Leonardo DRS, Inc. (NASDAQ:DRS) Receives Average Recommendation of "Moderate Buy" from Analysts
Leonardo DRS, Inc. (NASDAQ:DRS) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $53.60, significantly above its current trading price. The company recently surpassed quarterly earnings expectations, reporting $0.35 EPS against a $0.27 consensus and revenue of $913 million, marking a 10.1% year-over-year increase. Despite insider selling activity totaling $3.17 million over the past three months, institutional investors hold 18.76% of the stock, and the company announced a quarterly dividend of $0.09 per share.
Is New M‑SHORAD Upgrade and UAE Space42 Deal Altering The Investment Case For Leonardo DRS (DRS)?
Leonardo DRS recently announced successful U.S. government testing of its SGT STOUT M-SHORAD system with software-only upgrades against drone threats, and a Memorandum of Understanding with UAE's Space42 for C5ISR mission systems with satellite communications. These developments highlight the company's focus on modular, upgradeable air-defense technology and international collaborations, which reinforce its investment narrative around advanced defense electronics demand. While these events support the growth story, the article notes that investors should also consider potential shifts in U.S. defense priorities and analyst perspectives on the company's valuation.
Leonardo DRS “demonstrates its SGT STOUT C-UAS M-SHORAD system can mitigate small drone threats”
Leonardo DRS successfully demonstrated its SGT STOUT M-SHORAD system's capability to counter Group 1–2 small unmanned aircraft systems during a US government test. The system achieved this through software updates to its detection and fire-control capabilities, without requiring new hardware. SGT STOUT, with hundreds already fielded, was originally designed for larger UAS and other aerial threats, and its modular architecture allows for future upgrades.
Leonardo DRS (DRS) Tests Air Defense Strength As Its Undervalued Narrative Faces A Reality Check
Leonardo DRS (DRS) recently demonstrated strong air defense capabilities with its SGT STOUT M SHORAD system and secured a defense technology partnership with Space42. Despite a multi-year stock price run, the company is still considered undervalued by some analyses, with a fair value of $54.10, driven by digitization trends and increased global defense spending. However, its current P/E ratio suggests investors are already paying a premium, warranting caution regarding growth and margin expectations.
Space42-Leonardo DRS Deal Ties UAE Battlefield Computers to Sovereign Satellites
The United Arab Emirates has taken a significant step toward developing a sovereign military-space architecture through a Memorandum of Understanding between Abu Dhabi's Space42 and U.S. defense firm Leonardo DRS. This deal aims to integrate American battlefield command-and-control systems with UAE-owned satellite connectivity, creating an independent military-space capability that links detection, communication, and command. The partnership positions the UAE as the sole Gulf state with a credible path to independently manage its tactical loop without relying on major-power partners.
Leonardo DRS Demonstrates Defeat of Group 1-2 Unmanned Aerial System Threats for Fielded SGT STOUT M-SHORAD
Leonardo DRS successfully demonstrated that its SGT STOUT M-SHORAD Mission Equipment Package (MEP) can defeat Group 1–2 small, unmanned aircraft system (UAS) threats. This was achieved through software updates without new hardware, showcasing the system's modular, open-architecture design and its ability to adapt to evolving threats. Several hundred SGT STOUT systems are already fielded, emphasizing the upgrade path for readiness and operational interoperability.
Fund Update: 2,215,137 LEONARDO DRS (DRS) shares added to BESSEMER GROUP INC portfolio
BESSEMER GROUP INC has significantly increased its holdings in LEONARDO DRS (DRS) by adding 2,215,137 shares to its portfolio, as per a recent SEC 13F filing for the Q2 2026 report period. This move highlights a notable institutional interest in DRS, with 208 institutional investors increasing their positions while 151 decreased theirs. The article also details recent insider trading activity, primarily sales, and analyst price targets for DRS.
Leonardo DRS (DRS) Tests Air Defense Strength As Its Undervalued Narrative Faces A Reality Check
Leonardo DRS (DRS) recently showcased its air defense capabilities with a successful SGT STOUT M SHORAD system test and signed a defense technology partnership with UAE-based Space42, boosting its stock after significant multi-year gains. Despite a popular narrative suggesting the company is 17.4% undervalued with a fair value of $54.10, its current P/E ratio of 37x is above both peer and fair ratios, indicating investors may already be paying a premium. This creates a mixed outlook for new buyers, emphasizing the need for careful consideration of valuation and potential risks.
Leonardo DRS shows fielded SGT STOUT M-SHORAD can defeat Group 1-2 drones through software-only upgrade in U.S. test
Leonardo DRS successfully demonstrated that its SGT STOUT M-SHORAD system can defeat Group 1 and Group 2 small unmanned aircraft systems with only software updates, requiring no new hardware. This expands the system's original capability to counter larger drones and fixed/rotary-wing threats. The company emphasized the system's modular, open architecture allows for continuous modernization against evolving threats.
Space42 and Leonardo DRS Sign MoU to Advance Next-Generation National Security Mission Systems
Space42, a UAE-based AI-powered SpaceTech company, has signed a Memorandum of Understanding (MoU) with Leonardo DRS to integrate Leonardo DRS's C5ISR mission systems with Space42's secure satellite connectivity. This collaboration aims to enhance sovereign national security in the United Arab Emirates by exploring joint design and integration of advanced mission capabilities. The partnership will leverage Space42's AI-enabled satellite communications and Leonardo DRS's expertise in mission management systems to strengthen protected communications and provide advanced, integrated capabilities for the UAE's defense.
Space42 and Leonardo DRS Sign MoU to Advance Next-Generation National Security Mission Systems
Space42, a UAE-based AI-powered SpaceTech company, has signed a Memorandum of Understanding (MoU) with Leonardo DRS to integrate their mission systems with Space42's secure satellite connectivity. This collaboration aims to enhance sovereign national security across the United Arab Emirates by combining Leonardo DRS's C5ISR expertise with Space42's AI-enabled satellite communications. The agreement seeks to strengthen protected communications and advance the UAE's national security ecosystem.
Leonardo DRS system defeats small drone threats in US test By Investing.com
Leonardo DRS, Inc. announced that its SGT STOUT M-SHORAD Mission Equipment Package successfully defeated small unmanned aircraft systems (Group 1-2) during a U.S. Government test. The system achieved this through software updates without requiring new hardware, demonstrating its modular design and adaptability to evolving threats. This capability builds upon its original design for larger drone and aircraft threats, emphasizing its modernization potential for air defense.
Leonardo DRS system defeats small drone threats in US test
Leonardo DRS's SGT STOUT M-SHORAD Mission Equipment Package successfully defeated Group 1-2 small unmanned aircraft systems in a U.S. Government test. The system demonstrated this capability through software updates without requiring new hardware, leveraging its modular, open-architecture design. Originally designed for larger drone threats, the SGT STOUT system, with several hundred units already fielded, can integrate new capabilities and will continue to evolve based on operational insights and customer requirements.
Leonardo DRS Demonstrates Defeat of Group 1-2 Unmanned Aerial System Threats for Fielded SGT STOUT M-SHORAD
Leonardo DRS successfully demonstrated its SGT STOUT M-SHORAD system's capability to defeat Group 1-2 small unmanned aircraft system (UAS) threats. This expansion of capability was achieved through software updates without hardware changes, highlighting the system's modular and open-architecture design for rapid modernization. The SGT STOUT system, with hundreds already fielded, reinforces a formation-based air defense approach and allows for scalable, upgradeable solutions for evolving air defense requirements.
Leonardo DRS system defeats small drone threats in US test By Investing.com
Leonardo DRS, Inc. announced that its SGT STOUT M-SHORAD Mission Equipment Package successfully defeated small unmanned aircraft system threats during a U.S. Government test. The system achieved this through software updates without requiring new hardware, demonstrating its adaptability. Originally designed for larger drones, the SGT STOUT's modular, open-architecture design allows for continuous modernization and integration of new capabilities.
Leonardo DRS system defeats small drone threats in US test By Investing.com
Leonardo DRS, Inc. announced its SGT STOUT M-SHORAD Mission Equipment Package successfully defeated small unmanned aircraft systems in a U.S. Government test. The system demonstrated its capability through software updates, without needing new hardware, showcasing its modular design for evolving threats. This achievement highlights the system's adaptability and its role in integrated air defense for maneuver forces.
Leonardo DRS Defeats Smaller Drones With Software Alone in Test
Leonardo DRS announced that its SGT STOUT M-SHORAD Mission Equipment Package successfully defeated Group 1–2 small unmanned aircraft system threats during a U.S. Government test. This achievement was made through software-only updates to detection and fire control, demonstrating the system's modular, open-architecture design without needing new hardware. The SGT STOUT system, with several hundred already fielded, was originally designed for larger threats but has now expanded its effectiveness to smaller drones, reinforcing its adaptability and upgrade potential.
Leonardo DRS Introduces THOR, Delivering Decisive Edge Computing Power to the Modern Battlefield
Leonardo DRS has introduced THOR (Tactical, High-Performance Embedded Computing, Open Architecture, Rugged), a new 3U VPX embedded computing chassis designed for high-performance processing at the tactical edge. THOR is built for combat vehicles, tactical platforms, and emerging mission environments, providing a scalable computing backbone for AI, sensor fusion, and multi-domain operations. This SOSA-aligned system aims to accelerate decision-making on the battlefield and ensure military systems remain effective against evolving threats without costly redesigns.
Leonardo DRS Demos Defeat of Group 1-2 Unmanned Aerial System Threats for Fielded SGT STOUT M-SHORAD
Leonardo DRS announced that its SGT STOUT M-SHORAD Mission Equipment Package (MEP) successfully defeated Group 1-2 small unmanned aircraft system (UAS) threats during a U.S. Government test. The system's modular, open-architecture design allowed for expanded effectiveness against smaller UAS through software updates without new hardware. This achievement highlights SGT STOUT's adaptability and its role in formation-based air defense, reinforcing its capability for modernization and addressing evolving air threats.
Responsive Playbooks and the DRS Inflection
This article provides an AI-generated analysis of Leonardo Drs Inc. (NYSE: DRS), highlighting weak near-term sentiment despite long-term strength. It outlines three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes a multi-timeframe signal breakdown for near-term, mid-term, and long-term outlooks.
Price to book forward of Leonardo DRS, Inc. – FWB:2VZ
This article provides financial information for Leonardo DRS, Inc. (FWB:2VZ) on TradingView, specifically focusing on its price-to-book forward ratio. The content indicates that the market is currently closed with no trades. It highlights that the data is provided by ICE Data Services and FactSet Research Systems Inc.
Lazard Asset Management LLC Trims Stake in Leonardo DRS, Inc. $DRS
Lazard Asset Management LLC significantly reduced its stake in Leonardo DRS, Inc. by 86.1% in the first quarter, selling over 35,000 shares. Despite this, other institutional investors have either increased or initiated positions, with hedge funds owning 18.76% of the stock. Leonardo DRS reported strong quarterly earnings, exceeding analyst expectations, and maintains a "Moderate Buy" consensus rating from analysts, although company insiders have recently sold shares.
Leonardo DRS and Space42 Sign Agreement
Leonardo DRS and Space42 have signed a Memorandum of Understanding (MoU) to integrate Leonardo DRS's C5ISR mission systems with Space42's secure, AI-enabled satellite communications. This collaboration aims to enhance sovereign national security for the UAE by providing advanced mission capabilities and resilient, mission-ready networks. The agreement will combine Leonardo DRS's expertise in integrated technologies with Space42's secure satellite connectivity and Beyond Line of Sight (BLOS) capabilities.
Leonardo DRS (NASDAQ: DRS) EVP sells 3,864 shares under 10b5-1 plan
Jason Rinsky, EVP Chief Tax and Treasury at Leonardo DRS, Inc. (NASDAQ: DRS), sold 3,864 shares of company common stock at $45.81 per share on August 4, 2026. This transaction was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on March 4, 2026. Following the sale, Rinsky directly holds 23,581 shares of Leonardo DRS.
Leonardo DRS (NASDAQ:DRS) EVP Jason Rinsky Sells 3,864 Shares
Leonardo DRS EVP Jason Rinsky sold 3,864 shares of the company's stock for approximately $177,010, reducing his holdings by 14.08%. This transaction, conducted under a Rule 10b5-1 trading plan, follows previous sales in July and June. The company recently reported strong quarterly earnings, beating estimates with $0.35 EPS and $913 million in revenue, and declared a quarterly dividend of $0.09 per share.
Leonardo DRS, Inc. (DRS) Stock Price, News, Quote & History
This Yahoo Finance page provides comprehensive financial information for Leonardo DRS, Inc. (DRS), including its current stock price, dividend details, performance overview, and key financial statistics. It also offers company insights, analyst ratings, and a comparison tool with similar aerospace and defense companies.
Leonardo DRS Signs Agreement For New Naval Power Systems Facility In Connecticut
Leonardo DRS, Inc. has announced plans for a new 141,087 square-foot facility in Brookfield, Connecticut, to expand and consolidate its Naval Power Systems business operations. This move aims to strengthen support for critical US Navy programs, increase efficiency, and position the company for growth in the evolving nuclear energy sector. The new site will replace three current locations in Danbury and Bethel, with initial occupancy expected in early 2027.
J.P. Morgan Maintains Leonardo DRS, Inc.(DRS.US) With Hold Rating, Maintains Target Price $53
J.P. Morgan has reiterated its Hold rating for Leonardo DRS, Inc. (DRS.US) and maintained its target price at $53. This indicates that the firm believes the stock is currently trading at a fair value, with limited upside or downside potential in the near term.
Leonardo DRS to consolidate operations in new Connecticut facility
Leonardo DRS, Inc. announced an agreement for a 141,087-square-foot facility in Brookfield, Connecticut, to consolidate its Naval Power Systems business operations. This new site will replace three current locations in Danbury and Bethel, aiming to create a more unified operating environment and support future growth in the nuclear sector. Initial occupancy is expected in early 2027, with potential for limited occupancy in late 2026.
Leonardo DRS to consolidate operations in new Connecticut facility By Investing.com
Leonardo DRS, Inc. announced an agreement for a new 141,087-square-foot facility in Brookfield, Connecticut, to consolidate its Naval Power Systems business operations. This move will bring together existing operations from three separate locations in Danbury and Bethel into a single, unified environment, with initial occupancy expected in early 2027. The company views this as a significant investment to enhance its ability to support critical customer requirements and better serve the Navy.
Leonardo DRS Signs Agreement for New Brookfield, Connecticut, Facility to Support Growth of Naval Power Systems Business
Leonardo DRS, Inc. announced an agreement for a new 141,000-square-foot facility in Brookfield, Connecticut, to consolidate and expand its Naval Power Systems business operations. This move aims to strengthen support for U.S. Navy programs and position the company for growth in the evolving nuclear energy sector. The new facility will improve efficiency and collaboration, replacing three current sites in Danbury and Bethel.
Leonardo DRS (DRS) Earnings Beat Keeps Its Undervalued Narrative In Play
Leonardo DRS (DRS) reported strong Q2 2026 results with higher sales, improved profitability, and reaffirmed revenue guidance, along with a dividend and share repurchase progress. Despite a recent slight dip, the stock has shown significant year-to-date and 3-year returns, supporting a narrative of it being 14.4% undervalued with a fair value of $52.90. The company benefits from increased digitization and modernization of military forces, growing international exposure, and proprietary solutions in key defense areas, though risks include reliance on U.S. government programs and supply constraints.
Leonardo DRS to consolidate operations in new Connecticut facility By Investing.com
Leonardo DRS, Inc. announced its plan to consolidate its Naval Power Systems business operations into a new 141,087-square-foot facility in Brookfield, Connecticut. This move will bring together operations currently spread across three locations in Danbury and Bethel, aiming to create a more unified operating environment. Initial occupancy is expected in early 2027, with the new facility designed to better support mission-critical customer requirements and emerging opportunities in the nuclear sector.
Leonardo DRS Signs Agreement for New Brookfield, Connecticut, Facility to Support Growth of Naval Power Systems Business
Leonardo DRS, Inc. announced an agreement for a new 141,000-square-foot facility in Brookfield, Connecticut. This facility will consolidate the operations of its Naval Power Systems business from three existing Connecticut sites, aiming to increase throughput and strengthen support for U.S. Navy programs. The move is also intended to position the company for future growth in the evolving nuclear energy landscape.
Leonardo DRS CTO Dr. Phil Perconti Named a 2026 Defense News Index Technology Disrupter
Dr. Philip Perconti, Senior Vice President & Chief Technology Officer at Leonardo DRS, Inc., has been recognized on the inaugural 2026 Defense News Index: Tech Disruptors List. This acknowledgment highlights his ability to accelerate defense technology from concept to capability, driven by his focus on moving critical technologies into operational use. Before joining Leonardo DRS, Dr. Perconti held significant roles in the U.S. Army, including Deputy Assistant Secretary for Research and Technology and Director of the U.S. Army Research Laboratory, where he spearheaded initiatives in Quantum Information Sciences and Artificial Intelligence.
Leonardo DRS (NASDAQ: DRS) holder details planned and recent share sales
Jason Rinsky, a shareholder of Leonardo DRS (DRS), has filed to sell 3,864 shares of common stock through Fidelity Brokerage Services LLC on August 4, 2026. These shares originated from restricted stock vesting on March 15, 2025, as compensation. The filing also reveals two prior sales by Rinsky: 3,865 shares on June 3, 2026, for $181,152.55, and another 3,865 shares on July 7, 2026, for $175,355.05.
Enterprise value to EBITDA forward of Leonardo DRS, Inc. – HAM:2VZ
This article provides a brief financial overview of Leonardo DRS, Inc. (HAM:2VZ) on the Hamburg Stock Exchange, specifically highlighting its enterprise value to EBITDA forward metric. The market is currently closed with no trades.
Will Stronger Profitability Guidance And Raft AI Deal Change Leonardo DRS' (DRS) Defense Tech Narrative?
Leonardo DRS reported strong Q2 2026 results, reaffirmed revenue guidance, and declared a dividend. The company also announced the acquisition of Raft LLC for $450 million to enhance its AI and software capabilities in defense electronics, aiming for higher-value opportunities and reshaping its investment narrative towards software-centric defense solutions. While the Raft acquisition is a strategic move to boost margins and value, investors should consider the execution and integration risks, alongside Leonardo DRS's continued reliance on U.S. defense spending and procurement cycles.
Militia Capital Management LLC Acquires New Holdings in Leonardo DRS, Inc. $DRS
Militia Capital Management LLC has acquired 52,300 shares of Leonardo DRS, Inc. valued at approximately $2.33 million during the first quarter. Leonardo DRS exceeded second-quarter expectations with adjusted EPS of $0.35 and revenue of $913 million, leading to raised 2026 guidance for EPS and adjusted EBITDA. The company also announced a quarterly dividend of $0.09 per share and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $53.60.
Renaissance Technologies LLC Has $8.64 Million Stock Position in Leonardo DRS, Inc. $DRS
Renaissance Technologies LLC has reduced its stake in Leonardo DRS, Inc. by 26.9%, now holding 193,994 shares valued at $8.64 million. This reduction comes as Leonardo DRS reported strong Q2 results, beating earnings and revenue estimates, and raised its 2026 adjusted EPS and EBITDA guidance. The company's growth is further supported by a record funded backlog and the planned acquisition of Raft to expand its AI and data-fusion capabilities, although acquisition risks remain.
Sei Investments Co. Purchases 70,757 Shares of Leonardo DRS, Inc. $DRS
Sei Investments Co. has increased its stake in Leonardo DRS, Inc. by 73.6% in the first quarter, now owning 166,916 shares worth $7.43 million. Other institutional investors have also adjusted their positions, and analysts have issued updated ratings and price targets for the company. Leonardo DRS recently reported strong Q2 earnings, exceeding expectations, and announced a quarterly dividend.
Edgestream Partners L.P. Trims Stock Position in Leonardo DRS, Inc. $DRS
Edgestream Partners L.P. significantly reduced its stake in Leonardo DRS, Inc. by 75.7% in the first quarter, selling 276,064 shares and retaining 88,815 shares valued at $3.95 million. Despite this, Leonardo DRS reported strong second-quarter earnings, beating analyst expectations with adjusted EPS of $0.35 and revenue of $913 million, and raised its 2026 adjusted EPS and EBITDA guidance. The company's future growth is further supported by robust bookings and the strategic acquisition of Raft, which aims to enhance its AI, data-fusion, and mission-software capabilities.
Leonardo DRS (DRS) Stock Shrugs At Margin Surge And Higher Profit Outlook
Leonardo DRS reported strong Q2 2026 results with a 59% increase in net income and a 63% rise in EPS, alongside a significant surge in adjusted EBITDA margin to 14%. Despite these positive financial indicators and raised full-year profit guidance, the stock saw only a modest 1% increase. Investors remain cautious due to the company's premium P/E and rich cash flow valuation, and concerns about revenue recognition delays and the non-recurring nature of some margin improvements.
Leonardo DRS Signs $450M Agreement to Acquire Mission Software Firm Raft
Leonardo DRS has announced an all-cash agreement to acquire Raft for $450 million, significantly expanding its capabilities in mission software, artificial intelligence, and data integration. Raft's technology utilizes AI and open-architecture software to consolidate data from various sources, enhancing real-time decision-making for defense and national security customers. The acquisition is expected to close in Q4 2026, pending regulatory approvals, and will contribute to Leonardo DRS's adjusted diluted earnings per share in its first full year.
Leonardo DRS, Inc. To Go Ex-Dividend On August 13th, 2026 With 0.09 USD Dividend Per Share
Leonardo DRS, Inc. (NASDAQ:DRS) is set to go ex-dividend on August 13th, 2026, with a dividend payment of $0.09 per share. This bi-annual dividend will be paid out to shareholders on record as of August 14th, 2026, on August 29th, 2026. The ex-dividend date is a key event for investors looking to receive this payment.
Leonardo DRS Inc (DRS) (Q2 2026) Earnings Call Highlights: Record Backlog and Strategic ...
Leonardo DRS reported strong Q2 2026 results, including accelerated organic revenue growth of 10% and a 33% increase in adjusted EBITA, driven by strong bookings and margin expansion. The company announced the strategic acquisition of Raft LLC to enhance its AI and mission software capabilities, despite expectations for a continuing resolution to affect Q4 funding and slightly lower Q3 adjusted EBITDA margins. Key discussions revolved around the Columbia class program, European expansion opportunities with parent company Leonardo, and the synergistic benefits of the Raft acquisition for integrated hardware and software solutions.
Leonardo DRS, Inc. (NASDAQ:DRS) Announces Quarterly Dividend of $0.09
Leonardo DRS, Inc. (NASDAQ:DRS) has declared a quarterly dividend of $0.09 per share, payable on August 27th to shareholders of record by August 13th, equating to an annualized dividend of $0.36 and a yield of 0.8%. The company recently reported strong second-quarter results, surpassing revenue and EPS expectations, and increased its 2026 adjusted EPS and EBITDA guidance. Additionally, Leonardo DRS announced the acquisition of software provider Raft for $450 million to enhance its AI and data-fusion capabilities.
Leonardo DRS, Inc. 2026: Revenue $913M, EPS $0.32— 10-Q Summary
Leonardo DRS, Inc. reported strong quarterly results for 2026, with revenue reaching $913M and diluted EPS at $0.32. The company saw a significant increase in net earnings to $86M, up from $54M a year prior, driven by backlog conversion and higher demand across its key segments. This performance was supported by robust revenue growth, increased bookings, and improved margins.
Leonardo DRS Inc reports results for the quarter ended June 30 - Earnings Summary
Leonardo DRS Inc. has released its earnings summary for the quarter that ended on June 30. The article, provided by Refinitiv, gives an overview of the company's financial performance.
Leonardo DRS, Inc. Q2 2026 Earnings Call Summary
Leonardo DRS reported strong Q2 2026 results, with organic revenue growth of 10% and adjusted EBITDA growth of 33%. The company highlighted its platform-agnostic strategy and the acquisition of Raft LLC to enhance AI-driven decision-making. Future initiatives include increased R&D investment and capacity expansion to meet demand for tactical radars and next-generation naval systems.
