Leonardo DRS, Inc. · Brief

Next report

113 days

Feb 23 · before openest.Q4 FY26

Expected move

No implied move.

2 reportsHistory

—≥ implied

Q2 FY26—▼−1.98%—

Q3 FY26±8.6%▲+11.66%×1.36

quarterimplied−15%0+15%realized×

Q3 FY26±8.6%▲+11.66%×1.36

Q2 FY26—▼−1.98%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Feb 23 report · est.

Bull2

377managers reporting a position in the latest quarterly filings13F · Jun 30 '26

11disclosed supplier and customer ties in SEC filingsSEC filings

Bear2

80.00%revenue from the largest disclosed customer, U.S. governmentSEC filings

10 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Nov 2 '26once per report · top 2 per case

DRS report session

No linked exposure.

Oct 28impliedImplied move: ±8.5% into Oct 29 earnings (Oct 28 close).Source

Oct 28impliedImplied move: ±8.6% into Nov 2 earnings (Oct 28 close).Source

Oct 14impliedImplied move: ±9.4% into Oct 28 earnings (Oct 14 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.