DRS logo

Leonardo DRS, Inc. Stock Price

NasdaqGS:DRS Community·US$11.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 45 Fair Values set on narratives written by author

DRS Share Price Performance

US$43.25
10.37 (31.54%)
US$50.90
Fair Value
US$43.25
10.37 (31.54%)
15.0% undervalued intrinsic discount
US$50.90
Fair Value
Price US$43.25
AnalystConsensusTarget US$50.90
AnalystLowTarget US$47.00
AnalystHighTarget US$55.00

DRS Community Narratives

AnalystConsensusTarget·
Fair Value US$50.9 15.0% undervalued intrinsic discount

DRS Will Benefit From Executive Transition And Share Buybacks Through 2025

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15users have followed this narrative
AnalystLowTarget·
Fair Value US$47 8.0% undervalued intrinsic discount

ESG Scrutiny And US Fiscal Challenges Will Erode Defense Prospects

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2users have followed this narrative
AnalystHighTarget·
Fair Value US$55 21.4% undervalued intrinsic discount

Digitalization And Rising Defense Spending Will Create Lasting Opportunities

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4users have followed this narrative
US$50.9
15.0% undervalued intrinsic discount
Revenue
6.02% p.a.
Profit Margin
11.75%
Future PE
32.94x
Price in 2029
US$63.46
US$47
8.0% undervalued intrinsic discount
Revenue
5.89% p.a.
Profit Margin
12.01%
Future PE
29.91x
Price in 2029
US$58.68
US$55
21.4% undervalued intrinsic discount
Revenue
6.22% p.a.
Profit Margin
9.39%
Future PE
45.78x
Price in 2029
US$69.13

Trending Discussion

Updated Narratives

DRS logo

DRS: Naval Propulsion And Backlog Strength Will Support Future Upside

Fair Value: US$50.9 15.0% undervalued intrinsic discount
15 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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DRS: 2026 Defense Demand And Backlog Support Balanced Risk Reward Profile

Fair Value: US$47 8.0% undervalued intrinsic discount
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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DRS: Future Aircraft And Defense Demand Will Support Margin Upside

Fair Value: US$55 21.4% undervalued intrinsic discount
4 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with solid track record.

1 Risk
2 Rewards

Leonardo DRS, Inc. Key Details

US$3.6b

Revenue

US$2.8b

Cost of Revenue

US$869.0m

Gross Profit

US$591.0m

Other Expenses

US$278.0m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
1.05
23.82%
7.62%
8.8%
View Full Analysis

About DRS

Founded
1968
Employees
7300
CEO
John Baylouny
WebsiteView website
www.leonardodrs.com

Leonardo DRS, Inc., together with its subsidiaries, provides defense electronic products and systems, and military support services worldwide. It operates through Advanced Sensing and Computing and Integrated Mission Systems segments. The Advanced Sensing and Computing segment designs, develops, and manufacture sensing and network computing technology that enables real-time situational awareness required for enhanced operational decision making and execution; and offers sensing capabilities span applications, such as missions requiring advanced detection, precision targeting and surveillance sensing, long range electro-optic/infrared, signals intelligence, and other intelligence systems including electronic warfare, ground vehicle sensing, active electronically scanned array tactical radars, dismounted soldier, and space sensing. This segment also provides network computing, which are utilized across a range of mission applications, such as platform computing on ground and shipboard for advanced battle management, combat systems, radar, command and control, tactical networks, tactical computing, and communications. The Integrated Mission Systems segment offers electrical propulsion systems, which includes power conversion, control, distribution, and propulsion systems, as well as power dense permanent magnet motors, energy storage systems, associated rugged and compact power conversion, electrical actuation systems, as well as advanced thermal management technologies, motor controllers, and instrumentation and control equipment. Leonardo DRS, Inc. was incorporated in 1968 and is based in Arlington, Virginia. Leonardo DRS, Inc. operates as a subsidiary of Leonardo US Holding, LLC

Recent DRS News & Updates

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