Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
DRS
HoldFallen FavouriteLeonardo DRS, Inc. · Industrials · United States · $10.3B · Avg Vol: $31M/d
COMPANY DESCRIPTION
Leonardo DRS, Inc. is a leading provider of advanced defense products and technologies, delivering integrated sensors, network computing, and force protection solutions primarily to the U.S. military and intelligence community. The company specializes in mission-critical systems for airborne, ground, and naval applications, playing a vital role in national security. DRS's competitive moat is built on deep technological expertise, long-standing government customer relationships, and high barriers to entry in the defense sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.7B | 2.8B | 3.2B | 3.6B | 10.6% | 3.8B | 3.9B | 4.2B | 7.5% |
| EPS | 1.88 | 0.64 | 0.81 | 1.05 | -17.6% | 1.19 | 1.27 | 1.34 | 13.1% |
| Shares | 260.2M | 262.5M | 265.1M | 265.8M | +2.1% | 266.9M | — | — | — |
| Debt | 487.0M | 497.0M | 458.0M | 470.0M | -1.2% | 267.0M | — | — | — |
| Equity | 2.1B | 2.3B | 2.6B | 2.7B | 8.7% | — | — | — | — |
| Op CF | 33.0M | 205.0M | 271.0M | 366.0M | 123.0% | 501.0M | — | — | — |
| Inv CF | 436.0M | -59.0M | -84.0M | -154.0M | — | — | — | — | — |
| Fin CF | -403.0M | 15.0M | -56.0M | -163.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of DRS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DRS | Leonardo DRS, Inc.(you) | $10.3B | 45 | Hold |
| SARO | StandardAero, Inc. | $8.3B | 45 | Hold |
| HII | Huntington Ingalls Industries, Inc. | $11.6B | 48 | Hold |
| HXL | Hexcel Corporation | $7.2B | 43 | Hold |
| VSEC | VSE Corporation | $6.1B | 46 | Hold |
| TXT | Textron Inc. | $14.3B | 50 | Hold |
| WWD | Woodward, Inc. | $20.2B | 42 | Hold |
| CW | Curtiss-Wright Corporation | $22.0B | 41 | Hold |
| LOAR | Loar Holdings Inc. | $6.7B | 32 | Sell |
| MOG-A | Moog Inc. | $11.9B | 65 | Buy |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.3%