Leonardo DRS, Inc.

NasdaqGS:DRS Aktierapport

Börsvärde: US$11.9b

Leonardo DRS Utdelningar och återköp

Utdelning kriterier kontrolleras 2/6

Leonardo DRS är ett utdelningsbetalande företag med en aktuell avkastning på 0.81% som täcks väl av vinsten. Nästa betalningsdatum är den 2nd June, 2026 med ett ex-dividenddatum på 19th May, 2026.

Viktig information

0.8%

Avkastning på utdelning

0.2%

Återköpsavkastning

Total avkastning till aktieägarna1.0%
Framtida utdelningsavkastning1.0%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelning02 Jun 26
Ex utdelningsdag19 May 26
Utdelning per aktien/a
Utdelningsandel33%

Senaste utdelnings- och återköpsuppdateringar

Recent updates

Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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 Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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 Alpha
Seeking 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
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Ny berättelse 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: För tidigt att säga om DRS s utdelningsbetalningar har varit stabila eftersom de precis börjat betala ut en utdelning.

Växande utdelning: För tidigt att säga om DRS s utdelningsbetalningar ökar eftersom de precis börjat betala ut en utdelning.


Utdelningsavkastning jämfört med marknaden

Leonardo DRS Utdelningsavkastning jämfört med marknaden
Hur är DRS:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (DRS)0.8%
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.3%
Genomsnitt för branschen (Aerospace & Defense)1.1%
Prognosanalytiker (DRS) (upp till 3 år)1.0%

Anmärkningsvärd utdelning: DRS s utdelning ( 0.81% ) är inte märkbar jämfört med de lägsta 25 % av utdelningsbetalarna på US marknaden ( 1.42% ).

Hög utdelning: DRS s utdelning ( 0.81% ) är låg jämfört med de översta 25 % av utdelningsbetalarna på US marknaden ( 4.25% ).


Vinstutdelning till aktieägarna

Resultattäckning: Med sin rimligt låga utbetalningskvot ( 33% ), täcks DRS s utdelningsbetalningar väl av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Med sin ganska låga cash payout_ratio ( 31.9% ), täcks DRS s utdelningsbetalningar väl av kassaflöden.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/21 05:25
Aktiekurs vid dagens slut2026/05/21 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Leonardo DRS, Inc. bevakas av 12 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Peter ArmentBaird
Ronald EpsteinBofA Global Research
Andre MadridBTIG