OTHER · TRADITIONAL · SENSORS, ELECTRO-OPTICS & POWER
Leonardo DRS
DRSHQ Arlington, VARANK #20 OF 27 COMPANIESModerate Exposure
Ownership · Public (majority-owned by Leonardo S.p.A., Italy)
Key programs · Sensing, Electric power & propulsion, Force protection
ARSENAL SCORE
74
— flat this quarter
DATA CONFIDENCE: HIGH — PUBLIC FINANCIALS VERIFIED
Pillar signature
Four pillars, 0–100, plotted against the other companies tier average.
THIS COMPANYTIER AVERAGE
How the score is built
Each pillar is weighted differently for other companies: other companies weight Surge Capacity and Investment Quality more heavily.
ARSENAL SCORE = Σ (PILLAR SCORE × SUBCONTRACTOR WEIGHT)
Surge Capacity76/100 · ×35%26.6 pts
Solid sensor/power production; moderate ramp.
Investment Quality74/100 · ×25%18.5 pts
Public but majority Italian-parent controlled.
America Score72/100 · ×20%14.4 pts
US-operating with a foreign (allied) parent — dilutes pure-domestic score.
Adversary Exposure70/100 · ×20%14.0 pts
Allied (NATO) parent, not adversary; managed under proxy/SSA governance.
Arsenal Score73.5 pts74
Position in the Index
Arsenal Score against every other company in the index this quarter.
050100
RANK #20 OF 27 COMPANIES · INDEX AVERAGE 80
SOURCE: FPDS, SEC FILINGS, CFIUS NOTICES, SAM.GOV · METHODOLOGY: DEFENSEWATCH.COM/METHODOLOGYDEFENSE WATCH · Q3 2026