Leonardo DRS Inc (DRS)

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Leonardo DRS Inc News & Analysis

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Leonardo DRS Inc Company Profile

Leonardo DRS, Inc., together with its subsidiaries, provides defense electronic products and systems, and military support services worldwide. It operates through Advanced Sensing and Computing and Integrated Mission Systems segments. The ASC segment designs, develops, and manufacture sensing and network computing technology that enables real-time situational awareness required for enhanced operational decision making and execution; and offers sensing capabilities span applications, such as missions requiring advanced detection, precision targeting and surveillance sensing, long range electro-optic/infrared, signals intelligence, and other intelligence systems including electronic warfare, ground vehicle sensing, active electronically scanned array tactical radars, dismounted soldier, and space sensing. This segment also provides network computing, which are utilized across a range of mission applications, such as platform computing on ground and shipboard for advanced battle management, combat systems, radar, command and control, tactical networks, tactical computing, and communications.This segment also offers electrical propulsion systems, which includes power conversion, control, distribution, and propulsion systems, as well as power dense permanent magnet motors, energy storage systems and associated efficient, rugged, and compact power conversion, electrical actuation systems, as well as cooling technologies; and motor controllers, instrumentation and control equipment, electrical actuation systems, and thermal management systems. Leonardo DRS, Inc. was incorporated in 1968 and is based in Arlington, Virginia. Leonardo DRS, Inc. operates as a subsidiary of Leonardo US Holding, LLC

Employees
7000

Leonardo DRS Inc SWOT Analysis


Defense Tech Leade
Leonardo DRS's diverse portfolio in critical defense electronics positions it uniquely in the market, with a focus on land, air, sea, space, and cyber domains
Submarine Program Boost
Explore DRS's sole-source position on the Columbia-class submarine program, driving growth and margin expansion through the end of the decade
Financial Rollercoaste
Delve into DRS's mixed financial performance, including ROCE fluctuations, margin challenges, and a remarkable Free Cash Flow turnaround
Growth vs. Valuation
Analysts set price targets between $26-$30, debating whether DRS's strong market position and growth prospects are already reflected in the stock price
Read full SWOT analysis

Leonardo DRS Inc Earnings Call Summary for Q2/2025

  • Leonardo DRS reports Q2 2025 revenue up 10% to $829M, with adjusted EBITDA rising 17% to $96M and adjusted EPS up 28% to $0.23
  • Full-year revenue guidance raised to 9-11% growth; adjusted EBITDA projected at $437M-$453M and adjusted diluted EPS at $1.06-$1.11
  • Company focuses on innovation in infrared sensing and naval electrification, anticipating potential orders for Golden Dome air defense system in 2026
  • Strong international demand noted, particularly from Eastern European NATO members, amid increasing global defense spending
  • Supply chain challenges, particularly in germanium, and potential market saturation in defense sector identified as key risks
Last Updated: 30/07/2025, 19:00
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Analyst Ratings

7 Buy
2 Hold
0 Sell
Ratings:
9 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 0.00

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 0.89%
Dividend Yield
0.83%
Industry Median 1.05%
Annualised payout
0.36
Paid quarterly
5-Years Growth
-
Growth Streak

Earnings

Latest Release
May 01, 2025
EPS / Forecast
0.19 / --
Revenue / Forecast
799.00M / --
EPS Revisions
Last 90 days

DRS Income Statement

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