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.
Here is how Leonardo DRS, Inc. (DRS) and Elbit Systems (ESLT) have performed compared to their sector so far this year.
Leonardo DRS, Inc. (DRS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 733 | $33,278.12 | $32,079.74 | -$1,198.38 | -3.6% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 7,429 | $292,972.12 | $325,130.18 | $32,158.06 | 10.98% |
| SS Sarah Saadeh CHESAPEAKE CAPITAL Corp. /IL/ | 7,686 | $342,181 | $336,018.85 | -$6,162.15 | -1.8% |
| YA Yinka Akinsola Blue Trust Inc. | 6 | $267.12 | $260.38 | -$6.74 | -2.52% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,881 | $570,872.51 | $602,493.7 | $31,621.19 | 5.54% |
| Aerospace & Defense Industry | Industrials Sector | John A. Baylouny CEO | NASDAQ (NGS) Exchange | 52661A108 CUSIP |
| US Country | 7,000 Employees | 2 Jun 2026 Last Dividend | 14 Sep 2016 Last Split | 29 Nov 2022 IPO Date |
Leonardo DRS, Inc., a subsidiary of Leonardo S.p.A., is a prominent provider of defense electronics products, systems, and military support services. The company, incorporated in 1968 and headquartered in Arlington, Virginia, operates mainly through two segments: Advanced Sensing and Computing (ASC) and Integrated Mission Systems (IMS). Leonardo DRS has established itself as a critical player in the defense sector, offering a wide range of technological solutions that support military operations and enhance operational decision-making and execution. Its dedication to developing sophisticated sensor and computing technologies, along with integrated mission systems, underlines its commitment to supporting the U.S. and allied defense customers with innovative and reliable military solutions.
Leonardo DRS’s offerings span a broad array of defense technology solutions, grouped primarily under its two operational segments.
This segment focuses on providing leading-edge sensing and network computing technology. The ASC segment's products and services are crucial for real-time situational awareness, enabling enhanced operational decision making and execution. Among its offerings are:
This segment delivers a wide range of power conversion, control, and distribution systems, alongside propulsion systems and motors tailored for U.S. and allied defense operations. Key solutions include: