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Leonardo DRS Focuses on Acquisitions as European Defense Boom Intensifies

Jul 31, 2026, 10:02 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Direct Raft deal and ongoing M&A activity by the parent could lift DRS-derived fundamentals; cyclicality in defense spend remains a risk.

AI summary

What happened, with direct paths to the underlying reporting

Leonardo's new CEO signals ongoing M&A and partnerships to accelerate growth across Europe and the U.S., amid a rising defense-spend backdrop. Leonardo DRS agreed to acquire Raft for $450 million to boost AI-enabled mission software, joining Becrypt and Iveco Defence Vehicles deals. With a €59 billion backlog and higher guidance, the group’s expansion prospects look favorable, though defense cycles pose risks.

Leonardo's new CEO signals ongoing acquisitions for long-term growth. Targets Europe and U.S. units.
Ramp up demand requires faster processes and expansion; M&A cited as opportunity.
Leonardo DRS to buy Raft for $450 million to boost AI-enabled mission software.
Record backlog: €59 billion; full-year orders guidance raised to €28.2 billion; EBITDA guidance €2.21 billion.
Stock-market context: European defense rally and potential valuation concerns on ramp.

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Leonardo DRS Focuses on Acquisitions as European Defense Boom Intensifies

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