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DRS

Leonardo DRS, Inc.
Nasdaq· Search, Detection, Navigation, Guidance, Aeronautical Sys· Inc. DE· CIK 0001833756 Defense Tech
$34.51 +0.21 (+0.61%)
Oct 23 4:00 PM ET · prev $34.30
Market cap
$9.2B
Mid cap
Consensus
Buy
81% Buy or better · 16 analysts
Median target
$53.00
+54% · range $44.00–59.00
Next earnings
Oct 29
in 3 days
1 year
−16.5%
from $41.31 · Oct 27
30 days
−5.9%
from $36.67
52-week range
$32.55–49.69
−31% from high · low Dec 17
Avg volume 20D
1.03M
shares / day
Short interest
🔒 Subscribers only
Insider net
−$5.3M
1 buyer · 6 sellers · since Apr 1
New fund stakes
2
Q2 2026 13F · 1 exit
Filing reports
13
analyzed by SecBot
SecBot read BULLISH 5 reports · 90 days
Balance 0 bearish · 2 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 2/5 ·Next Earnings date, Oct 29, 2026
Strongest NEUTRAL Leonardo DRS was awarded a U.S. Army contract under the DUTCH initiative to develop next-generation uncooled…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    1 insider bought $1.1M at an average $42.77. 6 insiders sold $6.3M. Price is 19% below their cost.

  • InstitutionsBULLISH

    Q2 2026: 44 added (2 new), 21 trimmed or exited. Largest new: Citadel Advisors $13.5M, Hrt Financial $12.9M.

  • AnalystsBULLISH

    13 of 16 rate it Buy or better. Every target is above the price.

  • TrendDOWNTREND

    8% below its 50-day average.

Who's buying

13F· Q2 2026
2
new positions
1
exit
$26.4M
in new stakes
FundMoveSharesValue
MILLENNIUM MANAGEMENT LLCDOUBLED1,183,856$50.5M
FEDERATED HERMES, INC.DOUBLED928,442$39.6M
MORGAN STANLEYTRIM745,167$31.8M
Nuveen, LLCTRIM549,911$23.5M
D. E. Shaw & Co., Inc.TRIM362,203$15.5M
Qube Research & Technologies LtdTRIM354,942$15.1M
Clearbridge Investments, LLCADD340,203$14.5M
UBS Group AGTRIM336,920$14.4M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

16 analysts
Buy 81% rate it Buy or better
Strong Buy6Buy7Hold3Sell0Strong Sell0
12-month targets · 12 analysts

Price is below the lowest target. Median implies +54%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 22, 2026Oppenheimer
INITIATE
INITIATEOutperform
Oct 19, 2026Morgan Stanley
MAINTAIN
MAINTAINEqual-Weight
Sep 15, 2026Guggenheim
INITIATE
INITIATEBuy
Jul 31, 2026JP Morgan
MAINTAIN
MAINTAINNeutral
May 6, 2026Canaccord Genuity
MAINTAIN
MAINTAINBuy

Insider ledger

Form 4
$1.1M
bought · 1 insider
$6.3M
sold · 6 insiders
−19.3%
vs their $42.77 cost
DateInsiderTypeValue
Sep 30, 2026
TOWNSEND FRANCES F
Director
EXERCISE1,006 sh
Sep 9, 2026
Krieg Kenneth J
Director
GIFT3,700 sh
Sep 4, 2026
Dorfman Mark
EVP, GC and Secretary
SELL$276.5K
Sep 2, 2026
Dippold Michael
EVP and CFO
SELL$755.4K
Aug 4, 2026
Rinsky Jason
EVP Chief Tax and Treasury
SELL$177.0K
Jul 7, 2026
Rinsky Jason
EVP Chief Tax and Treasury
SELL$175.4K
Jun 30, 2026
TOWNSEND FRANCES F
Director
EXERCISE1,006 sh
Jun 18, 2026
Baylouny John
President and CEO
SELL$1.7M

Earnings setup

Estimates
Oct 29
reports in 3 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Washington

Q3 2026
Lobbying Q3 None last Q2 2025
YoY n/a vs Q3 2025
Members 0 90 days
Buys / sells 0 / 0 0 trades
8 quarters Open in Washington ›

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 13, 2026 Press
Leonardo DRS was awarded a U.S. Army contract under the DUTCH initiative to develop next-generation uncooled thermal…
Impact 4/10
Oct 13, 2026 Contract
Leonardo DRS Selected to Advance Next-Generation Uncooled Thermal Infrared Sensing for U.S. Army DUTCH Initiative
Company will demonstrate high-definition, high-frame-rate thermal camera cores designed for a broad
Sep 30, 2026 Insider
TOWNSEND FRANCES F acquired via exercise 1,006 shares
Director
Sep 17, 2026 Press
Leonardo DRS announced it will provide the electric propulsion system for the Republic of Korea Navy's next-generation…
Impact 5/10
Sep 9, 2026 Insider
Krieg Kenneth J gifted 3,700 shares
Director
Sep 8, 2026 SEC
Two senior executives at Leonardo DRS (CFO and GC) sold a combined $1.03M in open-market sales over a 3-day window…
CLUSTER — Impact 3/10
Sep 8, 2026 SEC
Two senior executives at Leonardo DRS (EVP/GC and EVP/CFO) sold a combined $1.03M in open-market sales over a one-week…
CLUSTER — Impact 4/10
Sep 4, 2026 Insider
Dorfman Mark sold 7,471 shares
EVP, GC and Secretary @ $37.01 ($276.5K)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Oct 29, 2026
Earnings date
DRS Q3 2026 Earnings Before Market Open — 2026-10-29
Recent
Oct 13, 2026
Contract
Leonardo DRS Selected to Advance Next-Generation Uncooled Thermal Infrared Sensing for U.S. Army DUTCH Initiative
Company will demonstrate high-definition, high-frame-rate thermal camera cores designed for a broad range of critical defense applications...
Oct 5, 2026
Press release
Leonardo DRS Completes Training and Delivery of INOD Block III Thermal Weapon Sights for the Australian Army
Leonardo DRS Completes Training and Delivery of INOD Block III Thermal Weapon Sights for the Australian Army
Oct 5, 2026
Press release
Leonardo DRS Establishes UK Subsidiary and Launches Local Capabilities for its Tactical Radars including Full Manufacturing
Release announcing the establishment of DRS UK to support local manufacturing of the tactical radar portfolio.
Sep 17, 2026
Contract
Leonardo DRS to Provide Electric Propulsion System for the Republic of Korea Navy Next-Generation KDDX Destroyer Program
Leonardo DRS to Provide Electric Propulsion System for the Republic of Korea Navy Next-Generation KDDX Destroyer Program
Aug 11, 2026
Press release
Leonardo DRS Demonstrates Defeat of Group 1-2 Unmanned Aerial System Threats for Fielded SGT STOUT M-SHORAD
Press release to announce defeat of Group 1-2 Unmanned Aerial System Threats for Fielded SGT STOUT M-SHORAD

SecBot reports

13 filings · 3 press releases · 3 bullish · 1 bearish · 1 mixed · 8 neutral
All DRS filing & press-release reports (16)