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DRS·Nasdaq·US

Leonardo DRS

Leonardo DRS provides advanced defense technology to U.S. national security customers and allied defense forces worldwide. It specializes in the design, development, manufacture, and integration of advanced sensing, network computing, force protection, and electric power and propulsion technologies. It describes itself as a mid-sized defense technology company with a diversified portfolio of programs across the DoW, and the U.S. government accounted for 80% of its 2025 sales.

Source: SEC 10-K Feb 27, 2026

Recent Activity

Updated Oct 31, 2026
–Leonardo DRS reported third quarter 2026 revenue of $1.1 billion, up 11% year-over-year.
–Leonardo DRS reported third quarter 2026 net earnings of $115 million, up 60% year-over-year.
–Leonardo DRS reported third quarter 2026 adjusted EBITDA of $149 million, up 27% year-over-year.

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Thematic Position

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Recent Discoveries

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Management Perspective on Regulatory & Geopolitical Developments

tariffexport controlexport license
U.S. tariffs, retaliatory actions, and export license requirements affecting Leonardo DRS international business
SEC 10-QMay 5, 2026

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