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Leonardo DRS DRS · USD

Industrials · US listing · 🇺🇸 United States

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36.41

+6.96%

Close of 9 Nov 2026, in USD

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About Leonardo DRS

From its filings with the US Securities and Exchange Commission

SEC filings

Leonardo DRS is based in Arlington, Virginia and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker DRS. The SEC classifies its business as search, detection, navigation, guidance, aeronautical sys. In the fiscal year to 31 December 2025, it reported revenue of $3.65bn and net income of $278.0m. At that date it held total assets of $4.49bn and shareholders' equity of $2.73bn.

In its own words

Leonardo DRS, Inc. provides advanced defense technology to U.S. national security customers and allied defense forces worldwide. We specialize in the design, development, manufacture, and integration of advanced sensing, network computing, force protection, and electric power and propulsion technologies and solutions. As a mid-sized defense technology company, our combination of operational speed and agility, deep domain expertise, and established positions on priority defense platforms has resulted in a durable and diversified portfolio of programs across the DoW. We believe DRS is well positioned to support current operational requirements, while facilitating the DoW’s rapid transition toward more autonomous, software-enabled, interconnected, and multi-domain capabilities required to address increasingly complex and proliferating threats. Enhancements in sensing, artificial intelligence (“AI”)-enabled computing, self-protection, and power generation and management are central to these priorities.

Demand for our technologies is concentrated in areas of sustained priority for the DoW, including counter‑unmanned aircraft systems (“C-UAS”), advanced infrared sensing, network computing, and electric power and propulsion for next generation navy vessels. These capabilities align closely with national defense priorities such as shipbuilding, layered air and missile defense, electronic warfare, and force protection, where requirements emphasize integrated capability delivery, survivability, and program execution.

Quoted from its 10-K, filed 27 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Industrials
Industry
Aerospace & Defense
Listed since
24 Jun 1985
Employees
7,000
Head office
2345 CRYSTAL DRIVE, ARLINGTON, VA, 22202
Incorporated in
DE
Classification
Search, Detection, Navigation, Guidance, Aeronautical Sys
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Mr. William LynnChairman of the Board, Chief Executive Officer, since 2012$7.9m
  • Mr. Michael DippoldChief Financial Officer, Executive Vice President$2.2m
  • Mr. John BaylounyChief Operating Officer, Executive Vice President$2.6m
  • Mr. Mark DorfmanExecutive Vice President, General Counsel & Secretary$1.7m
  • Ms. Sally WallaceExecutive Vice President - Business Operations$1.6m
  • Ms. Frances TownsendLead Independent Director$347,138
  • Ms. Gail BakerIndependent Director$255,368
  • Dr. Louis BrothersIndependent Director$248,010
  • Mr. David CareyIndependent Director$292,224
  • Gen. George CaseyIndependent Director$250,926
  • Ms. Mary GallagherIndependent Director$291,675
  • Mr. Kenneth KriegIndependent Director$299,437

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
69
Environment
63
Social
91
Governance
54
Direct emissions (scope 1)
185,446 t
Energy emissions (scope 2)
216,386 t
Value chain emissions (scope 3)
5,167,604 t
Carbon reduction policy
Yes
Human rights policy
Yes

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Leonardo DRS employs 7000 employees in the Aerospace & Defense sector.
  • Advanced Sensing and Computing segment provides real-time situational awareness technology.
  • Integrated Mission Systems segment manufactures propulsion and force protection systems.

Weaknesses

  • Leonardo DRS has 6400 full-time employees in Arlington, Virginia.
  • The company was listed on 24 June 1985 in the US market.
  • Arlington, Virginia is the headquarters city for Leonardo DRS.

Opportunities

  • Leonardo DRS focuses on autonomous and multi-domain defense technologies.
  • The company develops technologies for evolving defense threats globally.
  • Advanced Sensing and Computing segment serves military customers worldwide.

Threats

  • Leonardo DRS faces competition in the US defense market.
  • The company must address emerging threats in the Aerospace & Defense sector.
  • Integrated Mission Systems segment requires continuous innovation for defense applications.

Sources and methodology

Data on this tab
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