VRNS compared with DRS: revenue, margins and what each company keeps, and the suppliers and customers both name

VRNSVaronis Systems Inc

Mkt capRevenueRevenue

DRSLeonardo DRS, Inc.

Mkt capRevenueRevenue

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VRNSVaronis Systems Inc

DRSLeonardo DRS, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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VRNSVaronis Systems Inc

48.81▲+0.13%· post 48.95

Mkt cap$5.6BRevenue$180MQ2 FY26Revenue$624MFY25

DRSLeonardo DRS, Inc.

38.86▲+5.27%· post 38.84

ClosedNov 3 '26

Mkt cap$9.8BRevenue$1.1BQ3 FY26Revenue$3.6BFY25

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ClosedNov 3 '26

VRNSVaronis Systems Inc

DRSLeonardo DRS, Inc.

48.81▲+0.13%post 48.95

Price

38.86▲+5.27%post 38.84

$5.6B

Mkt cap

$9.8B

Q2 FY26$180M

Revenue

$1.1BQ3 FY26

FY25$624M

Revenue

$3.6BFY25

VRNS48.81▲+0.13%vsDRS38.86▲+5.27%ClosedNov 3 '26

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

VRNS: latest quarter is a loss; flow not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only VRNS 1

CSPICSPcustomer

Shared 0

No shared counterparties.

Only DRS 10

—U.S. governmentunlistedcustomer

—Armyunlistedcustomer

—Navyunlistedcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

—

U.S. Army

unlistedcustomer

6 more · DRS chain ›

Price

rebased to 0%

VRNS, solidDRS, dashed