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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.
Operating margin is thin at 9.54%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 12.8%, still solid.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
$3.69B
▲ +12.8% YoY
Net Income (TTM)
$290M
▲ +30.5% YoY
Op. Margin
9.91%
▲ +0.5pp YoY
ROIC
9.57%
▲ +1.1pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$301M
▲ +22.0% YoY
Op. Cash Flow (TTM)
$438M
▲ +35.1% YoY
Net Debt
-$56M
Net Cash Position
Cash & Equiv.
$328M
5Y CAGR: +5.6%
5Y CAGR: +26.9%
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