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DRS Industrials Latest YouTube: Q1 2026 Published 2026-05-10

Leonardo DRS, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

DRS Stock: EPS Beats by 24% — Q1 2026 Earnings Analysis

Published 2026-05-10

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 2026
2026-05-10
Podcast available
Yes
Current price
$40.70
-0.30 (-0.73%)
Trailing / Forward P/E
34.20x
Forward: 27.68x
Market cap / Volume
Volume:
Revenue / Earnings Growth
10.1%
Earnings: 60.0%
Margins
11.2% op
Gross: 24.9% · Net: 8.5%
Balance sheet
1.92x current
Debt / Equity: 9.5
52-week range / Beta
$32.43 - $50.59
Beta: 0.18
Analyst target
$54.10
Upside: 32.9%
Cash / shareholder return
3.02% FCF yield
Dividend yield: 0.88%

Company context

Industry: Aerospace & Defense
Country: United States
Employees:
Price to book: 3.87x
Return on equity: 11.9%
Leonardo DRS, Inc., together with its subsidiaries, provides defense electronic products and systems, and military support services worldwide. It operates through Advanced Sensing and Computing and Integrated Mission Systems segments. The Advanced Sensing and Computing segment designs, develops, and manufacture sensing and network computing technology that enables real-time situational awareness required for enhanced operational decision making and execution; and offers sensing capabilities span applications, such as missions requiring advanced detection, precision targeting and surveillance sensing, long range electro-optic/infrared, signals intelligence, and other intelligence systems including electronic warfare, ground vehicle sensing, active electronically scanned array tactical radars, dismounted soldier, and space sensing. This segment also provides network computing, which are utilized across a range of mission applications, such as platform computing on ground and shipboard for advanced battle management, combat systems, radar, command and control, tactical networks, tactical computing, and communications. The Integrated Mission Systems segment offers electrical propulsion systems, which includes power conversion, control, distribution, and propulsion systems, as well as power dense permanent magnet motors, energy storage systems, associated rugged and compact power conversion, electrical actuation systems, as well as advanced thermal management technologies, motor controllers, and instrumentation and control equipment. Leonardo DRS, Inc. was incorporated in 1968 and is based in Arlington, Virginia. Leonardo DRS, Inc. operates as a subsidiary of Leonardo US Holding, LLC

Price chart

Market context for DRS

Competitive view

DRS vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Leonardo DRS, Inc. latest YouTube video thumbnail YouTube
Leonardo DRS, Inc.
DRS
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
DRS
$10.86B
Leonardo DRS, Inc.
HON
$68.43B
Honeywell International Inc.
LMT
$130.07B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
DRS
34.2x
Leonardo DRS, Inc.
HON
8.3x
Honeywell International Inc.
LMT
20.8x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
DRS
27.7x
Leonardo DRS, Inc.
HON
21.6x
Honeywell International Inc.
LMT
17.2x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
DRS
10.1%
Leonardo DRS, Inc.
HON
4.3%
Honeywell International Inc.
LMT
10.5%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
DRS
60.0%
Leonardo DRS, Inc.
HON
263.9%
Honeywell International Inc.
LMT
443.8%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
DRS
11.2%
Leonardo DRS, Inc.
HON
20.2%
Honeywell International Inc.
LMT
12.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
DRS
24.9%
Leonardo DRS, Inc.
HON
36.5%
Honeywell International Inc.
LMT
11.8%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
DRS
8.5%
Leonardo DRS, Inc.
HON
21.6%
Honeywell International Inc.
LMT
8.2%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
DRS
11.9%
Leonardo DRS, Inc.
HON
46.6%
Honeywell International Inc.
LMT
89.2%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
DRS
3.0%
Leonardo DRS, Inc.
HON
3.8%
Honeywell International Inc.
LMT
4.3%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
DRS
9.53x
Leonardo DRS, Inc.
HON
185.37x
Honeywell International Inc.
LMT
234.24x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
DRS
1.92x
Leonardo DRS, Inc.
HON
1.21x
Honeywell International Inc.
LMT
1.19x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
DRS
0.18
Leonardo DRS, Inc.
HON
0.92
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
DRS
0.9%
Leonardo DRS, Inc.
HON
4.3%
Honeywell International Inc.
LMT
2.4%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
DRS
32.9%
Leonardo DRS, Inc.
HON
21.8%
Honeywell International Inc.
LMT
12.3%
Lockheed Martin Corporation

Episode timeline

Episode archive for DRS

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-05-10
Published youtube podcast complete
DRS Stock: EPS Beats by 24% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Leonardo DRS, Inc.. Use the links on the right to open the video or podcast episode.