Leonardo DRS Awarded Contracts for the Missile Defense Agency SHIELD IDIQ; DRS brings rapid design and manufacturing strength to accelerate innovation for the warfighter
Leonardo DRS, Inc. announced it has been awarded multiple contracts for the Missile Defense Agency's (MDA) Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract, which has a ceiling of $151 billion. These contracts will support the rapid delivery of innovative capabilities to warfighters, leveraging Leonardo DRS's expertise in designing, manufacturing, and delivering advanced defense technologies. The company is positioned to compete for future task orders under this IDIQ, reinforcing its role in developing next-generation air and missile defense solutions.
Leonardo DRS joins SHIELD missile defense program
Leonardo DRS has secured multiple contracts under the Missile Defense Agency's $151 billion SHIELD program. These contracts position the company to compete for future task orders aimed at accelerating the delivery of air and missile defense capabilities for U.S. forces. Leonardo DRS will leverage its expertise in designing and manufacturing defense technologies to rapidly develop and integrate advanced solutions for homeland and operational missile defense missions.
Leonardo DRS Awarded Contracts for the Missile Defense Agency SHIELD IDIQ
Leonardo DRS, Inc. has secured multiple contracts for the Missile Defense Agency's (MDA) Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) program, which boasts a ceiling of $151 billion. These contracts enable the rapid development and deployment of advanced air and missile defense capabilities to support the U.S. military's critical needs. John Baylouni, President and CEO of Leonardo DRS, emphasized the company's proven track record in delivering leading-edge technologies to meet evolving threats.
Leonardo DRS Awarded Contracts for the Missile Defense Agency SHIELD IDIQ
Leonardo DRS, Inc. announced it has been awarded multiple contracts for the Missile Defense Agency's (MDA) Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract, which has a ceiling of $151 billion. These contracts will enable Leonardo DRS to rapidly deliver innovative air and missile defense capabilities to the warfighter. The company is poised to compete for future task orders within the contract's performance period, leveraging its expertise in defense technology.
Assessing Leonardo DRS (DRS) Valuation After New AI Counter UAS Collaboration With Axon Vision
Leonardo DRS has partnered with Axon Vision to integrate AI-enabled counter unmanned aircraft system (C-UAS) capabilities into its battle platforms, drawing attention to its valuation. While Simply Wall St's narrative suggests DRS is undervalued at a target of $48.10, their DCF model presents a tighter view, indicating a fair value of $33.24. The article discusses various analyst and market perspectives on DRS's future growth and risks.
Wall Street Zen Upgrades Leonardo DRS (NASDAQ:DRS) to "Buy"
Wall Street Zen has upgraded Leonardo DRS (NASDAQ:DRS) to a "Buy" rating, aligning with a consensus "Moderate Buy" rating and a $47.14 price target from analysts. Despite recent insider share sales by EVP Sally Wallace and CFO Michael Dippold, institutional investors have increased their holdings, and the company maintains a market cap of $10.14 billion with a P/E ratio of 38.91. Leonardo DRS is a U.S.-based defense technology company specializing in mission-critical systems for military and government clients.
Avoiding Lag: Real-Time Signals in (DRS) Movement
This article analyzes Leonardo Drs Inc. (NYSE: DRS) stock, indicating a neutral near-term sentiment with potential for mid-term weakness. It highlights an exceptional risk-reward short setup targeting a 15.0% downside against a 0.3% risk, along with three AI-generated trading strategies for different risk profiles and holding periods. The analysis includes real-time signals, multi-timeframe signal analysis, and support/resistance levels for DRS.
Analysts project 27% upside to Leonardo DRS, Inc. (DRS)
This article analyzes Leonardo DRS, Inc. (DRS) and reports that analysts are projecting a 27% upside for the company. Such projections are based on various valuation methods, including discounted cash flow and earnings multiples, which are outlined in the piece. Investors are encouraged to review these methodologies and the associated risks.
Not just selling into the kingdom, but building partnership with Saudi Arabia’s defense industry
The Kingdom of Saudi Arabia's Vision 2030 aims to transform government, local industries, and outside partnerships. Leonardo DRS, a defense company, is focusing on building relationships with both the Saudi Arabian government and its defense industry, moving beyond just selling products into the kingdom. This strategy emphasizes partnership as a cornerstone of Saudi Arabia's ambitious growth.
Leonardo DRS (DRS) Valuation Check After New Space Defense Infrared Payload Contract Win
Leonardo DRS recently secured a contract for infrared mission payloads for the U.S. Space Development Agency, prompting a valuation check. While one analyst narrative suggests the stock is 19.1% undervalued with a fair value of $48.10, Simply Wall St's DCF model indicates it might be overvalued at its current price of $38.93, with a fair value of $33.13. The article advises readers to consider both perspectives and associated risks, such as raw material constraints or budget setbacks.
Analysts Project 27% Upside To Leonardo DRS, Inc. (DRS)
Analysts are projecting a 27% upside for Leonardo DRS, Inc. (DRS) after the company secured a contract with the Space Development Agency for infrared mission payloads. BTIG analyst Andre Madrid maintained a Buy rating with a $50 price target, believing this contract could lead to future lucrative awards. As of February 5, DRS has a Moderate Buy rating with a one-year average share price target of $47.33.
Analysts Project 27% Upside To Leonardo DRS, Inc. (DRS)
Analysts project a 27% upside for Leonardo DRS, Inc. (DRS) following a significant contract win with the Space Development Agency for Infrared Mission Payloads. BTIG analyst Andre Madrid maintained a Buy rating with a $50 price target, anticipating further lucrative opportunities. The company is considered a Moderate Buy with a one-year average share price target of $47.33.
Returns On Capital At Leonardo DRS (NASDAQ:DRS) Have Hit The Brakes
Leonardo DRS (NASDAQ:DRS) currently demonstrates a stable Return on Capital Employed (ROCE) of 11%, which is in line with the industry average. While the company has significantly increased its capital deployment by 62% over the last five years, its ROCE has remained consistent, indicating a steady rather than rapidly growing return on reinvested earnings. Despite this, the stock has shown a remarkable 182% return for shareholders over the past three years.
Leonardo DRS, Inc. $DRS Shares Sold by Strs Ohio
Strs Ohio significantly reduced its stake in Leonardo DRS, Inc. (NASDAQ:DRS) by 95.7% in Q3, selling 39,829 shares. Additionally, company insiders, including CFO Michael Dippold and EVP Sally Wallace, have recently sold notable amounts of stock. Despite insider selling and a 7.7% share price drop, analysts maintain a "Moderate Buy" rating with an average price target of $47.14.
Is Leonardo DRS (DRS) Using Saudi Localization To Quietly Redefine Its Defense Moat?
Leonardo DRS has signed a Memorandum of Agreement with Saudi Arabian military entities to explore in-country collaboration and production of advanced defense technologies, expanding its presence in the Middle East and North Africa. This move emphasizes localized production and interoperability in defense partnerships and reinforces Leonardo DRS's investment narrative around exportable C5ISR systems. Investors should consider how this collaboration impacts the company's long-term growth and execution risk, especially given its current valuation and leverage.
Universal Beteiligungs und Servicegesellschaft mbH Sells 120,050 Shares of Leonardo DRS, Inc. $DRS
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in Leonardo DRS, Inc. by selling 120,050 shares, now holding only 15,265 shares. Company insiders, including the CFO and an EVP, also sold shares, decreasing insider ownership. Despite these sales, analysts generally rate Leonardo DRS as a "Moderate Buy" with an average price target above its current trading price.
Discipline and Rules-Based Execution in DRS Response
This article provides an AI-generated analysis of Leonardo DRS Inc. (NYSE: DRS), indicating a neutral near-term sentiment but strong mid-term sentiment. It highlights an exceptional risk-reward setup targeting a 15.2% gain and outlines three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels based on different risk profiles. The analysis also includes multi-timeframe signal data and support/resistance levels.
Leonardo DRS, Inc. (NASDAQ:DRS) Receives Consensus Rating of "Moderate Buy" from Analysts
Leonardo DRS, Inc. (NASDAQ:DRS) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month target price of $47.14. The company recently surpassed quarterly earnings estimates, reporting $0.29 EPS against expectations of $0.28, and revenue of $960 million, an 18.2% year-over-year increase. Despite strong performance, some insiders, including the CFO, recently sold significant portions of their shares.
Great Lakes Advisors LLC Sells 117,131 Shares of Leonardo DRS, Inc. $DRS
Great Lakes Advisors LLC reduced its stake in Leonardo DRS, Inc. by 50.2% in the third quarter, selling 117,131 shares and retaining 116,044 worth approximately $5.27 million. Separately, company insiders, EVP Sally Wallace and CFO Michael Dippold, sold shares in early January, reducing their respective holdings. Despite these sales, analyst ratings for DRS remain a "Moderate Buy" with an average target price of $47.14.
Leonardo DRS to Provide Advanced Space-Based Infrared Sensor Payload for Missile Defense Program
Leonardo DRS, Inc. announced a subcontract award to provide Infrared Mission Payloads for the Space Development Agency's (SDA) Tracking Layer Tranche 3 (TRKT3), an advanced missile defense program. The company will design, build, integrate, and test these payloads to enable global detection, warning, and tracking of ballistic missiles and hypersonic weapons from launch through interception. This initiative highlights DRS's expertise in advanced space-based sensing and payload manufacturing.
Leonardo DRS Secures New Five-Year $500 Million Credit Facility
Leonardo DRS, Inc. has secured a new five-year, $500 million senior unsecured revolving credit facility with JPMorgan Chase Bank, replacing a prior agreement. This facility will be used for working capital and general corporate purposes, with variable interest rates and customary financial covenants. The company's stock, DRS, has a recent "Buy" analyst rating with a $45.00 price target, and TipRanks' AI Analyst rates it as "Outperform" due to strong financial performance and a constructive earnings outlook.
How Leonardo DRS’ New SDA Infrared Payload Award Shapes Its Missile Defense Role (DRS)
Leonardo DRS was recently awarded a contract by the U.S. Space Development Agency for advanced infrared mission payloads, bolstering its role in missile defense. This award, alongside its new naval facility, reinforces the company's position in critical U.S. defense infrastructure. However, the stock already trades at a high earnings multiple, suggesting the contract's impact might be more about sentiment and future pipeline than immediate financial changes, with execution and budget risks remaining.
How Leonardo DRS’ New SDA Infrared Payload Award Shapes Its Missile Defense Role (DRS)
Leonardo DRS was awarded a contract by the U.S. Space Development Agency for advanced infrared mission payloads, bolstering its role in missile defense. This, combined with a new naval facility, strengthens its position in critical defense infrastructure. The award reinforces DRS's investment narrative as a defense electronics specialist despite a high earnings multiple and moderate growth forecasts, emphasizing the importance of long-cycle missile defense and Navy platforms.
Leonardo DRS infrared payloads selected for SDA Tracking Layer Tranche 3
Leonardo DRS has secured a subcontract to supply advanced infrared mission payloads for the Space Development Agency's Tracking Layer Tranche 3. These payloads are crucial for the U.S. missile defense system, enabling global detection and tracking of ballistic and hypersonic missiles. This award highlights Leonardo DRS's expertise in space-based sensing and its commitment to national security missions.
BTIG Maintains Leonardo DRS, Inc.(DRS.US) With Buy Rating, Maintains Target Price $50
BTIG analyst Andre Madrid has reiterated a Buy rating for Leonardo DRS, Inc. (DRS.US) and maintained a target price of $50. This recommendation is based on TipRanks data, indicating a high success rate and average return for the analyst over the past year. The article highlights that TipRanks assesses analyst performance through success rates and average returns, presenting this information for educational purposes without constituting investment advice.
Leonardo DRS to provide advanced space-based infrared payload for SDA Tracking Layer Tranche 3 Missile
Leonardo DRS has secured a subcontract to deliver Infrared Mission Payloads for the Space Development Agency's Tracking Layer Tranche 3, an integral component of the U.S. military's sophisticated missile defense strategy. The company will be responsible for designing, building, integrating, and testing cutting-edge infrared mission payloads. These payloads are designed to enhance early detection and continuous tracking of ballistic and hypersonic weapons, while also providing critical fire-control sensing data for missile interceptor systems.
Leonardo DRS to Provide Advanced Space-Based Infrared Sensor Payload for Missile Defense Program
Leonardo DRS has secured a subcontract to deliver Infrared Mission Payloads for the Space Development Agency's (SDA) Tracking Layer Tranche 3 (TRKT3), a critical component of the U.S. military's advanced missile defense system. The company will design, build, integrate, and test these payloads to enable global detection, warning, and tracking of ballistic missiles and hypersonic weapons from launch through interception. This award highlights DRS's innovative technology and expertise in advanced sensing and space payload manufacturing for national security.
Leonardo DRS stock holds Buy rating at BTIG on space contract win
Leonardo DRS (NASDAQ:DRS) has secured a subcontract to provide infrared mission payloads for the Space Development Agency’s Proliferated Warfighter Space Architecture. BTIG analyst Andre Madrid reiterated a Buy rating on Leonardo DRS stock with a $50.00 price target, noting that the subcontract could represent a multi-year opportunity worth several hundred million dollars. The company recently reported strong third-quarter results and raised its 2025 revenue outlook, highlighting its continued expansion in the defense technology sector.
New Leonardo DRS sensors join U.S. missile shield from launch to interception
Leonardo DRS, Inc. (Nasdaq: DRS) has secured a subcontract to deliver advanced infrared mission payloads for the Space Development Agency’s (SDA) Tracking Layer Tranche 3 (TRKT3). This initiative is a critical component of the U.S. military's missile defense program, designed to provide global detection, warning, and tracking of ballistic missiles and hypersonic weapons. The new sensors will offer precision fire-control sensing data from the initial stages of a launch through to missile interception.
Leonardo DRS wins infrared payload subcontract for missile defense By Investing.com
Leonardo DRS, Inc. (NASDAQ:DRS) has secured a subcontract to deliver Infrared Mission Payloads for the Space Development Agency's Tracking Layer Tranche 3 missile defense program. The firm, valued at $10.81 billion and trading near its 52-week high, will develop advanced infrared systems for ballistic missile and hypersonic weapon detection, warning, and tracking. Despite a high P/E ratio, analysts recommend a "Buy," and the company demonstrates strong financial health with solid revenue growth and a robust balance sheet.
Leonardo DRS (NASDAQ:DRS) Cut to "Hold" at Wall Street Zen
Wall Street Zen downgraded Leonardo DRS (NASDAQ:DRS) from a "Buy" to a "Hold" rating, though six analysts still maintain a "Buy" rating and three a "Hold," with a consensus price target of $47.14. The company recently surpassed quarterly earnings and revenue estimates and provided strong FY2025 guidance. However, two senior insiders sold shares in early January, slightly reducing their stake in the company.
Leonardo DRS Opens Advanced Naval Power and Propulsion Facility in Charleston, South Carolina
Leonardo DRS has opened a new 140,000-square-foot naval power and propulsion manufacturing and testing facility in Charleston, South Carolina. This investment aims to expand domestic production capacity for U.S. Navy submarine and shipbuilding programs, including the Columbia-class ballistic missile submarine. The facility will enhance production, streamline processes, and meet evolving fleet requirements, supporting the defense industrial base.
Leonardo DRS Opens New Naval Power And Propulsion Facility
Leonardo DRS has opened a new $120 million naval power and propulsion manufacturing and testing facility in Charleston, S.C. This 140,000-square-foot facility is a significant investment aimed at expanding domestic production capacity to support U.S. Navy submarine and shipbuilding programs, including the Columbia-class ballistic missile submarines. The company had initially announced this investment in 2024, focusing on providing steam turbines.
Leonardo DRS opens 140,000-square-foot naval power and propulsion facility in South Carolina to support U.S. Navy
Leonardo DRS has opened a new 140,000-square-foot naval power and propulsion facility in Charleston, South Carolina. This facility is designed to expand domestic production capacity for U.S. Navy submarine and shipbuilding programs, including the Columbia-class ballistic missile submarine. The strategic investment aims to support the U.S. Navy's increased production needs and strengthen the defense industrial base by providing advanced manufacturing, assembly, integration, and testing capabilities for naval electric power and propulsion systems.
Leonardo DRS Opens Advanced Naval Power and Propulsion Facility in Charleston, South Carolina
Leonardo DRS has opened a new 140,000-square-foot naval power and propulsion manufacturing and testing facility in Charleston, South Carolina. This investment expands domestic production capacity for the U.S. Navy's submarine and shipbuilding programs, including the Columbia-class ballistic missile submarine. The facility will produce advanced electric power and propulsion systems and support naval steam turbine systems, reinforcing Leonardo DRS's commitment to the defense industrial base.
Leonardo DRS Opens Advanced Naval Power and Propulsion Facility in Charleston, South Carolina
Leonardo DRS, Inc. has officially opened a new 140,000-square-foot naval power and propulsion manufacturing and testing facility in Charleston, South Carolina. This strategic investment boosts domestic production capacity to support U.S. Navy submarine and shipbuilding programs, including the Columbia-class ballistic missile submarine. The facility will enhance the production of large components for naval electric power and propulsion systems, as well as steam turbine systems, crucial for next-generation platforms.
New Charleston plant to supply power systems for future U.S. Navy ships
Leonardo DRS has opened a new 140,000-square-foot naval power and propulsion manufacturing and testing facility in Charleston, South Carolina. This strategic investment aims to expand domestic production capacity for U.S. Navy submarine and shipbuilding programs, including the Columbia-class ballistic missile program. The facility will be crucial for delivering advanced electric propulsion and power generation systems to meet the evolving needs of the U.S. Navy.
Leonardo DRS Opens Advanced Naval Power and Propulsion Facility in Charleston, South Carolina
Leonardo DRS has officially opened a new, state-of-the-art naval power and propulsion manufacturing and testing facility in Charleston, South Carolina. This 140,000-square-foot investment aims to expand domestic production capacity for U.S. Navy submarine and shipbuilding programs, including the Columbia-class ballistic missile submarine program. The facility will support advanced manufacturing, assembly, integration, and testing of electric power and propulsion systems, as well as naval steam turbine systems.
Behavioral Patterns of DRS and Institutional Flows
This article analyzes Leonardo Drs Inc. (NYSE: DRS), highlighting strong near and mid-term sentiment which could extend long-term. It identifies a significant 52.2:1 risk-reward setup targeting a 15.4% gain and provides three distinct AI-generated trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss zones. The analysis also includes a multi-timeframe signal breakdown for support and resistance levels.
Stephens Investment Management Group LLC Has $37.11 Million Holdings in Leonardo DRS, Inc. $DRS
Stephens Investment Management Group LLC increased its stake in Leonardo DRS, Inc. by 20.6% in the third quarter, holding 817,465 shares valued at $37.11 million. Analysts currently rate Leonardo DRS as a "Moderate Buy" with an average target price of $47.14, following the company's strong Q3 earnings beat and positive FY2025 EPS guidance. Other institutional investors have also adjusted their positions in the defense technology company, while some insiders have recently sold shares.
Optimistic Investors Push Leonardo DRS, Inc. (NASDAQ:DRS) Shares Up 28% But Growth Is Lacking
Leonardo DRS (NASDAQ:DRS) shares have seen a significant 28% increase in the last month, contributing to a 21% rise over the past year. Despite this, the company's price-to-earnings (P/E) ratio of 42.4x is considerably higher than the market average, raising concerns about its valuation given that its forecasted growth of 13% annually over the next three years is only in line with the broader market's 12%. This suggests investors might be overly optimistic about DRS's future growth prospects, potentially putting existing shareholders at risk if the P/E ratio adjusts to reflect more modest growth expectations.
Is Leonardo DRS (DRS) Quietly Redefining Its Edge Through AI-Powered Counter-Drone Partnerships?
Leonardo DRS has deepened its cooperation with Axon Vision through an order for AI-enabled counter-unmanned aerial systems, aiming to enhance situational awareness for U.S. defense. This move aligns with DRS's strategy for AI-driven threat detection and defense modernization. While positive for its long-term investment narrative, the company still faces risks from concentrated U.S. government contracts and potential shifts in defense budgets.
Is Leonardo DRS (DRS) Quietly Redefining Its Edge Through AI-Powered Counter-Drone Partnerships?
Leonardo DRS has partnered with Axon Vision for AI-enabled counter-unmanned aerial systems, aiming to enhance its defense offerings and situational awareness. This collaboration highlights DRS's strategy of combining its capabilities with third-party AI, strengthening its position in defense modernization despite ongoing reliance on U.S. government contracts. The company forecasts substantial revenue and earnings growth by 2028, projecting a fair value of $47.30 per share.
Axon Vision secures order for new AI‑driven C-UAS system
Tel Aviv-based Axon Vision has secured an order from US-based Leonardo DRS for its next-generation AI-powered counter-UAS (C-UAS) system, valued at approximately $350,000. These systems are designed for real-time detection, classification, tracking, and interception of aerial threats, primarily for US defense and homeland security customers. The order further deepens a strategic partnership established in late 2025, with both companies aiming to enhance survivability, situational awareness, and lethality in various operational environments.
May 15th Options Now Available For Leonardo DRS
New options for Leonardo DRS Inc (DRS) with a May 15th expiration have begun trading. This presents opportunities for investors to utilize put and call contracts, specifically highlighting a put at a $40.00 strike price and a call at a $45.00 strike price, with associated premium collection and potential returns. The article details the mechanics, potential returns, and probabilities for both types of options.
Leonardo DRS Schedules Fourth Quarter 2025 and Full Year 2025 Earnings Conference Call for February 24, 2026
Leonardo DRS, Inc. (Nasdaq: DRS) has scheduled a conference call for Tuesday, February 24, 2026, at 10:00 a.m. ET to discuss its fourth quarter and full-year 2025 financial results. The company will issue its earnings press release before the call, and both the audio broadcast and supplemental information will be available on its investor relations website. A replay of the call will be accessible on the website for 90 days afterward.
Leonardo DRS Schedules Fourth Quarter 2025 and Full Year 2025 Earnings Conference Call for February 24, 2026
Leonardo DRS, Inc. (Nasdaq: DRS) has scheduled a conference call for February 24, 2026, at 10:00 a.m. (ET) to discuss its fourth quarter and full year 2025 financial results. The company will issue its earnings press release prior to the call, with live audio and supplemental information available on its investor relations website. A replay will be accessible for 90 days following the event.
Leonardo DRS Schedules Fourth Quarter 2025 and Full Year 2025 Earnings Conference Call for February 24, 2026
Leonardo DRS, Inc. (Nasdaq: DRS) has announced it will host a conference call on Tuesday, February 24, 2026, at 10:00 a.m. ET to discuss its financial results for the fourth quarter and full year 2025. The company plans to release its earnings report before the call. A live audio webcast will be accessible through the company's investor relations website, with a replay available for 90 days following the event.
Truist Financial Maintains Leonardo DRS, Inc.(DRS.US) With Buy Rating, Announces Target Price $54
Truist Financial analyst Michael Ciarmoli has maintained a buy rating for Leonardo DRS, Inc. (DRS.US) and set a target price of $54. Ciarmoli has a 71.4% success rate and a 24.2% average return over the past year, according to TipRanks data. The article stresses that this information is for informational purposes only and does not constitute investment advice.
Does Leonardo DRS (DRS) Leadership Shuffle Reinforce Its Execution Edge In Defense Electronics?
Leonardo DRS recently appointed Sally A. Wallace as Executive Vice President and Chief Operating Officer, signaling continuity in its leadership as the company focuses on advanced defense technology programs and international collaborations. This move is seen as reinforcing the company's execution capabilities, especially with a recent Memorandum of Intent with Saudi Arabia's Ministry of Defense for potential international ground combat vehicle programs. Investors should consider the company's projected revenue and earnings growth, as well as the concentration risk in large U.S. defense contracts.
