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Leonardo DRS (DE:2VZ)
FRANKFURT:2VZ

Leonardo Drs (2VZ) Price & Analysis

4 Followers

2VZ Stock Chart & Stats

€33.40
€0.15(0.36%)
At close: 4:00 PM EDT
€33.40
€0.15(0.36%)

Bulls Say, Bears Say

Bulls Say
Revenue And Margin GrowthSustained revenue growth alongside expanding gross and net margins indicates improving execution and operating leverage across the business. This combination strengthens earnings power, supports continued investment in defense technologies, and provides a durable foundation for growth over the next several quarters.
Backlog And Bookings VisibilityBookings above revenue and 18 consecutive quarters with book-to-bill at or above 1.0 demonstrate continuing demand for DRS capabilities. Record funded backlog improves forward revenue visibility and reduces reliance on winning entirely new work each quarter.
Cash Generation And DeleveragingStrong recent cash generation combined with materially lower leverage gives DRS greater financial flexibility. The company can fund research, capacity expansion, acquisitions, and other strategic priorities while retaining more resilience against program timing or defense-budget fluctuations.
Bears Say
Revenue Conversion TimingA longer interval between bookings and revenue recognition can make quarterly results less predictable and increase dependence on program milestones, material receipts, and execution timing. This may complicate forecasting and create volatility even when underlying demand and backlog remain healthy.
Federal Budget Timing RiskUncertainty in federal funding can delay contract awards, bookings, and program starts even when defense requirements remain intact. Because DRS depends heavily on U.S. government and allied defense contracts, appropriations timing can affect near-term growth conversion and operating cadence.
Capacity Expansion RequirementsThe need to expand production and technology capacity reflects strong demand but also raises execution and capital-allocation demands. Higher investment and ramp complexity could pressure near-term cash conversion or margins if new capacity takes longer than expected to reach efficient utilization.

Leonardo Drs News

2VZ FAQ

What was Leonardo DRS’s price range in the past 12 months?
Leonardo DRS lowest stock price was €27.36 and its highest was €43.35 in the past 12 months.
    What is Leonardo DRS’s market cap?
    Leonardo DRS’s market cap is €8.42B.
      When is Leonardo DRS’s upcoming earnings report date?
      Leonardo DRS’s upcoming earnings report date is Oct 29, 2026 which is in 12 days.
        How were Leonardo DRS’s earnings last quarter?
        Leonardo DRS released its earnings results on Jul 30, 2026. The company reported €0.312 earnings per share for the quarter, beating the consensus estimate of €0.243 by €0.069.
          Is Leonardo DRS overvalued?
          According to Wall Street analysts Leonardo DRS’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Leonardo DRS pay dividends?
            Leonardo DRS does not currently pay dividends.
            What is Leonardo DRS’s EPS estimate?
            Leonardo DRS’s EPS estimate is 0.31.
              How many shares outstanding does Leonardo DRS have?
              Leonardo DRS has 266,891,500 shares outstanding.
                What happened to Leonardo DRS’s price movement after its last earnings report?
                Leonardo DRS reported an EPS of €0.312 in its last earnings report, beating expectations of €0.243. Following the earnings report the stock price went down -2.047%.
                  Which hedge fund is a major shareholder of Leonardo DRS?
                  Currently, no hedge funds are holding shares in DE:2VZ
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Leonardo DRS

                    Established in Arlington, Virginia, in 1969, Leonardo DRS, Inc. is a leading supplier of advanced defense products and technologies. The company's diverse portfolio addresses military requirements across various environments, including land, air, sea, space, and cybersecurity, with additional applications in the commercial sector. Its operations are organized into two primary divisions: Advanced Sensing and Computing, and Integrated Mission Systems. DRS provides sophisticated sensing solutions, such as infrared systems for threat identification and improving situational awareness, alongside uncooled infrared technologies and systems designed to mitigate brownout conditions. Their electronic warfare (EW) capabilities encompass airborne, vehicle-mounted, and soldier-borne systems, supported by specialized EW software, training tools, and intelligence services. Furthermore, Leonardo DRS develops essential computing systems for military platforms like ground vehicles, ships, and submarines. These offerings include robust network and data distribution applications, integrated sensor systems, and resilient networked computing infrastructure. The company also specializes in force protection, delivering solutions for counter-unmanned aerial systems (C-UAS), short-range air defense, and active protection systems. Additionally, DRS is a key provider of power management and propulsion technologies, offering systems for power control, distribution, conversion, and propulsion—including hybrid electric drive systems, energy storage solutions, gas turbine packages, nuclear instrumentation and controls, and thermal management and refrigeration equipment. Leonardo DRS serves a broad client base, which includes the U.S. military, major aerospace and defense contractors, government intelligence agencies, and international armed forces.

                    Leonardo Drs (2VZ) Earnings & Revenues

                    2VZ Company Deck

                    2VZ Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong operational and financial momentum: double-digit organic revenue growth (10% YoY), substantial adjusted EBITDA growth (33% YoY) and margin expansion (240 bps), record funded backlog, robust bookings (> $1B) and strengthened cash generation. Management raised profit guidance and announced a strategic, accretive acquisition (RAFT) to expand AI/data-fusion software capabilities. Near-term caveats include expected Q3 margin normalization due to a one-time program risk retirement benefit in Q2, timing-related revenue conversion risks as backlog shifts toward solutions, and typical budget timing uncertainty. Overall, the positives (growth, margin expansion, backlog, disciplined M&A and cash flow) outweigh the highlighted near-term caveats.View all DE:2VZ earnings summaries

                    2VZ Stock 12 Month Forecast

                    Average Price Target

                    €45.99
                    ▲(37.68% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":30.98,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":29.121,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            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9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":40.025,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":38.358,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n     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