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The company

Leonardo DRS, Inc.

DRS · Nasdaq

IndustrialsAerospace & DefenseNot moving yetDefense-Tech

DRS stood above a rising 150-day average in 17 of the last 52 weekly readings, and has been out of that trend for the last 10 weeks. It is 20.0% below that average now. Aerospace & Defense: 14% of its 57 stocks in an uptrend (−2 points in four weeks); Industrials: 28% (−3 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 10
Industry in uptrend
14% -2 in 4 wk
Insider buys, 12 months
$2.1M
Insider sales, 12 months
$18.0M
Officials’ trades on record
1
Institutions holding
354 (+37)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 17 of 52 weeks.

22 Apr – 21 Oct
12%28%45%Apr 26Jun 26Jul 26Sep 26Oct 26

Aerospace & Defense: Few of its stocks are in an uptrend and the share has held steady. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$4.8M$0$1.9MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 1, Senate 0, executive 0; 1 people.

WhoDidAmountTraded
Julia Letlow House: U.S. House ClerkLA05bought$1k–$15k2 Feb 2026filed 12 Mar 2026

Insiders

Buy orders, 12 months1
Sale orders, 12 months22
Buyers · sellers1 · 7
WhoDidSharesTraded
Mark DorfmanEVP, GC and Secretarysold7,471at $37.014 Sep 2026filed 8 Sep 2026
Michael DippoldEVP and CFOsold20,317at $37.182 Sep 2026filed 4 Sep 2026
Jason RinskyEVP Chief Tax and Treasurysold3,864at $45.814 Aug 2026filed 5 Aug 2026
Jason RinskyEVP Chief Tax and Treasurysold3,865at $45.377 Jul 2026filed 8 Jul 2026
John BaylounyPresident and CEOsold36,471at $45.6718 Jun 2026filed 22 Jun 2026
Sally WallaceEVP, Chief Operating Officersold1,300at $50.0011 Jun 2026filed 15 Jun 2026
Michael DippoldEVP and CFOsold8,318at $46.488 Jun 2026filed 9 Jun 2026
Mark DorfmanEVP, GC and Secretarysold5,536at $45.754 Jun 2026filed 5 Jun 2026
Jason RinskyEVP Chief Tax and Treasurysold3,865at $46.873 Jun 2026filed 4 Jun 2026
Pamela MorrowSVP and Controllersold11,545at $45.1327 May 2026filed 28 May 2026
Reuben Jeffery IIIDirectorbought25,000at $42.7719 May 2026filed 19 May 2026
Mark DorfmanEVP, GC and Secretarysold4,659at $45.382 Apr 2026filed 3 Apr 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders354+37 on the quarter
New · exited86 · 49
Reported value$2.8B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.reduced · filed 7 Aug 20264,989,059$212.9M-141,762−2.8%
STATE STREET CORPadded · filed 7 Aug 20264,514,068$192.6M+141,508+3.2%
AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 20264,430,913$187.9M+1,355,595+44.1%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20263,605,042$153.8M-93,385−2.5%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20263,569,634$152.3M+19,953+0.6%
FMR LLCreduced · filed 13 Aug 20263,470,073$148.1M-187,971−5.1%
FIRST TRUST ADVISORS LPadded · filed 11 Aug 20262,681,836$114.4M+453,725+20.4%
VOYA INVESTMENT MANAGEMENT LLCreduced · filed 12 Aug 20262,519,252$107.5M-636,319−20.2%
Stephens Investment Management Group LLCadded · filed 29 Jul 20262,401,901$102.5M+283,570+13.4%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 20262,076,065$88.6M+93,067+4.7%
31 Mar 2023 – 30 Jun 2026
106226345Mar 23Dec 23Dec 24Sep 25Jun 26

News

Everyone who traded it

Frances F. Townsend Company insiderDirector · last 30 Sep 20260 · 0
Kenneth J. Krieg Company insiderDirector · last 9 Sep 20260 · 0
Mark Dorfman Company insiderEVP, GC and Secretary · last 4 Sep 20260 · 9
Michael Dippold Company insiderEVP and CFO · last 2 Sep 20260 · 9
Jason Rinsky Company insiderEVP Chief Tax and Treasury · last 4 Aug 20260 · 3
John Baylouny Company insiderPresident and CEO · last 18 Jun 20260 · 9
Sally Wallace Company insiderEVP, Chief Operating Officer · last 11 Jun 20260 · 6
Eric Salzman Company insiderDirector · last 4 Jun 20260 · 3
Gail Baker Company insiderDirector · last 4 Jun 20260 · 0
George Casey Company insiderDirector · last 4 Jun 20260 · 1
Louis R. Brothers Jr. Company insiderDirector · last 4 Jun 20260 · 0
Mary E. Gallagher Company insiderDirector · last 4 Jun 20260 · 0

Same industry

EMBJ EmbraerLeading+9%
DCO DucommunIn trend+4%
SWBI Smith & Wesson BrandsJust started moving+4%
BETA Beta TechnologiesJust started moving+0%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202523.8%
Operating profit marginFY 2025 · to 31 Dec 20259.5%
Free cash flow marginFY 2025 · to 31 Dec 20256.2%
Return on capital employedFY 2025 · to 31 Dec 202510.7%
Cash conversionFY 2025 · to 31 Dec 2025132%
Debt to equityFY 2025 · to 31 Dec 20250.14×
Research spendFY 2025 · to 31 Dec 20253.5%
Dividend growthFY 2025 · to 31 Dec 20250.0%
Share count trendFY 2025 · to 24 Feb 20260.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$647.0M
Free cash flowFY 2025 · to 31 Dec 2025$227.0M

Analyst forecasts

No analyst forecasts yet.