Leonardo DRS, Inc. (DRS)
Leonardo DRS: A 20% Selloff Creates A Strong Buy Opportunity
Leonardo DRS is upgraded to a 'Strong Buy', with 27-54% upside potential, after a 20% share price decline despite robust operational performance. Q2 results exceeded expectations: revenue grew 10% to $913M, adjusted EBITDA rose 33%, and EPS surged 52%, supported by strong demand for tactical radars and sensors. The pending $450M Raft acquisition enhances DRS's distributed-intelligence capabilities, expected to be accretive to adjusted EPS in its first full year.
Leonardo DRS: The Defense Stock Built For The Next Upgrade Cycle
Leonardo DRS receives a Buy rating, driven by operational progress, robust upgrade cycles, and strong positioning in defense electronics and power systems. DRS's business model leverages installed hardware, recurring upgrade opportunities, and integration advantages, supporting durable revenue streams across multiple military platforms. Valuation reflects a growth premium—current multiples require sustained earnings improvement, with a 12-month target price of $43 offering 17% upside.
Down 19.5% in 4 Weeks, Here's Why Leonardo DRS, Inc. (DRS) Looks Ripe for a Turnaround
Leonardo DRS, Inc. (DRS) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Is Leonardo DRS, Inc. (DRS) Stock Outpacing Its Aerospace Peers This Year?
Here is how Leonardo DRS, Inc. (DRS) and Outdoor Holding Company (POWW) have performed compared to their sector so far this year.
Are Aerospace Stocks Lagging Leonardo DRS, Inc. (DRS) This Year?
Here is how Leonardo DRS, Inc. (DRS) and Outdoor Holding Company (POWW) have performed compared to their sector so far this year.
Leonardo DRS, Inc. (DRS) Q2 2026 Earnings Call Transcript
Leonardo DRS, Inc. (DRS) Q2 2026 Earnings Call Transcript
Leonardo DRS Q2 Earnings Call Highlights
Leonardo DRS NASDAQ: DRS reported second-quarter fiscal 2026 revenue growth of 10% and sharply higher profitability, supported by demand across tactical radar, naval propulsion, infrared sensing and force-protection programs. The company also raised its full-year profit outlook and announced an agreement to acquire mission software provider Raft for $450 million in cash.
Leonardo DRS, Inc. (DRS) Surpasses Q2 Earnings and Revenue Estimates
Leonardo DRS, Inc. (DRS) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.23 per share a year ago.
Leonardo DRS, Inc. (DRS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Leonardo DRS, Inc. (DRS) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Leonardo DRS: Buy As Radar And Counter-Drone Demand Accelerate
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.
Is Leonardo DRS, Inc. (DRS) Stock Outpacing Its Aerospace Peers This Year?
Here is how Leonardo DRS, Inc. (DRS) and Elbit Systems (ESLT) have performed compared to their sector so far this year.
All You Need to Know About Leonardo DRS, Inc. (DRS) Rating Upgrade to Buy
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.
