Leonardo DRS/$DRS
Leonardo DRS shares rise after Q3 earnings beat expectations and the company raises FY26 revenue, EBITDA and EPS guidance on strong bookings and record backlog.
5 hours agoLightyear AI
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Leonardo DRS
Leonardo DRS Inc is a provider of defense products and technologies that are used across land, air, sea, space, and cyber domains. It is in the design, development, and manufacture of Advanced sensing, network computing, force protection, and electric power and propulsion technologies and solutions. The company has two segments: Advanced Sensing and Computing, which generates the majority of revenue, and the Integrated Mission Systems segment. The Advanced Sensing and Computing segment is engaged in designing, developing, and manufacturing sensing and network computing technology that enables real-time situational awareness required for enhanced operational decision-making and execution by the customers.
- Ticker
- $DRS
- Sector
- Industrials
- Primary listing
- NASDAQ
- Employees
- 7,300
- Headquarters
- Arlington, United States
- Website
- www.leonardodrs.com
Leonardo DRS Metrics
BasicAdvanced
$9.5B
29.83
$1.19
0.16
$0.36
1.01%
Price and volume
Market cap
$9.5B
Beta
0.16
52-week high
$50.59
52-week low
$32.43
Average daily volume
1.1M
Dividend rate
$0.36
Financial strength
Current ratio
1.915
Quick ratio
1.494
Long term debt to equity
0.05
Total debt to equity
0.053
Dividend payout ratio (TTM)
29.81%
Interest coverage (TTM)
80.00%
Profitability
EBITDA (TTM)
497
Gross margin (TTM)
24.87%
Net profit margin (TTM)
8.52%
Operating margin (TTM)
10.58%
Effective tax rate (TTM)
17.01%
Revenue per employee (TTM)
$520,000
Management effectiveness
Return on assets (TTM)
6.04%
Return on equity (TTM)
11.92%
Valuation
Price to earnings (TTM)
29.83
Price to revenue (TTM)
2.496
Price to book
3.38
Price to tangible book (TTM)
6.47
Price to free cash flow (TTM)
26.033
Free cash flow yield (TTM)
3.84%
Free cash flow per share (TTM)
1.364
Dividend yield (TTM)
1.01%
Forward dividend yield
1.01%
Growth
Revenue change (TTM)
10.46%
Earnings per share change (TTM)
26.74%
3-year revenue growth (CAGR)
12.54%
3-year earnings per share growth (CAGR)
-9.72%
What the Analysts think about Leonardo DRS
Analyst ratings (Buy, Hold, Sell) for Leonardo DRS stock.
Analyst projections of the future price of Leonardo DRS stock.
Bulls say / Bears say
Third-quarter revenue rose 11% year on year, while adjusted EBITDA increased 27%, and Leonardo DRS raised its 2026 revenue, profit and earnings guidance. That shows stronger growth and operating leverage than its previous outlook assumed. (Leonardo DRS)
Bookings reached $1.6 billion, a 1.5x book-to-bill ratio, and funded backlog rose 21% to a record $5.6 billion. If the company converts that demand into deliveries, it provides a larger base of work to support future sales. (Leonardo DRS)
A customer agreement covers more than 50,000 compact thermal-imaging cameras, highlighting demand for DRS sensing products in unmanned and other emerging applications. The company says it has invested in capacity to support high-volume production. (Leonardo DRS)
A recent valuation analysis found DRS trading above its modelled fair price-to-earnings ratio and peer average. That premium leaves less room for disappointment if growth or margins fall short. (Yahoo Finance)
The company says the timing of materials receipts and programme milestones will shape fourth-quarter revenue, so delivery delays could defer sales even with a record backlog. Backlog is not a guarantee that work will convert on schedule. (Leonardo DRS)
DRS relies heavily on US government contracts, which can be partly funded or terminated, and its filing warns that shutdowns, delayed appropriations or spending changes could delay or reduce programme funding. This makes results vulnerable to budget and procurement timing. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 29 Oct 2026.
Leonardo DRS Financial Performance
Revenues and expenses
Leonardo DRS Earnings Performance
Company profitability
Upcoming events
No upcoming events
Leonardo DRS News
AllArticlesVideos
Funds containing Leonardo DRS
AllUSDEURGBP
Fund name | Fund size | $DRS weighting |
|---|---|---|
Invesco Defence Innovation$IDFN | $161M | 1.26% |
Invesco Defence Innovation£DFNX | $161M | 1.26% |
Vaneck Defense£DFNG | $7.2B | 0.80% |
VanEck Defense€DFEN | $7.2B | 0.80% |
iShares Global Aerospace & Defence£DFND | $1.9B | 0.14% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

