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DRS Stock Forecast: Leonardo DRS, Inc. Price Predictions for 2026-2027

Last close, 25 Aug 2026
$38
−2.18% on the day

The 10 Wall Street analysts covering Leonardo DRS, Inc. hold a median 12-month price target of $55 — +44.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 92 of 100 as at 24 Aug 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$10.9B
Ticker Nerd rank
92 / 100
Median analyst target
$55
Analysts covering
10
Revenue$913.0M+10.1% y/y
Operating income$102.0M
Net income$86.0M
Free cash flow$6.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−13.7%
1M
−20.5%
YTD
+12.6%
1Y
−6.2%
From 52W high
−23.1%
From 52W low
+18.0%
$32
$50
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

DRS stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Leonardo DRS, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 24 Aug 2026
92 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
94
Quality
90
Issuance
88
Value
82
Volatility
79
Growth
59
Accruals
58
Momentum
46
Size
15

Revisions (94): Analysts have, on balance, been raising their forecasts.

Momentum (46): The shares have been drifting down relative to others.

Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

DRS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on DRS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$30$35$40$45$50$55$60$65Oct 25Jan 26Apr 26Jul 26DRSHigh $59Median $55Low $47

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says10 analysts
8 Buy2 Hold0 Sell
Low $47Median $55High $59

The green dot is the last close — the median target sits +44.1% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
31 July 2026JP MorganMaintainsNeutral$48 → $53
6 May 2026Canaccord GenuityMaintainsBuy—
6 May 2026Canaccord GenuityMaintainsBuy$52 → $54
25 Mar 2026B of A SecuritiesMaintainsBuy—
30 Oct 2025Canaccord GenuityMaintainsBuy—
30 Oct 2025Truist SecuritiesMaintainsBuy—
11 Aug 2025Canaccord GenuityInitiatesBuy—
31 July 2025Morgan StanleyMaintainsEqual-Weight—
11 July 2025Truist SecuritiesMaintainsBuy—
30 June 2025Goldman SachsInitiatesBuy—
16 June 2025JP MorganMaintainsNeutral—
6 May 2025Morgan StanleyMaintainsEqual-Weight—
17 Apr 2025Truist SecuritiesMaintainsBuy—
7 Mar 2025B of A SecuritiesUpgradeBuy—
21 Feb 2025JP MorganMaintainsNeutral—
14 Jan 2025Truist SecuritiesMaintainsBuy—
4 Nov 2024JP MorganMaintainsNeutral—
31 Oct 2024BairdMaintainsOutperform—
24 Sept 2024B of A SecuritiesDowngradeNeutral—
1 Aug 2024BTIGMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DRS appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

DRS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 25 Aug 2026, Leonardo DRS, Inc. returned −6.2% against +20.5% for the S&P 500, dividends included.

DRS vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120Oct 25Jan 26Apr 26Jul 26DRSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

DRS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+7.3%
Analysts raising
9
Analysts cutting
0
Fundamentals

Leonardo DRS, Inc. (DRS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
33.1×

Cheaper than 24% of US stocks

Price / sales
2.8×

Cheaper than 44% of US stocks

Price / book
3.8×

Cheaper than 29% of US stocks

EV / EBITDA
21.9×

Cheaper than 14% of US stocks

Growth & margins
Revenue growth (YoY)
10.1%

Higher than 52% of US stocks

Earnings growth (YoY)
59.3%

Higher than 78% of US stocks

Gross margin
26.0%

Higher than 29% of US stocks

Operating margin
11.2%

Higher than 66% of US stocks

Net margin
8.5%

Higher than 67% of US stocks

Returns & dividend
Return on equity
11.9%

Higher than 68% of US stocks

Return on assets
6.0%

Higher than 81% of US stocks

Dividend yield
0.5%

Higher than 9% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Leonardo DRS, Inc. (DRS) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Leonardo DRS, Inc. has a market value of $10.9B and an enterprise value of $10.9B.

  • Revenue in the twelve months to 30 June 2026: $3.8B. The latest quarter grew 10.1% year on year.

  • Net income over the same four quarters: $322.0M, a 8.5% net margin.

  • Diluted earnings per share, trailing twelve months: $1.19.

  • Free cash flow in the twelve months to 30 June 2026: $363.0M, after $138.0M of capital spending.

  • Leonardo DRS, Inc. spent $37.0M on share buybacks and $96.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 266.8M.

  • Trailing P/E: 33.1×; forward P/E: 26.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.46%, paying out 30% of earnings.

  • Leonardo DRS, Inc. employs 7,300 people — $518K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 25 Aug 2026

Data provided by Twelve Data

Peers

DRS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAerospace & Defense
CompanyMarket capTKN rank
DRSLeonardo DRS, Inc.$10.9B
92
KTOSKratos Defense & Security Solutions, Inc.$9.9B
37
HIIHuntington Ingalls Industries, Inc.$11.6B
74
MOG.AMoog, Inc.$12.1B
96
SAROStandardAero, Inc.$8.2B
63
BWXTBWX Technologies, Inc.$13.7B
59
PLPlanet Labs PBC$7.7B
38

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Leonardo DRS, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest DRS news & analysis

Down 19.5% in 4 Weeks, Here's Why Leonardo DRS, Inc. (DRS) Looks Ripe for a Turnaround

Zacks Investment Research · 25 Aug 2026positive

Leonardo DRS, Inc. (DRS) is described as technically oversold after falling 19.5% over four weeks, which suggests heavy selling pressure may be exhausted. Wall Street analysts have shown strong agreement in revising earnings estimates higher, indicating a potential near-term trend reversal for the stock.

Why it matters — DRS watchers would care because oversold conditions combined with upward analyst estimate revisions may signal a potential turnaround in the stock's near-term trajectory.

Is Leonardo DRS, Inc. (DRS) Stock Outpacing Its Aerospace Peers This Year?

Zacks Investment Research · 20 Aug 2026neutral

Zacks Investment Research published a comparison piece examining how Leonardo DRS, Inc. (DRS) and Outdoor Holding Company (POWW) have performed relative to their sector so far this year, with the headline questioning whether DRS is outpacing its aerospace peers.

Why it matters — DRS watchers would care because the piece benchmarks the company's year-to-date performance against its aerospace sector peers, indicating how it is tracking among competitors.

Moog Inc. (MOG.A) Hit a 52 Week High, Can the Run Continue?

Zacks Investment Research · 14 Aug 2026neutral

Zacks reports that Moog Inc. (MOG.A) has reached a 52-week high and examines the company's fundamentals to assess whether further gains are possible.

Why it matters — Moog operates in the same defense and aerospace sector as Leonardo DRS, so its performance offers a relevant sector benchmark for DRS watchers.

Space42 and Leonardo DRS Sign MoU to Advance Next-Generation National Security Mission Systems

GlobeNewsWire · 12 Aug 2026positive

Space42, a UAE-based AI-powered SpaceTech company, signed a Memorandum of Understanding with Leonardo DRS. The agreement establishes a framework to integrate Leonardo DRS mission systems with Space42's secure satellite connectivity to bolster sovereign national security across the United Arab Emirates.

Why it matters — The MoU positions Leonardo DRS as a partner in UAE national-security satellite integration, potentially broadening its mission-systems market reach in the region.

Leonardo DRS Demonstrates Defeat of Group 1-2 Unmanned Aerial System Threats for Fielded SGT STOUT M-SHORAD

GlobeNewsWire · 11 Aug 2026positive

Leonardo DRS announced that its SGT STOUT M-SHORAD Mission Equipment Package successfully defeated Group 1-2 small unmanned aircraft system threats during a U.S. Government test event. The company cited the system's modular, open-architecture design as enabling rapid adaptation to evolving air threats.

Why it matters — The successful demonstration of the fielded SGT STOUT M-SHORAD system against small-UAS threats highlights the product's capabilities for DRS watchers tracking its defense portfolio.

FAQ

Frequently asked questions about DRS stock

What is the DRS stock price forecast for 2026-2027?

The 10 Wall Street analysts covering Leonardo DRS, Inc. have a median 12-month price target of $55, with estimates ranging from $47 to $59. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is DRS stock a buy right now?

Of the 10 analysts covering Leonardo DRS, Inc., 8 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Leonardo DRS, Inc. 92 out of 100 across roughly 4,600 US stocks as at 24 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank DRS?

As at 24 Aug 2026, Leonardo DRS, Inc. ranks 92 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (94 of 100).

Will DRS stock go up?

No one can know that. What the data says: the median 12-month target from 10 analysts implies +44.1% from the last close, and Ticker Nerd's factor model ranks Leonardo DRS, Inc. 92 out of 100 as at 24 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the DRS stock forecast for 2030?

No analyst covering Leonardo DRS, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DRS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $47 to $59 over the next 12 months.

How has DRS stock performed over the past year?

Leonardo DRS, Inc. returned -6.2% over the 12 months to 25 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Leonardo DRS, Inc. do?

Leonardo DRS, Inc. is a leading U.S.-based defense contractor and technology innovator specializing in integrated products, services, and support for military forces, intelligence agencies, and defense contractors worldwide.

What is the latest news on DRS?

The most recent item we track (Zacks Investment Research, 25 Aug 2026): "Down 19.5% in 4 Weeks, Here's Why Leonardo DRS, Inc. (DRS) Looks Ripe for a Turnaround". Leonardo DRS, Inc. (DRS) is described as technically oversold after falling 19.5% over four weeks, which suggests heavy selling pressure may be exhausted. Wall Street analysts have shown strong agreement in revising earnings estimates higher, indicating a potential near-term trend reversal for the stock.

Company

About Leonardo DRS, Inc.

Leonardo DRS, Inc. is a leading U.S.-based defense contractor and technology innovator specializing in integrated products, services, and support for military forces, intelligence agencies, and defense contractors worldwide. The company delivers advanced solutions across key domains, including naval and maritime systems, ground combat mission command and network computing, global satellite communications and network infrastructure, avionics systems, intelligence and security solutions, power systems, and electro-optical/infrared systems. It serves both defense and commercial markets with high-performance technologies such as advanced sensing, network computing, electric power and propulsion, and force protection capabilities. As a prime contractor, Leonardo DRS, Inc. provides platform-agnostic systems, subsystems, and components fielded on military platforms globally, supporting missions in every domain from sea to air and space. Founded in 1969 and headquartered in Arlington, Virginia, it plays a vital role in enhancing national security and allied defense capabilities through innovative, agile engineering.

CEO Mr. John A. Baylouny · 7,300 employees · United States · https://www.leonardodrs.com