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Upturn AI SWOT - About
Leonardo DRS, Inc. Common Stock (DRS)
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Upturn Advisory Summary
10/10/2025: DRS (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $49
1 Year Target Price $49
| 5 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 41.03% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.50B USD | Price to earnings Ratio 45.99 | 1Y Target Price 49 |
Price to earnings Ratio 45.99 | 1Y Target Price 49 | ||
Volume (30-day avg) 8 | Beta 0.27 | 52 Weeks Range 27.57 - 49.20 | Updated Date 10/11/2025 |
52 Weeks Range 27.57 - 49.20 | Updated Date 10/11/2025 | ||
Dividends yield (FY) 0.41% | Basic EPS (TTM) 0.94 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.31% | Operating Margin (TTM) 8.44% |
Management Effectiveness
Return on Assets (TTM) 5.18% | Return on Equity (TTM) 9.99% |
Valuation
Trailing PE 45.99 | Forward PE 16.98 | Enterprise Value 12071097785 | Price to Sales(TTM) 3.36 |
Enterprise Value 12071097785 | Price to Sales(TTM) 3.36 | ||
Enterprise Value to Revenue 3.53 | Enterprise Value to EBITDA 29.51 | Shares Outstanding 266123634 | Shares Floating 75523226 |
Shares Outstanding 266123634 | Shares Floating 75523226 | ||
Percent Insiders 71.6 | Percent Institutions 25.61 |
Upturn AI SWOT
Leonardo DRS, Inc. Common Stock
Company Overview
History and Background
Leonardo DRS, Inc. is a technology company specializing in defense products and systems. Originally founded as Diagnostic Retrieval Systems in 1969, it evolved through acquisitions and name changes to become Leonardo DRS after being acquired by Leonardo S.p.A.
Core Business Areas
- Advanced Sensors and Computing: Develops and manufactures advanced sensing and computing solutions for military applications, including electro-optical and infrared systems, as well as advanced computing platforms.
- Networked and Integrated Systems: Provides networked communication, electronic warfare, and integrated defense systems.
- Power and Control Systems: Designs and builds power conversion and distribution systems, electric drive propulsion systems and other power technologies.
Leadership and Structure
Leonardo DRS is led by its Chief Executive Officer, William J. Lynn III. The company operates with a functional organizational structure across its various business units, all reporting to Leonardo S.p.A.
Top Products and Market Share
Key Offerings
- Competitors: L3Harris Technologies (LHX),Raytheon Technologies (RTX)
- Electro-Optical/Infrared (EO/IR) Systems: Leonardo DRS designs and manufactures EO/IR systems for surveillance, targeting, and situational awareness. Market share data is not publicly available on a product-specific basis, but the EO/IR market is competitive. Competitors include L3Harris Technologies and Raytheon Technologies.
- Competitors: Curtiss-Wright Corporation (CW),Mercury Systems (MRCY)
- Mission Computers: Leonardo DRS produces ruggedized mission computers for harsh environments. Market share data for specific product lines is difficult to acquire as specific market information is kept private. Competitors include Curtiss-Wright and Mercury Systems.
- Competitors: General Electric (GE),Rolls Royce
- Power Systems: Leonardo DRS provides electric power and propulsion systems for naval ships and ground vehicles. Market data for specific product lines is difficult to acquire as specific market information is kept private. Competitors include General Electric and Rolls Royce.
Market Dynamics
Industry Overview
The defense industry is driven by government spending, geopolitical events, and technological advancements. Increased global instability generally leads to higher defense budgets.
Positioning
Leonardo DRS is positioned as a mid-tier defense contractor, focused on advanced technologies and niche markets within the broader defense industry. Its acquisition by Leonardo S.p.A. provides it with access to a broader range of technologies and international markets.
Total Addressable Market (TAM)
The global defense market is estimated to be hundreds of billions of dollars annually. Leonardo DRS is positioned to capture a portion of this TAM, particularly in its core areas of expertise. While hard to estimate the exact number for Leonardo DRS in terms of total addressable market, it aims to target the high-technology niches of the military industry to increase market share within these niches.
Upturn SWOT Analysis
Strengths
- Strong technological capabilities in core areas
- Established relationships with key defense customers
- Backed by Leonardo S.p.A.
- Focus on high-tech solutions
Weaknesses
- Relatively smaller size compared to larger defense contractors
- Dependence on government contracts
- Exposure to geopolitical risks
Opportunities
- Increased defense spending in key markets
- Expansion into new technological areas
- Leveraging Leonardo S.p.A.'s international presence
- Growing demand for advanced defense technologies
Threats
- Budget cuts in defense spending
- Increased competition from larger defense contractors
- Geopolitical instability
- Technological obsolescence
Competitors and Market Share
Key Competitors
- L3Harris Technologies (LHX)
- Raytheon Technologies (RTX)
- General Dynamics (GD)
- Lockheed Martin (LMT)
Competitive Landscape
Leonardo DRS competes with larger defense contractors with broader product portfolios. Its advantages lie in its specialization in advanced technologies and its backing by Leonardo S.p.A.
Major Acquisitions
Daylight Solutions, Inc.
- Year: 2017
- Acquisition Price (USD millions): 150
- Strategic Rationale: Acquisition of Daylight Solutions to expand DRS's capabilities in advanced laser-based sensing and defense solutions.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is difficult to assess due to the lack of standalone financial reporting.
Future Projections: Future growth is expected to be driven by technological advancements, increased defense spending, and strategic initiatives.
Recent Initiatives: Recent initiatives include investments in advanced sensor technologies, networked communication systems, and electric power solutions.
Summary
Leonardo DRS is a technology-focused defense company with strengths in advanced sensing, computing, and power systems. Its position as a subsidiary of Leonardo S.p.A. provides opportunities for growth and international expansion. However, it faces competition from larger defense contractors and is exposed to risks associated with government spending and geopolitical instability. It needs to focus on high-growth niche markets to become profitable.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company websites
- Industry reports
- Leonardo S.p.A. annual reports
Disclaimers:
Data is based on available public information and may not be fully comprehensive. Market share data is estimated and subject to change. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Leonardo DRS, Inc. Common Stock
Exchange NASDAQ | Headquaters Arlington, VA, United States | ||
IPO Launch date 2022-11-29 | Chairman & CEO Mr. William J. Lynn III, J.D. | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 7000 | Website https://www.leonardodrs.com |
Full time employees 7000 | Website https://www.leonardodrs.com | ||
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 ASC segment designs, develops, and manufacture sensing and network computing technology that enables real-time situational awareness required for enhanced operational decision making and execution; and offers sensing capabilities span applications, such as missions requiring advanced detection, precision targeting and surveillance sensing, long range electro-optic/infrared, signals intelligence, and other intelligence systems including electronic warfare, ground vehicle sensing, active electronically scanned array tactical radars, dismounted soldier, and space sensing. This segment also provides network computing, which are utilized across a range of mission applications, such as platform computing on ground and shipboard for advanced battle management, combat systems, radar, command and control, tactical networks, tactical computing, and communications.This segment also offers electrical propulsion systems, which includes power conversion, control, distribution, and propulsion systems, as well as power dense permanent magnet motors, energy storage systems and associated efficient, rugged, and compact power conversion, electrical actuation systems, as well as cooling technologies; and motor controllers, instrumentation and control equipment, electrical actuation systems, and thermal management systems. Leonardo DRS, Inc. was incorporated in 1968 and is based in Arlington, Virginia. Leonardo DRS, Inc. operates as a subsidiary of Leonardo US Holding, LLC
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