Leonardo DRS, Inc. (DRS) Stock Price & Analysis
Leonardo DRS, Inc. (DRS) closed at USD 35.47 on Thursday, October 15, 2026, up 1.52% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 34.94; the Oct 15, 2026 session ranged USD 34.59–35.68 on volume of 1,252,940 shares. Market capitalization is $9.47B, with a 52-week range of USD 32.43–50.59 (NMS). Source: Nexqual, retrieved October 16, 2026 at 05:20 UTC.
Also available as compact Markdown for AI agents: nexqual.com/DRS.md
Key facts (DRS)
- Last four reported quarters (through Jun 30, 2026): revenue $3.78B, net income $322M (8.5% margin), free cash flow $363M (SEC filings).
- Valuation: P/E 29.4x (avg 35.0x at the last 3 fiscal year-ends), EV/EBITDA 19.3x, net cash $121M.
- Analysts: Buy (mean 2.09 on a 1–5 scale) (11 analysts), mean target USD 53.45 (range 47–59).
- Total return with dividends: 1Y -9.7% vs S&P 500 +18.1%; 5Y +250.9% vs S&P 500 +85.1%.
- Next earnings: 2026-10-29, EPS estimate USD 0.35, revenue estimate $1.03B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (DRS)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.88B | $2.69B | $2.83B | $3.23B | $3.65B | $3.78B |
| Gross profit | $547M | $575M | $648M | $736M | $869M | — |
| Operating income | $236M | $561M | $231M | $293M | $348M | $398M |
| Net income | $154M | $405M | $168M | $213M | $278M | $322M |
| EPS (diluted) | $0.73 | $1.88 | $0.64 | $0.80 | $1.03 | — |
| Free cash flow | $118M | -$32.0M | $145M | $186M | $227M | $363M |
| Gross margin | 19.0% | 21.4% | 22.9% | 22.8% | 23.8% | — |
| Operating margin | 8.2% | 20.8% | 8.2% | 9.1% | 9.5% | 10.5% |
| Net margin | 5.3% | 15.0% | 5.9% | 6.6% | 7.6% | 8.5% |
| Revenue growth | +3.6% | -6.5% | +4.9% | +14.4% | +12.8% | — |
| Cash + short-term investments | $240M | $306M | $467M | $598M | $647M | — |
| Total debt | $434M | $425M | $464M | $391M | $374M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (DRS)
P/E 29.4x · P/S 2.5x · EV/EBITDA 19.3x · EV/Sales 2.5x · P/FCF 26.1x · P/B 3.4x · FCF yield 3.83% · Earnings yield 3.40% · Buyback yield (TTM) 0.39% · Net cash $121M · EV $9.35B
P/E at fiscal year-ends: Dec 2025 32.9x, Dec 2024 40.6x, Dec 2023 31.5x.
Analysts (DRS)
Consensus Buy (mean 2.09 on a 1–5 scale), 11 analysts; mean target USD 53.45 (low 47, high 59).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-15 | Guggenheim | Initiated | Buy | $51 |
| 2026-07-31 | JP Morgan | Target raised | Neutral | $48 → $53 |
Total return (dividends reinvested) (DRS)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | -9.7% | +250.9% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -9.7% | +28.5% |
| Volatility (annualized) | 38.5% | 42.0% |
| Max drawdown | -29.5% (Jun 2026→Oct 2026) | -44.9% (Mar 2022→Jun 2022) |
Key Statistics (as of October 16, 2026 at 05:20 UTC)
| Price | USD 35.47 |
|---|---|
| Change | ▲ 1.52% (up) |
| Previous Close | USD 34.94 |
| Open | USD 35.05 |
| Day Range | USD 34.59 – 35.68 |
| 52-Week Range | USD 32.43 – 50.59 |
| Volume | 1,252,940 shares |
| Market Cap | $9.47B |
| Exchange | NMS |
Technical Analysis (DRS)
Nexqual's technical model rates DRS "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 16, 2026 at 05:20 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 36.68 (neutral) |
| vs SMA50 | Below (USD 38.63) |
| MACD | -0.85 (negative) |
Analyst Ratings (DRS)
Wall Street analysts rate DRS "Buy" based on 11 analysts, with a mean price target of USD 53.45 (range USD 47–59), per Nexqual as of October 16, 2026 at 05:20 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 11 |
| Mean Target | USD 53.45 |
| High Target | USD 59 |
| Low Target | USD 47 |
| Buy / Hold / Sell | 9 / 2 / 0 |
Earnings (DRS)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 0.35 |
| Revenue Estimate | $1.03B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.35 vs est 0.27 ▲ beat |
| 2026-03-31 | USD 0.26 vs est 0.2 ▲ beat |
| 2025-12-31 | USD 0.42 vs est 0.37 ▲ beat |
| 2025-09-30 | USD 0.29 vs est 0.28 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Financials & Fundamentals (DRS)
| Total Revenue | $3.78B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +10.10% |
| Gross Margin | +24.87% |
| Operating Margin | +11.17% |
| Profit Margin | +8.52% |
| ROE | +11.92% |
| Debt / Equity | 0.1 |
| Current Ratio | 1.92 |
| Total Cash | $270.00M |
| Total Debt | $267.00M |
| Free Cash Flow (fiscal year ended Dec 2025, SEC 10-K) | $227.00M (6.2% of revenue) |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Financial Health Score (DRS)
Nexqual rates Leonardo DRS, Inc.'s overall financial health "Solid" across five dimensions, as of October 16, 2026 at 05:20 UTC.
| Growth | Solid — Revenue +13% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 25%, operating 11% |
| Balance Sheet | Strong — $270M cash vs $267M debt, net cash position |
| Cash Flow | Solid — FCF $227M (FY ended Dec 2025, 10-K), 6% margin |
| Efficiency | Mixed — ROE 12%, ROA 6.0% |
Ownership (DRS)
| Insider Ownership | +71.40% |
|---|---|
| Institutional Ownership | +28.15% |
| Shares Outstanding | 266.89M |
| Float | 76.27M |
| Short % of Float | +1.23% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Leadership (DRS)
Leonardo DRS, Inc. is led by John A. Baylouny (age 64), President, CEO & Director, per Nexqual as of October 16, 2026 at 05:20 UTC.
| President, CEO & Director | John A. Baylouny (age 64) |
|---|---|
| Executive VP & CFO | Michael D. Dippold (age 44) |
| Executive VP & COO | Sally A. Wallace (age 58) |
| Senior VP & CTO | Philip Perconti |
| Senior VP of Business Development & President of International Business | William Guyan |
Major Backers & Investors (DRS)
Notable institutional backers of Leonardo DRS, Inc. include AQR Capital Management, LLC, FMR, LLC, First Trust Advisors LP, according to Nexqual as of October 16, 2026 at 05:20 UTC.
Active Investors
| Investor | Stake |
|---|---|
| AQR Capital Management, LLC | 1.66% |
| FMR, LLC | 1.3% |
| First Trust Advisors LP | 1% |
| Price (T.Rowe) Associates Inc | 0.95% |
| Voya Investment Management LLC | 0.94% |
| Stephens Investment Management Group LLC | 0.9% |
| Invesco | 0.67% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 5.46% |
| State Street | 2.4% |
| BlackRock | 1.87% |
Source: Nexqual, October 16, 2026 at 05:20 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| HII | Huntington Ingalls Industries, | USD 267.22 | ▲ 3.64% |
| MOG-A | Moog Inc. | USD 365.14 | ▼ 2.25% |
| CAE | CAE Inc | USD 23.91 | ▲ 1.92% |
| KTOS | Kratos Defense & Security Solut | USD 40.74 | ▲ 0.97% |
| BWXT | BWX Technologies, Inc. | USD 137.2 | ▼ 1.2% |
| EMBJ | Embraer S.A. | USD 72.1 | ▲ 0.33% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:20 UTC. This page is informational and not investment advice.
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