Nama Insights

Leonardo DRS (DRS)

Industrials · Aerospace Defense · NASDAQ

Leonardo DRS (DRS) is a Industrials company in the Aerospace Defense industry. It has a market capitalization of $9.08B, a trailing price-to-earnings ratio of 22.9 and a free-cash-flow yield of 2.5%. Over the most recent reported fiscal year, revenue grew 12.8% and free cash flow per share grew 21.6%. Nama's AI scorecard rates it Buy, 6.6 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.6/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +1.3% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-32.7%
How far the last close sits under the highest price of the past five years.
Market cap$9.08B
Trailing P/E22.9
Price / book3.1
Price / sales2.3
FCF yield2.5%
Dividend yield1.1%
Gross margin25.2%
Operating margin10.8%
Net margin9.4%
Revenue growth (YoY)+12.8%
Revenue growth (3-yr annual)+10.7%
EPS growth (YoY)+21.3%
FCF/share growth (YoY)+21.6%
Beta0.2
ExchangeNASDAQ
SectorIndustrials
IndustryAerospace Defense

DRS earnings

Next report: Feb 24, 2027 (Q4 2026, EPS estimate $0.45). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 29, 2026 $0.46 $0.35 +31.4% $1.07B
Q2 2026 Jul 30, 2026 $0.35 $0.27 +29.6% $913.00M
Q1 2026 May 5, 2026 $0.26 $0.20 +30.0% $846.00M
Q4 2025 Feb 24, 2026 $0.42 $0.37 +13.5% $1.06B

DRS analyst price target

Median target $54.00 from 12 analysts, ranging $45.00 – $59.00.

Aerospace Defense peers

TickerCompanyMarket capP/E
SPCX Space Exploration Technologies $1.82T —
GE GE Aerospace $335.38B 42.0
RTX RTX $255.76B 25.3
BA Boeing $137.41B 20.1
LMT Lockheed Martin $131.00B 20.1
GD General Dynamics $95.68B 20.8
HWM Howmet Aerospace $81.84B 40.7
NOC Northrop Grumman $74.59B 18.1
Explore live DRS data on Nama Insights →

Recent Congressional trades

Leonardo DRS trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Julia Letlow House Buy $1,001 - $15,000 Mar 12, 2026

DRS FAQ

Is DRS a buy?
Nama's AI scorecard currently rates Leonardo DRS Buy (6.6 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is DRS's P/E ratio?
Leonardo DRS trades at a trailing price-to-earnings ratio of 22.9.
When does DRS report earnings?
Leonardo DRS's next scheduled report is on Feb 24, 2027. Analysts expect EPS of $0.45.
What is the DRS price target?
The median analyst price target from 12 analysts is $54.00, with a range of $45.00 – $59.00.
Is DRS Shariah compliant?
Nama's AAOIFI-style screen reads Leonardo DRS as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does DRS pay a dividend?
Yes — Leonardo DRS's dividend yield is 1.1%.