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DRDRS

Leonardo DRS, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthBullish-leaning chatter
$DRS·$12B·Aerospace & Defense·Industrials
$44.14+2.4%YTD+29.4%1Y-8.7%
Mentions · last 7 days
2026-07-10: 1 posts2026-07-11: 0 posts2026-07-12: 0 posts2026-07-13: 0 posts2026-07-14: 3 posts2026-07-15: 8 posts2026-07-16: 4 posts17+86%
Price updated 7h ago·X counts updated 1d ago
DRDRS
$DRSLeonardo DRS, Inc.
$44.14+2.41%17 posts+86%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DRS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Sensors and counter-drone story firms with a 50,000-unit thermal imaging deal.

Leonardo DRS is up 28% year-to-date on evidence that its radar, thermal-imaging and counter-drone offerings are aligned with the specific mix that defense customers are ordering right now, punctuated by a July 15 announcement of a contract for more than 50,000 Tenum Orbit thermal-imaging cameras.

  • Chief Operating Officer John Baylouny's June 18 sale of about $1.7 million of stock alongside routine July 7 selling by Jason Rinsky is a real dollar-size insider signal against the backdrop of a firming order book.
  • The July 4 sell-side buy piece frames the radar and counter-drone theme as an accelerating multi-year demand cycle, and the pairing with laser-partner speculation adds further optionality alongside partners referenced in trade press.
  • The July 30 second-quarter print is the near-term event, with segment growth by advanced-sensors and network-computing, book-to-bill and any bracket update to the 2026 guide as the items to watch.

Watch segment-level book-to-bill, advanced-sensors growth, and any 2026 guide bracket on the Q2 call.

Agrees with X sentimentBullish counter-drone and laser-partner chatter aligns with the contract-flow evidence; insider selling is a modest offset.

What to watch: Segment-level book-to-bill, advanced-sensors growth, and 2026 guide bracket.

On the calendar: Q2 earnings on July 30, 2026.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-22

Leonardo DRS is being framed as a likely partner for EOS.AX's laser system, with traders citing Leonardo as already shopping for laser partners across two business units and the broader counter-drone theme as essential infrastructure for both military and large-scale events. The conversation is short on news but constructively positioned around defense autonomy as a multi-year theme.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $DRS

Partial — Makes defense electronics including infrared sensors, power conversion, and force protection equipment for US military; the defense budget expansion and space commercialization creates tailwinds for one product line, not the full operation.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+17.8%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
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%
Q2 2025Jul 30, 2025$0.23$0.22+4.5%
Next earningsThu, Jul 30·consensus EPS $0.27

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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.9B$3.9B – $4.0B$1.30$1.28 – $1.317
FY27$4.2B$4.2B – $4.2B$1.44$1.40 – $1.497
FY28$4.4B$4.4B – $4.4B$1.60$1.58 – $1.625
FY29$4.8B$4.8B – $4.9B$1.75$1.73 – $1.772
FY30$5.1B$5.1B – $5.2B$1.85$1.83 – $1.872

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.1.5×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.64%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.-1.3%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.+6.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 76.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.195-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellJul 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$521KBuyMay 19Jeffery Reuben IiiDirector25.0K sh$1.1MSellApr 2Mark DorfmanEVP, GC and Secretary4.7K sh$211K
+ 34 other (17 awards · 13 exempts · 4 inkinds) 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
Free, forever. No credit card.

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-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.

3New insider — initial holdingsApr 13
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for DRS on 2026-04-01, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMar 108-K — Item 5.02: Officer or director change · Item 8.01: Other event
8-KPress release / Reg FDFeb 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KAgreement terminatedJan 288-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
3New insider — initial holdingsJan 273
+ 5 other (2 proxys · 1 SD · 1 10-Q · 1 10-K) in window

Recent news

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

Leonardo DRS Secures Contract for More Than 50,000 Tenum® Orbit™ Thermal Imaging Camerasglobenewswire.com·3d agoLeonardo DRS: Buy As Radar And Counter-Drone Demand Accelerateseekingalpha.com·14d agoLeonardo DRS Schedules Second Quarter 2026 Earnings Conference Call for July 30, 2026globenewswire.com·18d agoAV Appoints William J. Lynn III to Board of Directorsgurufocus.com·23d agoLeonardo DRS vs. Firefly Aerospace: Which Industrials Stock Is a Better Buy in 2026?fool.com·37d 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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