Leonardo DRS: Buy As Radar And Counter-Drone Demand Accelerate

Impact · against what's priced in

Leonardo DRS is positioned for growth driven by a multi-domain defense supercycle and expanding budgets for radar and counter-drone electronics. With margin expansion and strong free cash flow, the stock shows a potential 13-20% valuation upside.

DRS+0.60

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In context

The company is seeing EBITDA margin expansion and strong free cash flow growth fueled by a 'multi-domain defense supercycle' in radar and power management.

Read from the article alone

• cash flow
• valuation
• aerospace
• DRS
• defense
• defense budget
• electronics
• radar

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