DRS is the ticker symbol for Leonardo DRS, Inc., a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks DRS with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is DRS a good stock to buy?

13F Pro's AI ranking engine scores DRS at 64.1/100, ranked #568 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for DRS is available at https://13fpro.ai/company/DRS. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source DRS data?

All Leonardo DRS, Inc. fundamentals and ownership data come directly from SEC EDGAR. Leonardo DRS, Inc. files with the SEC under CIK 1833756. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Leonardo DRS, Inc. DRS

NasdaqMid CapTechnology

13F Pro quality score

Rank #568 of 2,925TOP 25%

Why it scores 64 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$913.00M

Quarter to Jun 30

Net income

$86.00M

Quarter to Jun 30

Free cash flow

$6.00M

Quarter to Jun 30

Operating margin

11.2%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$3.03B total

BlackRock, Inc.

$212.88M-2.8%

STATE STREET CORP

$192.62M+3.2%

AQR CAPITAL MANAGEMENT LLC

$187.87M+44.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

$153.83M-2.5%

VANGUARD CAPITAL MANAGEMENT LLC

$152.32M+0.6%

FMR LLC

$148.07M-5.1%

FIRST TRUST ADVISORS LP

$114.43M+20.4%

PRICE T ROWE ASSOCIATES INC /MD/

$108.48M-24.7%

VOYA INVESTMENT MANAGEMENT LLC

$107.50M-20.2%

Stephens Investment Management Group LLC

$102.49M+13.4%

BESSEMER GROUP INC

$94.52MNew

DIMENSIONAL FUND ADVISORS LP

$88.56M+4.7%

Invesco Ltd.

$82.39M-16.7%

NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

$71.20M-3.3%

GEODE CAPITAL MANAGEMENT, LLC

$66.36M-2.7%

VAN ECK ASSOCIATES CORP

$65.54M-11.6%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$50.61M-9.5%

MILLENNIUM MANAGEMENT LLC

$50.52M+373.1%

Capital International Investors

$48.05M+2.8%

NORGES BANK

$42.34M--

FEDERATED HERMES, INC.

$39.62M+198.8%

GOLDMAN SACHS GROUP INC

$32.98M+14.4%

MORGAN STANLEY

$31.80M-25.3%

OBERWEIS ASSET MANAGEMENT INC/

$26.82M+39.8%

BANK OF AMERICA CORP /DE/

$24.94M+18.6%

See all 383 institutional holders →

What's Driving DRS's Business? Latest 10-Q Breakdown

19/19 datapoints verified

AI-extracted from the 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue grew 10.1% YoY to $913M in Q2 FY2026, with operating earnings up 45.7% to $102M as both segments expanded margins.

Biggest Revenue Drivers

Advanced Sensing and Computing (ASC)$587M+8.3% YoY

Increase attributed to advanced sensing and tactical radars used in space-based, force protection and counter drone applications, reflecting backlog execution and elevated threat-driven demand

Integrated Mission Systems (IMS)$333M+14.8% YoY

Attributed to increased revenue generated from naval power and force protection related programs

Biggest Revenue Drivers

Total revenue: $913M+10.1% YoY

Advanced Sensing and Computing (ASC)$587M+8.3% YoY

Increase attributed to advanced sensing and tactical radars used in space-based, force protection and counter drone applications, reflecting backlog execution and elevated threat-driven demand

Integrated Mission Systems (IMS)$333M+14.8% YoY

Attributed to increased revenue generated from naval power and force protection related programs

Corporate & Eliminations-$7M

Intersegment sales eliminated in consolidation

Largest Expense Items

Cost of revenues$676M+7.0% YoY

Increase due to higher revenue contribution, offset in part by improved program performance and favorable program mix across both segments

General and administrative expenses$129M+6.6% YoY

Primarily due to increased IR&D expenditures and costs related to bid and proposal efforts for new contractual pursuits

Amortization of acquired intangible assets$6Mflat YoY

Consistent with the prior-year period

Margins: Gross margin expanded 220 bps to 26.0% on favorable program mix and execution; ASC operating margin rose to 8.3% from 6.8% and IMS to 15.9% from 11.4%, driven by operational leverage and program improvement.

Watch Items from the Filing

U.S. government represented ~82% of six-month revenue, with Navy and Army contracts alone accounting for 37% and 33% of total revenue, concentrating DRS in DoW budget outcomes.
FY2027 defense appropriations are unresolved as of filing, with continuing resolutions likely and 'some risk of a government shutdown' before the October 1, 2026 fiscal year start.
Backlog reached $8,787M (+5.0% YoY) with Q2 bookings of $1,085M (+27.2% YoY), signaling continued demand conversion into the order book.
Subsequent to quarter end, DRS agreed to acquire Raft LLC for $450M, funded by cash on hand and revolver borrowings, expected to close Q4 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/DRS

Earnings Per Share

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Leonardo DRS, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$3.6B	$278.0M	9.5%
FY 2024	10-K	$3.2B	$213.0M	9.1%
FY 2023	10-K	$2.8B	$168.0M	8.2%
FY 2022	10-K	$2.7B	$405.0M	20.8%
FY 2021	10-K	$2.9B	$154.0M	8.2%
FY 2020	10-K	$2.8B	$85.0M	6.5%

About Leonardo DRS, Inc. (DRS): stock profile, AI score and financials

Leonardo DRS, Inc. (DRS) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores DRS at 64.1/100 on a composite quality score built from its SEC filings, placing it at rank #568 of 2,925 stocks — the top 25% of the AI-ranked universe. DRS scores in the top quartile across balance sheet strength (79.7). Areas of concern include institutional flow (38.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Leonardo DRS, Inc. reports quarterly revenue of $913.0M, net income of $86.0M, an operating margin of 11.2%. Top institutional holders of DRS by reported 13-F value include BlackRock, STATE STREET, AQR CAPITAL MANAGEMENT, based on the most recent SEC filings. DRS trades on the Nasdaq exchange and files with the SEC under CIK 1833756. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DRS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Leonardo DRS, Inc. directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1833756 →

Leonardo DRS, Inc. DRS

Top Institutional Holders

What's Driving DRS's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

DRS key financials by period

DRS insiders

Congress trading in DRS

About Leonardo DRS, Inc. (DRS): stock profile, AI score and financials

Leonardo DRS, Inc. DRS

Top Institutional Holders

What's Driving DRS's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

DRS key financials by period

Companies similar to DRS

DRS insiders

Congress trading in DRS

About Leonardo DRS, Inc. (DRS): stock profile, AI score and financials