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DRS Leonardo DRS, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-07-30, not restated
Technology

Scale

Market cap
$10.3bn
Revenue TTM
$3.8bn
Net income TTM
$322m
Free cash flow
$363m
Composite score
53.7
Sector rank
#700

Valuation

P / E
32.1
EV / EBITDA
20.3
EV / sales
2.7
FCF yield
3.52%
Earnings yield vs 10-yr
-1.61pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
8.5%
EBITDA margin
13.1%
ROE
11.5%
ROIC
15.7%
Revenue growth
10.5%

Insider activity, last 90 days

Net open-market
$-2.90m
Buyers
0
Sellers
5

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The U.S. government, primarily with the DoW, is our largest customer and, for the six months ended June 30, 2026, accounted for approximately 82% of our business as an end-user, with revenues principally derived directly or indirectly from contracts with the U.S. Our U.S. government sales are highly concentrated within our DoW 21 customers, which made up the overwhelming majority of our U.S. government revenue for the periods presented and are principally derived directly or indirectly from contracts with the U.S. Components of Operations Revenue For the six months ended June 30, 2026, 86% of our revenue was derived from fixed-price contracts. …Leonardo DRS, Inc., 10-Q, period ended 2026-06-30, filed 2026-07-30

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