DRSIndustrials · Aerospace & DefenseThe 11 Wall Street analysts covering Leonardo DRS, Inc. hold a median 12-month price target of $55 — +54.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 12 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (91): Analysts have, on balance, been raising their forecasts.
Momentum (44): The shares have been drifting down relative to others.
Size (16): 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.
The bullish and bearish analyst opinions on DRS, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +54.4% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Sept 2026 | Guggenheim | Initiates | Buy | $51 |
| 31 July 2026 | JP Morgan | Maintains | Neutral | — |
| 31 July 2026 | JP Morgan | Maintains | Neutral | $48 → $53 |
| 6 May 2026 | Canaccord Genuity | Maintains | Buy | — |
| 6 May 2026 | Canaccord Genuity | Maintains | Buy | $52 → $54 |
| 25 Mar 2026 | B of A Securities | Maintains | Buy | — |
| 30 Oct 2025 | Canaccord Genuity | Maintains | Buy | — |
| 30 Oct 2025 | Truist Securities | Maintains | Buy | — |
| 11 Aug 2025 | Canaccord Genuity | Initiates | Buy | — |
| 31 July 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 11 July 2025 | Truist Securities | Maintains | Buy | — |
| 30 June 2025 | Goldman Sachs | Initiates | Buy | — |
| 16 June 2025 | JP Morgan | Maintains | Neutral | — |
| 6 May 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 17 Apr 2025 | Truist Securities | Maintains | Buy | — |
| 7 Mar 2025 | B of A Securities | Upgrade | Buy | — |
| 21 Feb 2025 | JP Morgan | Maintains | Neutral | — |
| 14 Jan 2025 | Truist Securities | Maintains | Buy | — |
| 4 Nov 2024 | JP Morgan | Maintains | Neutral | — |
| 31 Oct 2024 | Baird | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 12 Oct 2026, Leonardo DRS, Inc. returned −16.9% against +20.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 25% of US stocks
Cheaper than 45% of US stocks
Cheaper than 28% of US stocks
Cheaper than 16% of US stocks
Higher than 52% of US stocks
Higher than 77% of US stocks
Higher than 28% of US stocks
Higher than 66% of US stocks
Higher than 67% of US stocks
Higher than 68% of US stocks
Higher than 81% of US stocks
Higher than 66% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $9.7B and an enterprise value of $9.7B.
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.
Trailing P/E: 30.5×; forward P/E: 24.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.50%, paying out 30% of earnings.
Leonardo DRS, Inc. employs 7,300 people — $518K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Leonardo DRS announced that its president and CEO, John Baylouny, received the Association of the United States Army’s John W. Dixon Award.
Why it matters — The award recognizes DRS’s chief executive, making it a company leadership-related development for DRS watchers.
Leonardo DRS has completed final training and delivery of INOD Block III thermal weapon sights for the Australian Army under the LAND 159 Tranche 1 program. The announcement was made from the company's Arlington, Virginia headquarters.
Why it matters — This marks a completed international defense contract milestone for Leonardo DRS, demonstrating successful execution and delivery of its thermal imaging products to a foreign military customer.
Leonardo DRS announced the establishment of DRS UK, a new subsidiary supporting its business in the United Kingdom, along with the launch of local production of tactical radars in the country, including full manufacturing capabilities.
Why it matters — The new UK subsidiary and local tactical radar manufacturing expand Leonardo DRS's international presence and production footprint in the United Kingdom.
Leonardo DRS, Inc. has scheduled a conference call for Thursday, October 29, 2026 at 10:00 a.m. to discuss its third quarter 2026 earnings results. The announcement, made from its Arlington, Va. headquarters, was released via GlobeNewsWire on September 29, 2026.
Why it matters — DRS watchers will have a set date to tune in for the company's third quarter 2026 financial results and commentary on its operations.
Leonardo DRS announced it has entered into a contract with Doosan Enerbility to provide the electric propulsion system for the Republic of Korea Navy's next-generation KDDX destroyer program, whose lead ship is being built by Hanwha Ocean.
Why it matters — This expands Leonardo DRS's international naval business with a major new contract supplying electric propulsion for a foreign navy's destroyer program.
The 11 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.
Of the 11 analysts covering Leonardo DRS, Inc., 9 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Leonardo DRS, Inc. 90 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Oct 2026, Leonardo DRS, Inc. ranks 90 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 (91 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +54.4% from the last close, and Ticker Nerd's factor model ranks Leonardo DRS, Inc. 90 out of 100 as at 12 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
Leonardo DRS, Inc. returned -16.9% over the 12 months to 12 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Leonardo DRS Inc. is a defense technology company that designs, develops, and manufactures mission-critical products and systems for military and government customers.
The most recent item we track (GlobeNewsWire, 12 Oct 2026): "Leonardo DRS CEO John Baylouny Receives AUSA John W. Dixon Award". Leonardo DRS announced that its president and CEO, John Baylouny, received the Association of the United States Army’s John W. Dixon Award.
Leonardo DRS Inc. is a defense technology company that designs, develops, and manufactures mission-critical products and systems for military and government customers. Its core business spans advanced sensing and computing, integrated mission systems, electronic warfare, network computing, force protection, power conversion, propulsion, and other support technologies used across land, sea, air, space, and cyber domains. The company serves the U.S. defense community and allied markets with hardware, integration, and technical support built for situational awareness, communications, survivability, and operational effectiveness. Headquartered in Arlington, Virginia, Leonardo DRS Inc. operates as a subsidiary of Leonardo US Holding, LLC.
CEO Mr. John A. Baylouny · 7,300 employees · United States · https://www.leonardodrs.com
