Leonardo DRS, Inc. (NASDAQ:DRS)
| Market Cap | 9.08B-3.6% |
| Revenue (ttm) | 3.88B+8.9% |
| Net Income | 365.00M+37.7% |
| EPS | 1.36+37.4% |
| Shares Out | 266.62M |
| PE Ratio | 25.03 |
| Forward PE | 22.30 |
| Dividend | $0.36(1.06%) |
| Ex-Dividend Date | Nov 12, 2026 |
| Volume | 1,222,673 |
| Open | 33.14 |
| Previous Close | 33.00 |
| Day's Range | 32.76 - 34.36 |
| 52-Week Range | 32.39 - 50.59 |
| Beta | 0.18 |
| Analysts | Buy |
| Price Target | 46.67(+37.10%) |
| Earnings Date | Feb 23, 2027 |
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.
What Are Insiders Doing?
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
2 firms rating DRS in the last 3 months, one vote each. Issuer-paid research is not counted.
Next catalysts
- Nov 12, 2026Ex-dividend date
- Feb 23, 2027Earnings report
Ask Barron about DRS
$DRS stock is featured in our Insider Score Rankings, and Insider Trades datasets.
→ All Stock ListsRecently reported changes in DRS holdings by institutional investors
Latest 0 13F filings · Source: SEC EDGAR
View all institutional owners →Insider Trading
Quarterly net insider trading by DRS's directors and management
Source: SEC EDGAR (Form 4)
Corporate Lobbying
DRS Estimated quarterly lobbying spending
Source: U.S. Senate LDA
DRS Revenue by Segment
| Segment | Revenue | % of All |
|---|---|---|
| ASC | $563.00M | 62.14% |
| IMS | $343.00M | 37.86% |
As of: Q3 2026 (Sep 30, 2026) · Source: SEC EDGAR (10-Q)
U.S. Patents
New DRS 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
| ETF | Est. 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
Bull Case vs Bear Case
AI-generated from DRS’s recent data — informational, not investment advice
Insider Score
Our 0–100 Insider Score and the signals behind it.
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
News check: Strong earnings beat, record $5.6B backlog, multiple contract wins, and analyst bullishness offset by modest valuation trim.
Recent Insider Activity
Insider Score Trend Over Time
-27.0 since Aug 21Composite Insider Score (0–100) recomputed on each scoring run from live SEC Form 4 data.
