DRSIndustrials · Aerospace & DefenseThe 12 Wall Street analysts covering Leonardo DRS, Inc. hold a median 12-month price target of $54 — +63.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 5 Nov 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 (96): Analysts have, on balance, been raising their forecasts.
Momentum (46): 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 systematic trader with 15+ 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 +63.6% from it.
Of the 20 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Nov 2026 | BTIG | Reiterates | Buy | $50 |
| 2 Nov 2026 | Morgan Stanley | Maintains | Equal-Weight | $44 → $45 |
| 22 Oct 2026 | Oppenheimer | Initiates | Outperform | $45 |
| 19 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $47 → $44 |
| 15 Sept 2026 | Guggenheim | Initiates | Buy | — |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
DRS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Nov 2026, Leonardo DRS, Inc. returned −6.9% against +9.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 26% of US stocks
Cheaper than 43% of US stocks
Cheaper than 26% of US stocks
Cheaper than 15% of US stocks
Higher than 55% of US stocks
Higher than 78% of US stocks
Higher than 29% of US stocks
Higher than 66% of US stocks
Higher than 68% of US stocks
Higher than 71% of US stocks
Higher than 81% of US stocks
Higher than 65% 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 $10.4B and an enterprise value of $10.4B.
Revenue in the twelve months to 30 June 2026: $3.8B. The latest quarter grew 11.0% 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: 28.6×; forward P/E: 25.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.46%, paying out 26% 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 said its THOR tactical-edge computing chassis received the AUSA National Partner Award for Best New Product/Service.
Why it matters — The award recognizes DRS’s THOR product in the Best New Product/Service category.
Leonardo DRS appointed Shaveta J. Kapoor as chief human resources officer. She will lead enterprise people strategy, leadership development, and workforce initiatives supporting the company’s U.S. and international growth initiatives.
Why it matters — The appointment puts Kapoor in charge of workforce and leadership efforts tied to DRS’s stated growth initiatives.
Leonardo DRS announced that AeroVironment selected it to provide rugged integration expertise for the U.S. Army’s Enduring-High Energy Laser production program.
Why it matters — The selection places DRS in a support role on the Army’s E-HEL production program.
Leonardo DRS announced that AeroVironment selected it to provide rugged integration expertise for the U.S. Army’s Enduring-High Energy Laser production program.
Why it matters — The selection places DRS in a role supporting production of the Army’s E-HEL program.
Seeking Alpha published a transcript of Leonardo DRS, Inc.’s Q3 2026 earnings call, held October 29, 2026. The excerpt identifies the company’s CEO, CFO, and participating analysts and introduces the call.
Why it matters — The transcript provides a record of management’s quarterly call, though the provided excerpt contains no results or substantive remarks.
The 12 Wall Street analysts covering Leonardo DRS, Inc. have a median 12-month price target of $54, with estimates ranging from $45 to $59. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Leonardo DRS, Inc., 10 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 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Nov 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 (96 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +63.6% from the last close, and Ticker Nerd's factor model ranks Leonardo DRS, Inc. 91 out of 100 as at 5 Nov 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: $45 to $59 over the next 12 months.
Leonardo DRS, Inc. returned -6.9% over the 12 months to 5 Nov 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, 5 Nov 2026): "Leonardo DRS' THOR Named 2026 AUSA Best New Product". Leonardo DRS said its THOR tactical-edge computing chassis received the AUSA National Partner Award for Best New Product/Service.
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
