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.
Leonardo DRS, Inc. (DRS) Q1 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Leonardo DRS, Inc. (DRS) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Leonardo DRS, Inc. (DRS) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.2 per share a year ago.
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.
Algert Global LLC grew its holdings in shares of Leonardo DRS, Inc. (NASDAQ: DRS) by 21.2% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 459,897 shares of the company's stock after buying an additional 80,534 shares during the period. Algert Global LLC owned
Leonardo DRS, Inc. (DRS) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, DRS's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
Leonardo DRS, Inc. (DRS) Q4 2025 Earnings Call Transcript
The headline numbers for Leonardo DRS, Inc. (DRS) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Leonardo DRS, Inc. (DRS) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.38 per share a year ago.