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LEONARDO DRS INC

DRSNASDAQ
πŸ† #900 by market capEarnings Oct 27US Equity
$36.75β–² $0.11 (+0.29%)
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24hβ–² 0.3%
7dβ–Ό 1.8%
14dβ–Ό 0.9%
30dβ–Ό 3.3%
ytdβ–² 7.9%
1yβ–Ό 19.1%
🏦Market Cap
$9.80B
Small Cap
πŸ“ˆRevenue Growth (YoY)
+10.5%
Healthy
πŸ“ŠGross Margin
24.9%
Moderate
πŸ’΅FCF Margin
12.1%
Healthy
βš–οΈP/S Ratio
2.6x
Cheap
Otter Score
72
Fair

Trading Snapshot

Day Range
$36.22 – $37.06
52-Week Range
$32.43 – $50.59
Volume
$3.20B
Avg Volume
$2.90B
Shares Outstanding
266.8M
Next Earnings
Dec 14, 2026

Fundamentals Snapshot

Annual Revenue
$3.65B
Last Q Revenue
$913M
P/E Ratio
30.4
P/S Ratio
2.6x
EPS (TTM)
$1.20
Dividend Yield
0.98%
Dilution (1yr)
+0.3%

Why Investors Own DRS

  • βœ“High-growth profile β€” revenue up +37.5% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 51% gross margin and 12% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

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LEONARDO DRS INC

DRS
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$3.6Bβ–² +12.8% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
23.8%β–² +4.7% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$348Mβ–² +18.8% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$227Mβ–² +22.0% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
268.8Mβ–² +0.3% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$177Mβ–² +$37M YoY
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About LEONARDO DRS INC

Established in Arlington, Virginia, in 1969, Leonardo DRS, Inc. is a leading supplier of advanced defense products and technologies. The company's diverse portfolio addresses military requirements across various environments, including land, air, sea, space, and cybersecurity, with additional applications in the commercial sector. Its operations are organized into two primary divisions: Advanced Sensing and Computing, and Integrated Mission Systems. DRS provides sophisticated sensing solutions, such as infrared systems for threat identification and improving situational awareness, alongside uncooled infrared technologies and systems designed to mitigate brownout conditions. Their electronic warfare (EW) capabilities encompass airborne, vehicle-mounted, and soldier-borne systems, supported by specialized EW software, training tools, and intelligence services. Furthermore, Leonardo DRS develops essential computing systems for military platforms like ground vehicles, ships, and submarines. These offerings include robust network and data distribution applications, integrated sensor systems, and resilient networked computing infrastructure. The company also specializes in force protection, delivering solutions for counter-unmanned aerial systems (C-UAS), short-range air defense, and active protection systems. Additionally, DRS is a key provider of power management and propulsion technologies, offering systems for power control, distribution, conversion, and propulsionβ€”including hybrid electric drive systems, energy storage solutions, gas turbine packages, nuclear instrumentation and controls, and thermal management and refrigeration equipment. Leonardo DRS serves a broad client base, which includes the U.S. military, major aerospace and defense contractors, government intelligence agencies, and international armed forces.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
72/100

Analyst Ratings

β“˜
Consensus
Buy
15 analysts
Strong Buy5
Buy7
Hold3
Sell0
Strong Sell0
Ratings as of Sep 2026

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