$154m |
| Sep 30 2021 | n/a | n/a | US$143m |
| Jun 30 2021 | n/a | n/a | US$123m |
| Mar 31 2021 | n/a | n/a | US$104m |
| Dec 31 2020 | US$2m | US$470k | US$85m |
Compensazione vs Mercato: La retribuzione totale di John ($USD 2.70M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.41M ).
Compensazione vs guadagni: La retribuzione di John è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
John Baylouny (65 yo)
less than a year
Mandato
US$2,703,832
Compensazione
Mr. John A. Baylouny is President, CEO & Director of Leonardo DRS, Inc. from January 1, 2026 and served as its Chief Operating Officer since October 2018 and was its Executive Vice President since October...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | less than a year | US$2.70m | 0.046% $ 5.5m | |
| Executive VP & CFO | 9.6yrs | US$2.40m | 0.021% $ 2.5m | |
| Executive VP & COO | less than a year | US$1.74m | 0.021% $ 2.6m | |
| Executive VP | 16.7yrs | US$1.83m | 0.014% $ 1.6m | |
| Senior VP & CTO | 4.7yrs | Nessun dato | Nessun dato | |
| Senior VP of Corporate Development (M&A) & Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP of Business Development & President of International Business | 1.6yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Government Relations | no data | Nessun dato | Nessun dato | |
| Executive VP & Chief Tax and Treasury Officer | 14.6yrs | Nessun dato | 0.0088% $ 1.1m | |
| Senior VP & Corporate Controller | 7.7yrs | Nessun dato | 0.0040% $ 472.3k |
6.2yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di DRS è esperto e expertise (durata media dell'incarico 6.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | less than a year | US$2.70m | 0.046% $ 5.5m | |
| Independent Director | 5.3yrs | US$289.98k | 0.013% $ 1.5m | |
| Independent Director | 3.8yrs | US$269.98k | 0.0058% $ 688.7k | |
| Independent Director | less than a year | Nessun dato | 0.0096% $ 1.1m | |
| Independent Chair | 17.6yrs | US$329.98k | 0.013% $ 1.6m | |
| Independent Director | 17.6yrs | US$289.98k | 0.012% $ 1.4m | |
| Independent Director | 6.6yrs | US$269.98k | 0.012% $ 1.5m | |
| Independent Director | 5.3yrs | US$269.98k | 0.013% $ 1.5m | |
| Independent Director | 3.6yrs | US$269.98k | 0.0091% $ 1.1m |
5.3yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DRS sono considerati esperti (durata media dell'incarico 5.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/10 09:33 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/06/30 |
| 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 |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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; abbiamo anche delle guide su come utilizzare i nostri report e dei 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 |