Leonardo DRS and Chaiseri Defense Enhance Collaboration with New Contract for Battle Management System to Aid Royal Thai Army
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Should l Buy DRS?
Source: Newsfilter
Contract Announcement: Leonardo DRS has signed a contract with Chaiseri Defense Systems to provide an advanced Battle Management System (BMS) to enhance the Royal Thailand Army's situational awareness capabilities.
Local Support and Integration: Chaiseri will offer local support services, including system installation and operator training, while Leonardo DRS will deliver project management and engineering support for the BMS.
Strengthening Partnerships: This agreement builds on a long-term partnership between Leonardo DRS and Chaiseri, aimed at expanding local industrial participation and enhancing Thailand's defense capabilities.
Focus on Advanced Technologies: Leonardo DRS is committed to developing next-generation tactical computing systems and advanced C4/C5 technologies to improve situational awareness and reduce cognitive burdens for military commanders.
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Analyst Views on DRS
Wall Street analysts forecast DRS stock price to rise
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 37.770
Low
40.00
Averages
47.33
High
54.00
Current: 37.770
Low
40.00
Averages
47.33
High
54.00
About DRS
Leonardo DRS, Inc. is a provider of advanced defense technology to the United States national security customers and allies around the world. It specializes in the design, development and manufacture of advanced sensing, network computing, force protection, and electric power and propulsion, and other mission-critical technologies. It is a provider of defense products and technologies that are used across land, air, sea, space, and cyber domains. Its segments include Advanced Sensing and Computing (ASC) and Integrated Mission Systems (IMS). The ASC segment designs, develops, and manufactures sensing and network computing technology that enables real-time situational awareness required for operational decision making and execution by its customers. The IMS segment designs, develops, manufactures, and integrates power conversion, control and distribution systems, ship propulsion systems, motors and variable frequency drives, force protection systems, transportation and logistics systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Transaction: VisionWave Holdings has entered into a strategic exchange agreement valued at $7 million with SaverOne 2014 Ltd., aiming to acquire approximately 51% of the company, which will integrate VisionWave's RF sensing and AI analytics into SaverOne's VRU platform to enhance concealed threat detection capabilities.
- Technology Acquisition and Integration: VisionWave recently acquired the qSpeed computational acceleration engine, valued at $99.6 million, designed to reduce decision latency between threat detection and response execution from minutes to seconds, with a commercially deployable solution expected to be demonstrated in 2026, further enhancing its market competitiveness.
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See More
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- Defense Budget Surge: The 2026 U.S. defense budget reaches $900.6 billion, propelling the electronic warfare market to an expected $20.01 billion, highlighting a critical demand for AI signal processing technologies and creating significant market opportunities for companies like VisionWave Holdings.
- Strategic Transaction: VisionWave has entered into a strategic exchange agreement valued at $7 million with SaverOne, aiming to acquire approximately 51% of the company, which will integrate VisionWave's RF sensing and AI analytics into SaverOne's VRU platform to enhance concealed threat detection capabilities.
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See More
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- Facility Opening: Leonardo DRS has officially opened a new naval power and propulsion manufacturing and testing facility in Charleston, South Carolina, covering over 140,000 square feet, underscoring the company's ongoing commitment to the U.S. Navy and defense industrial base.
- Production Capacity Enhancement: The facility focuses on advanced manufacturing, final assembly, integration, and testing of large components, aimed at supporting the Columbia-class ballistic missile submarine program, significantly boosting the U.S. Navy's production capabilities.
- Strategic Investment: Executives at Leonardo DRS stated that this investment is not only a national asset but also modernizes manufacturing infrastructure to ensure the U.S. military has access to critical capabilities when needed, thereby strengthening the defense industrial base.
- Future Demand Response: As the Navy fields more power-intensive weapons and sensors, the facility will provide scalable integrated power architectures essential for mission success in next-generation surface combatants and submarines.
See More
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- Yield Analysis: Should the put option expire worthless, it would yield a 4.38% return, or an annualized 12.99%, making this contract an appealing investment choice, particularly in the current market environment.
- Call Option Potential: The $45.00 call option has a current bid of $0.95, and if an investor buys DRS shares at $41.23 and sells this contract, they could achieve an 11.45% total return if the stock is called away at expiration, highlighting the potential profitability of this strategy.
- Risk Assessment: Current analytics suggest a 61% chance that the $40.00 put option will expire worthless, while the $45.00 call option has a 59% chance of the same outcome, indicating that investors should carefully evaluate the balance of risk and reward when selecting options contracts.
See More
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- Defense Industry Growth: In 2025, the global defense sector thrived with the S&P Global Aerospace & Defense Select Industry Index surging 51.5%, reflecting countries' urgent need to enhance military capabilities, particularly as U.S. military spending approaches $1 trillion, driving strong stock performance.
- Leonardo's Performance: Leonardo saw a nearly 24% increase over the past year and a five-year return of approximately 303%, with a stable 5% compound annual revenue growth rate and 14% earnings per share growth, underscoring its robust position in the U.S. defense market.
- Rheinmetall's Rise: Rheinmetall achieved a remarkable 232% return in the past year and about 1,880% over five years, fueled by the German government's commitment to invest €650 billion over the next five years to meet NATO's 3.5% GDP defense spending target, rapidly elevating it to the fourth-largest defense spender globally.
- Future Outlook: Rheinmetall projects a 30% compound annual growth rate in sales and a 45% compound annual growth rate in backlog, alongside a 270 basis point increase in operating margin since 2023, indicating strong growth potential in the defense sector.
See More
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- Stock Performance: Leonardo DRS shares increased by 24% over the past year, with a nearly 303% return over five years, indicating its stable growth potential in the U.S. defense market.
- Industry Comparison: Rheinmetall's stock surged by 232% in the last year and approximately 1,880% over five years, highlighting its strong performance in the European defense sector.
- Defense Spending Commitment: The German government has pledged €650 billion over the next five years to meet NATO's defense spending target of 3.5% of GDP, which will further drive Rheinmetall's growth.
- Market Trends: As global attention on defense spending intensifies, the growth trajectories of both Leonardo DRS and Rheinmetall suggest increasing opportunities for investors in the defense industry.
See More
