Leonardo DRS (DRS) Hisse Özeti
Leonardo DRS, Inc. iştirakleri ile birlikte dünya çapında savunma elektroniği ürünleri ve sistemleri ile askeri destek hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 2/6 |
Ödüller
Risk Analizi
DRS risk kontrollerimizi geçti.
DRS Community Fair Values
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Analyst Price Targets
Leonardo DRS, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$43.72 |
| 52 Haftanın En Yüksek Seviyesi | US$50.59 |
| 52 Haftanın En Düşük Seviyesi | US$32.43 |
| Beta | 0.19 |
| 1 Aylık Değişim | -5.27% |
| 3 Aylık Değişim | -6.44% |
| 1 Yıllık Değişim | -5.80% |
| 3 Yıllık Değişim | 162.74% |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | 297.82% |
Son Haberler & Güncellemeler
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 AlphaAnaliz Makalesi • 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 • 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 AlphaAnaliz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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
Yeni Anlatı • 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 AlphaHissedar Getirileri
| DRS | US Aerospace & Defense | US Pazar | |
|---|---|---|---|
| 7D | 2.9% | 5.0% | 1.6% |
| 1Y | -5.8% | 31.4% | 18.6% |
Getiri vs. Endüstri: DRS geçen yıl % 31.4 oranında getiri sağlayan US Aerospace & Defense sektörünün gerisinde kaldı.
Getiri vs Piyasa: DRS geçen yıl % 18.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| 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% |
İstikrarlı Hisse Senedi Fiyatı: DRS son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: DRS 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1968 | 7,300 | John Baylouny | www.leonardodrs.com |
Leonardo DRS, Inc. iştirakleri ile birlikte dünya çapında savunma elektroniği ürünleri ve sistemleri ile askeri destek hizmetleri sunmaktadır. Gelişmiş Algılama ve Bilgi İşlem ve Entegre Görev Sistemleri segmentleri aracılığıyla faaliyet göstermektedir. Gelişmiş Algılama ve Bilgi İşlem segmenti, gelişmiş operasyonel karar verme ve yürütme için gerekli gerçek zamanlı durumsal farkındalığı sağlayan algılama ve ağ bilgi işlem teknolojisini tasarlar, geliştirir ve üretir; ve gelişmiş algılama, hassas hedefleme ve gözetleme algılama, uzun menzilli elektro-optik / kızılötesi, sinyal istihbaratı ve elektronik harp, kara aracı algılama, aktif elektronik taramalı dizi taktik radarlar, sökülmüş asker ve uzay algılama dahil olmak üzere diğer istihbarat sistemleri gerektiren görevler gibi uygulamaları kapsayan algılama yetenekleri sunar.
Leonardo DRS, Inc. Temel Bilgiler Özeti
| DRS temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$11.66b |
| Kazançlar(TTM) | US$290.00m |
| Gelir(TTM) | US$3.70b |
40.2x
F/K Oranı3.2x
P/S OranıDRS aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| DRS gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.70b |
| Gelir Maliyeti | US$2.80b |
| Brüt Kâr | US$900.00m |
| Diğer Giderler | US$610.00m |
| Kazançlar | US$290.00m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Jul 30, 2026
| Hisse başına kazanç (EPS) | 1.09 |
| Brüt Marj | 24.36% |
| Net Kâr Marjı | 7.85% |
| Borç/Özkaynak Oranı | 0.04% |
DRS uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.8%
Mevcut Temettü Verimi33%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/05 10:56 |
| Gün Sonu Hisse Fiyatı | 2026/07/02 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Leonardo DRS, Inc. 11 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Peter Arment | Baird |
| Ronald Epstein | BofA Global Research |
| Andre Madrid | BTIG |