Leonardo DRS, Inc.: insider trades · United States · SEC (Form 4)

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. 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.