Industrials
Leonardo DRS, Inc.(DRS)
Live Price
Offline$48.53
-2.33% today
1Y Change
+2.81%
Window
Jun 25, 2025 โ Jun 24, 2026
- Market Cap
- $10.56B
- Revenue Growth
- +12.8%
- EPS Growth
- +29.6%
- Dividend Yield
- 0.9%
Coverage: 250 bars ยท Jun 25, 2025 โ Jun 24, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Leonardo DRS, Inc. (DRS) is a Industrials stock with a market cap of $10.56B and listed on NASDAQ. The stock last traded around $48.53 and up 2.8% across the available one-year price window (Jun 25, 2025 โ Jun 24, 2026). Baseline metrics include revenue growth of +12.8%, EPS growth of +29.6%, a dividend yield of 0.9%. What stands out right now is revenue +12.8%, EPS +29.6%, free cash flow +22.0% with operating margin 9.9% and ROIC 10.6%. The dividend is present but secondary, with a yield around 0.9%. Valuation already assumes a fairly strong business story at P/E 36.3 and price/sales 2.9. Stock Foundry combines DRS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+12.8% vs +3.6% peer median
Operating Margin
Below sector median
+9.9% vs +16.9% peer median
P/E
Near sector median
36.3 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 5, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +12.8% and EPS at +29.6%, with operating margin around 9.9%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 0.9%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +1.6% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 5, 2026 | โ | +5.3% | +8.0% | +14.9% |
2026 Feb 24, 2026 | +13.5% | -3.3% | +3.9% | +0.5% |
2025 Oct 29, 2025 | +3.6% | -6.2% | -6.9% | -12.3% |
Benchmark Edge
DRS vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
DRS
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
DRS Max Drawdown
-32.80%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for DRS and SPY.
Company Overview
Leonardo DRS, Inc.
NASDAQ Global Select
Leonardo DRS, Inc., together with its subsidiaries, provides defense products and technologies in the land, air, sea, space, cyber and security, and commercial domains for military applications. It operates in two segments, Advanced Sensing and Computing, and Integrated Mission Systems. The company offers advanced sensor technologies, including infrared systems and sensors for threat detection and situational awareness; uncooled infrared systems and brownout solutions; airborne, ground vehicle mounted, and dismounted soldier electronic warfare (EW) systems; and EW software and training systems, and intelligence solutions. It also provides computing systems for ground vehicles, ships, and submarines; network and data distribution applications; sensor systems; and networked computing infrastructure on military platform. In addition, the company offers force protection systems, such as solutions for counter-unmanned aerial systems, short-range air defense systems, and active protection systems; and power control, distribution, conversion, and propulsion systems, as well as hybrid electric drive propulsion systems, energy storage, gas turbine packages, nuclear instrumentation and controls, and thermal management and refrigeration equipment. It serves the U.S. military, aerospace and defense prime contractors, government intelligence agencies, and international military customers. The company was founded in 1969 and is based in Arlington, Virginia.
- Leadership
- John A. Baylouny
- IPO Date
- Jun 24, 1985
- Employees
- 7.0k
- Street Address
- 2345 Crystal Drive
- Mailing
- Arlington, VA, 22202
- Region
- Arlington, VA, US
- Reporting Currency
- USD
- Investor Line
- 703 416 8000
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 36.3
- EV/EBITDA
- 24.0
- Price/Sales
- 2.9
- Price/Book
- 3.8
Growth
- Revenue
- +12.8%
- EPS
- +29.6%
- Free Cash Flow
- +22.0%
Profitability
- Gross Margin
- 24.2%
- Operating Margin
- 9.9%
- Net Margin
- 7.8%
- ROE
- 10.8%
- ROIC
- 10.6%
Balance Sheet
- Debt/Equity
- 0.05
- Current Ratio
- 1.86
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.