Leonardo DRS, Inc. (DRS) Unveils Tenum 640 Orbit Uncooled Thermal Drone Camera

Leonardo DRS, Inc. (NASDAQ:DRS) is among the 10 Best Performing Defense Stocks So Far in 2026. The stock has returned 32% year-to-date as of the close of business on May 22.

On May 18, the company unveiled Tenum 640 Orbit, an uncooled thermal drone camera, during the SOF week in Tampa, Florida. The camera module is designed to be a cost-optimized payload for uncrewed aerial, land, and maritime platforms.

Greg Christison, vice president, Sensors & Aviation, at Leonardo DRS, Inc. (NASDAQ:DRS), believes the launch of Tenum 640 Orbit will help in quicker integration and broader adoption in smaller autonomous platforms, without compromising on performance.

The thermal camera uses an uncooled VOx microbolometer and captures pictures with a resolution of 640 x 512. It also offers imagery at 60 frames per second, which helps enhance the ability to detect, track, and navigate during both day and night, as well as in environments with low visibility.

In other news, the company has had a strong financial start to fiscal 2026, with Q1 revenue increasing 6% year-over-year to $846 million. Net earnings came in at $62 million, up 24%, while diluted EPS grew 21% from the prior year’s period to $0.23. It ended the quarter with a record funded backlog of $4.7 billion, up 8% year-over-year.

As of the close of business on May 22, Wall Street has a Moderate Buy rating on the stock with an average share price upside potential of 18%.

Leonardo DRS, Inc. (NASDAQ:DRS) provides advanced defense technologies and solutions for national security needs to the U.S. government and its allies.

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