DRSLeonardo DRS, Inc.

$38.61

Price

$38.61-5.6%1Y
1M-20%1Y-5.6%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Below average
4/10
Value40
Quality62
Momentum41
Growth45
Strongest Quality, weakest Value · ranked vs Industrials peers. The five questions below judge the company on its own terms.
What they do

Leonardo DRS, Inc. provides advanced defense technology to U.S. national security customers and allied defense forces worldwide. We specialize in the design, development, manufacture, and integration of advanced sensing, network computing, force protection, and electric power and propulsion technologies and solutions. As a mid-sized defense technology company, our combination of operational speed and agility, deep domain expertise, and established positions on priority defense platforms has resulted in a durable and diversified portfolio of programs across the DoW.

In the company’s own words · 10-K filed Feb 27, 2026 · SEC EDGAR

P/E (TTM)36.1
Market Cap$12.29B
1Y Return-5.6%
5Y Return+223%

Business segments

Q2 2026 · $804.0M

The company’s own SEC segment disclosure.

  • Advanced Sensing And Computing$487.0M61%
  • Integrated Mission Systems$317.0M39%

Leonardo DRS, Inc. (DRS) reported revenue of $846M in Q1 2026 (quarter ended March 31, 2026), up 5.9% from the same quarter a year earlier. That came with a gross margin of 25% and net income of $62M (7.3% of revenue). For the full year FY2025, revenue was $3.65B (+13% year on year) and net income $278M. Its largest segment in 2026-Q2 was Advanced Sensing And Computing at $487M, 61% of the disclosed total, just ahead of Integrated Mission Systems at 39%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.