Leonardo DRS
About: Leonardo DRS Inc is a provider of defense products and technologies that are used across land, air, sea, space, and cyber domains. The company is in the design, development, and manufacture of Advanced sensing, network computing, force protection, and electric power and propulsion technologies and solutions. The company has two segments: Advanced Sensing and Computing, which generates the majority of revenue, and the Integrated Mission Systems segment. The Advanced Sensing and Computing segment is engaged in designing, developing, and manufacturing sensing and network computing technology that enables real-time situational awareness required for enhanced operational decision-making and execution by the customers.
Employees: 7,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
211% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 18
125% more call options, than puts
Call options by funds: $6.72M | Put options by funds: $2.99M
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
27% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 71
17% more funds holding
Funds holding: 209 [Q3] → 244 (+35) [Q4]
16% more capital invested
Capital invested by funds: $1.9B [Q3] → $2.22B (+$313M) [Q4]
0.38% more ownership
Funds ownership: 25.56% [Q3] → 25.94% (+0.38%) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Truist Securities Michael Ciarmoli 57% 1-year accuracy 44 / 77 met price target | 10%upside $40 | Buy Maintained | 17 Apr 2025 |
B of A Securities Ronald Epstein 61% 1-year accuracy 20 / 33 met price target | 10%upside $40 | Buy Upgraded | 7 Mar 2025 |
JP Morgan Seth Seifman 44% 1-year accuracy 15 / 34 met price target | 9%downside $33 | Neutral Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 10 articles about DRS published over the past 30 days









