US · Industrials · Aerospace & Defense
EPS came in at 0.35 against a street estimate of 0.27 — a beat of 29.6%.
Analysts rate Leonardo DRS, Inc. Common Stock a buy (6 buy, 2 hold, 0 sell out of 8) with an average price target of $53.82.
CONFIDENT DRS delivered 10% organic revenue growth, 33% EBITDA growth with 240bps margin expansion. Raised FY26 profit guidance. Acquired Raft for AI/software capabilities. Record backlog provides strong visibility. Q2 FY26 Call emphasized international demand in Europe for air defense and counter-UAS; no regional revenue breakdown provided. Analysts pressed on program-level details (risk retirement sizing, Raft revenue/margins, munitions scale). Management disclosed Q2 risk retirement ~100bps but deferred detailed Raft sizing to 2027. Emphasized Raft's strategic role in Army C2 architecture and accretion timeline. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 1.92% |
| State Street Corp | 1.64% |
| Vanguard Portfolio Management, LLC | 1.39% |
| FMR Inc | 1.37% |
| Vanguard Capital Management, LLC | 1.33% |
| T. Rowe Price Associates, Inc. | 1.26% |
| VOYA INVESTMENT MANAGEMENT LLC | 1.18% |
| AQR Capital Management LLC | 1.15% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 LEONARDO DRS, INC. – FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Q2 2026 Revenues: $913 million (vs. $829 million Q2 2025, +10% YoY) • H1 2026 Re | 2026-07-30 |
| Results announced · Q3 2026 LEONARDO DRS Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $913 million, up 10% year-over-year ($829 million in Q2 2025) • Net Earnings: $86 | 2026-07-30 |
| Company announcement · Q3 2026 LEONARDO DRS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Leonardo DRS, Inc. (NASDAQ: DRS) • Filing Date: July 28, 2026 • Headquarters: 2345 | 2026-07-28 |
| Current report · Q3 2026 LEONARDO DRS, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Leonardo DRS, Inc. (ticker: DRS, Nasdaq-listed) adopted a new Code of Ethics and Busine | 2026-07-17 |
| Shareholder vote results · Q2 2026 LEONARDO DRS, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held on May 14, 2026 • Total shares voted: approximately 256 | 2026-05-14 |
| Quarterly report · Q1 2026 LEONARDO DRS, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenues: $846 million (Q1 2026) vs $799 million (Q1 2025) — up 5.9% • Net Earnings: $6 | 2026-05-05 |
| Proxy statement · Q2 2026 LEONARDO DRS, INC. — 2026 PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine directors to the Board for one-year | 2026-04-03 |
| Annual report FY2025 LEONARDO DRS, INC. – 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Fiscal year ended December 31, 2025 • U.S. government revenue: 80% of total sales | 2026-02-27 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.09 / share ex-date Aug 13, 2026 · pay Aug 27, 2026 | 2026-08-13 |
| Dividend | $0.09 / share ex-date May 19, 2026 · pay Jun 2, 2026 | 2026-05-19 |
| Dividend | $0.09 / share ex-date Mar 10, 2026 · pay Mar 24, 2026 | 2026-03-10 |
| Dividend | $0.09 / share ex-date Nov 18, 2025 · pay Dec 2, 2025 | 2025-11-18 |
| Dividend | $0.09 / share ex-date Aug 20, 2025 · pay Sep 3, 2025 | 2025-08-20 |
| Announcement | Date |
|---|---|
| Entry into definitive agreement to acquire Raft LLC Leonardo DRS, Inc. announced on July 28, 2026 that it has signed a definitive agreement to acquire Raft LLC. This is a strategic acquisition that expands Leonardo DRS's business capabilities | 2026-07-28 |
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Google PlayApp StoreData updated 2026-09-18.