Leonardo DRS, Inc.(DRS)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
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 67.0/100 on a 32-signal composite quality model, placing it at rank #385 of 2,960 stocks — the top 25% of the AI-ranked universe. DRS scores in the top quartile across balance sheet strength (80.0), revenue growth (75.1). Areas of concern include institutional flow (38.7), 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.
AI Quality Score
67.0/100
AI Rank
#385
Revenue
$913.0M
Net Income
$86.0M
Free Cash Flow
$6.0M
Operating Margin
11.2%
DRS key financials by period
Leonardo DRS, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating 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%
Institutions holding DRS
Institutional investors reporting a position in Leonardo DRS, Inc. on SEC Form 13F.
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.
