$36.94+0.34 (+0.93%)
Leonardo DRS, Inc., together with its subsidiaries, provides defense electronic products and systems, and military support services worldwide.
Leonardo DRS, Inc. in the Industrials sector is trading at $36.94 with a market capitalization of $11.8B. Wall Street consensus targets $54.10 (10 analysts), implying a +46.5% move over the next 12 months. The stock is currently 27% below its 52-week high of $50.59, remaining 11.5% below its 200-day moving average. On fundamentals, Piotroski 7/9 indicates strong financial quality, Altman Z in the safe zone. Risk note: RSI 7 is oversold, raising the odds of a near-term bounce; MACD remains below its signal line. The Whystock Score of 100/100 reflects bullish alignment across trend, valuation and analyst targets.
| Metric (USD) | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Total Revenue | $913.00M↑ | $846.00M↓ | $1.06B↑ | $960.00M↑ | $829.00M |
| Gross Profit | $237.00M↑ | $212.00M↓ | $269.00M↑ | $222.00M↑ | $197.00M |
| Operating Income | $102.00M↑ | $77.00M↓ | $126.00M↑ | $93.00M↑ | $70.00M |
| Net Income | $86.00M↑ | $62.00M↓ | $102.00M↑ | $72.00M↑ | $54.00M |
Leonardo DRS, Inc., together with its subsidiaries, provides defense electronic products and systems, and military support services worldwide. It operates through Advanced Sensing and Computing and Integrated Mission Systems segments. The Advanced Se...

Let’s dig into the relative performance of Leonardo DRS (NASDAQ:DRS) and its peers as we unravel the now-completed Q2 defense contractors earnings season.

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Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and investors seem to be forecasting a downturn - over the past six months, the industry has pulled back by 1.5%. This performance is a noticeable divergence from the S&P 500’s 11.6% return.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Leonardo DRS stock has delivered very strong 3 year gains, yet current valuation checks suggest the shares trade at a premium to the intrinsic value estimate and to market multiples. After the recent pullback, the key issue for you is whether that premium still looks justified. Leonardo DRS has returned 128.3% over 3 years, which puts recent share price weakness into context as a pullback after a strong multi year run. The recent agreement with Space42 on integrating mission systems can...