Leonardo DRS Unit Wins $533M Infrared Deal Leonardo DRS secured a $533M contract (reported Mar 31, 2026), about 5.85% of Leonardo’s $9.1B DRS acquisition, signaling sustained DoD demand for EO/IR systems.

Leonardo DRS Unit Wins $533M Infrared Deal: Leonardo DRS secured a $533M contract (reported Mar 31, 2026), about 5.85% of Leonardo’s $9.1B DRS acquisition, signaling sustained DoD demand for EO/IR systems. 👈 Read full analysis #LeonardoDRS #DefenseContract #InfraredTechnology #DoD #EOIRsystems

Leonardo DRS: Strong Buy Delivered, Here’s Why I’m Downgrading And What Comes Next (DRS) Leonardo DRS is downgraded from strong buy to buy after a 23.7% rally, as the valuation gap has closed. Click here to read more.

Revisiting: Leonardo DRS: The Strong Buy Delivered, Here's Why I'm Downgrading It And What Comes Next #LeonardoDRS #StockMarket #Investing #StrongBuy #Downgrade

Leonardo DRS: Strong Buy Delivered, Here’s Why I’m Downgrading And What Comes Next (DRS) Leonardo DRS is downgraded from strong buy to buy after a 23.7% rally, as the valuation gap has closed. Click here to read more.

Leonardo DRS: The Strong Buy Delivered, Here's Why I'm Downgrading It And What Comes Next #LeonardoDRS #StockMarket #Investing #StrongBuy #MarketAnalysis

Leonardo DRS awarded contract to develop advanced vehicle-based power generation capability for U.S. Army. Learn how it will support the growing need for easy-to-access, on-demand electrical power in the field: buff.ly/0XMQ6YZ #defenseandmunitionsmag #dmmag #manufacturing #defense #leonardodrs

Leonardo DRS: 22% Stock Price Drop Supports Strong Buy Rating (Upgrade) (DRS) Leonardo DRS, Inc. is upgraded to Strong Buy after a 22% pullback, presenting an attractive entry point for investors. Read more on DRS stock here.

Revisiting: Leonardo DRS: 22% Stock Price Drop Supports Strong Buy Rating (Upgrade) #LeonardoDRS #StockMarket #Investing #StrongBuy #StockAnalysis

Leonardo DRS: 22% Stock Price Drop Supports Strong Buy Rating (Upgrade) Summary Leonardo DRS, Inc. is upgraded to Strong Buy after a 22% pullback, presenting an attractive entry point for investors. DRS delivered strong Q3 revenue growth and backlog expansion, though margins were slightly pressured by Germanium costs and ramping R&D. Guidance was tightened, with revenue growth now expected at 10-11% and stable EBITDA, reflecting cautious optimism despite near-term margin softness. With double-digit CAGR, robust demand for defense solutions, and a 19-42% upside to price targets, DRS offers compelling long-term value. Leonardo DRS, Inc. (NYSE:DRS) has fallen 22.3% since I downgraded the stock from Buy to Hold, significantly underperforming the S&P 500’s (SP500) 14.1% gain. The pullback reflects not only company-specific sentiment but also More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Leonardo DRS: 22% Stock Price Drop Supports Strong Buy Rating (Upgrade) #LeonardoDRS #StockMarket #Investing #StrongBuy #EarningsReport

Leonardo DRS completes first open-water demonstration counter-UAS maritime mission. Learn how the equipment will be packaged for small uncrewed surface vessels: buff.ly/1Mkr6SW #defenseandmunitionsmag #dmmag #manufacturing #defense #leonardodrs

Leonardo DRS has been awarded s $41 million contract to provide combat management system hardware for U.S. and allied navies. Read more: www.defenseandmunitions.com/news/leonard... #dmmag #manufacturing #defense #leonardodrs #usnavy

Leonardo DRS secures $18.8 million contract for cargo loader support Investing.com -- Leonardo DRS has been awarded a fixed-price incentive contract worth $18,775,917 by the U.S. Department of Defense for logistics support of the Tunner Aircraft Cargo Loader. The contract, announced as a sole-source bridge acquisition, requires the Bridgeton, Missouri-based company to provide material management infrastructure, parts, and program engineering support for the cargo loading system. Work under the contract will be performed at the company’s Bridgeton facility and is scheduled to be completed by November 22, 2025. The Air Force Life Cycle Management Center at Robins Air Force Base in Georgia is serving as the contracting activity for this project, which was awarded on November 22, 2024. Funding for the contract will come from fiscal 2025 operations and maintenance funds, which will be obligated at the order level, according to the Department of Defense announcement. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Click Subscribe #LeonardoDRS #CargoLoader #DefenseContract #Aerospace #MilitarySupport

#LeonardoDRS, US-based defense contractor. Purchased by the Italian firm Finmeccanica 2008. Recently awarded over $3B in contracts for the U.S. Navy’s Columbia-class sub program. Also, Leonardo DRS secured a $45M investment from the U.S. Navy to strengthen the submarine industrial base

Revisiting: Leonardo DRS Stock Surged 42% - Here's Why I'm Moving To Hold #LeonardoDRS #StockMarket #Investing #InvestmentTips #FinanceNews

Leonardo DRS Stock Surged 42% — Here's Why I'm Moving To Hold (NASDAQ:DRS) Leonardo DRS posts strong Q1 results with 16% sales growth. Learn why its defense sector position shines, but current stock valuation suggests holding.

Leonardo DRS Stock Surged 42% - Here's Why I'm Moving To Hold #LeonardoDRS #StockMarket #Investing #Finance #DefenseStocks

Leonardo DRS launched their next-gen AI processor to give warfighters a greater tactical edge. More on the advanced system enhancing situational awareness, threat detection, and mission success: www.defenseandmunitions.com/news/leonard... #dmmag #defense #leonardodrs #artificialintelligence

Leonardo DRS delivered their 100,000th mission critical combat computing system to the U.S. Army. More on how the Mounted Family of Computer Systems continues to be the backbone ofadvanced situational awareness on the modern battlefield: buff.ly/bb5Y7v5 #dmmag #defense #leonardodrs #usarmy

Leonardo DRS received a $45 million U.S. Navy commitment to bolster US submarine industrial base. Learn how a 40,000 square foot expansion of the facility supports capabilities critical to current and future assets: buff.ly/pJX0Es3 #dmmag #manufacturing #defense #leonardodrs #usnavy #submarine

Trump announces F-47: What that means for Boeing On Friday, President Trump announced that Boeing won the competition to build the sixth-generation fighter, the F-47. Aaron Mehta and Valerie Insinna break down…

On the #TheWeeklyBreakOut, @aaronmehta.bsky.social & @valerieinsinna.bsky.social talk about the NGAD announcement & a preview of the defense conferences
we are covering this week. ▶️

#F47 #Boeing #DefenseNews #Trump
*Video coverage underwritten #LeonardoDRS

Decoding the Pentagon memo on Trump's 'Iron Dome for America' In this episode of The Weekly Break Out, space reporter Teresa Hitchens and Aaron Mehta take a deep dive into her coverage of how President Donald Trump’s…

This week on The Weekly Break Out, space reporter Theresa Hitchens talks about Iron Dome for America, and @aaronmehta.bsky.social talks the F-35.

vimeo.com/1055605744

#IronDome #Space #F35 #TheWeeklyBreakOut #BreakingDefense #DefenseNews

*Video coverage is underwritten by #LeonardoDRS

Hegseth stands by top general as he takes the reins at DoD In The Weekly Break Out, Sec. of Defense Pete Hegseth is in the Pentagon and kept his top general. Plus, Breaking Defense is headed west … and south for upcoming…

On this week's episode of #TheWeeklyBreakOut:
• Pete Hegseth's confirmation
• What to expect from defense conferences in Florida and California
• A look at some drama in the SDA

#PeterHegseth #SDA #BreakingDefense #Defense #DefenseNews

*Video coverage is underwritten by #LeonardoDRS

Will the Pentagon be fully funded this Spring? The Weekly Break Out Ep. 2. This week, we discuss the upcoming federal government funding battle. Plus, our reporters speak to key leaders about their time…

We better not go into the sequestration, because that would really put us in jeopardy, Rep. Mario Diaz-Balart told #Breakingefense. Hear more in this week's episode of #TheWeeklyBreakOut.

👉 vimeo.com/1048396359/

#Pentagon #Defense #DefenseNews

*Video coverage is underwritten by #LeonardoDRS

Will the Pentagon be fully funded this Spring? The Weekly Break Out Ep. 2. This week, we discuss the upcoming federal government funding battle. Plus, our reporters speak to key leaders about their time…

This week on The Weekly Break Out Aaron and Lee talk budget, exit interviews from Pentagon officials, and a letter from @l3harristech.bsky.social to DOGE.

*Video coverage is underwritten by #LeonardoDRS

#BidenAdmin #DOGE #L3Harris #Pentagon #TheWeeklyBreakOut #BreakingDefense #Defense #DefenseNews

Watch this week's episode of #TheWeeklyBreakOut to hear how the Trump administration could be getting involved in the Navy, and more.

*Video coverage is underwritten by #LeonardoDRS

#DOGE #TrumpAdministration #Navy #BreakingDefense #Defense #DefenseNews

Will Elon Musk's DOGE come for the Pentagon? The Weekly Breakout Ep. 1 In this inaugural episode of The Break Out, we discuss if Elon Musk’s DOGE, or Department of Government Efficiency, might end up setting policy. Plus, we dive…

Check out the first episode of The Weekly Breakout! This week editors @aaronmehta.bsky.social and @leeferran.bsky.social talk DOGE and preview Surface Navy Symposium, the first defense show of the year.

#TheWeeklyBreakOut #BreakingDefense #defense

*Video coverage is underwritten by #LeonardoDRS

Leonardo DRS to Build Aerial Refuelling Operator Station for KC-46 Tanker Fleet These units serve as replacements for the earlier generation of AROS refueling operator stations.

Leonardo DRS to Build Aerial Refuelling Operator Station for KC-46 Tanker Fleet
www.defensemirror.com/news/36754/L...
#Boeing #LeonardoDRS #AROS #KC46Pegasus #USAirForce #refueling #tanker #contract #manufacturing #Pennsylvania #aerialrefueling #aviation #defense @Boeing @LeonardoDRSco @usairforce