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Leonardo DRS, Inc.

DRS

Industrials · 38.18 -2.3% today

Partial group confirmationMarket checked 25 Aug, 15:55 GMT-4

Jodie situation report

Leonardo DRS, Inc.'s move is being confirmed by its market group.

DRS accounts for 15.0% of the group's measured movement across 5.5 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 13%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#2 of 12 by movement share
Group movement share15.0%Absolute path energy—not portfolio weight
Relative path-2.04%aligned
Effective breadth5.5 / 12balanced
Relative alignment7/12downside path · 3 counter-moving
Capital-flow agreement13%not yet clean
SEQUENCE READ

KRMN moved materially before DRS. DRS crossed its material path threshold at 10:30 ET. AVAV, KTOS, LUNR followed.

What changed
  • Revenue increased 5.9% versus the comparable filing period.
  • Operating cash flow covered only -1.06x net income.
EVIDENCE COVERAGE

11 of 14 members in Aerospace & Defense are active. 0 of 6 disclosed connections are confirming.

What would change this read
  • At least 10 of 14 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ESE begins moving with the group.

Invalidation: The live read weakens if participation falls to 4 of 14 members or fewer.

Watch this read

Who this business touches

The relationships behind DRS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

HNSDFFiling-linked namepartnerFeb 27, 2026 ▾

“Organized into five business Sectors, Leonardo S.p.A.”

Depended on by

MRCYMercury Systems, Inc.customerAug 11, 2025 ▾

“Our top customers include Airbus, BAE Systems, Boeing, General Atomics, General Dynamics, L3Harris Technologies, Leonardo, Lockheed Martin Corporation, Northrop Grumman Corporation, RTX Corporation and the U.S.”

Filing peers

HIIKTOSLMT

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

DRS is currently a Early Follower in the organic co-movement group Aerospace & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.