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DRDRS

Leonardo DRS, Inc.

$DRS·$9.7B·Aerospace & Defense·Industrials
$35.42-0.1%YTD+4.0%1Y-10.6%
Price updated 7h ago·X counts updated 5d ago
DRDRS
$DRSLeonardo DRS, Inc.
$35.42-0.14%25 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DRS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

25X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DRS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-04

Leonardo DRS chatter is bullish after a Q2 double-beat and raise — revenue $913M vs $902M (+10% YoY), adjusted EPS $0.35 vs $0.27 (+52% YoY), adjusted EBITDA $128M (+33% YoY), funded backlog $5.1B (+17% YoY). Posters describe the call as pretty bullish and note DRS's raised EPS outlook alongside HII's double beat as sector strength. One critical voice thinks DRS should have paid up for LPTH but calls the overall sector tailwind broad. Little bearish thread.

Read what X is saying about $DRS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DRS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Leonardo DRS just double-beat Q2 and raised — $5.1B funded backlog up 17% YoY on defense-electronics demand.

Leonardo DRS makes defense electronics — missile systems, electro-optical sensors, naval propulsion, and command/control. The business just posted a clean operational beat.

  • The business is accelerating: Q1 revenue +5.9% YoY at a 9.9% operating margin — modest growth but Q2 reportedly double-beat (revenue $913M vs $902M +10%, adj EPS $0.35 vs $0.27 +52%, adj EBITDA $128M +33%).
  • The backlog signal is specific: funded backlog of $5.1B (+17% YoY) — tangible multi-year revenue visibility, with the raised EPS outlook paired alongside HII's double-beat as sector strength.
  • 52-week range position is 24% with vol at 60% of average — lower-mid range on quiet volume, which is consolidation ahead of Oct 29 earnings with specific operational momentum.

Oct 29 Q3 is the gate — any continued backlog growth plus margin expansion extends the stock. A soft orders print or missed program execution and the stock gives back some gain.

Agrees with X sentimentThe thread has substantive drivers — specific Q2 numbers (revenue $913M vs $902M +10%, adj EPS $0.35 vs $0.27 +52%, adj EBITDA $128M +33%, funded backlog $5.1B +17%), raised EPS outlook alongside HII sector strength, LPTH acquisition commentary — all grounded.

What to watch: Oct 29 Q3 — orders cadence, backlog growth, operating-margin trajectory, and FY27 guide. A soft orders print is the clear invalidator.

On the calendar: 2026-10-29 — Q3 earnings

Read the AI verdict on $DRS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes defense electronics including infrared sensors, power conversion, and force protection equipment for US military.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $DRS.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $DRS

Partial — Makes defense electronics including infrared sensors, power conversion, and force protection equipment for US military.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
42.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.35$0.27+28.3%
Q1 2026May 5, 2026$0.26$0.21+23.8%
Q4 2025Feb 24, 2026$0.42$0.37+13.5%
Q3 2025Oct 29, 2025$0.29$0.28+3.6%
Next earningsThu, Oct 29·consensus EPS $0.35

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$846.0M+5.9%24.5%9.1%$0.23$-96.0M
Q4 FY25$1.1B+8.1%24.8%11.9%$0.38$376.0M
Q3 FY25$960.0M+18.2%23.1%9.7%$0.27$77.0M
Q2 FY25$829.0M+10.1%23.8%8.4%$0.20$-56.0M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.0B$3.9B – $4.0B$1.38$1.31 – $1.418
FY27$4.2B$4.2B – $4.2B$1.46$1.42 – $1.517
FY28$4.5B$4.4B – $4.6B$1.61$1.57 – $1.677
FY29$4.8B$4.7B – $4.9B$1.82$1.79 – $1.853
FY30$5.1B$5.0B – $5.2B$1.94$1.91 – $1.985

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.16%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-16.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 4Mark DorfmanEVP, GC and Secretary7.5K sh$277KSellSep 2Michael DippoldCFO20.3K sh$755KSellAug 4Jason RinskyEVP Chief Tax and Treasury3.9K sh$177KSellJul 7Jason RinskyEVP Chief Tax and Treasury3.9K sh$175KSellJun 18John BaylounyCEO36.5K sh$1.7MSellJun 11Sally WallaceCOO1.3K sh$65KSellJun 8Michael DippoldCFO8.3K sh$387KSellJun 4Mark DorfmanEVP, GC and Secretary5.5K sh$253KSellJun 3Jason RinskyEVP Chief Tax and Treasury3.9K sh$181KSellMay 27Pamela MorrowSVP and Controller11.5K sh$521K
1–10 of 11
+ 19 other (10 exempts · 8 awards · 1 gift) in window

See when $DRS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

DRS filed an 8-K (Item 2.02) reporting its financial results for the second quarter ended June 30, 2026. A copy of the news release is furnished as E, filed 2026-07-30. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KMaterial eventJul 178-K — Item 5.05
AI summary

Leonardo DRS adopted a new Code of Ethics on July 17, 2026, replacing its prior code. The update incorporates enhanced governance and compliance standards and will be made available on the company's investor relations website. Standard governance housekeeping for the defense electronics and technology company.

8-KShareholder voteMay 148-K — Item 5.07: Shareholder vote
AI summary

DRS held its Annual Meeting of stockholders around 2026-05-14 (8-K Item 5.07). Stockholders elected 1 director to the board. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

DRS reported first quarter ended March 31, 2026. A copy of the new financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 4 other (2 10-Qs · 1 routine 8-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Leonardo DRS: A 20% Selloff Creates A Strong Buy Opportunityseekingalpha.com·2d agoLeonardo DRS Expands Federal Access to Mission-Critical Technologies Through NASA SEWP VIglobenewswire.com·3d agoLeonardo DRS Awarded JIATF-401 IDIQ Contract to Accelerate Delivery of Tactical Expeditionary Sensing Capabilities for Critical Counter UAS Missionglobenewswire.com·3d agoLeonardo DRS Selected to Advance Next-Generation Uncooled Thermal Infrared Sensing for U.S. Army DUTCH Initiativeglobenewswire.com·4d agoLeonardo DRS Strengthens Dismounted Soldier Modernization With $63 Million FWS-I Production Orderglobenewswire.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · last 7 days

No standout posts about $DRS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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