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DRS · Leonardo DRS, Inc.

$44.14 +1.04 (+2.41%) At close · Jul 17
Market Cap
$11.77B
Shares
266,762,087

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$44.14 Open$43.07 Day$42.51–44.72 52W$32.37–50.59 Avg vol 30d1.1M Short int3.2M · 1.2% float · 2.5d Short vol57% Last earningsJul 30, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 5
Up next
Next earnings call
Jul 30, 2026 Scheduled · in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Neutral Momentum Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Moderate
      Market backdrop VIX 18.8 · elevated Equity put/call 0.73
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +7%
      above
      Price vs 50-day avg −1%
      below
      RSI (14) 49
      neutral
      MACD trend Negative
      52-week position 65%
      mid-range
      Momentum
      relative strength
      Strong
      1-month return −5%
      trailing
      6-month return +8%
      trailing
      YTD return +30%
      this year
      Relative strength 0%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $45 › 200d $41 — 50d above 200d
      Institutional flow Accumulating
      36 of 343 funds reported for Jun 30 · net +102.3K sh shares · +10 new
      Insider flow Distributing
      Net -$272.7K over 90 days · 80% sells
      Short interest Falling
      1.19% of float · ▼ -11.7% MoM · 2.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      343 holders — near 3-yr high, broad support
      Squeeze score 45
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +13%
      Y/Y
      Gross margin 24%
      expanding
      EPS growth +29%
      Y/Y
      Free cash flow $227.0M
      Valuation P/E 41.3
      in line
      Buyback $75.0M
      authorized
      Balance sheet $273.0M
      net cash
      Quant / Vol
      risk profile
      Moderate
      Volatility 41%
      annualized · 1-yr
      Max drawdown −32%
      past year
      ATR 3.8%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record
      Latest guidance · from the 8-K filed May 5, 2026
      Revenue · 2026 Initiated $3.9B – $3.98B
      prior FY $3.65B midpoint +7.9% Y/Y
      Adjusted EBITDA · 2026 Non-GAAP Initiated $515M – $530M
      Tax Rate · 2026 Initiated 18.5%
      Adjusted Diluted EPS · 2026 Non-GAAP Initiated $1.26 – $1.30

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      1 · 4 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +7% Bullish
      Price vs 50-day avg
      −1% Neutral
      RSI (14)
      49 Neutral
      MACD trend
      Negative Bearish
      52-week position
      65% Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $45 › 200d $41 — 50d above 200d
      Institutional flow Accumulating
      36 of 343 funds reported for Jun 30 · net +102.3K sh shares · +10 new
      Insider flow Distributing
      Net -$272.7K over 90 days · 80% sells
      Short interest Falling
      1.19% of float · ▼ -11.7% MoM · 2.5 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      343 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $32 Now $44 · 65% 52-wk high $51
      vs 200-day avg +7% vs 50-day avg -1%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted EBITDA Margin non-GAAP 12.4% First Quarter
      Funded Backlog $4,686M First Quarter
      Segment Adjusted EBITDA (ASC) non-GAAP $62M First Quarter
      Segment Adjusted EBITDA (IMS) non-GAAP $43M First Quarter
      Segment Adjusted EBITDA Margin (IMS) non-GAAP 14.6% First Quarter
      Adjusted diluted EPS non-GAAP $0.26 Q1 FY2026 call
      Adjusted EBITDA growth non-GAAP 28% Q1 FY2026 call
      DAIRCM production contract IDIQ $533M Q1 FY2026 call
      Backlog $8,731M Full Year 2025
      Book-to-Bill 1.2 Full Year 2025
      Free Cash Flow non-GAAP $227M Full Year 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Aerospace & Defense — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      DRS
      Leonardo DRS, Inc.
      this stock
      $11.77B +29.7% +12.8% 41.3 1.2%
      SPCX
      Space Exploration Technologies Corp
      $1.63T 0.8%
      GE
      General Electric Co
      $361.93B +13.6% +18.5% 41.1 1.2%
      RTX
      RTX Corp
      $260.60B +6.3% +17.1% 36.3 1.2%
      EADSF
      Airbus SE/ADR
      $173.19B -4.8% 0.0%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      349
      % held
      24.5%
      Reported
      36 of 343
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      314
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      3.2M
      Days to cover
      2.5d
      Change
      -422.2K sh
      View
      Short Volume
      Short vol %
      57%
      As of
      Jul 17, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      423
      Value
      $20.5K
      As of
      Jun 15, 2026
      View
      Off-Exchange
      Off-exchange %
      37.6%
      Week of
      Jun 22, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$272.7K
      Buyers / Sellers
      1 / 4
      Buyers Sellers
      View
      Congressional Trades Buy
      Member
      Julia Letlow
      Amount
      $1.0K–$15.0K
      Traded
      Feb 2, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $3.6B
      Net income (FY)
      $278.0M
      EPS diluted
      $1.03
      View
      Buybacks
      Authorized
      $75.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 17, 2026
      This year
      11
      View
      Proposed Sales
      Value
      $175.4K
      Shares
      3.9K
      Filed
      Jul 7, 2026
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Jul 30, 2026
      Last call
      May 5, 2026
      View
      Investor Relations
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      DRS 0.0% -5.2% +7.9% +3.5% +29.7%
      SPY -1.5% +0.3% +7.8% -0.5% +9.0%
      vs SPY +1.5% -5.6% +0.1% +3.9% +20.7%

      Capital returns

      Latest dividend
      $0.09 / share · ex May 19, 2026
      Paid (TTM)
      $0.36 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.82%
      Buyback program · as of Feb 20, 2025
      Authorized
      $75.00M
      Spent (derived)
      Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1833756 CUSIP 52661A108 13F (30d) 34 filings 34 filers Visit website Investor relations