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Leonardo DRS, Inc. Stock: price and insider trades · United States
Leonardo DRS, Inc.: what insiders have been doing
Leonardo DRS, Inc., classified in the Defense & Aerospace sector, is a listed company based in United States, founded in 1968. Its insiders report their share dealings to SEC (Form 4). 17 insiders have disclosed 72 filings since 21 October 2025.
All open-market trades in the period are sales: 14 sales worth €5.2M, by 6 insiders, with no purchase on record. One trade stands out by size: a sale of €1.5M from Baylouny John, disclosed on 22 June 2026.
Compared with its exchange (5,812 companies, median 19 filings), a count of 72 filings is above the norm. Looking back to 2023, when coverage begins, insiders filed no purchases and 32 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 3.65 bn USD and net income at 278.0 m USD; the dividend was 0.36 USD per share.
The median gap between a trade and its publication by SEC (Form 4) is 2 days. Section 16 rules allow two business days to file each Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
In the same sector, recent insider purchases at Heico Corp also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
162
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€332M
32 ops. · all time
Who traded when
BuySaleJohn Baylouny9 sales
Dorfman Mark7 sales
Michael Dippold7 sales
Salzman Eric3 sales
Lynn William III2 sales
Rinsky Jason2 sales
+4 other insiders
Analyst consensus: bullish or bearish?
Analysts rate Leonardo DRS, Inc. Strong Buy (bullish), based on 11 analysts. Average price target: US$53.45.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 14,101 of 26,281 companies
49.4
score / 100
Value41
Quality58
FCF yld2.4%
Earn yld3.0%
EV/EBITDA22.6x
ROE12%
Gross mgn24%
Net mgn7.6%
Debt/EBITDA1.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$34.94
Analyst consensus
11 analystsStrong buy
US$47.00Target US$53.45(+53%)US$59.00
Income statement
RevenueUS$3.6B
Gross profitUS$869M24% margin
EBITDAUS$437M12% margin
Net incomeUS$278M8.5% margin
Valuation
PER (trailing)29.4x
PER (forward)23.8x
P/Book3.3x
Beta0.16
Balance sheet & cash
Market capUS$9.3B
Total debtUS$470M
Free Cash FlowUS$227M
Debt / Equity10%
Profitability & ownership
ROE11.9%
ROA6.0%
% insiders71.4%
% institutions28.1%
Last declaration on 1 October 2026
Declarations162 total
1,006 shares0Common StockSEC:0001490306-26-000010:0
3,700 shares0Common StockSEC:0001477490-26-000006:0
7,471 shares@ US$37.010.0027% mcap8.6% of flowCommonSEC144:0001959173-26-006737
20,317 shares@ US$37.180.0074% mcap16.4% of flowCommon StockSEC:0001849658-26-000012:0
3,864 shares@ US$45.810.0018% mcap13.1% of flowCommonSEC144:0001959173-26-005584
3,865 shares@ US$45.370.0017% mcap13.0% of flowCommonSEC144:0001959173-26-005130
36,471 sharesCommon StockSEC:0001397134-26-000006:0
36,471 shares@ US$45.66790.014% mcap29.4% of flowCommonSEC144:0001959173-26-004783
1,300 shares@ US$50.000.0005% mcap59.0% of flowCommonSEC144:0001959173-26-004575
8,318 sharesCommon StockSEC:0001849658-26-000010:0
8,318 shares@ US$46.480.0033% mcap8.4% of flowCommonSEC144:0001959173-26-004438
5,536 shares@ US$45.750.0018% mcap7.9% of flowCommon StockSEC:0001849648-26-000010:0
3,556 shares0Common StockSEC:0001851842-26-000004:0
3,556 shares0Common StockSEC:0001877221-26-000004:0
3,556 shares0Common StockSEC:0001850870-26-000006:0
5,536 shares@ US$45.750.0021% mcap7.9% of flowCommonSEC144:0001959173-26-004325
3,865 shares@ US$46.870.0015% mcap13.3% of flowCommonSEC144:0001959173-26-004286
10,432 shares0Common StockSEC:0001849659-26-000004:0
3,448 shares0Common StockSEC:0001849648-26-000006:8
17,555 shares@ US$45.8614.1% of flowCommon StockSEC:0001397134-26-000002:1
12,301 shares@ US$45.859.9% of flowCommon StockSEC:0001397134-26-000002:3
5,695 shares@ US$45.864.6% of flowCommon StockSEC:0001397134-26-000002:5
2,710 shares@ US$45.862.2% of flowCommon StockSEC:0001397134-26-000002:9
13,858 shares@ US$45.8613.8% of flowCommon StockSEC:0001849658-26-000006:1
3,074 shares@ US$45.863.1% of flowCommon StockSEC:0001849658-26-000006:7
25 of 162 declarations
About Leonardo DRS, Inc.
Leonardo DRS, Inc. is a U.S. defense technology company listed on the Nasdaq in the United States (United States), with its principal executive offices in Arlington, Virginia. The company operates as a specialized defense electronics and mission-systems provider rather than a prime contractor focused on large platforms. It is majority-owned by Leonardo S.p.A., the Italian aerospace, defense and security group, through Leonardo US Holding. For international investors, DRS offers a focused way to access U.S. defense spending through high-value electronics, sensing and systems integration.
The company emphasizes a legacy of more than 55 years in defense technology, built through successive programs supporting the U.S. military and allied customers. Its modern structure was reshaped by the closing of the all-stock merger with RADA Electronic Industries in late 2022, a transaction that strengthened DRS in tactical radar and force-protection capabilities. That deal broadened the company’s technological base and reinforced its strategic positioning around sensing, battlefield electronics and integrated mission solutions.
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Leonardo DRS now reports its business primarily through two operating segments: Advanced Sensing and Computing (ASC) and Integrated Mission Systems (IMS). ASC includes electro-optical and infrared sensors, tactical active electronically scanned array (AESA) radars, signals intelligence, electronic warfare, edge computing and embedded software used to process mission-critical data in real time. IMS covers naval and land-based integrated systems, including naval power and propulsion, vehicle survivability, platform protection, mission subsystems and related support services. Across these platforms, DRS targets demanding defense applications such as surveillance, precision targeting, counter-UAS, short-range air defense and electronic warfare.
Competitive positioning remains that of a mid-tier U.S. defense technology specialist. Rather than competing head-on with the largest primes across every domain, DRS competes on differentiated engineering, systems integration, and programs tied to structural defense priorities such as layered air and missile defense, force protection and naval modernization. The company’s emphasis on advanced sensors and mission electronics gives it leverage in programs where performance, survivability and rapid data processing matter.
Geographically, DRS is still predominantly U.S.-based, but it also maintains a footprint in Canada and Israel, reflecting both its domestic industrial base and the legacy of the RADA merger. Recent company disclosures indicate continued strategic activity, including a CEO transition announced in 2025 and a credit agreement executed in January 2026. Its latest annual report also disclosed a backlog of $8.448 billion at December 31, 2025, highlighting a sizable contracted base and relatively strong visibility. For investors, Leonardo DRS combines exposure to U.S. defense budgets, advanced electronics growth themes and a business model anchored in long-cycle government programs.
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