← BackLeonardo DRS, Inc. · Search, Detection, Navigation, Guidance, Aeronautical SysDRS
Low riskNext report: In 1 days (est.)
The short versionA profitable company with growing sales. Institutions are adding.
Going well
- Sales up 10% in the latest quarter vs a year ago
- Profitable
- Sales up 13% last year
Watch out for
- Share count growing 7.7% a year
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 3.4% to their holdings in the quarter ending June 2026 (229 bought, 144 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$35.81+3.8% that day
- Company value
- $9.6B
- Share price times all shares
- Price vs profit (P/E)
- 30.1x
- You pay about $30 for each $1 of yearly profit
- Price vs sales
- 2.5x
- Company value is 2.5 times a year of sales
- Dividend yield
- 1.0%
- Yearly dividend as a share of today's price
- Cash vs value
- 3%
- Cash as a share of company value
- Debt vs value
- 4%
- Debt as a share of company value
From DRS's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$913.0M+10% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $3.8B, up 10% from the 12 months before. Over 5 years, sales grew about 5.6% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.10.5%
- PassDebt under half of equityNot relying on borrowed money.0.13x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.7.6%
- PassProfitable every yearSteady profits, not one good year.7 of 7 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$227.0M
- MissShare count not growingNot diluting owners. Falling means buybacks.+24.9% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.23.8%
- Revenue
- $3.6B
- +12.8% vs prior year
- 5-year growth
- +5.6%/yr
- revenue, per year
- Total debt
- $348.0M
- 0.13x equity
- Current ratio
- 1.89x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $913.0M
- +10.1% YoY
- EPS
- $0.32
- vs $0.20
- Op. margin
- 11.2%
- +2.8 pts
- Gross margin
- 26.0%
- +2.2 pts
- Free cash flow
- $6.0M
- Share count
- 0.0%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.9
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.4%Institutions added 3.4% to their holdings. 229 bought, 144 sold.
Shares held by institutions71.0M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+0.6%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.1x · $139.0M debtShares outstandingLatest reported
267MNext reportIn 1 days (est.)Estimated from the same quarter last year
- Results filedJul 30
- Results filedMay 5
- Results filedFeb 24
- Results filedOct 29, 2025
- Results filedJul 30, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Option exerciseFrances F TownsendDirector
1,006 shares
- +3% of holdings
- Now owns 36,894 shares
- Filed 1 day after trade
GiftKenneth J KriegDirector
3,700 shares
- +15% of holdings
- Now owns 27,576 shares
- Filed 1 day after trade
SoldMark DorfmanEVP, GC and Secretary
7,471 shares at $37.01 · $277K
- -20% of holdings
- Now owns 29,271 shares
- Pre-planned sale (10b5-1)
- Filed 4 days after trade
SoldMichael DippoldEVP and CFO
20,317 shares at $37.18 · $755K
- -37% of holdings
- Now owns 35,143 shares
- Pre-planned sale (10b5-1)
- Filed 2 days after trade
SoldJason RinskyEVP Chief Tax and Treasury
3,864 shares at $45.81 · $177K
- -14% of holdings
- Now owns 23,581 shares
- Pre-planned sale (10b5-1)
- Filed 1 day after trade
SoldJason RinskyEVP Chief Tax and Treasury
3,865 shares at $45.37 · $175K
- -12% of holdings
- Now owns 27,445 shares
- Pre-planned sale (10b5-1)
- Filed 1 day after trade