Subscribe

Leonardo DRS, Inc. (DRS)

USD43.81 -0.56 (-1.26%)
US NASDAQ Industrials Aerospace & Defense
Address 2345 Crystal Drive 22202
Arlington, VA, US
CEO John A. Baylouny
IPO 1985-06-24
CIK 1833756 ISIN US52661A1088

Explore sections of this company profile

Also trades on NASDAQ Global Select · DRS (USD) Tel Aviv Stock Exchange · DRS.TA (ILA)
Description

Established in Arlington, Virginia, in 1969, Leonardo DRS, Inc. is a leading supplier of advanced defense products and technologies. The company's diverse portfolio addresses military requirements across various environments, including land, air, sea, space, and cybersecurity, with additional applications in the commercial sector. Its operations are organized into two primary divisions: Advanced Sensing and Computing, and Integrated Mission Systems. DRS provides sophisticated sensing solutions, such as infrared systems for threat identification and improving situational awareness, alongside uncooled infrared technologies and systems designed to mitigate brownout conditions. Their electronic warfare (EW) capabilities encompass airborne, vehicle-mounted, and soldier-borne systems, supported by specialized EW software, training tools, and intelligence services. Furthermore, Leonardo DRS develops essential computing systems for military platforms like ground vehicles, ships, and submarines. These offerings include robust network and data distribution applications, integrated sensor systems, and resilient networked computing infrastructure. The company also specializes in force protection, delivering solutions for counter-unmanned aerial systems (C-UAS), short-range air defense, and active protection systems. Additionally, DRS is a key provider of power management and propulsion technologies, offering systems for power control, distribution, conversion, and propulsion—including hybrid electric drive systems, energy storage solutions, gas turbine packages, nuclear instrumentation and controls, and thermal management and refrigeration equipment. Leonardo DRS serves a broad client base, which includes the U.S. military, major aerospace and defense contractors, government intelligence agencies, and international armed forces.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD43.81 -0.56 (-1.26%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
997.7K
Beta
0.12
Float Shares
75.26M
Free Float %
28.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.33% +2.78% -9.61% +12.43% +24.15% +25.76% +5.49% +179.83% +283.11% +5,258.75% +63.31%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Buy
Price Targets & DCF
Current price
43.81
Low 47.00 +7.3%
Consensus 53.33 +21.7%
Median 54.00 +23.3%
High 59.00 +34.7%
DCF (Unlevered) 41.38 -5.6%
DCF (Levered) 23.67 -46.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 80% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 7 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
54.00
+23.3%
Last Quarter 3
53.33
+21.7%
Last Year 5
50.80
+16.0%
All Time 14
38.43
-12.3%
Quality scores
Altman Z-Score
5.33
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Aerospace & Defense: +15.4%
    +12.8% Q1'26: +5.9% (vs Q1'25)
  • EPS growth Aerospace & Defense: +32.2%
    +28.8% Q1'26: +21.1% (vs Q1'25)
  • FCF margin FCF growth · Aerospace & Defense: +45.0%
    +6.0% Q1'26: -11.3% (vs Q1'25)
  • EBIT margin Aerospace & Defense: +9.2%
    +9.5% Q1'26: +9.1% (vs Q1'25)
  • ROIC Aerospace & Defense: +6.2%
    +11.3% Q1'26: +9.1% (vs Q1'25)
  • Share dilution Aerospace & Defense: +0.0%
    +0.4% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Aerospace & Defense: 0.16×
    1.07× Q1'26: 0.67× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.03) × ERP
WACC = 96% × Ke + 4% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 40.69 Current price: 43.81
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
7 EPS Ana.
Dec 2027
7 Rev. Ana.
6 EPS Ana.
Dec 2028
5 Rev. Ana.
2 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
2.33B
est: 30.31M (+7,597.1%)
2.71B
est: 43.40M (+6,153.5%)
2.78B
est: 75.77M (+3,566.4%)
2.88B
est: 117.09M (+2,358.8%)
2.69B
est: 2.72B (-0.8%)
2.83B
est: 2.95B (-4.0%)
3.23B
est: 3.19B (+1.3%)
3.65B
est: 3.58B (+1.8%)
3.93B
3.91B – 3.94B
+9.8% YoY
4.20B
4.17B – 4.23B
+6.7% YoY
4.45B
4.43B – 4.46B
+5.9% YoY
4.81B
4.78B – 4.85B
+8.2% YoY
5.11B
5.08B – 5.15B
+6.2% YoY
EBITDA
169.00M
est: 3.90M (+4,236.1%)
211.00M
est: 5.58M (+3,680.9%)
229.00M
est: 9.74M (+2,250.4%)
293.00M
est: 15.06M (+1,846.0%)
624.00M
est: 349.23M (+78.7%)
313.00M
est: 401.34M (-22.0%)
376.00M
est: 435.19M (-13.6%)
441.00M
est: 488.21M (-9.7%)
536.15M
532.95M – 537.52M
+9.8% YoY
572.05M
568.63M – 576.12M
+6.7% YoY
605.94M
603.43M – 608.45M
+5.9% YoY
655.77M
651.85M – 660.45M
+8.2% YoY
696.38M
692.22M – 701.35M
+6.2% YoY
EBIT
41.00M
est: 3.16M (+1,197.3%)
160.00M
est: 4.53M (+3,435.6%)
176.00M
est: 7.90M (+2,127.7%)
235.00M
est: 12.21M (+1,824.8%)
559.00M
est: 283.19M (+97.4%)
228.00M
est: 325.95M (-30.1%)
285.00M
est: 353.45M (-19.4%)
348.00M
est: 396.51M (-12.2%)
435.44M
432.84M – 436.55M
+9.8% YoY
464.59M
461.82M – 467.90M
+6.7% YoY
492.12M
490.08M – 494.16M
+5.9% YoY
532.59M
529.41M – 536.39M
+8.2% YoY
565.58M
562.20M – 569.61M
+6.2% YoY
Net Income
-10.00M
est: 5.35M (-286.8%)
75.00M
est: -14.72M (+609.4%)
85.00M
est: 36.32M (+134.0%)
154.00M
est: 141.88M (+8.5%)
405.00M
est: 239.22M (+69.3%)
168.00M
est: 189.64M (-11.4%)
213.00M
est: 242.80M (-12.3%)
278.00M
est: 293.76M (-5.4%)
341.69M
332.23M – 351.14M
+16.3% YoY
371.01M
368.43M – 409.07M
+8.6% YoY
425.00M
424.53M – 434.92M
+14.6% YoY
470.40M
466.74M – 474.76M
+10.7% YoY
497.28M
493.42M – 501.88M
+5.7% YoY
SGA
268.00M
est: 3.64M (+7,267.0%)
277.00M
est: 5.21M (+5,217.8%)
283.00M
est: 9.09M (+3,012.0%)
293.00M
est: 14.05M (+1,984.9%)
357.00M
est: 325.96M (+9.5%)
384.00M
est: 373.70M (+2.8%)
414.00M
est: 405.23M (+2.2%)
497.00M
est: 454.60M (+9.3%)
499.23M
496.25M – 500.51M
+9.8% YoY
532.65M
529.47M – 536.45M
+6.7% YoY
564.21M
561.88M – 566.55M
+5.9% YoY
610.62M
606.97M – 614.97M
+8.2% YoY
648.43M
644.56M – 653.05M
+6.2% YoY
EPS
-0.07
est: 0.02 (-445.0%)
0.52
est: -0.06 (+1,045.5%)
0.57
est: 0.14 (+320.1%)
1.06
est: 0.53 (+100.0%)
1.88
est: 0.89 (+110.4%)
0.64
est: 0.71 (-9.3%)
0.81
est: 0.91 (-10.9%)
1.05
est: 1.09 (-3.9%)
1.29
1.24 – 1.31
+17.7% YoY
1.43
1.37 – 1.52
+11.3% YoY
1.60
1.58 – 1.62
+11.7% YoY
1.75
1.74 – 1.77
+9.5% YoY
1.85
1.84 – 1.87
+5.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 Canaccord Genuity Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-08 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-07 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-06 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-05 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-05-04 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-01 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-30 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-29 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-28 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-27 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-24 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-23 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-22 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-21 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-20 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-17 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-16 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5
2026-04-15 B 3/5 3/5 3/5 5/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
283.54M
OE per share TTM
1.06
Owner's Yield
2.49%
Maintenance CapEx ratio
37.46%
Maint CapEx / Avg PPE
13.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
90
Total invested
182.36M
Insider transactions (90d)
0
Beneficial owners (>5%)
2
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Leonardo S.p.a. 210.45M 80.90% 210.45M HC, OO Italy 2023-02-01
2 Leonardo US Holding, LLC 210.45M 80.90% 210.45M HC, OO Delaware 2023-02-01

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
90
-237 vs prev Q
New positions
27
Closed positions
255
Increased
56
Reduced
19
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 1.32M +1.3M (+100.0%) 44.84B +44.8B (+100.0%) 0.50% +0.496 pp 0.07% +0.068 pp USD34.09 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 7.72M +34.9K (+0.5%) 263.09M -85.7M (-24.6%) 2.91% +0.013 pp 0.00% -0.001 pp USD16.92 +101.5% 13 qtrs
3 BLACKROCK, INC. 5.02M +292.4K (+6.2%) 170.97M -43.4M (-20.3%) 1.89% +0.110 pp 0.00% -0.001 pp USD29.56 +15.3% 6 qtrs
4 STATE STREET CORP 3.99M +153.7K (+4.0%) 135.96M -38.1M (-21.9%) 1.50% +0.058 pp 0.00% -0.002 pp USD24.78 +37.6% 13 qtrs
5 FMR LLC 3.04M -1.2M (-28.3%) 103.50M -88.8M (-46.2%) 1.14% -0.452 pp 0.01% -0.005 pp USD30.16 +13.0% 13 qtrs
6 FIRST TRUST ADVISORS LP 2.41M -1.3M (-34.1%) 82.20M -84.0M (-50.5%) 0.91% -0.471 pp 0.06% -0.064 pp USD36.88 -7.6% 13 qtrs
7 AQR CAPITAL MANAGEMENT LLC 2.26M +982.0K (+77.1%) 76.89M +20.9M (+37.3%) 0.85% +0.370 pp 0.04% +0.004 pp USD38.96 -12.5% 8 qtrs
8 PRICE T ROWE ASSOCIATES INC /MD/ 2.10M -470.8K (-18.3%) 71.62M -45.1M (-38.7%) 0.79% -0.178 pp 0.01% -0.005 pp USD40.75 -16.3% 11 qtrs
9 DIMENSIONAL FUND ADVISORS LP 2.00M +267.8K (+15.5%) 68.04M -10.4M (-13.2%) 0.75% +0.101 pp 0.01% -0.003 pp USD30.02 +13.6% 7 qtrs
10 MILLENNIUM MANAGEMENT LLC 1.89M +111.6K (+6.3%) 64.36M -16.3M (-20.2%) 0.71% +0.042 pp 0.03% -0.007 pp USD41.46 -17.8% 13 qtrs
11 VAN ECK ASSOCIATES CORP 1.72M -97.0K (-5.3%) 58.74M -23.9M (-28.9%) 0.65% -0.037 pp 0.05% -0.028 pp USD32.65 +4.4% 7 qtrs
12 INVESCO LTD. 1.72M -530.1K (-23.6%) 58.64M -43.5M (-42.6%) 0.65% -0.200 pp 0.01% -0.007 pp USD24.22 +40.8% 13 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 1.61M +17.8K (+1.1%) 54.92M -17.4M (-24.1%) 0.61% +0.007 pp 0.00% -0.001 pp USD20.51 +66.2% 13 qtrs
14 VOYA INVESTMENT MANAGEMENT LLC 1.60M -202.6K (-11.2%) 54.70M -27.3M (-33.3%) 0.60% -0.076 pp 0.05% -0.028 pp USD35.52 -4.0% 11 qtrs
15 QUBE RESEARCH & TECHNOLOGIES LTD 1.34M +419.5K (+45.8%) 45.52M +3.9M (+9.5%) 0.50% +0.158 pp 0.05% +0.003 pp USD33.91 +0.5% 9 qtrs
16 MORGAN STANLEY 1.20M +640.4K (+115.0%) 40.82M +15.5M (+61.4%) 0.45% +0.241 pp 0.00% +0.001 pp USD32.05 +6.4% 13 qtrs
17 NUVEEN, LLC 1.19M +308.2K (+34.9%) 40.58M +530.1K (+1.3%) 0.45% +0.116 pp 0.01% +0.000 pp USD33.30 +2.4% 4 qtrs
18 NORGES BANK 1.10M +1.1M (+100.0%) 37.48M +37.5M (+100.0%) 0.41% +0.414 pp 0.00% +0.004 pp USD34.09 +0.0% 1 qtrs NEW
19 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 1.08M -603.7K (-35.8%) 36.92M -39.7M (-51.8%) 0.41% -0.228 pp 0.02% -0.024 pp USD22.64 +50.6% 9 qtrs
20 D. E. SHAW & CO., INC. 1.04M +920.2K (+748.5%) 35.56M +30.0M (+537.1%) 0.39% +0.347 pp 0.02% +0.016 pp USD35.37 -3.6% 5 qtrs
21 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 1.02M +202.8K (+24.8%) 34.78M -2.3M (-6.3%) 0.38% +0.076 pp 0.45% -0.028 pp USD21.51 +58.5% 13 qtrs
22 JPMORGAN CHASE & CO 951.4K +153.9K (+19.3%) 32.43M -3.8M (-10.4%) 0.36% +0.058 pp 0.00% 0.000 pp USD31.40 +8.6% 13 qtrs
23 UBS GROUP AG 870.5K +159.0K (+22.3%) 29.68M -2.6M (-8.1%) 0.33% +0.060 pp 0.00% 0.000 pp USD41.60 -18.1% 12 qtrs
24 POINT72 ASSET MANAGEMENT, L.P. 869.4K +835.5K (+2,469.3%) 29.64M +28.1M (+1,829.2%) 0.33% +0.315 pp 0.03% +0.031 pp USD34.57 -1.4% 6 qtrs
25 WELLINGTON MANAGEMENT GROUP LLP 773.8K -3.1K (-0.4%) 26.38M -8.9M (-25.2%) 0.29% -0.001 pp 0.00% -0.002 pp USD16.44 +107.4% 13 qtrs
26 LOS ANGELES CAPITAL MANAGEMENT LLC 601.2K +260.7K (+76.6%) 21.67M +6.2M (+40.2%) 0.23% +0.098 pp 0.07% +0.021 pp USD41.11 -17.1% 3 qtrs
27 VOLORIDGE INVESTMENT MANAGEMENT, LLC 607.0K +318.0K (+110.0%) 20.69M +7.6M (+57.7%) 0.23% +0.120 pp 0.07% +0.029 pp USD39.48 -13.7% 2 qtrs
28 BANK OF AMERICA CORP /DE/ 591.1K -862.6K (-59.3%) 20.15M -45.8M (-69.5%) 0.22% -0.325 pp 0.00% -0.003 pp USD37.85 -9.9% 13 qtrs
29 DEUTSCHE BANK AG\ 530.9K +356.1K (+203.7%) 18.10M +10.2M (+128.0%) 0.20% +0.134 pp 0.01% +0.003 pp USD37.66 -9.5% 11 qtrs
30 GOLDMAN SACHS GROUP INC 526.1K +282.4K (+115.9%) 17.93M +6.9M (+62.1%) 0.20% +0.107 pp 0.00% +0.001 pp USD32.27 +5.6% 13 qtrs
31 BANK OF NEW YORK MELLON CORP 501.8K +283.4K (+129.8%) 17.11M +7.2M (+72.5%) 0.19% +0.107 pp 0.00% +0.001 pp USD27.88 +22.3% 11 qtrs
32 PHILADELPHIA TRUST CO 499.1K -10.1K (-2.0%) 17.02M -6.1M (-26.4%) 0.19% -0.004 pp 1.17% -0.454 pp USD14.06 +142.5% 12 qtrs
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 496.4K -47.5K (-8.7%) 16.92M -7.8M (-31.5%) 0.19% -0.018 pp 0.00% -0.001 pp USD20.72 +64.5% 11 qtrs
34 SQUAREPOINT OPS LLC 451.2K +337.5K (+296.6%) 15.38M +10.2M (+197.8%) 0.17% +0.127 pp 0.02% +0.011 pp USD34.81 -2.1% 12 qtrs
35 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 451.0K +169.4K (+60.2%) 15.37M +2.6M (+20.3%) 0.17% +0.064 pp 0.04% +0.000 pp USD40.12 -15.0% 6 qtrs
36 LOOMIS SAYLES & CO L P 441.9K -11.0K (-2.4%) 15.06M -5.5M (-26.7%) 0.17% -0.004 pp 0.02% -0.006 pp USD46.12 -26.1% 12 qtrs
37 TUDOR INVESTMENT CORP ET AL 411.3K +191.2K (+86.9%) 14.02M +4.0M (+40.3%) 0.16% +0.072 pp 0.03% +0.009 pp USD40.14 -15.1% 2 qtrs
38 TREXQUANT INVESTMENT LP 394.8K +119.9K (+43.6%) 13.46M +978.1K (+7.8%) 0.15% +0.045 pp 0.12% -0.009 pp USD41.97 -18.8% 10 qtrs
39 EDGESTREAM PARTNERS, L.P. 364.9K +205.4K (+128.8%) 12.44M +5.2M (+71.8%) 0.14% +0.077 pp 0.35% +0.138 pp USD39.03 -12.7% 2 qtrs
40 JANE STREET GROUP, LLC 359.6K +305.7K (+568.0%) 12.26M +9.8M (+401.6%) 0.14% +0.115 pp 0.00% +0.002 pp USD35.83 -4.9% 13 qtrs
41 NORTHERN TRUST CORP 345.1K -10.8K (-3.0%) 11.76M -4.4M (-27.2%) 0.13% -0.004 pp 0.00% -0.001 pp USD20.56 +65.8% 13 qtrs
42 MUNRO PARTNERS 328.1K +157.8K (+92.6%) 11.18M +3.5M (+44.6%) 0.12% +0.060 pp 0.29% +0.081 pp USD37.72 -9.6% 4 qtrs
43 Y.D. MORE INVESTMENTS LTD 298.0K +— (+0.0%) 10.16M -3.4M (-24.9%) 0.11% +0.000 pp 0.49% -0.277 pp USD21.52 +58.4% 8 qtrs
44 ROYCE & ASSOCIATES LP 296.8K -7.7K (-2.5%) 10.12M -3.7M (-26.8%) 0.11% -0.003 pp 0.10% -0.035 pp USD13.50 +152.5% 13 qtrs
45 FEDERATED HERMES, INC. 295.9K +62.9K (+27.0%) 10.09M -490.7K (-4.6%) 0.11% +0.024 pp 0.02% -0.002 pp USD43.83 -22.2% 3 qtrs
46 ALGERT GLOBAL LLC 292.2K -167.7K (-36.5%) 9.96M -10.9M (-52.3%) 0.11% -0.063 pp 0.16% -0.194 pp USD34.40 -0.9% 7 qtrs
47 RUSSELL INVESTMENTS GROUP, LTD. 287.8K -15.7K (-5.2%) 9.81M -4.0M (-28.8%) 0.11% -0.006 pp 0.01% -0.005 pp USD24.58 +38.7% 13 qtrs
48 HERALD INVESTMENT MANAGEMENT LTD 285.0K +— (+0.0%) 9.71M -3.2M (-24.9%) 0.11% +0.000 pp 1.27% -0.455 pp USD45.40 -24.9% 2 qtrs
49 CITADEL ADVISORS LLC 273.9K -37.0K (-11.9%) 9.34M -4.8M (-33.8%) 0.10% -0.014 pp 0.00% -0.001 pp USD42.23 -19.3% 12 qtrs
50 RENAISSANCE TECHNOLOGIES LLC 265.4K -116.6K (-30.5%) 9.05M -8.3M (-47.8%) 0.10% -0.044 pp 0.01% -0.009 pp USD40.25 -15.3% 9 qtrs
51 ALLIANCEBERNSTEIN L.P. 262.6K -1.6M (-86.0%) 8.95M -76.5M (-89.5%) 0.10% -0.610 pp 0.00% -0.024 pp USD20.16 +69.1% 11 qtrs
52 ESSEX INVESTMENT MANAGEMENT CO LLC 256.9K -5.7K (-2.2%) 8.76M -3.2M (-26.5%) 0.10% -0.002 pp 1.33% -0.489 pp USD15.86 +114.9% 13 qtrs
53 STIFEL FINANCIAL CORP 242.9K -3.1K (-1.2%) 8.28M -2.9M (-25.8%) 0.09% -0.001 pp 0.01% -0.003 pp USD15.77 +116.2% 13 qtrs
54 MAN GROUP PLC 202.7K +1.5K (+0.8%) 6.91M -2.2M (-24.3%) 0.08% +0.001 pp 0.01% -0.004 pp USD45.76 -25.5% 3 qtrs
55 SG AMERICAS SECURITIES, LLC 189.4K +171.9K (+982.5%) 6.46M +5.7M (+713.2%) 0.07% +0.065 pp 0.01% +0.006 pp USD34.12 -0.1% 6 qtrs
56 JACOBS LEVY EQUITY MANAGEMENT, INC 167.4K +28.0K (+20.1%) 5.71M -623.2K (-9.8%) 0.06% +0.011 pp 0.02% -0.003 pp USD27.66 +23.2% 8 qtrs
57 SWISS NATIONAL BANK 157.5K +2.8K (+1.8%) 5.37M -1.7M (-23.6%) 0.06% +0.001 pp 0.00% -0.001 pp USD16.67 +104.5% 13 qtrs
58 BANK OF NOVA SCOTIA 153.3K +153.3K (+100.0%) 5.23M +5.2M (+100.0%) 0.06% +0.058 pp 0.01% +0.008 pp USD34.09 +0.0% 1 qtrs NEW
59 MARSHALL WACE, LLP 152.9K +47.7K (+45.4%) 5.21M +436.8K (+9.1%) 0.06% +0.018 pp 0.00% 0.000 pp USD33.13 +2.9% 8 qtrs
60 VIDENT ADVISORY, LLC 149.7K +28.2K (+23.2%) 5.10M -411.6K (-7.5%) 0.06% +0.011 pp 0.05% -0.006 pp USD34.09 +0.0% 8 qtrs
61 FRANKLIN RESOURCES INC 147.8K -842.2K (-85.1%) 5.04M -39.9M (-88.8%) 0.06% -0.318 pp 0.00% -0.010 pp USD20.14 +69.3% 13 qtrs
62 ENGINEERS GATE MANAGER LP 147.0K +25.6K (+21.1%) 5.01M -498.7K (-9.1%) 0.06% +0.010 pp 0.06% -0.004 pp USD39.32 -13.3% 9 qtrs
63 Y-INTERCEPT (HONG KONG) LTD 144.2K +101.2K (+235.4%) 4.91M +3.0M (+151.8%) 0.05% +0.038 pp 0.11% +0.063 pp USD37.62 -9.4% 3 qtrs
64 ERSTE ASSET MANAGEMENT GMBH 142.8K +119.1K (+503.6%) 4.87M +3.8M (+370.8%) 0.05% +0.045 pp 0.04% +0.031 pp USD35.96 -5.2% 2 qtrs
65 CITIGROUP INC 139.8K +21.8K (+18.5%) 4.77M -591.2K (-11.0%) 0.05% +0.008 pp 0.00% 0.000 pp USD22.55 +51.2% 13 qtrs
66 SCHONFELD STRATEGIC ADVISORS LLC 139.3K +50.0K (+56.1%) 4.75M +696.6K (+17.2%) 0.05% +0.019 pp 0.02% -0.002 pp USD40.48 -15.8% 5 qtrs
67 UBS ASSET MANAGEMENT AMERICAS INC 130.0K +2.4K (+1.8%) 4.43M -1.4M (-23.5%) 0.05% +0.001 pp 0.00% 0.000 pp USD32.96 +3.4% 12 qtrs
68 TWINBEECH CAPITAL LP 129.6K +129.6K (+100.0%) 4.42M +4.4M (+100.0%) 0.05% +0.049 pp 0.31% +0.314 pp USD34.09 +0.0% 3 qtrs
69 LPL FINANCIAL LLC 129.5K -13.7K (-9.6%) 4.42M -2.1M (-32.1%) 0.05% -0.005 pp 0.00% -0.001 pp USD32.50 +4.9% 6 qtrs
70 CAPITAL FUND MANAGEMENT S.A. 126.3K +49.9K (+65.2%) 4.31M +834.6K (+24.0%) 0.05% +0.019 pp 0.01% +0.003 pp USD37.63 -9.4% 4 qtrs
71 BARCLAYS PLC 117.3K -61.0K (-34.2%) 4.00M -1.0M (-20.5%) 0.04% -0.023 pp 0.00% 0.000 pp USD38.21 -10.8% 12 qtrs
72 IEQ CAPITAL, LLC 116.1K +88.2K (+315.5%) 3.96M +2.7M (+212.0%) 0.04% +0.033 pp 0.01% +0.008 pp USD35.90 -5.0% 4 qtrs
73 STATE OF WISCONSIN INVESTMENT BOARD 112.3K +110.0 (+0.1%) 3.83M -1.3M (-24.8%) 0.04% +0.000 pp 0.01% -0.003 pp USD23.87 +42.8% 11 qtrs
74 CAMPBELL & CO INVESTMENT ADVISER LLC 111.0K +111.0K (+100.0%) 3.79M +3.8M (+100.0%) 0.04% +0.042 pp 0.18% +0.182 pp USD34.09 +0.0% 3 qtrs
75 OCCUDO QUANTITATIVE STRATEGIES LP 110.5K +50.5K (+84.2%) 3.77M +1.0M (+38.3%) 0.04% +0.019 pp 0.25% -0.079 pp USD40.39 -15.6% 3 qtrs
76 MADISON ASSET MANAGEMENT, LLC 105.5K +677.0 (+0.6%) 3.60M -1.2M (-24.4%) 0.04% +0.000 pp 0.04% -0.011 pp USD17.13 +99.0% 11 qtrs
77 HRT FINANCIAL LP 104.3K +35.9K (+52.5%) 3.55M +450.0K (+14.5%) 0.04% +0.014 pp 0.01% 0.000 pp USD42.22 -19.3% 5 qtrs
78 KENNEDY CAPITAL MANAGEMENT LLC 100.4K +431.0 (+0.4%) 3.42M -1.1M (-24.6%) 0.04% +0.000 pp 0.07% -0.028 pp USD14.21 +139.9% 13 qtrs
79 SUSQUEHANNA INTERNATIONAL GROUP, LLP 98.9K -82.1K (-45.4%) 3.37M -4.8M (-59.0%) 0.04% -0.031 pp 0.00% -0.001 pp USD39.80 -14.3% 13 qtrs
80 EAGLE GLOBAL ADVISORS LLC 97.0K +— (+0.0%) 3.31M -1.1M (-24.9%) 0.04% +0.000 pp 0.12% -0.047 pp USD13.82 +146.7% 13 qtrs
81 SWEDBANK AB 96.2K +87.7K (+1,026.0%) 3.28M +2.9M (+745.5%) 0.04% +0.033 pp 0.00% +0.003 pp USD35.09 -2.8% 2 qtrs
82 SEI INVESTMENTS CO 96.2K -25.0K (-20.6%) 3.28M -2.2M (-40.4%) 0.04% -0.009 pp 0.00% -0.003 pp USD30.07 +13.4% 13 qtrs
83 TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC 95.5K +1.2K (+1.2%) 3.25M -1.0M (-24.0%) 0.04% +0.000 pp 1.61% -0.606 pp USD13.68 +149.2% 12 qtrs
84 BNP PARIBAS ARBITRAGE, SNC 90.5K +32.9K (+56.9%) 3.09M +467.5K (+17.8%) 0.03% +0.012 pp 0.00% +0.000 pp USD33.06 +3.1% 5 qtrs
85 VOLEON CAPITAL MANAGEMENT LP 86.2K +86.2K (+100.0%) 2.94M +2.9M (+100.0%) 0.03% +0.033 pp 0.06% +0.063 pp USD34.09 +0.0% 1 qtrs NEW
86 MAGNETAR FINANCIAL LLC 85.1K +55.1K (+183.8%) 2.90M +1.5M (+113.1%) 0.03% +0.021 pp 0.03% +0.020 pp USD38.08 -10.5% 2 qtrs
87 LEGATO CAPITAL MANAGEMENT LLC 82.3K +7.2K (+9.6%) 2.81M -603.2K (-17.7%) 0.03% +0.003 pp 0.24% -0.130 pp USD15.77 +116.2% 13 qtrs
88 QUANTBOT TECHNOLOGIES LP 81.1K +6.6K (+8.8%) 2.77M -620.3K (-18.3%) 0.03% +0.003 pp 0.09% 0.000 pp USD42.54 -19.9% 6 qtrs
89 HUNTLEIGH ADVISORS, INC. 81.1K +2.1K (+2.7%) 2.77M -821.7K (-22.9%) 0.03% +0.001 pp 0.47% -0.145 pp USD33.14 +2.9% 5 qtrs
90 GREAT LAKES ADVISORS, LLC 78.8K -37.2K (-32.1%) 2.69M -2.6M (-49.0%) 0.03% -0.014 pp 0.02% -0.022 pp USD46.48 -26.7% 3 qtrs
91 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 75.6K -93.0 (-0.1%) 2.58M -858.9K (-25.0%) 0.03% +0.000 pp 0.00% -0.001 pp USD17.35 +96.5% 13 qtrs
92 CANADA PENSION PLAN INVESTMENT BOARD 74.0K -400.0 (-0.5%) 2.52M -855.1K (-25.3%) 0.03% 0.000 pp 0.00% -0.001 pp USD45.40 -24.9% 2 qtrs
93 LEGAL & GENERAL GROUP PLC 74.0K -46.3K (-38.5%) 2.52M -2.9M (-53.8%) 0.03% -0.017 pp 0.00% -0.001 pp USD20.51 +66.2% 13 qtrs
94 MARTINGALE ASSET MANAGEMENT L P 69.8K -423.0 (-0.6%) 2.38M -809.2K (-25.4%) 0.03% 0.000 pp 0.06% -0.020 pp USD29.21 +16.7% 6 qtrs
95 QUEST PARTNERS LLC 69.2K +29.9K (+76.3%) 2.36M +576.7K (+32.4%) 0.03% +0.011 pp 0.13% +0.016 pp USD39.26 -13.2% 6 qtrs
96 MARINER, LLC 68.8K +47.3K (+219.3%) 2.35M +1.4M (+139.7%) 0.03% +0.018 pp 0.00% +0.002 pp USD36.29 -6.1% 5 qtrs
97 RHUMBLINE ADVISERS 67.6K -1.6K (-2.3%) 2.30M -836.2K (-26.6%) 0.03% -0.001 pp 0.00% -0.001 pp USD19.83 +71.9% 11 qtrs
98 WORLDQUANT MILLENNIUM ADVISORS LLC 66.5K +15.1K (+29.4%) 2.27M -65.8K (-2.8%) 0.03% +0.006 pp 0.01% -0.001 pp USD42.83 -20.4% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 140 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Motley Fool Small-Cap Growth ETF TMFS 2.93% 1.84M 0.85%
2 State Street SPDR S&P Aerospace & Defense ETF XAR 2.15% 132.76M 0.35%
3 First Trust Indxx Aerospace & Defense ETF MISL 1.26% 9.64M 0.60%
4 Opus Small Cap Value ETF OSCV 1.03% 7.07M 0.79%
5 State Street SPDR S&P Kensho Future Security ETF FITE 1.00% 1.49M 0.45%
6 Invesco Aerospace & Defense ETF PPA 0.95% 78.12M 0.58%
7 Gabelli Commercial Aerospace and Defense ETF GCAD 0.93% 232.6K 0.90%
8 VanEck Defense UCITS ETF DFEN.DE 0.93% 65.73M 0.55%
9 First Trust RBA American Industrial RenaissanceTM ETF AIRR 0.86% 92.40M 0.69%
10 First Trust Multi-Manager Small Cap Opportunities ETF MMSC 0.75% 396.7K 0.95%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.73
Neutral
Ratio by volume
1.38
Neutral
Buys
38
Sells
52
Shares acquired
407.6K
Shares disposed
294.6K
Cash buys
Cash sales
3.00
Net activity
+112,994
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-09 Wallace Sally Officer A-Award A Restricted Stock Unit 7,359 0.00 7,359 D
2026-04-09 Rinsky Jason Officer A-Award A Restricted Stock Unit 5,887 0.00 5,887 D
2026-04-09 Morrow Pamela Officer A-Award A Restricted Stock Unit 4,089 0.00 4,089 D
2026-04-09 Dorfman Mark Officer A-Award A Restricted Stock Unit 7,359 0.00 7,359 D
2026-04-09 Dippold Michael Officer A-Award A Restricted Stock Unit 12,020 0.00 12,020 D
2026-04-09 Baylouny John Director / Officer A-Award A Restricted Stock Unit 21,805 0.00 21,805 D
2026-04-02 Wallace Sally Officer S-Sale D Common Stock 28,960 46.35 1.34M 58,353 D
2026-04-02 Dorfman Mark Officer S-Sale D Common Stock 4,659 45.38 211.4K 42,278 D
2026-04-02 Dippold Michael Officer S-Sale D Common Stock 7,071 45.38 320.9K 63,778 D
2026-04-01 Wallace Sally Officer F-InKind D Common Stock 2,128 45.86 97.6K 85,764 D
2026-04-01 TOWNSEND FRANCES F Director M-Exempt D Restricted Stock Unit 1,006 0.00 3,019 D
2026-04-01 Rinsky Jason Officer M-Exempt D Restricted Stock Unit 5,375 0.00 0 D
2026-04-01 Morrow Pamela Officer F-InKind D Common Stock 1,523 45.86 69.8K 19,755 D
2026-04-01 Jeffery Reuben III Director 0 0.00 0
2026-04-01 Dorfman Mark Officer M-Exempt A Common Stock 7,252 0.00 46,309 D
2026-04-01 Dippold Michael Officer M-Exempt D Restricted Stock Unit 10,360 0.00 0 D
2026-04-01 Baylouny John Director / Officer M-Exempt A Common Stock 8,325 0.00 159,363 D
2026-03-16 Dorfman Mark Officer S-Sale D Common Stock 10,014 45.27 453.3K 17,666 D
2026-03-16 Dippold Michael Officer S-Sale D Common Stock 16,330 45.27 739.3K 26,622 D
2026-03-04 Casey George Director S-Sale D Common Stock 1,500 45.14 67.7K 28,820 D
2026-03-03 Morrow Pamela Officer S-Sale D Common Stock 12,000 45.20 542.4K 6,494 D
2026-01-20 Rinsky Jason Officer Common Stock 0 0.00 12,315 D
2026-01-05 Wallace Sally Officer S-Sale D Common Stock 1,300 35.17 45.7K 58,353 D
2026-01-05 Dorfman Mark Officer S-Sale D Common Stock 7,680 37.00 284.2K 27,680 D
2026-01-05 Dippold Michael Officer S-Sale D Common Stock 10,588 37.00 391.8K 42,952 D
2025-12-10 Lynn William III Director / Officer G-Gift D Common Stock 10,000 0.00 312,382 D
2025-12-01 Dorfman Mark Officer S-Sale D Common Stock 3,840 33.74 129.6K 35,360 D
2025-12-01 Dippold Michael Officer S-Sale D Common Stock 5,294 33.74 178.6K 53,540 D
2025-11-13 Krieg Kenneth J Director G-Gift D Common Stock 2,600 0.00 27,720 D
2025-10-15 Baylouny John Officer S-Sale D Common Stock 8,481 43.69 370.5K 106,007 D
2025-09-17 Baylouny John Officer S-Sale D Common Stock 11,420 41.78 477.1K 114,488 D
2025-09-12 Dorfman Mark Officer S-Sale D Common Stock 4,267 41.65 177.7K 47,734 D
2025-09-12 Dippold Michael Officer S-Sale D Common Stock 6,453 41.65 268.8K 71,741 D
2025-08-20 SALZMAN ERIC Director S-Sale D Common Stock 4,403 41.17 181.3K 11,820 D
2025-08-20 Baylouny John Officer S-Sale D Common Stock 11,375 41.17 468.3K 125,908 D
2025-06-13 Carey David W Director S-Sale D Common Stock 6,438 45.94 295.8K 23,882 D
2025-06-04 TOWNSEND FRANCES F Director A-Award A Restricted Stock Unit 3,556 0.00 3,556 D
2025-06-04 SALZMAN ERIC Director A-Award A Restricted Stock Unit 3,556 0.00 3,556 D
2025-06-04 Krieg Kenneth J Director A-Award A Restricted Stock Unit 3,556 0.00 3,556 D
2025-06-04 GALLAGHER MARY E Director A-Award A Restricted Stock Unit 3,556 0.00 3,556 D
2025-06-04 Casey George Director A-Award A Restricted Stock Unit 3,556 0.00 3,556 D
2025-06-04 Carey David W Director A-Award A Restricted Stock Unit 3,556 0.00 3,556 D
2025-06-04 Brothers Louis R Jr Director A-Award A Restricted Stock Unit 3,556 0.00 3,556 D
2025-06-04 Baker Gail Director A-Award A Restricted Stock Unit 3,556 0.00 3,556 D
2025-05-15 TOWNSEND FRANCES F Director M-Exempt D Restricted Stock Unit 6,438 0.00 0 D
2025-05-15 SALZMAN ERIC Director M-Exempt D Restricted Stock Unit 6,438 0.00 0 D
2025-05-15 Lynn William III Director / Officer S-Sale D Common Stock 45,000 40.77 1.83M 322,382 D
2025-05-15 Krieg Kenneth J Director M-Exempt D Restricted Stock Unit 6,438 0.00 0 D
2025-05-15 GALLAGHER MARY E Director M-Exempt D Restricted Stock Unit 6,438 0.00 0 D
2025-05-15 Casey George Director M-Exempt A Common Stock 6,438 0.00 30,320 D
2025-05-15 Carey David W Director M-Exempt D Restricted Stock Unit 6,438 0.00 0 D
2025-05-15 Brothers Louis R Jr Director M-Exempt D Restricted Stock Unit 6,438 0.00 0 D
2025-05-15 Baker Gail Director M-Exempt A Common Stock 6,438 0.00 30,320 D
2025-04-08 Baylouny John Officer S-Sale D Common Stock 3,529 31.96 112.8K 137,283 D
2025-04-03 Wallace Sally Officer A-Award A Restricted Stock Unit 9,127 0.00 9,127 D
2025-04-03 Morrow Pamela Officer A-Award A Restricted Stock Unit 5,705 0.00 5,705 D
2025-04-03 Lynn William III Director / Officer A-Award A Restricted Stock Unit 68,605 0.00 68,605 D
2025-04-03 Dorfman Mark Officer A-Award A Restricted Stock Unit 10,344 0.00 10,344 D
2025-04-03 Dippold Michael Officer A-Award A Restricted Stock Unit 16,353 0.00 16,353 D
2025-04-03 Baylouny John Officer A-Award A Restricted Stock Unit 18,026 0.00 18,026 D
2025-04-02 Wallace Sally Officer S-Sale D Common Stock 1,498 31.82 47.7K 59,653 D
2025-04-02 Morrow Pamela Officer S-Sale D Common Stock 2,150 31.82 68.4K 18,494 D
2025-04-01 Wallace Sally Officer M-Exempt A Common Stock 4,337 0.00 63,246 D
2025-04-01 Morrow Pamela Officer M-Exempt A Common Stock 3,237 0.00 20,572 D
2025-04-01 Lynn William III Director / Officer M-Exempt D Restricted Stock Unit 31,753 0.00 63,507 D
2025-04-01 Dorfman Mark Officer M-Exempt D Restricted Stock Unit 7,252 0.00 7,252 D
2025-04-01 Dippold Michael Officer F-InKind D Common Stock 4,673 32.87 153.6K 74,489 D
2025-04-01 Baylouny John Officer F-InKind D Common Stock 3,755 32.87 123.4K 140,812 D
2025-03-18 Wallace Sally Officer S-Sale D Common Stock 8,353 32.84 274.3K 55,160 D
2025-03-18 Morrow Pamela Officer S-Sale D Common Stock 8,854 32.84 290.8K 17,335 D
2025-03-18 Lynn William III Director / Officer S-Sale D Common Stock 45,000 32.70 1.47M 328,404 D
2025-03-18 Dorfman Mark Officer S-Sale D Common Stock 20,034 32.69 654.9K 45,786 D
2025-03-18 Dippold Michael Officer S-Sale D Common Stock 26,618 32.70 870.4K 68,802 D
2025-03-17 Wallace Sally Officer M-Exempt A Common Stock 22,696 0.00 68,653 D
2025-03-17 Morrow Pamela Officer M-Exempt A Common Stock 8,553 0.00 21,118 D
2025-03-17 Lynn William III Director / Officer F-InKind D Common Stock 72,689 33.13 2.41M 343,239 D
2025-03-17 Dorfman Mark Officer M-Exempt D Restricted Stock Unit 9,457 0.00 0 D
2025-03-17 Dippold Michael Officer M-Exempt A Common Stock 32,422 0.00 102,627 D
2025-03-17 Baylouny John Officer F-InKind D Common Stock 17,821 33.13 590.4K 120,272 D
2025-03-10 Baylouny John Officer S-Sale D Common Stock 3,529 30.55 107.8K 71,276 D
2025-02-12 SALZMAN ERIC Director S-Sale D Common Stock 3,477 33.53 116.6K 9,785 D
2025-02-11 SALZMAN ERIC Director S-Sale D Common Stock 3,477 34.59 120.3K 13,262 D
2025-02-10 Baylouny John Officer S-Sale D Common Stock 3,529 34.81 122.8K 74,805 D
2025-01-31 Lynn William III Director / Officer S-Sale D Common Stock 45,000 35.25 1.59M 189,937 D
2025-01-08 Baylouny John Officer S-Sale D Common Stock 3,529 31.90 112.6K 78,334 D
2024-12-11 Baylouny John Officer S-Sale D Common Stock 8,235 34.50 284.1K 81,863 D
2024-12-02 Wallace Sally Officer S-Sale D Common Stock 4,339 34.81 151.0K 30,102 D
2024-12-02 Morrow Pamela Officer S-Sale D Common Stock 11,100 34.81 386.4K 12,565 D
2024-12-02 Lynn William III Director / Officer S-Sale D Common Stock 45,000 34.07 1.53M 234,937 D
2024-12-02 Dorfman Mark Officer S-Sale D Common Stock 23,042 34.06 784.8K 32,431 D
2024-12-02 Dippold Michael Officer S-Sale D Common Stock 25,880 34.08 882.0K 47,028 D
2024-11-29 Wallace Sally Officer M-Exempt D Performance Restricted Stock Unit 20,143 0.00 0 D
2024-11-29 TOWNSEND FRANCES F Director M-Exempt A Common Stock 3,572 0.00 23,882 D
2024-11-29 Morrow Pamela Officer M-Exempt A Common Stock 17,143 0.00 23,733 D
2024-11-29 Lynn William III Director / Officer M-Exempt D Restricted Stock Unit 142,858 0.00 0 D
2024-11-29 Krieg Kenneth J Director M-Exempt A Common Stock 3,572 0.00 23,882 D
2024-11-29 GALLAGHER MARY E Director M-Exempt A Common Stock 3,572 0.00 23,882 D
2024-11-29 Dorfman Mark Officer M-Exempt D Performance Restricted Stock Unit 44,572 0.00 0 D
2024-11-29 Dippold Michael Officer M-Exempt A Common Stock 34,286 0.00 88,335 D
2024-11-29 Casey George Director M-Exempt D Restricted Stock Unit 3,572 0.00 0 D
2024-11-29 Carey David W Director M-Exempt A Common Stock 3,572 0.00 23,882 D
2024-11-29 Baylouny John Officer M-Exempt A Common Stock 42,858 0.00 109,427 D
2024-11-29 Baker Gail Director M-Exempt A Common Stock 3,572 0.00 23,882 D
2024-06-01 TOWNSEND FRANCES F Director M-Exempt D Restricted Stock Unit 9,785 0.00 0
2024-06-01 SALZMAN ERIC Director M-Exempt D Restricted Stock Unit 9,785 0.00 0
2024-06-01 Krieg Kenneth J Director M-Exempt A Common Stock 9,785 0.00 20,310
2024-06-01 GALLAGHER MARY E Director M-Exempt D Restricted Stock Unit 9,785 0.00 0
2024-06-01 Casey George Director M-Exempt D Restricted Stock Unit 9,785 0.00 0
2024-06-01 Carey David W Director M-Exempt D Restricted Stock Unit 9,785 0.00 0
2024-06-01 Brothers Louis R Jr Director M-Exempt A Common Stock 9,785 0.00 14,322
2024-06-01 Baker Gail Director M-Exempt D Restricted Stock Unit 9,785 0.00 0
2024-05-16 TOWNSEND FRANCES F Director A-Award A Restricted Stock Unit 6,438 0.00 6,438
2024-05-16 SALZMAN ERIC Director A-Award A Restricted Stock Unit 6,438 0.00 6,438
2024-05-16 Krieg Kenneth J Director A-Award A Restricted Stock Unit 6,438 0.00 6,438
2024-05-16 GALLAGHER MARY E Director A-Award A Restricted Stock Unit 6,438 0.00 6,438
2024-05-16 Casey George Director A-Award A Restricted Stock Unit 6,438 0.00 6,438
2024-05-16 Carey David W Director A-Award A Restricted Stock Unit 6,438 0.00 6,438
2024-05-16 Brothers Louis R Jr Director A-Award A Restricted Stock Unit 6,438 0.00 6,438
2024-05-16 Baker Gail Director A-Award A Restricted Stock Unit 6,438 0.00 6,438
2024-05-08 Wallace Sally Officer A-Award A Restricted Stock Unit 13,011 0.00 13,011
2024-05-08 Morrow Pamela Officer A-Award A Restricted Stock Unit 7,551 0.00 7,551
2024-05-08 Lynn William III Director / Officer A-Award A Restricted Stock Unit 95,260 0.00 95,260
2024-05-08 Dorfman Mark Officer A-Award A Restricted Stock Unit 14,313 0.00 14,313
2024-05-08 Dippold Michael Officer A-Award A Restricted Stock Unit 20,446 0.00 20,446
2024-05-08 Baylouny John Officer A-Award A Restricted Stock Unit 24,977 0.00 24,977
2024-04-04 Morrow Pamela Officer M-Exempt A Common Stock 3,237 0.00 7,550
2024-04-01 Wallace Sally Officer M-Exempt D Restricted Stock Unit 7,252 0.00 14,504
2024-04-01 Lynn William III Director / Officer M-Exempt D Restricted Stock Unit 46,361 0.00 92,722
2024-04-01 Dorfman Mark Officer M-Exempt D Restricted Stock Unit 7,252 0.00 14,504
2024-04-01 Dippold Michael Officer F-InKind D Common Stock 3,119 21.52 67.1K 25,815
2024-04-01 Baylouny John Officer M-Exempt D Restricted Stock Unit 12,626 0.00 25,253
2024-03-15 Wallace Sally Officer M-Exempt D Restricted Stock Unit 9,456 0.00 9,457
2024-03-15 Morrow Pamela Officer M-Exempt A Common Stock 3,377 0.00 5,494
2024-03-15 Lynn William III Director / Officer M-Exempt A Common Stock 60,453 0.00 100,593
2024-03-15 Dorfman Mark Officer M-Exempt D Restricted Stock Unit 9,456 0.00 9,457
2024-03-15 Dippold Michael Officer M-Exempt D Restricted Stock Unit 13,509 0.00 13,509
2024-03-15 Baylouny John Officer F-InKind D Common Stock 5,044 21.97 110.8K 22,795
2023-11-29 TOWNSEND FRANCES F Director M-Exempt D Restricted Stock Unit 3,571 0.00 3,572
2023-11-29 Krieg Kenneth J Director M-Exempt D Restricted Stock Unit 3,571 0.00 3,572
2023-11-29 GALLAGHER MARY E Director M-Exempt D Restricted Stock Unit 3,571 0.00 3,572
2023-11-29 Casey George Director M-Exempt A Common Stock 3,571 0.00 10,525
2023-11-29 Carey David W Director M-Exempt D Restricted Stock Unit 3,571 0.00 3,572
2023-11-29 Baker Gail Director M-Exempt D Restricted Stock Unit 3,571 0.00 3,572
2023-11-21 Leonardo S.p.a 10% Owner S-Sale D Common Stock, par value $0.01 per share 20,700,000 17.06 353.19M 189,745,073
2023-06-01 TOWNSEND FRANCES F Director A-Award A Restricted Stock Unit 9,785 0.00 9,785
2023-06-01 SALZMAN ERIC Director A-Award A Restricted Stock Unit 9,785 0.00 9,785
2023-06-01 Krieg Kenneth J Director A-Award A Restricted Stock Unit 9,785 0.00 9,785
2023-06-01 GALLAGHER MARY E Director A-Award A Restricted Stock Unit 9,785 0.00 9,785
2023-06-01 Casey George Director A-Award A Restricted Stock Unit 9,785 0.00 9,785
2023-06-01 Carey David W Director A-Award A Restricted Stock Unit 9,785 0.00 9,785
2023-06-01 Brothers Louis R Jr Director A-Award A Restricted Stock Unit 9,785 0.00 9,785
2023-06-01 Baker Gail Director A-Award A Restricted Stock Unit 9,785 0.00 9,785
2023-05-15 TOWNSEND FRANCES F Director M-Exempt D Restricted Stock Unit 6,954 0.00 0
2023-05-15 SALZMAN ERIC Director M-Exempt D Restricted Stock Unit 6,954 0.00 0
2023-05-15 Krieg Kenneth J Director M-Exempt D Restricted Stock Unit 6,954 0.00 0
2023-05-15 GALLAGHER MARY E Director M-Exempt D Restricted Stock Unit 6,954 0.00 0
2023-05-15 Casey George Director M-Exempt D Restricted Stock Unit 6,954 0.00 0
2023-05-15 Carey David W Director M-Exempt D Restricted Stock Unit 6,954 0.00 0
2023-05-15 Brothers Louis R Jr Director M-Exempt D Restricted Stock Unit 4,537 0.00 0
2023-05-15 Baker Gail Director M-Exempt D Restricted Stock Unit 6,954 0.00 0
2023-04-18 Wallace Sally Officer A-Award A Restricted Stock Unit 21,756 0.00 21,756
2023-04-18 Morrow Pamela Officer A-Award A Restricted Stock Unit 9,713 0.00 9,713
2023-04-18 Lynn William III Director / Officer A-Award A Restricted Stock Unit 139,083 0.00 139,083
2023-04-18 Dorfman Mark Officer A-Award A Restricted Stock Unit 21,756 0.00 21,756
2023-04-18 Dippold Michael Officer A-Award A Restricted Stock Unit 31,080 0.00 31,080
2023-04-18 Baylouny John Officer A-Award A Restricted Stock Unit 37,879 0.00 37,879
2023-03-15 Wallace Sally Officer F-InKind D Common Stock 3,372 12.35 41.6K 6,084
2023-03-15 Morrow Pamela Officer F-InKind D Common Stock 1,260 12.35 15.6K 2,117
2023-03-15 Lynn William III Director / Officer M-Exempt A Common Stock 60,453 0.00 60,453
2023-03-15 Dorfman Mark Officer F-InKind D Common Stock 3,384 12.35 41.8K 6,072
2023-03-15 Dippold Michael Officer M-Exempt D Restricted Stock Unit 13,509 0.00 27,018
2023-03-15 Baylouny John Officer F-InKind D Common Stock 5,089 12.35 62.8K 11,375
2023-02-03 Brothers Louis R Jr Director A-Award A Restricted Stock Unit 4,537 0.00 4,537
2023-01-01 Brothers Louis R Jr Director 0 0.00 0
2022-12-31 Marino Peter Director 0 0.00 0
2022-11-29 Wallace Sally Officer A-Award A Performance Restricted Stock Unit 20,143 0.00 20,143
2022-11-29 TOWNSEND FRANCES F Director A-Award A Restricted Stock Unit 7,143 0.00 7,143
2022-11-29 SALZMAN ERIC Director A-Award A Restricted Stock Unit 6,954 0.00 6,954
2022-11-29 Morrow Pamela Officer A-Award A Performance Restricted Stock Unit 17,143 0.00 17,143
2022-11-29 Marino Peter Director A-Award A Restricted Stock Unit 7,143 0.00 7,143
2022-11-29 Lynn William III Officer A-Award A Performance Restricted Stock Unit 214,286 0.00 214,286
2022-11-29 Krieg Kenneth J Director A-Award A Restricted Stock Unit 7,143 0.00 7,143
2022-11-29 GALLAGHER MARY E Director A-Award A Restricted Stock Unit 6,954 0.00 6,954
2022-11-29 Dorfman Mark Officer A-Award A Restricted Stock Unit 29,715 0.00 29,715
2022-11-29 Dippold Michael Officer A-Award A Performance Restricted Stock Unit 51,429 0.00 51,429
2022-11-29 Casey George Director A-Award A Restricted Stock Unit 7,143 0.00 7,143
2022-11-29 Carey David W Director A-Award A Restricted Stock Unit 7,143 0.00 7,143
2022-11-29 Baylouny John Officer A-Award A Performance Restricted Stock Unit 64,286 0.00 64,286
2022-11-29 Baker Gail Director A-Award A Restricted Stock Unit 7,143 0.00 7,143
2022-11-28 Wallace Sally 0
2022-11-28 TOWNSEND FRANCES F 0
2022-11-28 SALZMAN ERIC Director 0 0.00 0
2022-11-28 Morrow Pamela Officer 0 0.00 0
2022-11-28 Marino Peter Director 0 0.00 0
2022-11-28 Lynn William III Director / Officer 0 0.00 0
2022-11-28 Leonardo S.p.a Director I Common Stock, par value $0.01 per share 0 0.00 210,445,073
2022-11-28 Krieg Kenneth J Director 0 0.00 0
2022-11-28 GALLAGHER MARY E 0
2022-11-28 Dorfman Mark 0
2022-11-28 Dippold Michael 0

Executive team

Top executives
EBIT / Employee
49.7K
Shares Outstanding
265.97M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 William J. Lynn III Former Chairman and CEO 1.16M 4.85M 2.13M 94.7K 8.22M 58.92%
2 2025 John Baylouny Executive Vice President, COO 612.2K 1.27M 755.9K 62.4K 2.70M 47.10%
3 2025 Michael Dippold Executive Vice President, CFO 547.6K 1.16M 634.0K 59.2K 2.40M 48.21%
4 2025 Mark Dorfman Executive Vice President General Counsel & Secretary 499.0K 730.7K 539.2K 57.0K 1.83M 40.02%
5 2025 Sally Wallace Executive Vice President, Operations 502.0K 644.8K 502.7K 87.1K 1.74M 37.13%
6 2024 William J. Lynn III Former Chairman and CEO 1.16M 4.40M 2.21M 112.6K 7.87M 55.81%
7 2024 William J. Lynn III Chairman and CEO 1.16M 4.40M 2.21M 112.6K 7.87M 55.81%
8 2024 John Baylouny Executive Vice President, COO 589.3K 1.15M 754.9K 58.7K 2.56M 45.10%
9 2024 Michael Dippold Executive Vice President, CFO 526.7K 943.4K 632.6K 58.6K 2.16M 43.65%
10 2024 Mark Dorfman Executive Vice President General Counsel & Secretary 479.1K 660.4K 538.1K 58.4K 1.74M 38.04%
11 2024 Sally Wallace Executive Vice President, Operations 487.0K 600.3K 493.3K 57.8K 1.64M 36.64%
12 2023 William J. Lynn III Former Chairman and CEO 1.16M 4.41M 5.14M 112.8K 10.82M 40.76%
13 2023 William J. Lynn III Chairman and CEO 1.16M 4.41M 5.14M 112.8K 10.82M 40.76%
14 2023 William J. Lynn III Chief Executive Officer 1.16M 3.26M 5.14M 112.8K 9.67M 33.74%
15 2023 John Baylouny Executive Vice President, COO 573.2K 1.20M 1.54M 59.9K 3.37M 35.65%
16 2023 John Baylouny Executive Vice President, Chief Operating Officer 573.2K 889.0K 1.54M 59.9K 3.06M 29.07%
17 2023 Michael Dippold Executive Vice President, CFO 512.3K 985.6K 1.27M 57.8K 2.83M 34.84%
18 2023 Mike Dippold Executive Vice President, Chief Financial Officer 512.3K 729.4K 1.27M 57.8K 2.57M 28.35%
19 2023 Sally Wallace Executive Vice President, Operations 474.2K 689.9K 937.8K 96.5K 2.20M 31.38%
20 2023 Mark Dorfman Executive Vice President General Counsel & Secretary 462.6K 689.9K 983.0K 57.5K 2.19M 31.46%
21 2022 William J. Lynn III Chairman and CEO 1.16M 5.88M 3.91M 103.1K 11.05M 53.22%
22 2022 William J. Lynn III Chief Executive Officer 1.16M 5.88M 3.91M 103.1K 11.05M 53.22%
23 2022 William Lynn Chief Executive Officer 1.16M 5.88M 3.91M 103.1K 11.05M 53.22%
24 2022 John Baylouny Executive Vice President, COO 550.9K 1.66M 1.17M 53.8K 3.44M 48.39%
25 2022 John Baylouny Executive Vice President, Chief Operating Officer 550.9K 1.66M 1.17M 53.8K 3.44M 48.39%
26 2022 Michael Dippold Executive Vice President, Chief Financial Officer 493.9K 1.35M 969.1K 52.9K 2.87M 47.14%
27 2022 Michael Dippold Executive Vice President, CFO 493.9K 1.35M 969.1K 52.9K 2.87M 47.14%
28 2022 Mike Dippold Executive Vice President, Chief Financial Officer 493.9K 1.35M 969.1K 52.9K 2.87M 47.14%
29 2022 Mark Dorfman Executive Vice President General Counsel & Secretary 446.2K 1.04M 712.2K 52.0K 2.25M 46.16%
30 2022 Sally Wallace Executive Vice President, Operations 456.7K 777.5K 684.3K 52.2K 1.97M 39.45%
31 2021 William Lynn Chief Executive Officer 1.16M 5.07M 99.6K 6.32M 0.00%
32 2021 William J. Lynn III Chief Executive Officer 1.16M 5.07M 99.6K 6.32M 0.00%
33 2021 John Baylouny Executive Vice President, Chief Operating Officer 515.6K 1.44M 52.9K 2.01M 0.00%
34 2021 Michael Dippold Executive Vice President, Chief Financial Officer 468.3K 1.20M 51.9K 1.72M 0.00%
35 2021 Mike Dippold Executive Vice President, Chief Financial Officer 468.3K 1.20M 51.9K 1.72M 0.00%
36 2021 Mark Dorfman Executive Vice President General Counsel & Secretary 429.5K 902.2K 52.2K 1.38M 0.00%
37 2021 Sally Wallace Executive Vice President, Operations 439.8K 876.9K 52.0K 1.37M 0.00%
38 2020 William Lynn Chief Executive Officer 1.14M 3.77M 98.8K 5.00M 0.00%
39 2020 John Baylouny Executive Vice President, Chief Operating Officer 470.3K 1.11M 52.1K 1.63M 0.00%
40 2020 Michael Dippold Executive Vice President, Chief Financial Officer 420.9K 901.9K 51.3K 1.37M 0.00%
41 2020 Sally Wallace Executive Vice President, Operations 428.9K 742.9K 80.9K 1.22M 0.00%
42 2020 Mark Dorfman Executive Vice President General Counsel & Secretary 418.7K 752.0K 47.2K 1.22M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-03 DEFA14A
2026-04-03 DEF 14A
2025-04-23 DEFA14A
2025-04-23 DEF 14A
2025-04-09 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-09 4
2026-04-09 4
2026-04-09 4
2026-04-09 4
2026-04-09 4
2026-04-09 4
2026-04-03 DEFA14A
2026-04-03 DEF 14A

Executive team

NameTitleCompensationGender
John A. Baylouny President, CEO & Director 1M male
Michael Dippold Executive Vice President & Chief Financial Officer 1M male
Mark A. Dorfman Executive Vice President, General Counsel & Secretary 1M male
Sally A. Wallace Executive Vice President & Chief Operating Officer 1M female
Stephen Vather Senior VP of Corporate Development (M&A) & Investor Relations male
Tami E. Gesiskie Senior Vice President of Human Resources female
Jason W. Rinsky Executive VP & Chief Tax and Treasury Officer male
William Guyan Senior Vice President of Business Development & President of International Business male
Matthew H. Green Senior Vice President of Government Relations male
Pamela J. Morrow Senior Vice President & Corporate Controller female
Philip Perconti Senior VP & CTO
ESG Rating
B
AEROSPACE & DEFENSE
2026
E (Environmental)
24.1 / 64.9
Company / Sector avg.
S (Social)
50.8 / 68.1
Company / Sector avg.
G (Governance)
64.2 / 66.3
Company / Sector avg.
ESG Total
46.4 / 66.4
Company / Sector avg.
ESG Score History AEROSPACE & DEFENSE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits