DRS Leonardo DRS (DRS) Insider Trading, Ownership & Congress Trades
Aerospace & Defense · Search, detection, navigation, guidance, aeronautical sys · CIK 0001833756
Congress · 1Form 144 · 3
Funds added, last quarter
237
13F, latest reported quarter
Conversions, 180 days
10
Codes C/M, not in net · $0 priced
What the filings say about DRS
Insiders, 180 days
-$3.4M net sold
1 buyer · 6 sellers · 20% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2026-02-02
Planned sales (Form 144), 90 days
$1.2M
3 notices
Leonardo DRS insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Leonardo DRS, Inc. insiders sold a net $3.4M of stock across 54 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Jun 4, 2026.
- The trade is 25.5% of the 29,271 shares held after it.
- 1 other insider sold within 30 days.
- 237 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, GC and Secretary Dorfman Mark sold about $276.5K of DRS under a 10b5-1 plan on Sep 4, 2026; 1 other insider sold within 30 days and 237 funds added in the latest 13F quarter.Context
- 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Jun 8, 2026.
- The trade is 57.8% of the 35,143 shares held after it.
- 2 other insiders sold within 30 days.
- 237 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP and CFO Dippold Michael sold about $755.4K of DRS under a 10b5-1 plan on Sep 2, 2026; 2 other insiders sold within 30 days and 237 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Jul 7, 2026.
- The trade is 16.4% of the 23,581 shares held after it.
- 1 other insider sold within 30 days.
- 237 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP Chief Tax and Treasury Rinsky Jason sold about $177.0K of DRS on Aug 4, 2026; 1 other insider sold within 30 days and 237 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Jun 3, 2026.
- The trade is 14.1% of the 27,445 shares held after it.
- 3 other insiders sold within 30 days.
- 237 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP Chief Tax and Treasury Rinsky Jason sold about $175.4K of DRS on Jul 7, 2026; 3 other insiders sold within 30 days and 237 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Oct 15, 2025.
- The trade is 29.8% of the 122,435 shares held after it.
- 5 other insiders sold within 30 days.
- 237 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Baylouny John sold about $1.7M of DRS on Jun 18, 2026, the largest insider sale at the company since 2025; 5 other insiders sold within 30 days and 237 funds added in the latest 13F quarter.54 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$3.4M over 180 days
-$1.2M over 90 days
below 55% of Aerospace & Defense
Congress
1 member bought in the last year
the lowest in Aerospace & Defense
Funds
237 funds bought in last quarter
more than 65% of Aerospace & Defense
Revenue
+12.8% year over year
more than 56% of Aerospace & Defense
Margin
7.6% net margin
more than 76% of Aerospace & Defense
Buybacks
$16.0M repurchased, FY to 2026-06-30
below 80% of Aerospace & Defense
Short interest
5.0% of the float short (float per yahoo 2026-10-27) · 4.0 days to cover · settled 2026-10-15
below 80% of Aerospace & Defense
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch DRS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-10.8%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns DRS: institutional holders (13F)
13F holdings, latest reported quarter
4,989,059 sh
$212.9M
4,514,068 sh
$192.6M
4,430,913 sh
$187.9M
3,605,042 sh
$153.8M
3,569,634 sh
$152.3M
Congress trades in DRS
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-02-02 · disclosed 38 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
DRS planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Dorfman Mark
Filed 2026-09-04
$276.5K
Dippold Michael
Filed 2026-09-02
$766.0K
Rinsky Jason
Filed 2026-08-04
$177.0K
Rinsky Jason
Filed 2026-07-07
$175.4K
Baylouny John
Filed 2026-06-18
$1.7M
DRS mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Motley Fool Small-Cap Growth ETF
$2.0M position · as of 2026-05-31
3.4%
1290 Essex Small Cap Growth Fund
$2.8M position · as of 2026-07-31
2.4%
Timothy Plan Israel Common Values Fund
$4.1M position · as of 2026-06-30
2.0%
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF
$128.2M position · as of 2026-06-30
2.0%
Madison Small Cap Fund
$2.9M position · as of 2026-07-31
1.9%
MFS New Discovery Fund
$37.8M position · as of 2026-05-31
1.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Lynn
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$8.2M
$10.5M
$2.2M
+249%
+130%
2024
$7.9M
$26.2M
$2.0M
+194%
+57%
2023
$10.8M
$19.1M
$2.6M
+82%
+27%
2022
$11.1M
$13.2M
$2.6M
+16%
+2%
2021
$6.3M
$6.3M
$1.6M
n/a
n/a
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $3.4M sold by insiders over 180 days, 237 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $1.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
DRS financials
Revenue growth
+12.8%
XBRL, annual
Net margin
7.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.8B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM DRS
| FY Dec 2025 | $3.6B |
| FY Dec 2024 | $3.2B |
| FY Dec 2023 | $2.8B |
| FY Dec 2022 | $2.7B |
| FY Dec 2021 | $2.9B |
| Jun 2026 | $913.0M |
| Mar 2026 | $846.0M |
| Dec 2025 | $1.1B |
| Sep 2025 | $960.0M |
| Jun 2025 | $829.0M |
| Mar 2025 | $799.0M |
| Dec 2024 | $981.0M |
| Sep 2024 | $812.0M |
At each fiscal year end
Single quarter
Net margin, TTM
+8.5%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM DRS
| FY Dec 2025 | +7.6% |
| FY Dec 2024 | +6.6% |
| FY Dec 2023 | +5.9% |
| FY Dec 2022 | +15.0% |
| FY Dec 2021 | +5.3% |
| Jun 2026 | +9.4% |
| Mar 2026 | +7.3% |
| Dec 2025 | +9.6% |
| Sep 2025 | +7.5% |
| Jun 2025 | +6.5% |
| Mar 2025 | +6.3% |
| Dec 2024 | +9.1% |
| Sep 2024 | +7.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$363.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM DRS
| FY Dec 2025 | $227.0M |
| FY Dec 2024 | $186.0M |
| FY Dec 2023 | $145.0M |
| FY Dec 2022 | -$32.0M |
| FY Dec 2021 | $118.0M |
| Jun 2026 | $6.0M |
| Mar 2026 | -$96.0M |
| Dec 2025 | $376.0M |
| Sep 2025 | $77.0M |
| Jun 2025 | -$56.0M |
| Mar 2025 | -$170.0M |
| Dec 2024 | $414.0M |
| Sep 2024 | $47.0M |
At each fiscal year end
Single quarter
Debt to equity
0.05x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity DRS
| FY Dec 2025 | 0.14x |
| FY Dec 2024 | 0.15x |
| FY Dec 2023 | 0.20x |
| FY Dec 2022 | 0.20x |
| FY Dec 2021 | 0.27x |
| Jun 2026 | 0.05x |
| Mar 2026 | 0.05x |
| Dec 2025 | 0.14x |
| Sep 2025 | 0.13x |
| Jun 2025 | 0.14x |
| Mar 2025 | 0.14x |
| Dec 2024 | 0.15x |
| Sep 2024 | 0.15x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
3.36x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt DRS
| FY Dec 2025 | 0.98x |
| FY Dec 2024 | 0.69x |
| FY Dec 2023 | 0.44x |
| FY Dec 2022 | 0.08x |
| FY Dec 2021 | 0.41x |
| Jun 2026 | 3.36x |
| Mar 2026 | 2.90x |
| Dec 2025 | 0.98x |
| Sep 2025 | 1.10x |
| Jun 2025 | 0.95x |
| Mar 2025 | 1.10x |
| Dec 2024 | 0.69x |
| Sep 2024 | 0.93x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+11.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity DRS
| FY Dec 2025 | +10.5% |
| FY Dec 2024 | +8.7% |
| FY Dec 2023 | +7.5% |
| FY Dec 2022 | +21.8% |
| FY Dec 2021 | +10.2% |
| Jun 2026 | +11.9% |
| Mar 2026 | +10.9% |
| Dec 2025 | +10.5% |
| Sep 2025 | +10.3% |
| Jun 2025 | +10.0% |
| Mar 2025 | +9.5% |
| Dec 2024 | +8.7% |
| Sep 2024 | +8.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+7.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets DRS
| FY Dec 2025 | +6.4% |
| FY Dec 2024 | +5.3% |
| FY Dec 2023 | +4.4% |
| FY Dec 2022 | +12.0% |
| FY Dec 2021 | +5.1% |
| Jun 2026 | +7.8% |
| Mar 2026 | +7.0% |
| Dec 2025 | +6.4% |
| Sep 2025 | +6.5% |
| Jun 2025 | +6.3% |
| Mar 2025 | +5.9% |
| Dec 2024 | +5.3% |
| Sep 2024 | +5.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+12.8%
operating income after a 17.0% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital DRS
| FY Dec 2025 | +12.0% |
| FY Dec 2024 | +10.3% |
| FY Dec 2023 | +8.8% |
| FY Dec 2022 | +21.5% |
| FY Dec 2021 | +10.1% |
| Jun 2026 | +12.8% |
| Mar 2026 | +12.1% |
| Dec 2025 | +12.0% |
| Sep 2025 | +10.6% |
| Jun 2025 | +10.1% |
| Mar 2025 | +9.9% |
| Dec 2024 | +10.3% |
| Sep 2024 | +8.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+12.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed DRS
| FY Dec 2025 | +11.0% |
| FY Dec 2024 | +9.9% |
| FY Dec 2023 | +8.4% |
| FY Dec 2022 | +23.8% |
| FY Dec 2021 | +11.6% |
| Jun 2026 | +12.7% |
| Mar 2026 | +11.9% |
| Dec 2025 | +11.0% |
| Sep 2025 | +11.1% |
| Jun 2025 | +10.7% |
| Mar 2025 | +10.4% |
| Dec 2024 | +9.9% |
| Sep 2024 | +9.7% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
30.12x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing DRS
| FY Dec 2025 | 33.10x |
| FY Dec 2024 | 40.39x |
| FY Dec 2023 | 31.31x |
| FY Dec 2022 | 6.80x |
| FY Dec 2021 | 12.90x |
| Jun 2026 | 35.86x |
| Mar 2026 | 41.61x |
| Dec 2025 | 33.10x |
| Sep 2025 | 45.86x |
| Jun 2025 | 49.45x |
| Mar 2025 | 37.36x |
| Dec 2024 | 40.39x |
| Sep 2024 | 38.14x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$9.4B
market value at close 2026-10-26 on 2026-07-29 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value DRS
| FY Dec 2025 | $8.8B |
| FY Dec 2024 | $8.3B |
| FY Dec 2023 | $5.3B |
| FY Dec 2022 | $2.0B |
| FY Dec 2021 | $1.6B |
| Jun 2026 | $11.3B |
| Mar 2026 | $11.7B |
| Dec 2025 | $8.8B |
| Sep 2025 | $12.1B |
| Jun 2025 | $12.4B |
| Mar 2025 | $8.7B |
| Dec 2024 | $8.3B |
| Sep 2024 | $7.6B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+3.8%
TTM free cash flow over market value at close 2026-10-26
FCF yield DRS
| FY Dec 2025 | +2.5% |
| FY Dec 2024 | +2.2% |
| FY Dec 2023 | +2.8% |
| FY Dec 2022 | -1.7% |
| FY Dec 2021 | +8.6% |
| Jun 2026 | +3.2% |
| Mar 2026 | +2.5% |
| Dec 2025 | +2.5% |
| Sep 2025 | +2.2% |
| Jun 2025 | +1.9% |
| Mar 2025 | +3.3% |
| Dec 2024 | +2.2% |
| Sep 2024 | +3.6% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.13x
P/E over trailing EPS growth of 27%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing DRS
| FY Dec 2025 | 1.15x |
| FY Dec 2024 | 1.62x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.04x |
| FY Dec 2021 | 0.16x |
| Jun 2026 | 1.35x |
| Mar 2026 | 1.93x |
| Dec 2025 | 1.15x |
| Sep 2025 | 1.36x |
| Jun 2025 | 1.53x |
| Mar 2025 | 1.45x |
| Dec 2024 | 1.62x |
| Sep 2024 | 1.97x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $3.6B | $3.2B | $2.8B | $2.7B |
| Gross profit | $869.0M | $736.0M | $648.0M | $575.0M |
| Operating income | $348.0M | $293.0M | $231.0M | $561.0M |
| Net income | $278.0M | $213.0M | $168.0M | $405.0M |
| EPS (diluted) | 1.03 | 0.80 | 0.64 | 1.88 |
| Operating cash flow | $366.0M | $271.0M | $205.0M | $33.0M |
| Cash | $647.0M | $598.0M | $467.0M | $306.0M |
| Long-term debt | $348.0M | $366.0M | $407.0M | $396.0M |
| Buybacks | $35.0M | $0 | $0 | n/a |
| Dividends paid | n/a | $0 | $0 | $396.0M |
SEC XBRL, fiscal years, as known on 2026-10-28
DRS Stock Sonar score 6/7 axes
Find similar shapesCompareDRS ranks highest on financial health (84th percentile) and risk and compliance (83rd), and lowest on growth (51st), among Aerospace & Defense peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
DRS filings, in plain words
Are Leonardo DRS insiders buying or selling DRS?
In the 180 days to 2026-10-28, Leonardo DRS insiders were net sellers, a net $3.4M: $1.1M of purchases and $4.5M of sales reported on Form 4, by 1 buyer and 6 sellers.
Have members of Congress traded DRS?
Yes. In the year to 2026-10-28, 1 House member disclosed buying DRS and 0 House members disclosed selling it; the latest on record is a purchase by Julia Letlow dated 2026-02-02.
Are there planned insider sales of DRS?
Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $1.2M of stock; the latest, by Dorfman Mark, was filed 2026-09-04.
Read the full summary
In the 180 days to 2026-10-28, Leonardo DRS insiders were net sellers of DRS, a net $3.4M across purchases and sales reported on Form 4 by 1 buyer and 6 sellers. 20% of the 10 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-28, 1 member of Congress disclosed buying DRS and 0 members disclosed selling it; the latest on record is a purchase by Julia Letlow dated 2026-02-02. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $1.2M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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