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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
145% more call options, than puts
Call options by funds: $6.82M | Put options by funds: $2.79M
29% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 35
2% more funds holding
Funds holding: 246 [Q4 2024] → 250 (+4) [Q1 2025]
0% more capital invested
Capital invested by funds: $2.22B [Q4 2024] → $2.23B (+$9.88M) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]
0.42% less ownership
Funds ownership: 25.96% [Q4 2024] → 25.54% (-0.42%) [Q1 2025]
2% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 88
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Morgan Stanley Kristine Liwag | 4%downside $44 | Equal-Weight Maintained | 6 May 2025 |
Truist Securities Michael Ciarmoli | 13%downside $40 | Buy Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 3 articles about DRS published over the past 30 days









