DRS
Leonardo DRS, Inc.
-0.29 (-0.78%)36.80USD286K成交股數9.8B市值30.9本益比(近四季)2.6股價營收比+10.1%營收年增(近四季)2026-10-29下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 4 · 1.4M · 3 |
| 其中 10b5-1 計畫賣出 | 4 筆 |
| 近 180 天 買進 · 賣出金額 | 1.1M · 6.3M |
| 近 180 天 淨額 | −5.3M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-09 | 09-10 | Krieg Kenneth J | Director | G 贈與 | 3.7K | – | – | 27.6K | SEC |
| 2026-09-04 | 09-08 | Dorfman Mark | EVP, GC and Secretary | S 公開市場賣出(10b5-1) | 7.5K | 37.01 | 277K | 29.3K | SEC |
| 2026-09-02 | 09-04 | Dippold Michael | EVP and CFO | S 公開市場賣出(10b5-1) | 20.3K | 37.18 | 755K | 35.1K | SEC |
| 2026-08-04 | 08-05 | Rinsky Jason | EVP Chief Tax and Treasury | S 公開市場賣出(10b5-1) | 3.9K | 45.81 | 177K | 23.6K | SEC |
| 2026-07-07 | 07-08 | Rinsky Jason | EVP Chief Tax and Treasury | S 公開市場賣出(10b5-1) | 3.9K | 45.37 | 175K | 27.4K | SEC |
| 2026-06-30 | 07-01 | TOWNSEND FRANCES F | Director | M 選擇權執行 | 1.0K | – | – | 35.9K | SEC |
| 2026-06-18 | 06-22 | Baylouny John | President and CEO | S 公開市場賣出(10b5-1) | 36.5K | 45.67 | 1.7M | 122K | SEC |
| 2026-06-11 | 06-15 | Wallace Sally | EVP, Chief Operating Officer | S 公開市場賣出(10b5-1) | 1.3K | 50.00 | 65K | 57.1K | SEC |
| 2026-06-08 | 06-09 | Dippold Michael | EVP and CFO | S 公開市場賣出(10b5-1) | 8.3K | 46.48 | 387K | 55.5K | SEC |
| 2026-06-04 | 06-05 | Casey George | Director | M 選擇權執行 | 3.6K | – | – | 32.4K | SEC |
| 2026-06-04 | 06-05 | Krieg Kenneth J | Director | M 選擇權執行 | 3.6K | – | – | 31.3K | SEC |
| 2026-06-04 | 06-05 | TOWNSEND FRANCES F | Director | M 選擇權執行 | 3.6K | – | – | 34.9K | SEC |
| 2026-06-04 | 06-05 | GALLAGHER MARY E | Director | M 選擇權執行 | 3.6K | – | – | 33.9K | SEC |
| 2026-06-04 | 06-05 | Brothers Louis R Jr | Director | M 選擇權執行 | 3.6K | – | – | 24.3K | SEC |
| 2026-06-04 | 06-05 | Baker Gail | Director | M 選擇權執行 | 3.6K | – | – | 33.9K | SEC |
| 2026-06-04 | 06-05 | Jeffery Reuben III | Director | M 選擇權執行 | 649 | – | – | 25.6K | SEC |
| 2026-06-04 | 06-05 | Dorfman Mark | EVP, GC and Secretary | S 公開市場賣出(10b5-1) | 5.5K | 45.75 | 253K | 36.7K | SEC |
| 2026-06-04 | 06-05 | SALZMAN ERIC | Director | M 選擇權執行 | 3.6K | – | – | 15.4K | SEC |
| 2026-06-03 | 06-04 | Rinsky Jason | EVP Chief Tax and Treasury | S 公開市場賣出(10b5-1) | 3.9K | 46.87 | 181K | 31.3K | SEC |
| 2026-05-27 | 05-28 | Morrow Pamela | SVP and Controller | S 公開市場賣出 | 11.5K | 45.13 | 521K | 10.6K | SEC |
| 2026-05-19 | 05-19 | Jeffery Reuben III | Director | P 公開市場買進 | 25.0K | 42.77 | 1.1M | 25.0K | SEC |
| 2026-04-02 | 04-03 | Dorfman Mark | EVP, GC and Secretary | S 公開市場賣出(10b5-1) | 4.7K | 45.38 | 211K | 42.3K | SEC |
| 2026-04-02 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | S 公開市場賣出(10b5-1) | 29.0K | 46.35 | 1.3M | 58.4K | SEC |
| 2026-04-02 | 04-03 | Dippold Michael | EVP and CFO | S 公開市場賣出(10b5-1) | 7.1K | 45.38 | 321K | 63.8K | SEC |
| 2026-04-01 | 04-03 | Baylouny John | President and CEO | M 選擇權執行 | 6.0K | – | – | 162K | SEC |
| 2026-04-01 | 04-03 | Dippold Michael | EVP and CFO | F 繳稅扣股 | 10.1K | 45.86 | 463K | 58.4K | SEC |
| 2026-04-01 | 04-03 | Dippold Michael | EVP and CFO | F 繳稅扣股 | 13.9K | 45.86 | 636K | 46.1K | SEC |
| 2026-04-01 | 04-03 | Baylouny John | President and CEO | F 繳稅扣股 | 3.8K | 45.86 | 172K | 156K | SEC |
| 2026-04-01 | 04-03 | Dippold Michael | EVP and CFO | F 繳稅扣股 | 4.7K | 45.86 | 214K | 64.1K | SEC |
| 2026-04-01 | 04-03 | Baylouny John | President and CEO | F 繳稅扣股 | 2.7K | 45.86 | 124K | 159K | SEC |
| 2026-04-01 | 04-03 | Baylouny John | President and CEO | M 選擇權執行 | 8.3K | – | – | 159K | SEC |
| 2026-04-01 | 04-03 | Baylouny John | President and CEO | F 繳稅扣股 | 5.7K | 45.86 | 261K | 151K | SEC |
| 2026-04-01 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | M 選擇權執行 | 3.0K | – | – | 88.8K | SEC |
| 2026-04-01 | 04-03 | Baylouny John | President and CEO | M 選擇權執行 | 12.6K | – | – | 157K | SEC |
| 2026-04-01 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | M 選擇權執行 | 4.3K | – | – | 87.9K | SEC |
| 2026-04-01 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | F 繳稅扣股 | 3.6K | 45.86 | 163K | 83.6K | SEC |
| 2026-04-01 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | M 選擇權執行 | 7.3K | – | – | 87.1K | SEC |
| 2026-04-01 | 04-03 | Baylouny John | President and CEO | F 繳稅扣股 | 12.3K | 45.85 | 564K | 144K | SEC |
| 2026-04-01 | 04-03 | Baylouny John | President and CEO | A 獲配股票 | 27.3K | – | – | 156K | SEC |
| 2026-04-01 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | A 獲配股票 | 15.7K | – | – | 87.5K | SEC |
| 2026-04-01 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | F 繳稅扣股 | 9.8K | 45.86 | 451K | 71.9K | SEC |
| 2026-04-01 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | A 獲配股票 | 23.4K | – | – | 81.7K | SEC |
| 2026-04-01 | 04-03 | Dorfman Mark | EVP, GC and Secretary | F 繳稅扣股 | 1.7K | 45.86 | 78K | 46.9K | SEC |
| 2026-04-01 | 04-03 | Rinsky Jason | EVP Chief Tax and Treasury | M 選擇權執行 | 5.4K | – | – | 34.5K | SEC |
| 2026-04-01 | 04-03 | Dorfman Mark | EVP, GC and Secretary | M 選擇權執行 | 3.4K | – | – | 48.6K | SEC |
| 2026-04-01 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | F 繳稅扣股 | 7.7K | 45.86 | 352K | 79.9K | SEC |
| 2026-04-01 | 04-03 | Dorfman Mark | EVP, GC and Secretary | F 繳稅扣股 | 2.3K | 45.86 | 107K | 45.2K | SEC |
| 2026-04-01 | 04-03 | Dorfman Mark | EVP, GC and Secretary | M 選擇權執行 | 4.8K | – | – | 47.5K | SEC |
| 2026-04-01 | 04-03 | Rinsky Jason | EVP Chief Tax and Treasury | A 獲配股票 | 17.3K | – | – | 29.6K | SEC |
| 2026-04-01 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | F 繳稅扣股 | 2.1K | 45.86 | 98K | 85.8K | SEC |
| 2026-04-01 | 04-03 | Dorfman Mark | EVP, GC and Secretary | F 繳稅扣股 | 3.6K | 45.86 | 163K | 42.8K | SEC |
| 2026-04-01 | 04-03 | Wallace Sally | EVP, Chief Operating Officer | F 繳稅扣股 | 1.5K | 45.86 | 68K | 87.3K | SEC |
| 2026-04-01 | 04-03 | Morrow Pamela | SVP and Controller | M 選擇權執行 | 1.9K | – | – | 23.0K | SEC |
| 2026-04-01 | 04-03 | Dippold Michael | EVP and CFO | A 獲配股票 | 33.4K | – | – | 60.0K | SEC |
| 2026-04-01 | 04-03 | Morrow Pamela | SVP and Controller | M 選擇權執行 | 2.5K | – | – | 22.3K | SEC |
| 2026-04-01 | 04-03 | Dippold Michael | EVP and CFO | A 獲配股票 | 22.4K | – | – | 68.5K | SEC |
| 2026-04-01 | 04-03 | Dorfman Mark | EVP, GC and Secretary | M 選擇權執行 | 7.3K | – | – | 46.3K | SEC |
| 2026-04-01 | 04-03 | Dippold Michael | EVP and CFO | M 選擇權執行 | 10.4K | – | – | 68.8K | SEC |
| 2026-04-01 | 04-03 | Dorfman Mark | EVP, GC and Secretary | F 繳稅扣股 | 7.7K | 45.86 | 352K | 39.1K | SEC |
| 2026-04-01 | 04-03 | Dippold Michael | EVP and CFO | M 選擇權執行 | 6.8K | – | – | 70.9K | SEC |
| 2026-04-01 | 04-03 | Dippold Michael | EVP and CFO | F 繳稅扣股 | 3.1K | 45.86 | 141K | 67.9K | SEC |
| 2026-04-01 | 04-03 | Dippold Michael | EVP and CFO | M 選擇權執行 | 5.5K | – | – | 73.3K | SEC |
| 2026-04-01 | 04-03 | Dorfman Mark | EVP, GC and Secretary | A 獲配股票 | 15.7K | – | – | 46.7K | SEC |
| 2026-04-01 | 04-03 | Morrow Pamela | SVP and Controller | F 繳稅扣股 | 2.5K | 45.86 | 117K | 18.0K | SEC |
| 2026-04-01 | 04-03 | Morrow Pamela | SVP and Controller | A 獲配股票 | 7.0K | – | – | 20.6K | SEC |
| 2026-04-01 | 04-03 | Dorfman Mark | EVP, GC and Secretary | F 繳稅扣股 | 10.0K | 45.86 | 457K | 31.1K | SEC |
| 2026-04-01 | 04-03 | Morrow Pamela | SVP and Controller | F 繳稅扣股 | 3.3K | 45.86 | 153K | 13.6K | SEC |
| 2026-04-01 | 04-03 | Morrow Pamela | SVP and Controller | A 獲配股票 | 10.4K | – | – | 16.9K | SEC |
| 2026-04-01 | 04-03 | Morrow Pamela | SVP and Controller | M 選擇權執行 | 3.2K | – | – | 21.3K | SEC |
| 2026-04-01 | 04-03 | Morrow Pamela | SVP and Controller | F 繳稅扣股 | 1.5K | 45.86 | 70K | 19.8K | SEC |
| 2026-04-01 | 04-03 | Dippold Michael | EVP and CFO | F 繳稅扣股 | 2.5K | 45.86 | 113K | 70.8K | SEC |
| 2026-04-01 | 04-03 | Morrow Pamela | SVP and Controller | F 繳稅扣股 | 1.2K | 45.86 | 54K | 21.1K | SEC |
| 2026-04-01 | 04-03 | Dorfman Mark | EVP, GC and Secretary | A 獲配股票 | 23.4K | – | – | 41.0K | SEC |
| 2026-04-01 | 04-03 | Morrow Pamela | SVP and Controller | F 繳稅扣股 | 894 | 45.86 | 41K | 22.1K | SEC |
| 2026-04-01 | 04-03 | TOWNSEND FRANCES F | Director | M 選擇權執行 | 1.0K | – | – | 31.3K | SEC |
| 2026-04-01 | 04-03 | Rinsky Jason | EVP Chief Tax and Treasury | F 繳稅扣股 | 6.4K | 45.86 | 294K | 23.2K | SEC |
| 2026-04-01 | 04-03 | Rinsky Jason | EVP Chief Tax and Treasury | A 獲配股票 | 11.6K | – | – | 34.8K | SEC |
| 2026-04-01 | 04-03 | Rinsky Jason | EVP Chief Tax and Treasury | F 繳稅扣股 | 5.7K | 45.86 | 262K | 29.1K | SEC |
| 2026-04-01 | 04-03 | Baylouny John | President and CEO | F 繳稅扣股 | 17.6K | 45.86 | 805K | 129K | SEC |
| 2026-04-01 | 04-03 | Baylouny John | President and CEO | A 獲配股票 | 40.7K | – | – | 147K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 5.0M | 213M | 新進 | 新進 |
| STATE STREET CORP | 4.5M | 193M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 4.4M | 188M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | 154M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | 152M | 新進 | 新進 |
| FMR LLC | 3.5M | 148M | 新進 | 新進 |
| FIRST TRUST ADVISORS LP | 2.7M | 114M | 新進 | 新進 |
| VOYA INVESTMENT MANAGEMENT LLC | 2.5M | 107M | 新進 | 新進 |
| Stephens Investment Management Group LLC | 2.4M | 102M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 2.1M | 88.6M | 新進 | 新進 |
| Invesco Ltd. | 1.9M | 82.4M | 新進 | 新進 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.7M | 71.2M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6M | 66.4M | 新進 | 新進 |
| VAN ECK ASSOCIATES CORP | 1.5M | 65.5M | 新進 | 新進 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.1M | 50.6M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 1.2M | 50.5M | 新進 | 新進 |
| Capital International Investors | 1.1M | 48.1M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 992K | 42.3M | 新進 | 新進 |
| FEDERATED HERMES, INC. | 928K | 39.6M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 773K | 33.0M | 新進 | 新進 |
| MORGAN STANLEY | 745K | 31.8M | 新進 | 新進 |
| OBERWEIS ASSET MANAGEMENT INC/ | 628K | 26.8M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 585K | 24.9M | 新進 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 583K | 24.9M | 新進 | 新進 |
| Nuveen, LLC | 550K | 23.5M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 380 +36 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 380 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 71.0M · 26.6% |
| 合計季末市值 | 2.8B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 3.1M |
|---|---|
| 與上期比 | -0.8% |
| 佔流通股數 | 1.17% |
| 日均成交量 | 865K |
| 回補天數 | 3.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 3.1M | -0.8% | 1.17% | 865K | 3.6 |
| 2026-08-14 | 3.1M | +5.4% | 1.18% | 779K | 4.0 |
| 2026-07-31 | 3.0M | +3.3% | 1.12% | 923K | 3.2 |
| 2026-07-15 | 2.9M | -8.9% | 1.08% | 1.2M | 2.4 |
| 2026-06-30 | 3.2M | -11.8% | 1.19% | 1.3M | 2.5 |
| 2026-06-15 | 3.6M | +3.0% | 1.35% | 789K | 4.6 |
| 2026-05-29 | 3.5M | +1.3% | 1.31% | 993K | 3.5 |
| 2026-05-15 | 3.4M | +20.3% | 1.29% | 915K | 3.8 |
| 2026-04-30 | 2.9M | -4.4% | 1.07% | 1.0M | 2.8 |
| 2026-04-15 | 3.0M | +8.5% | 1.12% | 976K | 3.1 |
| 2026-03-31 | 2.8M | -10.7% | 1.03% | 1.1M | 2.5 |
| 2026-03-13 | 3.1M | -6.0% | 1.16% | 1.3M | 2.3 |
| 2026-02-27 | 3.3M | -6.1% | 1.23% | 1.4M | 2.4 |
| 2026-02-13 | 3.5M | +0.4% | 1.31% | 1.1M | 3.3 |
| 2026-01-30 | 3.5M | +13.2% | 1.31% | 1.2M | 2.9 |
| 2026-01-15 | 3.1M | +0.3% | 1.15% | 1.4M | 2.2 |
| 2025-12-31 | 3.1M | +4.6% | 1.15% | 876K | 3.5 |
| 2025-12-15 | 2.9M | +0.3% | 1.10% | 803K | 3.7 |
| 2025-11-28 | 2.9M | +12.3% | 1.10% | 944K | 3.1 |
| 2025-11-14 | 2.6M | +8.5% | 0.98% | 1.4M | 1.9 |
| 2025-10-31 | 2.4M | -8.3% | 0.90% | 1.4M | 1.7 |
| 2025-10-15 | 2.6M | +5.1% | 0.98% | 750K | 3.5 |
| 2025-09-30 | 2.5M | +1.3% | 0.93% | 1.0M | 2.4 |
| 2025-09-15 | 2.5M | +8.6% | 0.92% | 851K | 2.9 |
| 2025-08-29 | 2.3M | +1.6% | 0.85% | 889K | 2.6 |
| 2025-08-15 | 2.2M | +12.9% | 0.83% | 1.2M | 1.9 |