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DRS

Leonardo DRS, Inc.

Sector: aerospaceAerospace & DefenseNASDAQMarket Cap: $10.63B

Leonardo DRS is a defense contractor specializing in advanced electronics and sensor systems for U.S. military and intelligence applications, with high government revenue dependence and minimal public political engagement.

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Govt Dependence
92/100
Regulatory Density
88/100
Lobbying Intensity
15/100
Political Signal
HIGH

BusinessWhat DRS does

Leonardo DRS designs and manufactures defense electronics, electro-optical systems, and sensor technologies for the U.S. Department of Defense, intelligence agencies, and allied militaries. Primary revenue streams include military avionics, surveillance systems, and tactical communications equipment. The company operates as a subsidiary of Italian defense conglomerate Leonardo S.p.A.

12 months past · 3 months futureDRS activity timeline

$51$41$32 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $49.69 hi $32.55 lo $36.60 CONGRESS 1 INSIDERS 0 13F FUNDS 29 BILLS 12 Julia Letlow (R) · Purchase · 2026-02-02 Renaissance Technologies · - $8637M · 2026-03-31D.E. Shaw & Co. · + $29M · 2025-12-31Renaissance Technologies · + $17M · 2025-09-30Citadel Advisors · + $10M · 2025-09-30Renaissance Technologies · - $9M · 2025-12-31Citadel Advisors · holds $8M · 2025-12-31D.E. Shaw & Co. · - $3M · 2025-09-30Two Sigma Investments · - $1M · 2025-09-30Bridgewater Associates · OPENED · 2025-09-30 MARKUP · House Foreign Affairs Subcommittee on Europe · 2026-09-15MARKUP · House Science, Space, and Technology · 2026-09-15MARKUP · House Foreign Affairs South and Central Asia Subcommittee · 2026-09-15MARKUP · House Foreign Affairs Subcommittee on Western Hemisphere · 2026-09-15MARKUP · Senate Intelligence (Select) · 2026-09-15MARKUP · Senate Foreign Relations · 2026-09-16MARKUP · House Science, Space, and Technology Subcommittee on Investi · 2026-09-16MARKUP · House Subcommittee on the Middle East and North Africa · 2026-09-16MARKUP · House Foreign Affairs East Asia and Pacific Subcommittee · 2026-09-16MARKUP · Senate Intelligence (Select) · 2026-09-16MARKUP · Senate Armed Services · 2026-09-17MARKUP · Senate Foreign Relations · 2026-09-17
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
246 trading days · 1 congressional trades shown · 0 insider buys · 9 13F filings · 0 past bill actions · 12 upcoming markups

Lifetime Government AwardsDRS federal contracts

DRS doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding DRS

$8.67B
Total DRS held by tracked 13F funds
3
Funds with DRS positions
Renaissance Technologies $8.64B -27% 1 overlap 2026-03-31
D.E. Shaw & Co. $29M +1061% 1 overlap 2025-12-31
Citadel Advisors $8M holds 1 overlap 2025-12-31

Politicians Trading DRSMembers of Congress with recent DRS positions

1 politicians traded DRS across 1 disclosed transactions totaling $8K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just DRS). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading DRS

2026-02-02 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000
1+ trades on file · most recent 2026-03-12

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills to WatchLegislation flagged by our analysis

National Defense Authorization Act (NDAA)Defense appropriations billsForeign Military Sales authorization

Political ProfileWhere DRS sits in Washington

As a pure-play defense contractor with 90%+ government revenue, DRS stock is highly sensitive to NDAA funding levels, DoD budget cycles, and geopolitical events affecting military spending. Defense appropriations and strategic weapons system decisions drive material stock movements.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • ITAR export controls tightening
  • supply chain security mandates
  • foreign ownership scrutiny

Regulatory opportunities

  • NDAA budget increases for sensor systems
  • allied military modernization funding
  • domestic manufacturing incentives
Member intelligence layer

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Frequently AskedAbout DRS & political exposure

Does Leonardo DRS, Inc. (DRS) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Leonardo DRS, Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Has Congress traded DRS stock?
1 congressional trades by 1 unique members of Congress, most recently on 2026-02-02. See the Congressional Trading panel for politician-by-politician breakdown.
What is DRS political risk profile?
Government dependence: 92/100. Lobbying intensity: 15/100. Political signal: high.
How does GovGreed track DRS political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. DRS data is updated daily from these official federal sources.