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DRS

Leonardo DRS, Inc. (NASDAQ:DRS)

US · Delayed Price · Currency is USD
Also listed: DRS.TAIndustrials · Aerospace & Defense
34.04+1.04 (+3.15%)
 
Market cap
$9.08B
Insider Score
Health Score
Analyst consensus
Listed since
Jun 24, 1985
Market Cap9.08B-3.6%
Revenue (ttm)3.88B+8.9%
Net Income365.00M+37.7%
EPS1.36+37.4%
Shares Out266.62M
PE Ratio25.03
Forward PE22.30
Dividend$0.36(1.06%)
Ex-Dividend DateNov 12, 2026
Volume1,222,673
Open33.14
Previous Close33.00
Day's Range32.76 - 34.36
52-Week Range32.39 - 50.59
Beta0.18
AnalystsBuy
Price Target46.67(+37.10%)
Earnings DateFeb 23, 2027
Insider Score
––Not scored
DRS Insider Score

Insiders filed in the last 90 days, but none of those trades qualified for scoring — round-trip buys and filings whose price is far off the market are excluded.

About DRS

Established in Arlington, Virginia, in 1969, Leonardo DRS, Inc. is a leading supplier of advanced defense products and technologies. The company's diverse portfolio addresses military requirements across various environments, including land, air, sea, space, and cybersecurity, with additional applications in the commercial sector. Its operations are organized into two primary divisions: Advanced Sensing and Computing, and Integrated Mission Systems. DRS provides sophisticated sensing solutions, such as infrared systems for threat identification and improving situational awareness, alongside uncooled infrared technologies and systems designed to mitigate brownout conditions. Their electronic warfare (EW) capabilities encompass airborne, vehicle-mounted, and soldier-borne systems, supported by specialized EW software, training tools, and intelligence services. Furthermore, Leonardo DRS develops essential computing systems for military platforms like ground vehicles, ships, and submarines. These offerings include robust network and data distribution applications, integrated sensor systems, and resilient networked computing infrastructure. The company also specializes in force protection, delivering solutions for counter-unmanned aerial systems (C-UAS), short-range air defense, and active protection systems. Additionally, DRS is a key provider of power management and propulsion technologies, offering systems for power control, distribution, conversion, and propulsion—including hybrid electric drive systems, energy storage solutions, gas turbine packages, nuclear instrumentation and controls, and thermal management and refrigeration equipment. Leonardo DRS serves a broad client base, which includes the U.S. military, major aerospace and defense contractors, government intelligence agencies, and international armed forces.

Address
2345 Crystal Drive, Arlington, VA, 22202, US
Market Cap
9.08 billion
Employees
7,300
Industrial Classification
Aerospace & Defense

What Are Insiders Doing?

Open-market buy / sell balanceNet Selling
Sold
$6.87M
Bought
$1.07M

View the trades behind this meter — each links to its SEC Form 4 →

Open-market Form 4 purchases (code P) vs sales (code S) on file for this company. Grants, option exercises and tax withholdings are excluded. Informational only.

Analyst consensus

Moderate Buy
1 Buy1 Hold0 SellAvg target $47.50 (+39.5%)

2 firms rating DRS in the last 3 months, one vote each. Issuer-paid research is not counted.

Financial Health Score
Strong
From DRS’s reported statements · Q3 2026 (trailing 12 months)

Next catalysts

Ask Barron about DRS

1 Day
+3.15%
5 Days
-10.21%
1 Month
-4.86%
6 Months
-17.86%
1 Year
-3.65%

$DRS stock is featured in our Insider Score Rankings, and Insider Trades datasets.

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Recently reported changes in DRS holdings by institutional investors

Scanning latest 13F filings…

Latest 0 13F filings · Source: SEC EDGAR

View all institutional owners →

Insider Trading

Quarterly net insider trading by DRS's directors and management

Net Shares Purchased by Insiders−90k−45k02025Q42026Q12026Q22026Q32026Q4

Source: SEC EDGAR (Form 4)

Corporate Lobbying

DRS Estimated quarterly lobbying spending

Source: U.S. Senate LDA

DRS Revenue by Segment

$906.00MTotal
SegmentRevenue% of All
ASC$563.00M62.14%
IMS$343.00M37.86%

As of: Q3 2026 (Sep 30, 2026) · Source: SEC EDGAR (10-Q)

U.S. Patents

New DRS patent grants

Loading patent grants…

Source: USPTO Open Data Portal

Government Contracts

Estimated quarterly amount awarded to DRS from public contracts

Source: USAspending.gov

Top ETF Holders

ETFs with the largest estimated holdings in DRS

ETFEst. Holding Size
VTIVanguard Morningstar Total Stock Market ETF$93.56M
VBVanguard Morningstar Small-Cap ETF$66.05M
AIRRFirst Trust RBA American Industrial RenaissanceTM ETF$61.75M
XARState Street SPDR S&P Aerospace & Defense ETF$58.32M
PPAInvesco Aerospace & Defense ETF$48.12M
VBKVanguard Morningstar Small-Cap Growth ETF$36.77M

Estimated from each fund’s disclosed top holdings × AUM

DRS Insider Score

Our composite score: insider buying, sector, volume, tone & dilution

0
Net Selling
No open-market insider buying in the last 90 days — 2 insiders sold $1.6M; insiders still hold ~0.0% of the company. The score reflects net insider selling.
Data completeness: 92%

Bull Case vs Bear Case

AI-generated from DRS’s recent data — informational, not investment advice

Generating analysis…

Insider Score

Our 0–100 Insider Score and the signals behind it.

0/ 100
Insider Activity
Open-market Form 4 buying
Neutral
Transaction Size
Purchase $ vs. market cap
Neutral
Insider Ownership
Stake increase by buyers
Neutral
Buyer Cluster
Multiple insiders buying together
Neutral
Track Record
Past insider-buy performance
Positive
Market Timing
Timing vs. recent price trend
Strong

Manufacturing: 96 sector peers carry a ranked score; this one has no qualifying buying in the window · sector average 70.9

What’s Behind the Score

Insider Activity
48% of score
54
Analyst Ratings
32% of score
99
News & Sentiment
20% of score
78

News check: Strong earnings beat, record $5.6B backlog, multiple contract wins, and analyst bullishness offset by modest valuation trim.

Recent Insider Activity

Buys
1
Sells
14
Buy Value
$1.07M
Distinct Buyers
1

Insider Score Trend Over Time

-27.0 since Aug 21
0255075100Aug 21 — Insider Score 27.0Aug 22 — Insider Score 27.0Aug 23 — Insider Score 27.0Aug 24 — Insider Score 27.0Aug 25 — Insider Score 28.0Aug 26 — Insider Score 28.0Aug 27 — Insider Score 30.0Aug 28 — Insider Score 28.0Aug 29 — Insider Score 28.0Aug 30 — Insider Score 28.0Aug 31 — Insider Score 28.0Sep 1 — Insider Score 0.0Sep 2 — Insider Score 0.0Sep 3 — Insider Score 0.0Sep 4 — Insider Score 0.0Sep 5 — Insider Score 0.0Sep 6 — Insider Score 0.0Sep 7 — Insider Score 0.0Sep 8 — Insider Score 0.0Sep 9 — Insider Score 0.0Sep 10 — Insider Score 0.0Sep 11 — Insider Score 0.0Sep 12 — Insider Score 0.0Sep 13 — Insider Score 0.0Sep 14 — Insider Score 0.0Sep 15 — Insider Score 0.0Sep 16 — Insider Score 0.0Sep 17 — Insider Score 0.0Sep 18 — Insider Score 0.0Sep 19 — Insider Score 0.0Sep 20 — Insider Score 0.0Sep 21 — Insider Score 0.0Sep 22 — Insider Score 0.0Sep 23 — Insider Score 0.0Sep 24 — Insider Score 0.0Sep 25 — Insider Score 0.0Sep 26 — Insider Score 0.0Sep 27 — Insider Score 0.0Sep 28 — Insider Score 0.0Sep 29 — Insider Score 0.0Sep 30 — Insider Score 0.0Oct 1 — Insider Score 0.0Oct 2 — Insider Score 34.0Oct 3 — Insider Score 0.0Oct 4 — Insider Score 0.0Aug 21Sep 12Oct 4

Composite Insider Score (0–100) recomputed on each scoring run from live SEC Form 4 data.

Frequently Asked Questions

Disclaimer — Informational only — not investment advice. Insider transaction data is sourced from SEC Form 4 filings; market data from public feeds and may be delayed. The Insider Score is a proprietary score for research purposes and does not predict future performance. Always do your own research.