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

Last close, 17 Sept 2026
$37
−0.08% on the day

The 11 Wall Street analysts covering Leonardo DRS, Inc. hold a median 12-month price target of $55 — +48.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 17 Sept 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$9.9B
Ticker Nerd rank
91 / 100
Median analyst target
$55
Analysts covering
11
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
+2.1%
1M
−18.3%
YTD
+9.4%
1Y
−10.0%
From 52W high
−25.3%
From 52W low
+14.6%
$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 17 Sept 2026
91 / 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
91
Quality
89
Issuance
88
Volatility
86
Value
81
Growth
59
Accruals
59
Momentum
43
Size
16

Revisions (91): Analysts have, on balance, been raising their forecasts.

Momentum (43): 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.

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 says11 analysts
9 Buy2 Hold0 Sell
Low $47Median $55High $59

The green dot is the last close — the median target sits +48.4% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
15 Sept 2026GuggenheimInitiatesBuy$51
31 July 2026JP MorganMaintainsNeutral—
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—

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 17 Sept 2026, Leonardo DRS, Inc. returned −10.0% against +17.0% 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
+6.3%
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
31.1×

Cheaper than 24% of US stocks

Price / sales
2.6×

Cheaper than 45% of US stocks

Price / book
3.5×

Cheaper than 28% of US stocks

EV / EBITDA
19.9×

Cheaper than 15% of US stocks

Growth & margins
Revenue growth (YoY)
10.1%

Higher than 52% of US stocks

Earnings growth (YoY)
59.3%

Higher than 77% 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 $9.9B and an enterprise value of $9.9B.

  • 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: 31.1×; forward P/E: 25.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.49%, 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 18 Sept 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.$9.9B
91
HIIHuntington Ingalls Industries, Inc.$10.9B
73
KTOSKratos Defense & Security Solutions, Inc.$8.9B
36
MOG.AMoog, Inc.$11.3B
97
AVAVAeroVironment, Inc.$8.3B
36
SAROStandardAero, Inc.$7.5B
72
BWXTBWX Technologies, Inc.$13.4B
53

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

Leonardo DRS to Provide Electric Propulsion System for the Republic of Korea Navy Next-Generation KDDX Destroyer Program

GlobeNewsWire · 17 Sept 2026positive

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.

Leonardo DRS Extends Naval Aviation's Communications Edge With $39.6 Million JTT-X Production Award

GlobeNewsWire · 14 Sept 2026positive

Leonardo DRS announced that its Airborne and Intelligence Systems business unit was awarded a $39.6 million contract by Naval Air Systems Command (NAVAIR) to produce and deliver Joint Tactical Terminal Transceiver (JTT-X) units for naval aviation communications.

Why it matters — The production contract signals continued demand for Leonardo DRS's communications technology within naval aviation programs, reinforcing the company's role as a defense supplier.

Leonardo DRS: The Defense Stock Built For The Next Upgrade Cycle

Seeking Alpha · 8 Sept 2026positive

Seeking Alpha rates Leonardo DRS as a Buy, citing operational progress, robust upgrade cycles, and strong positioning in defense electronics and power systems. The firm highlights the company's installed hardware base and recurring upgrade opportunities as supporting durable revenue across military platforms.

Why it matters — A DRS watcher would care because the report underscores how recurring upgrades and integration advantages across multiple military platforms could support durable revenue growth.

Leonardo DRS Selected by United States Space Force to Advance Technology in support of advanced Space Superiority Solutions

GlobeNewsWire · 1 Sept 2026positive

Leonardo DRS announced it has been awarded an Other Transaction Agreement contract for Prototype by the U.S. Space Force to advance next-generation technology aimed at strengthening U.S. national defense capabilities in support of space superiority solutions.

Why it matters — The award signals continued demand for Leonardo DRS's advanced defense technology from a key U.S. military customer.

FAQ

Frequently asked questions about DRS stock

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

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.

Is DRS stock a buy right now?

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. 91 out of 100 across roughly 4,600 US stocks as at 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank DRS?

As at 17 Sept 2026, Leonardo DRS, Inc. ranks 91 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).

Will DRS stock go up?

No one can know that. What the data says: the median 12-month target from 11 analysts implies +48.4% from the last close, and Ticker Nerd's factor model ranks Leonardo DRS, Inc. 91 out of 100 as at 17 Sept 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 -10.0% over the 12 months to 17 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Leonardo DRS, Inc. do?

Leonardo DRS Inc. is a defense technology company that provides advanced electronic systems, mission-critical equipment, and military support services for U.S.

What is the latest news on DRS?

The most recent item we track (GlobeNewsWire, 17 Sept 2026): "Leonardo DRS to Provide Electric Propulsion System for the Republic of Korea Navy Next-Generation KDDX Destroyer Program". 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.

Company

About Leonardo DRS, Inc.

Leonardo DRS Inc. is a defense technology company that provides advanced electronic systems, mission-critical equipment, and military support services for U.S. national security customers and allied defense forces. Leonardo DRS focuses on technologies used across land, air, sea, space, and cyber domains, serving military organizations, intelligence agencies, and defense contractors. Its current business is organized around advanced sensing and computing, which includes network computing, surveillance, target acquisition, and electronic warfare capabilities, and integrated mission systems, which covers power conversion, propulsion, force protection, and other platform support technologies. The company also delivers naval, maritime, and avionics-related solutions, along with rugged systems designed for demanding operational environments. Headquartered in Arlington, Virginia, Leonardo DRS plays a significant role in the defense electronics market by supplying integrated products and systems that support situational awareness, protection, and operational readiness.

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