Leonardo DRS, Inc.

NasdaqGS:DRS Stock Report

Market Cap: US$10.1b

Leonardo DRS Management

Management criteria checks 4/4

Leonardo DRS' CEO is John Baylouny, appointed in Jan 2026, has a tenure of less than a year. total yearly compensation is $2.56M, comprised of 23.1% salary and 76.9% bonuses, including company stock and options. directly owns 0.04% of the company’s shares, worth $4.04M. The average tenure of the management team and the board of directors is 5.7 years and 4.8 years respectively.

Key information

John Baylouny

Chief executive officer

US$2.6m

Total compensation

CEO salary percentage23.06%
CEO tenureless than a year
CEO ownership0.04%
Management average tenure5.7yrs
Board average tenure4.8yrs

Recent management updates

Recent updates

Leonardo DRS: The Strong Buy Delivered, Here's Why I'm Downgrading It And What Comes Next

Feb 02

Leonardo DRS Is A Buy After Sell Off

Feb 24

Leonardo DRS: Expect Its Fast, Profitable Growth To Continue

Nov 07
User avatar

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.

Leonardo DRS: Fundamental Economics Fully Captured At Starting Multiples

Aug 06

Leonardo DRS Has Upside Potential

May 16

Leonardo DRS: Thesis Intact, Maintain Neutral

Mar 07

Leonardo DRS: Strong Business As Always, But High Valuation

Jan 26

CEO Compensation Analysis

How has John Baylouny's remuneration changed compared to Leonardo DRS's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

US$265m

Jun 30 2025n/an/a

US$250m

Mar 31 2025n/an/a

US$234m

Dec 31 2024US$3mUS$589k

US$213m

Sep 30 2024n/an/a

US$198m

Jun 30 2024n/an/a

US$188m

Mar 31 2024n/an/a

US$185m

Dec 31 2023US$3mUS$573k

US$168m

Sep 30 2023n/an/a

US$159m

Jun 30 2023n/an/a

US$391m

Mar 31 2023n/an/a

US$381m

Dec 31 2022US$3mUS$551k

US$405m

Sep 30 2022n/an/a

US$398m

Jun 30 2022n/an/a

US$154m

Mar 31 2022n/an/a

US$161m

Dec 31 2021US$2mUS$516k

US$154m

Sep 30 2021n/an/a

US$143m

Jun 30 2021n/an/a

US$123m

Mar 31 2021n/an/a

US$104m

Dec 31 2020US$2mUS$470k

US$85m

Compensation vs Market: John's total compensation ($USD2.56M) is below average for companies of similar size in the US market ($USD13.14M).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.

CEO

John Baylouny (64 yo)

less than a year
Tenure
US$2,555,352
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
John Baylouny
Presidentless than a yearUS$2.56m0.040%
$ 4.0m
Michael Dippold
Executive VP & CFO9.1yrsUS$2.16m0.016%
$ 1.6m
Sally Wallace
Executive VP & COOless than a yearUS$1.64m0.022%
$ 2.2m
Mark Dorfman
Executive VP16.2yrsUS$1.74m0.010%
$ 1.1m
Stephen Vather
Senior VP of Corporate Development (M&A) & Investor Relationsno datano datano data
Philip Perconti
Chief Technology Officer4.2yrsno datano data
Tami Gesiskie
Senior Vice President of Human Resourcesno datano datano data
William Guyan
Senior VP of Business Development & President of International Business1.1yrsno datano data
Matthew Green
Senior Vice President of Government Relationsno datano datano data
Jason Rinsky
Executive VP & Chief Tax and Treasury Officer14.1yrsno data0.0046%
$ 469.6k
Pamela Morrow
Senior VP & Corporate Controller7.2yrsno data0.0069%
$ 705.0k
5.7yrs
Average Tenure
54.5yo
Average Age

Experienced Management: DRS's management team is seasoned and experienced (5.7 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
John Baylouny
Presidentless than a yearUS$2.56m0.040%
$ 4.0m
Mary Gallagher
Independent Director4.8yrsUS$291.68k0.011%
$ 1.2m
Eric Salzman
Independent Director3.3yrsUS$251.52k0.0044%
$ 450.4k
David Carey
Independent Director17.1yrsUS$292.22k0.0090%
$ 910.9k
Frances Townsend
Independent Chair17.1yrsUS$347.14k0.011%
$ 1.2m
Kenneth Krieg
Independent Director18.1yrsUS$299.44k0.010%
$ 1.1m
George Casey
Independent Director6.1yrsUS$250.93k0.011%
$ 1.2m
Gail Baker
Independent Director4.8yrsUS$255.37k0.011%
$ 1.2m
Louis Brothers
Independent Director3.1yrsUS$248.01k0.0078%
$ 791.2k
4.8yrs
Average Tenure
64yo
Average Age

Experienced Board: DRS's board of directors are considered experienced (4.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/15 11:30
End of Day Share Price 2026/02/13 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Leonardo DRS, Inc. is covered by 10 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter ArmentBaird
Ronald EpsteinBofA Global Research
Andre MadridBTIG