Leonardo DRS offers premium-valued exposure to defense modernization through mission-critical electronics, sensing, tactical radar, and naval propulsion systems backed by record backlog and strong execution.
Overview
Leonardo DRS is a mid-tier national security technology company supplying advanced defense electronics, sensing, computing, naval propulsion, and power systems rather than full military platforms. Its platform-agnostic model embeds mission-critical subsystems across aircraft, ships, vehicles, and defense networks, creating durable demand from U.S. defense priorities and allied sales. The company operates through Advanced Sensing and Computing and Integrated Mission Systems, serving fast-growing areas such as EO/IR sensing, tactical radar, counter-UAS, SHORAD, edge computing, shipboard communications, and electric propulsion.