Revenue distribution by sectors:

1. Defense electronics: approx. 60%
2. Aerospace: approx. 25%
3. Communication systems: approx. 15%

TOP 3 markets and their percentage shares:

1. USA: approx. 70%
2. Europe: approx. 15%
3. Middle East: approx. 10%

Leonardo DRS, Inc. generates the majority of its revenue from defense electronics, indicating its strong position in the development of advanced technologies for military applications. The main market is the USA, supported by close collaboration with the US military and other government agencies.

Europe and the Middle East are also significant markets, with a focus on providing communication and aerospace solutions. This regional distribution reflects the company's strategic focus on strengthening its presence in the global defense markets.

Production Sites: USA (Main Site)

Leonardo DRS, Inc. is a leading company in the defense industry with headquarters and production facilities in the United States. The company operates multiple production plants primarily located in the USA to meet the requirements of the US Department of Defense and other international customers.

The strategic placement of production sites in the USA enables Leonardo DRS to efficiently address the needs of its customers while ensuring compliance with national security regulations.

Focus on Defense Technology and Innovation

Expansion into International Markets

Strengthening Strategic Partnerships

Leonardo DRS, Inc. pursues a growth strategy that is strongly focused on the development and innovation in the field of defense technology. The company continuously invests in research and development to expand its product range and achieve technological advancements that meet the requirements of modern armed forces.

Another key focus is on expanding into international markets. Leonardo DRS aims to strengthen its global presence and explore new business opportunities in various regions. This also includes adapting their products to the specific needs and requirements of international customers.

Additionally, Leonardo DRS emphasizes the strengthening of strategic partnerships and alliances. Through collaborations with other companies and governments, the company aims to solidify its market position and leverage synergies to offer innovative solutions that meet both customer demands and technological advancements.

Main raw materials: Electronic components, metals, plastics
Countries of origin: USA, China, Germany, Japan

Leonardo DRS, Inc. is a company specializing in defense technology. The main raw materials the company imports include electronic components, metals, and plastics that are essential for the production of their products.

The USA is a significant supplier, especially for electronic components and specialized metals. China also supplies a variety of electronic components and raw materials. Germany and Japan are important partners for high-quality electronic components and specialized technologies.

This import strategy enables Leonardo DRS to source high-quality materials necessary for the production of their advanced defense systems.

Market Share: Estimated 10-15% in the defense sector (2025)

R&D Investments: Over 5% of revenue (2024)

Leonardo DRS, Inc. has a significant competitive advantage in the defense sector, supported by its strong market position and continuous investments in research and development. The company benefits from a diversified product portfolio, allowing it to meet various customer requirements in the military and commercial sectors.

Another advantage is the strategic partnership with the parent company Leonardo S.p.A., providing access to global markets and technological resources. These factors help Leonardo DRS maintain its competitiveness in a highly competitive market environment.

Institutional Investor Share: 75% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in Leonardo DRS, Inc. is estimated to be around 75%. This suggests that a large portion of the shares are held by major financial institutions, which is often a sign of confidence in the company's long-term stability and growth potential.

There were no significant insider transactions in the last quarter. This could indicate that the management does not currently expect any significant changes in the company's value, or that they are satisfied with the current valuation of the company.

Market share of Leonardo DRS, Inc.: Estimated 5% (2025)

Main competitors and their market shares:

1. Lockheed Martin Corporation: 15%
2. Raytheon Technologies Corporation: 12%
3. Northrop Grumman Corporation: 10%
4. General Dynamics Corporation: 8%
5. BAE Systems plc: 7%
6. Boeing Defense, Space & Security: 6%
7. Leonardo DRS, Inc.: 5%
8. L3Harris Technologies, Inc.: 4%
9. Thales Group: 3%
10. SAIC (Science Applications International Corporation): 2%

Economic moat of Leonardo DRS, Inc.:

Leonardo DRS, Inc. has a moderate economic moat, primarily based on specialized technologies and long-standing relationships with government agencies. The company benefits from its ability to deliver tailored solutions for military and security applications.

Compared to its larger competitors such as Lockheed Martin and Raytheon, which have extensive resources, research and development budgets, and a broader product portfolio, the economic moat of Leonardo DRS is less pronounced. These larger companies often have the advantage of a stronger global presence and more established brands.

Nevertheless, Leonardo DRS can gain competitive advantages through its agility and specialization in specific niche markets. The ability to quickly respond to specific customer requirements can provide an advantage in certain segments, even if the overall market share is lower.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Backlog: 4.3 billion USD (2024)

Leonardo DRS, Inc. recorded solid revenue growth of 8.5% in 2024, driven by strong demand for their defense and security technologies. The company also achieved a profit growth of 10.2%, indicating efficiency improvements and cost reduction measures.

The backlog of 4.3 billion USD demonstrates a robust pipeline of future revenues, suggesting stable business development in the coming years. These figures indicate that Leonardo DRS operates in a growing market and is well positioned to benefit from increasing defense spending.

In summary, Leonardo DRS, Inc. can be considered a potentially good investment due to its solid growth, strong backlog, and positive market trends, provided that market conditions do not change significantly.

Dividend: No payout (as of 2025)

Leonardo DRS, Inc. has not paid any dividends in the past and continues this course in 2025. The company focuses on reinvesting in the business to promote growth and innovation. This strategy is typical for companies in the defense and technology industry that have high expenditures for research and development.

The reliability of a dividend payment cannot be evaluated as no payouts are made. Investors interested in regular income should take this into account when making their investment decision.