Leonardo DRS, Inc. (DRS) Research

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 propulsion—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.

Market snapshot

Symbol
DRS
Price
$46.08
Day change
-1.07%
Market cap
$12.3B
P/E ratio
42.16x
52-week range
32.43-50.59
Sector
Industrials
Industry
Aerospace & Defense
Next earnings
in 1 month
Analyst price target
$53.33

Recent news

  • U.S. Air Force To Fly B-1B Lancer And B-2 Spirit Well Into Late 2030s

    The United States Air Force has no plans to retire its remaining fleet of Boeing B-52 Stratofortress bombers for at least a couple more decades, and the old "BUFFs" as they are known, will be in service until the late 2040s or early 2050s, perhaps even longer. However, even as the Air Force will adopt the Northrop Grumman B-21 Raiders in the coming year, the B-52s won't be the only old workhorses that will remain in the bomber fleet.

  • This Defense Stock Is Resisting Market Weakness. Here's Where To Get In.

    Leonardo DRS stock is crafting a bullish chart pattern. The defense name is setting up even as the broader market continues to weaken.

Peer companies

  • Applied Industrial Technologies, Inc. (AIT)
  • CAE Inc. (CAE)
  • Donaldson Company, Inc. (DCI)
  • Embraer S.A. (ERJ)
  • Generac Holdings Inc. (GNRC)
  • Parsons Corporation (PSN)
  • Regal Rexnord Corporation (RRX)
  • StandardAero, Inc. (SARO)

Recent insider activity

  • Wallace Sally — S-Sale (1300 shares) on 2026-06-11
  • Dippold Michael — S-Sale (8318 shares) on 2026-06-08
  • Dorfman Mark — S-Sale (5536 shares) on 2026-06-04
  • TOWNSEND FRANCES F — M-Exempt (3556 shares) on 2026-06-04
  • TOWNSEND FRANCES F — M-Exempt (3556 shares) on 2026-06-04

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