Leonardo DRS Combines Revenue Visibility With Growth Exposure of Emerging Defense Firms, Oppenheimer Says

MT Newswires Live10-22 23:54

Leonardo DRS (DRS) is a differentiated defense company that combines the revenue visibility and profitability of a mature defense supplier with growth exposure typical of emerging defense technology firms, Oppenheimer said in a Thursday note.

The technologies across the company's portfolio of mission-critical franchises are embedded on long-lived platforms, providing recurring production and sustainment opportunities, analysts wrote.

The company's installed-base exposure gives it greater revenue visibility and lower execution risk than most emerging defense tech firms, according to Oppenheimer.

The brokerage said it expects 2026 adjusted EPS of $1.46 on revenue of $3.96 billion. For 2027, it expects adjusted EPS of $1.46 on revenue of $4.33 billion.

Leonardo supplies critical components rather than serving as the ultimate platform integrator, which is a structural advantage, as it can participate across platforms while avoiding most of the development risk and fixed-cost burden of priming an entire platform, according to the note.

The brokerage said it initiated coverage of the stock with an outperform rating and a price target of $45 per share.

Price: 33.45, Change: -0.49, Percent Change: -1.44

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