DRS - NASDAQ
Leonardo DRS, Inc.
$45.61
-4.9%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.
At a Glance
Live SnapshotLeonardo DRS, Inc. Street Expectations Map
Wall Street analysts project that DRS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 53.33, with estimates ranging from a low of 47.00 to a high of 59.00.
The consensus 1-year price target stands at 53.33, with estimates ranging from a low of 47.00 to a high of 59.00.
Analyst Consensus Analysis
Upside Potential
Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
Leonardo DRS, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Leonardo DRS, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Leonardo DRS, Inc. Forward Estimates of EPS
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Leonardo DRS, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Leonardo DRS, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Leonardo DRS, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Declining expectations indicate headwinds—investigate whether temporary or structural issues.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Leonardo DRS, Inc. Insider Positioning
During the last 12 months, insiders have purchased $1.07M and sold $7.91M worth of DRS shares, resulting in $6.84M of net selling activity.
3 Months
25.0K
1.07M
78.6K
3.59M
-2.5M
-$2.52M
3-6 Months
0
0.00
33.1K
1.33M
-1.3M
-$1.33M
6-9 Months
0
0.00
50.5K
2.05M
-2.0M
-$2.05M
9-12 Months
0
0.00
22.2K
945.34K
-945K
-$945K
Top Buyers
Jeffery Reuben Iii
Director
$1.07M
Top Sellers
Dippold Michael
Officer: Evp And Cfo
$2.17M
Dorfman Mark
Officer: Evp, Gc And Secretary
$1.43M
Wallace Sally
Officer: Evp, Chief Operating Officer
$1.39M
Baylouny John
Officer: Evp And Coo
$1.32M
Morrow Pamela
Officer: Svp And Controller
$1.06M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $6.84M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Weak buy/sell ratio. Selling significantly exceeds buying—monitor for potential fundamental concerns.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your DRS research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.