What is the 13F Pro Quality Score for DRS?

13F Pro ranks Leonardo DRS, Inc. (DRS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View DRS's current score at https://13fpro.ai/company/DRS (free sign-up required for the full ranking).

Which hedge funds own the most DRS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of DRS include BlackRock,, STATE STREET, AQR CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/DRS as soon as new 13F filings post.

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.

What sector is DRS in?

Leonardo DRS, Inc. (DRS) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives DRS's revenue?

Per Leonardo DRS, Inc.'s latest 10-Q filed with the SEC on 2026-07-30, the biggest revenue drivers are: Advanced Sensing and Computing (ASC) ($587M, +8.3% YoY); Integrated Mission Systems (IMS) ($333M, +14.8% YoY); Corporate & Eliminations (-$7M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/DRS.

What are DRS's largest expenses?

Leonardo DRS, Inc.'s latest 10-Q reports these as the largest expense items: Cost of revenues ($676M, +7.0% YoY); General and administrative expenses ($129M, +6.6% YoY); Amortization of acquired intangible assets ($6M, flat YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is DRS research updated on 13F Pro?

DRS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Leonardo DRS, Inc.(DRS)Stock Analysis

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13F Pro Quality Score

67.0/100

Rank #385 of 2,960 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

75.1/100

Profitability

62.7/100

Balance Sheet

80.0/100

Earnings Quality

59.5/100

Free Cash Flow

54.8/100

Institutional Flow

38.7/100

Revenue Scale

73.7/100

Dilution Risk

60.9/100

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Why DRS Scores 67/100

exact factor attribution · 2026-09-12

DRS's composite is driven by revenue growth and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+5.0 pts

75th pct

Scale

+3.6 pts

74th pct

Capital efficiency

+3.0 pts

80th pct

Profitability

+1.9 pts

63th pct

Earnings growth

+1.8 pts

87th pct

Earnings quality

+0.9 pts

60th pct

Free cash flow

+0.7 pts

55th pct

Shareholder dilution

+0.5 pts

61th pct

Institutional flow

-0.6 pts

39th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

DRS Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for Leonardo DRS, Inc. (DRS), 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. Leonardo DRS, Inc.'s 13F Pro composite quality score has ranged between 37 and 67 since 2023, currently 67.0 — an improving long-term trajectory across 60 quarterly and live scoring snapshots.

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

✓ 19/19 datapoints verified

AI-extracted from Leonardo DRS, Inc.'s 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 →Share on X

Revenue

Q2 2026

$913.0M

Net Income

Q2 2026

$86.0M

Free Cash Flow

Q2 2026

$6.0M

Operating Margin

Q2 2026

11.2%

ROIC

Q2 2026

13.8%

D/E Ratio

Q2 2026

0.05

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+12.8% YoY

$3.65BFY 2025

FY22 $2.69BFY23 $2.83BFY24 $3.23BFY25 $3.65B

Net Income

+30.5% YoY

$278.0MFY 2025

FY22 $405.0MFY23 $168.0MFY24 $213.0MFY25 $278.0M

Operating Income

+18.8% YoY

$348.0MFY 2025

FY22 $561.0MFY23 $231.0MFY24 $293.0MFY25 $348.0M

EPS (Diluted)

+28.7% YoY

$1.03FY 2025

FY22 $1.88FY23 $0.64FY24 $0.80FY25 $1.03

Total Assets

+7.2% YoY

$4.49BFY 2025

FY22 $3.68BFY23 $3.92BFY24 $4.18BFY25 $4.49B

Total Debt

-4.1% YoY

$379.0MFY 2025

FY22 $435.0MFY23 $499.0MFY24 $395.0MFY25 $379.0M

Op. Cash Flow

+35.1% YoY

$366.0MFY 2025

FY22 $33.0MFY23 $205.0MFY24 $271.0MFY25 $366.0M

Free Cash Flow

+22.0% YoY

$227.0MFY 2025

FY22 $-32.0MFY23 $145.0MFY24 $186.0MFY25 $227.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.65B +12.8%	$3.23B +14.4%	$2.83B +4.9%	$2.69B -6.5%	$2.88B +3.6%	$2.78B
Net Income	$278.0M +30.5%	$213.0M +26.8%	$168.0M -58.5%	$405.0M +163.0%	$154.0M +81.2%	$85.0M
Operating Income	$348.0M +18.8%	$293.0M +26.8%	$231.0M -58.8%	$561.0M +137.7%	$236.0M +30.4%	$181.0M
EPS (Diluted)	$1.03 +28.7%	$0.80 +25.0%	$0.64 -66.0%	$1.88 +273.8%	$0.50 +164.9%	$0.19
Total Assets	$4.49B +7.2%	$4.18B +6.7%	$3.92B +6.6%	$3.68B +19.8%	$3.07B +3.8%	$2.96B
Total Debt	$379.0M -4.1%	$395.0M -20.8%	$499.0M +14.7%	$435.0M -3.1%	$449.0M -1.1%	$454.0M
Operating Cash Flow	$366.0M +35.1%	$271.0M +32.2%	$205.0M +521.2%	$33.0M -81.5%	$178.0M +42.4%	$125.0M
Free Cash Flow	$227.0M +22.0%	$186.0M +28.3%	$145.0M +553.1%	$-32.0M -127.1%	$118.0M +71.0%	$69.0M

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Available Research

13F Pro tracks comprehensive data for Leonardo DRS, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of DRS

BlackRock, Inc.
$212.9M4,989,059 sh
STATE STREET CORP
$192.6M4,514,068 sh
AQR CAPITAL MANAGEMENT LLC
$187.9M4,430,913 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$153.8M3,605,042 sh
VANGUARD CAPITAL MANAGEMENT LLC
$152.3M3,569,634 sh
FMR LLC
$148.1M3,470,073 sh
FIRST TRUST ADVISORS LP
$114.4M2,681,836 sh
PRICE T ROWE ASSOCIATES INC /MD/
$108.5M2,542,316 sh
VOYA INVESTMENT MANAGEMENT LLC
$107.5M2,519,252 sh
Stephens Investment Management Group LLC
$102.5M2,401,901 sh

Fund	Value	Shares
BlackRock, Inc.	$212.9M	4,989,059
STATE STREET CORP	$192.6M	4,514,068
AQR CAPITAL MANAGEMENT LLC	$187.9M	4,430,913
VANGUARD PORTFOLIO MANAGEMENT LLC	$153.8M	3,605,042
VANGUARD CAPITAL MANAGEMENT LLC	$152.3M	3,569,634
FMR LLC	$148.1M	3,470,073
FIRST TRUST ADVISORS LP	$114.4M	2,681,836
PRICE T ROWE ASSOCIATES INC /MD/	$108.5M	2,542,316
VOYA INVESTMENT MANAGEMENT LLC	$107.5M	2,519,252
Stephens Investment Management Group LLC	$102.5M	2,401,901

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Is DRS a good stock to buy?

13F Pro's AI-powered analysis of Leonardo DRS, Inc. (DRS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DRS are available on the DRS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DRS is classified as a mid company.

Which hedge funds own DRS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DRS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Leonardo DRS, Inc.'s investment landscape.