Redwire (RDW)
Market Price (8/19/2026): $12.7 | Market Cap: $2.8 BilSector: Industrials | Industry: Aerospace & Defense
Redwire (RDW)
Market Price (8/19/2026): $12.7Market Cap: $2.8 BilSector: IndustrialsIndustry: Aerospace & Defense
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -16% Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 63% Megatrend and thematic driversMegatrends include Advanced Aviation & Space, and Advanced Materials. Themes include Commercial Space Exploration, In-Space Manufacturing & Servicing, Show more. | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 17% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -180 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -42% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 17% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -25% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 51% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -13% High stock price volatilityVol 12M is 116% Key risksRDW key risks include [1] significant financial distress and potential bankruptcy risk, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -16% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 63% |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space, and Advanced Materials. Themes include Commercial Space Exploration, In-Space Manufacturing & Servicing, Show more. |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 17% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -180 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -42% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 17% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -25% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 51% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -13% |
| High stock price volatilityVol 12M is 116% |
| Key risksRDW key risks include [1] significant financial distress and potential bankruptcy risk, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 8/18/2026
Redwire (RDW) stock has gained about 40% since 4/30/2026 because of the following key factors:
1. Strong Financial Performance in Fiscal Q1 and Q2 2026.
Redwire demonstrated robust financial improvements during the specified period. For fiscal Q1 2026, which ended March 31, 2026, the company reported a 57.9% year-over-year revenue increase to $96.97 million and a significant gross margin expansion to 26.6%. Although GAAP earnings per share (EPS) missed consensus at -$0.40, the underlying positives, including record backlog and reaffirmed full-year guidance, led to a shift in market sentiment after an initial post-earnings dip. Building on this, fiscal Q2 2026 (ended June 30, 2026) saw record revenue of $117.1 million, an 89.6% increase year-over-year, surpassing analyst estimates of $107.10 million. The company also achieved a record gross margin of 27.8% for the quarter, a substantial improvement from (30.9)% in the prior year.
2. Record Contract Backlog and Significant New Contract Wins.
Redwire reported a record contracted backlog of $542.1 million at the end of fiscal Q2 2026, representing a substantial 64.5% year-over-year growth, alongside a strong Book-to-Bill ratio of 1.42 for the quarter. This was driven by multiple key contract awards and follow-on orders. In fiscal Q1 2026, the company secured over $20 million in follow-on purchase orders for its Stalker Block 30 uncrewed aerial systems (UAS) from the U.S. Navy and Marine Corps. This momentum continued into fiscal Q2 2026 with an additional $21.5 million in follow-on small UAS orders from the U.S. military. Major new space contracts included a multi-year, high eight-figure agreement to deliver Penguin Mk3 UAS to an undisclosed NATO country and a contract with Astrobiome Space S.à r.l. to utilize Redwire's Greenhouse systems aboard the International Space Station for commercial space agriculture.
Show more
Redwire (RDW) stock has gained about 40% since 4/30/2026 because of the following key factors:
1. Strong Financial Performance in Fiscal Q1 and Q2 2026.
Redwire demonstrated robust financial improvements during the specified period. For fiscal Q1 2026, which ended March 31, 2026, the company reported a 57.9% year-over-year revenue increase to $96.97 million and a significant gross margin expansion to 26.6%. Although GAAP earnings per share (EPS) missed consensus at -$0.40, the underlying positives, including record backlog and reaffirmed full-year guidance, led to a shift in market sentiment after an initial post-earnings dip. Building on this, fiscal Q2 2026 (ended June 30, 2026) saw record revenue of $117.1 million, an 89.6% increase year-over-year, surpassing analyst estimates of $107.10 million. The company also achieved a record gross margin of 27.8% for the quarter, a substantial improvement from (30.9)% in the prior year.
2. Record Contract Backlog and Significant New Contract Wins.
Redwire reported a record contracted backlog of $542.1 million at the end of fiscal Q2 2026, representing a substantial 64.5% year-over-year growth, alongside a strong Book-to-Bill ratio of 1.42 for the quarter. This was driven by multiple key contract awards and follow-on orders. In fiscal Q1 2026, the company secured over $20 million in follow-on purchase orders for its Stalker Block 30 uncrewed aerial systems (UAS) from the U.S. Navy and Marine Corps. This momentum continued into fiscal Q2 2026 with an additional $21.5 million in follow-on small UAS orders from the U.S. military. Major new space contracts included a multi-year, high eight-figure agreement to deliver Penguin Mk3 UAS to an undisclosed NATO country and a contract with Astrobiome Space S.à r.l. to utilize Redwire's Greenhouse systems aboard the International Space Station for commercial space agriculture.
Show more
Updated on 8/18/2026
Redwire (RDW) stock has gained about 40% since 4/30/2026 because of the following key factors:
1. Strong Financial Performance in Fiscal Q1 and Q2 2026.
Redwire demonstrated robust financial improvements during the specified period. For fiscal Q1 2026, which ended March 31, 2026, the company reported a 57.9% year-over-year revenue increase to $96.97 million and a significant gross margin expansion to 26.6%. Although GAAP earnings per share (EPS) missed consensus at -$0.40, the underlying positives, including record backlog and reaffirmed full-year guidance, led to a shift in market sentiment after an initial post-earnings dip. Building on this, fiscal Q2 2026 (ended June 30, 2026) saw record revenue of $117.1 million, an 89.6% increase year-over-year, surpassing analyst estimates of $107.10 million. The company also achieved a record gross margin of 27.8% for the quarter, a substantial improvement from (30.9)% in the prior year.
2. Record Contract Backlog and Significant New Contract Wins.
Redwire reported a record contracted backlog of $542.1 million at the end of fiscal Q2 2026, representing a substantial 64.5% year-over-year growth, alongside a strong Book-to-Bill ratio of 1.42 for the quarter. This was driven by multiple key contract awards and follow-on orders. In fiscal Q1 2026, the company secured over $20 million in follow-on purchase orders for its Stalker Block 30 uncrewed aerial systems (UAS) from the U.S. Navy and Marine Corps. This momentum continued into fiscal Q2 2026 with an additional $21.5 million in follow-on small UAS orders from the U.S. military. Major new space contracts included a multi-year, high eight-figure agreement to deliver Penguin Mk3 UAS to an undisclosed NATO country and a contract with Astrobiome Space S.à r.l. to utilize Redwire's Greenhouse systems aboard the International Space Station for commercial space agriculture.
3. Enhanced Liquidity, Reduced Debt, and Positive Full-Year Guidance.
The company significantly strengthened its financial position by increasing total liquidity to $607.8 million as of June 30, 2026, marking a 366.9% increase over the end of 2025. Concurrently, Redwire achieved a 75% year-over-year reduction in its total debt, bringing it down to $48.9 million. This improved balance sheet provides greater financial flexibility for strategic investments and growth initiatives. Additionally, Redwire reaffirmed its full-year 2026 revenue guidance in the range of $450 million to $500 million, projecting a 41.6% year-over-year growth at the midpoint, reflecting management's confidence in sustained performance.
4. Favorable Analyst Sentiment and Price Target Revisions.
Redwire's positive developments were met with an optimistic response from the analyst community. Truist Financial initiated coverage with a "strong-buy" rating on May 1, 2026. Following the strong fiscal Q2 2026 earnings report, several firms revised their outlooks upwards. Cantor Fitzgerald increased its price target from $9.00 to $13.50 and maintained an "overweight" rating. Similarly, Jefferies Financial Group set a $15.00 target price, and Alliance Global Partners reiterated a "buy" rating, collectively indicating growing confidence in Redwire's growth trajectory and future stock performance.
Show less
Redwire (RDW) stock has gained about 40% since 4/30/2026 because of the following key factors:
1. Strong Financial Performance in Fiscal Q1 and Q2 2026.
Redwire demonstrated robust financial improvements during the specified period. For fiscal Q1 2026, which ended March 31, 2026, the company reported a 57.9% year-over-year revenue increase to $96.97 million and a significant gross margin expansion to 26.6%. Although GAAP earnings per share (EPS) missed consensus at -$0.40, the underlying positives, including record backlog and reaffirmed full-year guidance, led to a shift in market sentiment after an initial post-earnings dip. Building on this, fiscal Q2 2026 (ended June 30, 2026) saw record revenue of $117.1 million, an 89.6% increase year-over-year, surpassing analyst estimates of $107.10 million. The company also achieved a record gross margin of 27.8% for the quarter, a substantial improvement from (30.9)% in the prior year.
2. Record Contract Backlog and Significant New Contract Wins.
Redwire reported a record contracted backlog of $542.1 million at the end of fiscal Q2 2026, representing a substantial 64.5% year-over-year growth, alongside a strong Book-to-Bill ratio of 1.42 for the quarter. This was driven by multiple key contract awards and follow-on orders. In fiscal Q1 2026, the company secured over $20 million in follow-on purchase orders for its Stalker Block 30 uncrewed aerial systems (UAS) from the U.S. Navy and Marine Corps. This momentum continued into fiscal Q2 2026 with an additional $21.5 million in follow-on small UAS orders from the U.S. military. Major new space contracts included a multi-year, high eight-figure agreement to deliver Penguin Mk3 UAS to an undisclosed NATO country and a contract with Astrobiome Space S.à r.l. to utilize Redwire's Greenhouse systems aboard the International Space Station for commercial space agriculture.
3. Enhanced Liquidity, Reduced Debt, and Positive Full-Year Guidance.
The company significantly strengthened its financial position by increasing total liquidity to $607.8 million as of June 30, 2026, marking a 366.9% increase over the end of 2025. Concurrently, Redwire achieved a 75% year-over-year reduction in its total debt, bringing it down to $48.9 million. This improved balance sheet provides greater financial flexibility for strategic investments and growth initiatives. Additionally, Redwire reaffirmed its full-year 2026 revenue guidance in the range of $450 million to $500 million, projecting a 41.6% year-over-year growth at the midpoint, reflecting management's confidence in sustained performance.
4. Favorable Analyst Sentiment and Price Target Revisions.
Redwire's positive developments were met with an optimistic response from the analyst community. Truist Financial initiated coverage with a "strong-buy" rating on May 1, 2026. Following the strong fiscal Q2 2026 earnings report, several firms revised their outlooks upwards. Cantor Fitzgerald increased its price target from $9.00 to $13.50 and maintained an "overweight" rating. Similarly, Jefferies Financial Group set a $15.00 target price, and Alliance Global Partners reiterated a "buy" rating, collectively indicating growing confidence in Redwire's growth trajectory and future stock performance.
Show less
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →
Stock Movement Drivers
Fundamental Drivers
The 40.8% change in RDW stock from 4/30/2026 to 8/18/2026 was primarily driven by a 43.1% change in the company's P/S Multiple.| (LTM values as of) | 4302026 | 8182026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.19 | 12.94 | 40.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 335 | 426 | 27.1% |
| P/S Multiple | 4.7 | 6.7 | 43.1% |
| Shares Outstanding (Mil) | 171 | 220 | -22.6% |
| Cumulative Contribution | 40.8% |
Market Drivers
4/30/2026 to 8/18/2026| Return | Correlation | |
|---|---|---|
| RDW | 40.8% | |
| Market (SPY) | 6.8% | 50.9% |
| Sector (XLI) | 5.1% | 39.3% |
Fundamental Drivers
The 10.1% change in RDW stock from 1/31/2026 to 8/18/2026 was primarily driven by a 43.9% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312026 | 8182026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.75 | 12.94 | 10.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 296 | 426 | 43.9% |
| P/S Multiple | 5.8 | 6.7 | 15.7% |
| Shares Outstanding (Mil) | 146 | 220 | -33.9% |
| Cumulative Contribution | 10.1% |
Market Drivers
1/31/2026 to 8/18/2026| Return | Correlation | |
|---|---|---|
| RDW | 10.1% | |
| Market (SPY) | 11.2% | 49.4% |
| Sector (XLI) | 11.3% | 35.1% |
Fundamental Drivers
The -9.4% change in RDW stock from 7/31/2025 to 8/18/2026 was primarily driven by a -67.7% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 7312025 | 8182026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.29 | 12.94 | -9.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 278 | 426 | 53.5% |
| P/S Multiple | 3.7 | 6.7 | 82.7% |
| Shares Outstanding (Mil) | 71 | 220 | -67.7% |
| Cumulative Contribution | -9.4% |
Market Drivers
7/31/2025 to 8/18/2026| Return | Correlation | |
|---|---|---|
| RDW | -9.4% | |
| Market (SPY) | 22.4% | 41.6% |
| Sector (XLI) | 22.0% | 36.2% |
Fundamental Drivers
The 255.5% change in RDW stock from 7/31/2023 to 8/18/2026 was primarily driven by a 430.0% change in the company's P/S Multiple.| (LTM values as of) | 7312023 | 8182026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.64 | 12.94 | 255.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 185 | 426 | 130.1% |
| P/S Multiple | 1.3 | 6.7 | 430.0% |
| Shares Outstanding (Mil) | 64 | 220 | -70.8% |
| Cumulative Contribution | 255.5% |
Market Drivers
7/31/2023 to 8/18/2026| Return | Correlation | |
|---|---|---|
| RDW | 255.5% | |
| Market (SPY) | 73.6% | 41.4% |
| Sector (XLI) | 73.2% | 40.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| RDW Return | -35% | -71% | 44% | 478% | -54% | 76% | 29% |
| Peers Return | 14% | 3% | -8% | 197% | 46% | 13% | 429% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| RDW Win Rate | 42% | 33% | 50% | 75% | 50% | 50% | |
| Peers Win Rate | 52% | 55% | 42% | 62% | 60% | 52% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| RDW Max Drawdown | - | -80% | -41% | -36% | -80% | -70% | |
| Peers Max Drawdown | -23% | -25% | -42% | -32% | -33% | -45% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NOC, LMT, LHX, RKLB, LUNR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/18/2026 (YTD)
How Low Can It Go
| Event | RDW | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -65.4% | -18.8% |
| % Gain to Breakeven | 189.2% | 23.1% |
| Time to Breakeven | 417 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -27.3% | -7.8% |
| % Gain to Breakeven | 37.6% | 8.5% |
| Time to Breakeven | 50 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -27.4% | -9.5% |
| % Gain to Breakeven | 37.7% | 10.5% |
| Time to Breakeven | 109 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -68.8% | -24.5% |
| % Gain to Breakeven | 221.0% | 32.4% |
| Time to Breakeven | 626 days | 427 days |
In The Past
Redwire's stock fell -65.4% during the 2025 US Tariff Shock. Such a loss loss requires a 189.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | RDW | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -65.4% | -18.8% |
| % Gain to Breakeven | 189.2% | 23.1% |
| Time to Breakeven | 417 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -27.3% | -7.8% |
| % Gain to Breakeven | 37.6% | 8.5% |
| Time to Breakeven | 50 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -27.4% | -9.5% |
| % Gain to Breakeven | 37.7% | 10.5% |
| Time to Breakeven | 109 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -68.8% | -24.5% |
| % Gain to Breakeven | 221.0% | 32.4% |
| Time to Breakeven | 626 days | 427 days |
In The Past
Redwire's stock fell -65.4% during the 2025 US Tariff Shock. Such a loss loss requires a 189.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Redwire (RDW)
Redwire Corporation (RDW) is a space infrastructure company specializing in the development, manufacturing, and sale of mission-critical solutions and components for the global space industry. The company provides essential hardware, advanced software, and specialized services that support a wide range of space missions. Redwire serves a diverse customer base spanning national security, civil, and commercial markets, with operations in the United States and several international locations.
The company's core offerings include a variety of advanced hardware components such as antennas, solar arrays, composite booms, payload adapters, and space-qualified camera systems, alongside crucial sensors like star trackers and sun sensors. Additionally, Redwire offers a proprietary cloud-based Software as a Service (SaaS) suite for digital engineering, modeling, and simulation of individual components, entire spacecraft, and full constellations. Redwire is also at the forefront of innovative services, including on-orbit servicing, assembly, and manufacturing (OSAM) solutions, low-earth orbit commercialization, and digitally engineered spacecraft technologies.
AI Analysis | Feedback
Here are a few brief analogies to describe Redwire:
- Redwire is like the **Nvidia of space components and digital engineering**.
- Redwire is like the **Cisco for building out space infrastructure**.
AI Analysis | Feedback
- Antennas: Develops and sells various types of antennas for space applications.
- Advanced Sensors & Components: Offers mission-critical hardware such as solar arrays, composite booms, payload adapters, and camera systems.
- Enterprise Software Suite: Provides a cloud-based Software as a Service (SaaS) platform for digital engineering, modeling, and simulation of space assets.
- On-Orbit Servicing, Assembly, and Manufacturing (OSAM): Delivers solutions for in-space maintenance, construction, and production of spacecraft and systems.
- Low-Earth Orbit Commercialization: Offers services and solutions to support and enable commercial ventures in Low-Earth Orbit.
- Digitally Engineered Spacecraft: Specializes in designing and providing spacecraft optimized through advanced digital engineering methodologies.
- Space Domain Awareness & Resiliency Solutions: Develops technologies and services to enhance understanding and ensure the resilience of space assets.
AI Analysis | Feedback
Redwire Corporation (RDW) sells primarily to other companies and government agencies, rather than individuals. Its major customers fall into three broad categories:
-
Government Agencies (National Security): These include various defense and intelligence agencies that procure mission-critical space solutions and components for national security purposes. Examples include the U.S. Department of Defense (DoD) and related organizations.
-
Government Agencies (Civil Space): This category includes national space agencies focused on scientific research, exploration, and development. A primary example is the National Aeronautics and Space Administration (NASA).
-
Commercial Space Companies: These are private sector companies that integrate Redwire's components and solutions into their own satellites, spacecraft, and space infrastructure for various commercial applications. Major customers in this segment include large aerospace and defense prime contractors, satellite operators, and other space technology providers. Examples of public companies that would likely be customers include:
- Lockheed Martin (LMT)
- Northrop Grumman (NOC)
- Boeing (BA)
- L3Harris Technologies (LHX)
- Maxar Technologies (MAXR)
AI Analysis | Feedback
null
AI Analysis | Feedback
Peter Cannito, Chairman and Chief Executive Officer
Peter Cannito was named Redwire's CEO in June 2020. Prior to his current role, he served as the CEO of Polaris Alpha from October 2016 until December 2018, a high-tech solutions provider for the Department of Defense and Intelligence Community. He previously held executive roles, including CEO and COO, at EOIR Technologies and led a team of software and systems engineers at Booz Allen Hamilton. Cannito has been an operating partner with AE Industrial Partners from August 2019 to present, the private equity firm that launched Redwire. He has spent the last 12 years working as an executive for private equity-backed companies in the defense, technology, and government services markets. Under his leadership, Polaris Alpha's revenues tripled in two years, and the company acquired and integrated five high-tech add-ons.
Chris Edmunds, Chief Financial Officer
Chris Edmunds is Redwire's Chief Financial Officer, effective December 1, 2025. He joined Redwire as Corporate Controller in 2020 and served as Senior Vice President and Chief Accounting Officer since 2022. Prior to joining Redwire, Mr. Edmunds spent nearly 15 years in roles of increasing responsibility at Ernst & Young.
Michael Gold, President, Redwire Space
Michael Gold serves as the President of Redwire Space. His role, along with Steve Adlich's, became effective February 12, 2026, separating leadership for the company's space and defense technology activities.
Steve Adlich, President, Redwire Defense Tech
Steve Adlich is the President of Redwire Defense Tech. His appointment, effective February 12, 2026, aims to position dedicated executives to oversee the defense segment's operations and strategic priorities.
Aaron Futch, Executive Vice President, General Counsel and Secretary
Aaron Futch holds the position of Executive Vice President, General Counsel, and Secretary at Redwire.
Peter Cannito was named Redwire's CEO in June 2020. Prior to his current role, he served as the CEO of Polaris Alpha from October 2016 until December 2018, a high-tech solutions provider for the Department of Defense and Intelligence Community. He previously held executive roles, including CEO and COO, at EOIR Technologies and led a team of software and systems engineers at Booz Allen Hamilton. Cannito has been an operating partner with AE Industrial Partners from August 2019 to present, the private equity firm that launched Redwire. He has spent the last 12 years working as an executive for private equity-backed companies in the defense, technology, and government services markets. Under his leadership, Polaris Alpha's revenues tripled in two years, and the company acquired and integrated five high-tech add-ons.
Chris Edmunds, Chief Financial Officer
Chris Edmunds is Redwire's Chief Financial Officer, effective December 1, 2025. He joined Redwire as Corporate Controller in 2020 and served as Senior Vice President and Chief Accounting Officer since 2022. Prior to joining Redwire, Mr. Edmunds spent nearly 15 years in roles of increasing responsibility at Ernst & Young.
Michael Gold, President, Redwire Space
Michael Gold serves as the President of Redwire Space. His role, along with Steve Adlich's, became effective February 12, 2026, separating leadership for the company's space and defense technology activities.
Steve Adlich, President, Redwire Defense Tech
Steve Adlich is the President of Redwire Defense Tech. His appointment, effective February 12, 2026, aims to position dedicated executives to oversee the defense segment's operations and strategic priorities.
Aaron Futch, Executive Vice President, General Counsel and Secretary
Aaron Futch holds the position of Executive Vice President, General Counsel, and Secretary at Redwire.
AI Analysis | Feedback
The key risks to Redwire Corporation (RDW) primarily revolve around its financial stability, significant reliance on government contracts, and the highly competitive nature of the space industry.
- Financial Instability and Lack of Profitability: Redwire has a history of financial losses, negative net income, and challenges with consistent positive free cash flow, indicating ongoing profitability concerns. The company has experienced widening net losses and negative operating cash flow, suggesting a high cash burn rate. This financial strain, coupled with substantial debt, raises concerns about the company's ability to maintain consistent financial stability and may necessitate raising capital, potentially leading to shareholder dilution. Redwire's Altman Z-Score, a predictor of financial distress, has been in the "distress zone" or indicated potential financial stress.
- Heavy Dependence on Government Contracts: A significant portion of Redwire's revenue, over 85%, is derived from U.S. government agencies such as NASA and the Department of Defense. This concentration of customers exposes the company to risks associated with shifts in political priorities, government budget reallocations, and potential delays or cancellations of contracts. Furthermore, Redwire's involvement in fixed-price government contracts has led to cost overruns and gross margin compression, particularly during inflationary periods. Delays in government contract awards due to factors like government shutdowns have also impacted revenue recognition and financial forecasts.
- Intense Competition in the Space Sector: Redwire operates in a burgeoning yet fiercely competitive space industry. The company faces significant competition from well-established aerospace and defense giants with deep financial resources and extensive technical expertise (e.g., SpaceX, Blue Origin, Northrop Grumman, Lockheed Martin), as well as agile new entrants. This intense competitive landscape can make it challenging for Redwire, a smaller and newer entity, to secure high-value government contracts, maintain market share, and differentiate its advanced space technologies, especially when competing against rivals offering cost-effective solutions and rapid technological advancements.
AI Analysis | Feedback
null
AI Analysis | Feedback
Redwire Corporation (RDW) operates in several key addressable markets within the space infrastructure sector.
-
Spacecraft Components: Redwire provides various components such as antennas, solar arrays, and advanced sensors. The global satellite parts and components market is projected to grow from USD 40.66 billion in 2025 to USD 68.05 billion by 2031, at a compound annual growth rate (CAGR) of 8.97%. North America holds a significant share, accounting for an estimated 45-50% of the total global market value.
-
Digital Engineering Software: Redwire offers a proprietary enterprise software suite for digital engineering, modeling, and simulations, particularly for aerospace and defense customers. The global engineering software market is valued at USD 58.7 billion in 2026 and is forecast to reach USD 147.3 billion by 2031, advancing at a 20.2% CAGR. The broader global Digital Engineering (DE) market was valued at USD 2.21 trillion in 2023 and is projected to reach USD 3 trillion by 2027, with the Aerospace & Defense sector alone contributing $90–120 billion, growing at a CAGR of 7–8%.
-
On-Orbit Servicing, Assembly, and Manufacturing (OSAM): Redwire is a leader in OSAM solutions, including in-space manufacturing and assembly. The global on-orbit satellite servicing market size is estimated to be USD 4.67 billion in 2025 and is projected to reach approximately USD 12.60 billion by 2035, demonstrating a CAGR of 10.43%. North America held the largest market share of 37% in 2025 for this market.
-
Low-Earth Orbit (LEO) Commercialization: Redwire is actively involved in LEO commercialization efforts, including in-space production of high-value products. The global LEO satellite market size was estimated at USD 12.64 billion in 2024 and is projected to reach USD 41.31 billion by 2033, growing at a CAGR of 14.0%. North America dominated the global LEO satellite market with the largest revenue share of 55.1% in 2024. The overall LEO market is also growing at a projected CAGR of 12.3% through 2030.
-
Space Domain Awareness and Resiliency (SDA&R): Redwire provides space domain awareness and resiliency technology solutions. The global Space Domain Awareness (SDA) market size reached USD 1.85 billion in 2024 and is projected to grow at a CAGR of 7.9% from 2025 to 2033, anticipating a total value of USD 3.71 billion by 2033. North America is the dominant region in this market, accounting for approximately USD 830 million in 2024.
AI Analysis | Feedback
Redwire Corporation (RDW) is anticipated to drive future revenue growth over the next 2-3 years through several key strategic initiatives and market dynamics:
- Strategic Acquisitions and Expansion into Defense Technology: Redwire's acquisition and integration of Edge Autonomy have been pivotal in transforming the company into a multi-domain space and defense technology provider. This move significantly enhances Redwire's capabilities in uncrewed aerial systems (UAS) and has materially contributed to both revenue growth and bookings, expanding its customer base within national security and defense sectors. The Defense Tech segment is specifically expected to drive a larger share of growth.
- Conversion of Record Backlog and Strong Bookings into Revenue: The company concluded 2025 with a record contracted backlog of $411.2 million, supported by strong bookings and a book-to-bill ratio of 1.32 for the full year and 1.52 in the fourth quarter. This substantial backlog offers clear visibility into future revenue, with management guiding 2026 revenue to a range of $450 million to $500 million, where a significant portion is already backed by existing contracts.
- Transition of Development Programs to Production and New Product Introductions: Redwire is actively moving its development programs into higher-margin production phases, particularly within its Defense Tech segment. This shift is anticipated to improve gross margins and accelerate revenue growth as these products scale. The company is also focused on new product introductions, such as the Extensible Low-Profile Solar Array (ELSA), designed for volume production and higher power output, and advancing in-space manufacturing technologies like the MSTIC platform for semiconductors.
- Expansion into New Space Markets and International Growth: Redwire is strategically targeting emerging high-growth areas, including Very Low Earth Orbit (VLEO) and beyond Geostationary Orbit (X-GEO) markets, evidenced by its involvement in programs like DARPA's Otter and ESA's Skimsat VLEO. Concurrently, the company is broadening its international footprint, securing new contracts for docking systems for European spacecraft like Nyx and expanding its presence in Europe.
AI Analysis | Feedback
Share Repurchases
- Redwire repurchased $63.863 million in convertible preferred stock in 2025, and $63.862 million by Q3 2025.
- Shares were repurchased for the settlement of employee tax withholdings on share-based awards, amounting to $3.769 million in 2025 and $2.622 million in 2024.
- A public offering in June 2025 intended to use a portion of the net proceeds for the repurchase of convertible preferred stock to reduce dilution.
Share Issuance
- Redwire went public through a business combination with Genesis Park Acquisition Corp. in September 2021, with an initial pro forma enterprise value of $620 million.
- In November 2022, Redwire received an $80 million investment from Bain Capital and AE Industrial Partners in the form of equity-linked securities to finance the QinetiQ Space NV acquisition and support growth initiatives.
- In June 2025, Redwire announced an upsized underwritten registered public offering of 15,525,000 common shares at $16.75 each, aiming to raise approximately $260 million in gross proceeds.
- The acquisition of Edge Autonomy in January 2025 included $775 million in Redwire common stock, which nearly doubled outstanding shares from 75.6 million in Q4 2024 to 142.6 million.
Inbound Investments
- Bain Capital and AE Industrial Partners invested $80 million in equity-linked securities in November 2022 to fund the QinetiQ Space NV acquisition and Redwire's growth initiatives.
- AE Industrial Partners, a private equity firm, holds more than 50% ownership of Redwire and was instrumental in its formation through mergers and acquisitions.
Outbound Investments
- Redwire acquired Deployable Space Systems in February 2021 and Techshot in November 2021.
- The company completed the acquisition of QinetiQ Space NV in October 2022, which expanded its global footprint and business scope, especially with the European Space Agency.
- Redwire completed its largest acquisition to date, Edge Autonomy, in January 2025 for $925 million, which included a combination of cash and stock.
- Redwire acquired Hera Systems in August 2024 for an undisclosed amount.
Capital Expenditures
- Redwire made $5.2 million in capital expenditures during the first nine months of 2023.
- Capital expenditures for Q1 2025 were $4.055 million, contributing to a negative free cash flow of $49.1 million for the quarter.
- In Q4 2025, capital expenditures totaled -$6.5 million, marking a 179.9% year-over-year increase.
- In Q4 2025, Redwire opened a new 85,000 square foot facility in Ann Arbor, Michigan, to increase fuel cell production capacity for Stalker UAS, representing a strategic investment in domestic vertical integration.
Peer Outperformance in Aerospace & Defense
RDW has trailed 66% of its 53 Aerospace & Defense peers over 5Y. Among the peers that beat it is VSEC. Aerospace & Defense ranks 4th of 23 industries in Industrials by median 5Y return.
Share of Aerospace & Defense constituents that RDW has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
68%
of 69 industry peers · 43.1% return
3Y
78%
of 59 industry peers · 304.4% return
5Y
34%
of 53 industry peers · 28.2% return
Aerospace & Defense peers with revenue growth within 4pp of RDW's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| RDW | Redwire | 30.8% | -11.7x | 43.1% | 304.4% | 28.2% | — |
| VSEC | VSE | 33.4% | 97.1x | 43.3% | 353.9% | 414.6% | +386pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Industrials sector, ranked by 5Y. Aerospace & Defense is RDW's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 34.4% | 131.4% | 215.6% | CDNL 3372% · STRL 2462% · FIX 2322% |
| Marine Transportation | 4 | 54.2% | 63.4% | 163.0% | MATX 224% · KEX 165% · SFL 161% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 14.4% | 56.3% | 127.2% | CAT 348% · ALSN 267% · WAB 255% |
| Aerospace & Defense ← | 54 | 13.2% | 77.2% | 95.6% | DFNS 2733% · ATI 1147% · FTAI 1018% |
| Passenger Ground Transportation | 3 | -13.3% | 52.1% | 59.3% | UBER 87% · CAR 59% · LYFT -64% |
| Industrial Machinery & Supplies & Components | 71 | 13.4% | 57.6% | 59.2% | CRS 1647% · PSIX 867% · GHM 841% |
| Cargo Ground Transportation | 16 | 46.9% | 13.3% | 52.4% | R 301% · XPO 297% · CVLG 225% |
| Diversified Support Services | 34 | 12.4% | 37.0% | 43.9% | LIME 4409% · TH 429% · WLFC 380% |
| Rail Transportation | 7 | 38.8% | 69.9% | 43.5% | FSTR 123% · CSX 60% · UNP 49% |
| Trading Companies & Distributors | 18 | 6.7% | 37.2% | 42.3% | DXPE 572% · AIT 330% · URI 250% |
| Electrical Components & Equipment | 40 | 24.1% | 42.2% | 35.9% | POWL 2534% · BE 969% · ELVA 956% |
| Building Products | 33 | -4.2% | 19.8% | 32.1% | GFF 444% · LMB 431% · PPIH 278% |
| Industrial Conglomerates | 17 | 25.8% | 28.8% | 11.6% | RCMT 812% · TTI 215% · CSW 163% |
| Office Services & Supplies | 10 | 18.1% | 30.7% | 7.1% | TILE 200% · PBI 168% · EBF 63% |
| Environmental & Facilities Services | 28 | -7.5% | 14.2% | 4.8% | CECO 972% · ADUR 642% · NVRI 300% |
| Research & Consulting Services | 13 | -9.4% | -20.9% | -5.0% | HURN 206% · CRAI 89% · GRNQ 87% |
| Agricultural & Farm Machinery | 17 | -6.1% | -17.7% | -16.7% | BLBD 201% · DE 75% · GENC 68% |
| Passenger Airlines | 11 | 10.9% | -3.7% | -21.4% | LTM 2330% · UAL 170% · SKYW 161% |
| Data Processing & Outsourced Services | 6 | -32.9% | -12.8% | -27.3% | EXLS 48% · BR 7% · MMS -27% |
| Human Resource & Employment Services | 21 | 13.5% | -21.7% | -31.5% | BBSI 87% · ADP 42% · KFY 39% |
| Air Freight & Logistics | 12 | -12.1% | -23.4% | -35.9% | CHRW 86% · FDX 69% · EXPD 61% |
| Security & Alarm Services | 10 | -31.9% | -19.0% | -47.1% | CIX 119% · MG 94% · BCO 52% |
| Airport Services | 3 | -69.5% | -68.1% | -56.0% | JOBY -10% · ASLE -56% · UP -100% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 179.35 |
| Mkt Cap | 50.9 |
| Rev LTM | 11,851 |
| Op Inc LTM | 1,089 |
| FCF LTM | 1,351 |
| FCF 3Y Avg | 1,031 |
| CFO LTM | 1,608 |
| CFO 3Y Avg | 1,261 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 29.9% |
| Rev Chg 3Y Avg | 19.7% |
| Rev Chg Q | 36.2% |
| QoQ Delta Rev Chg LTM | 7.9% |
| Op Inc Chg LTM | 2.0% |
| Op Inc Chg 3Y Avg | -2.4% |
| Op Mgn LTM | -9.0% |
| Op Mgn 3Y Avg | -10.5% |
| QoQ Delta Op Mgn LTM | 3.1% |
| CFO/Rev LTM | -3.0% |
| CFO/Rev 3Y Avg | -6.8% |
| FCF/Rev LTM | -8.2% |
| FCF/Rev 3Y Avg | -11.6% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Space | 210 | 255 | 194 | ||
| Defense Tech | 126 | 49 | 50 | ||
| Space and defense technology solutions | 161 | 138 | |||
| Total | 335 | 304 | 244 | 161 | 138 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Transaction expenses | -21 | -9 | -0 |
| Space | -49 | 16 | 28 |
| All other corporate charges | -66 | -58 | -52 |
| Defense Tech | -94 | 9 | 9 |
| Total | -230 | -42 | -16 |
Price Behavior
Price Behavior
| Market Price | $12.94 | |
| Market Cap ($ Bil) | 2.5 | |
| First Trading Date | 01/14/2021 | |
| Distance from 52W High | -50.0% | |
| 50 Days | 200 Days | |
| DMA Price | $11.64 | $10.28 |
| DMA Trend | up | down |
| Distance from DMA | 11.2% | 25.8% |
| 3M | 1YR | |
| Volatility | 130.7% | 116.0% |
| Downside Capture | 524.64 | 475.85 |
| Upside Capture | 398.09 | 424.37 |
| Correlation (SPY) | 49.0% | 43.1% |
RDW Betas & Captures as of 7/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.70 | 3.74 | 5.06 | 4.12 | 3.74 | 2.73 |
| Up Beta | 7.30 | 6.45 | 6.31 | 3.40 | 2.43 | 2.29 |
| Down Beta | 1.03 | 1.03 | 1.67 | 1.83 | 2.64 | 2.30 |
| Up Capture | 86% | 54% | 861% | 1027% | 1881% | 29627% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 9 | 16 | 29 | 60 | 122 | 374 |
| Down Capture | 535% | 457% | 412% | 275% | 195% | 112% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 12 | 26 | 33 | 65 | 127 | 359 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RDW | |
|---|---|---|---|---|
| RDW | 45.0% | 115.8% | 0.84 | - |
| Sector ETF (XLI) | 23.4% | 17.0% | 1.06 | 36.5% |
| Equity (SPY) | 20.4% | 12.8% | 1.17 | 43.1% |
| Gold (GLD) | 29.8% | 28.5% | 0.91 | 25.1% |
| Commodities (DBC) | 40.2% | 20.2% | 1.56 | 0.9% |
| Real Estate (VNQ) | 13.1% | 13.9% | 0.65 | 4.4% |
| Bitcoin (BTCUSD) | -45.4% | 42.7% | -1.30 | 37.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RDW | |
|---|---|---|---|---|
| RDW | 5.3% | 96.3% | 0.48 | - |
| Sector ETF (XLI) | 13.7% | 17.6% | 0.60 | 36.7% |
| Equity (SPY) | 13.1% | 17.2% | 0.59 | 38.0% |
| Gold (GLD) | 19.8% | 18.6% | 0.87 | 11.9% |
| Commodities (DBC) | 9.8% | 19.6% | 0.39 | 4.4% |
| Real Estate (VNQ) | 2.4% | 18.9% | 0.02 | 23.2% |
| Bitcoin (BTCUSD) | 7.1% | 52.6% | 0.32 | 24.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RDW | |
|---|---|---|---|---|
| RDW | 2.3% | 91.5% | 0.45 | - |
| Sector ETF (XLI) | 14.1% | 20.0% | 0.62 | 35.6% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 37.2% |
| Gold (GLD) | 12.1% | 16.2% | 0.61 | 11.8% |
| Commodities (DBC) | 7.8% | 18.1% | 0.35 | 4.3% |
| Real Estate (VNQ) | 4.8% | 20.7% | 0.20 | 22.7% |
| Bitcoin (BTCUSD) | 59.9% | 66.0% | 1.00 | 22.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 8/14/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 10.4% | 25.8% | |
| 5/6/2026 | -4.6% | 18.9% | 91.4% |
| 2/25/2026 | 10.8% | 7.7% | 2.9% |
| 11/5/2025 | -18.1% | -18.2% | -6.6% |
| 5/12/2025 | -6.6% | 8.1% | 60.7% |
| 3/11/2025 | -3.6% | 6.2% | -3.3% |
| 1/21/2025 | -3.0% | -1.5% | -10.4% |
| 11/6/2024 | -0.8% | 19.7% | 64.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 6 | 10 | 6 |
| # Negative | 12 | 8 | 11 |
| Median Positive | 4.2% | 12.2% | 41.7% |
| Median Negative | -4.1% | -10.5% | -5.7% |
| Max Positive | 10.8% | 32.5% | 91.4% |
| Max Negative | -18.1% | -18.2% | -17.0% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 10.4% | 25.8% | |
| 5/6/2026 | -4.6% | 18.9% | 91.4% |
| 2/25/2026 | 10.8% | 7.7% | 2.9% |
| 11/5/2025 | -18.1% | -18.2% | -6.6% |
| 5/12/2025 | -6.6% | 8.1% | 60.7% |
| 3/11/2025 | -3.6% | 6.2% | -3.3% |
| 1/21/2025 | -3.0% | -1.5% | -10.4% |
| 11/6/2024 | -0.8% | 19.7% | 64.0% |
| 8/7/2024 | -10.3% | -7.3% | -0.5% |
| 5/8/2024 | 2.1% | 16.4% | 22.7% |
| 3/14/2024 | 4.7% | 32.5% | 11.3% |
| 11/6/2023 | -7.4% | -13.7% | -3.2% |
| 8/7/2023 | -0.3% | -3.5% | -5.5% |
| 5/9/2023 | -0.7% | -15.1% | -17.0% |
| 10/4/2022 | -2.1% | -6.7% | -5.7% |
| 8/10/2022 | 3.6% | 4.5% | -9.1% |
| 5/12/2022 | 1.6% | 7.8% | -2.4% |
| 2/10/2022 | -6.2% | -16.7% | -8.3% |
| SUMMARY STATS | |||
| # Positive | 6 | 10 | 6 |
| # Negative | 12 | 8 | 11 |
| Median Positive | 4.2% | 12.2% | 41.7% |
| Median Negative | -4.1% | -10.5% | -5.7% |
| Max Positive | 10.8% | 32.5% | 91.4% |
| Max Negative | -18.1% | -18.2% | -17.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/27/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/11/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/20/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 03/31/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/27/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/11/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/20/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/12/2023 | 10-Q |
| 12/31/2022 | 03/31/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/15/2022 | 10-Q |
| 03/31/2022 | 05/13/2022 | 10-Q |
| 12/31/2021 | 04/11/2022 | 10-K |
| 09/30/2021 | 04/01/2022 | 10-Q |
Recent Forward Guidance
Updated 8/6/2026Latest: Q2 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 450.00 Mil | 475.00 Mil | 500.00 Mil | 0 | Affirmed | Guidance: 475.00 Mil for 2026 | |
Insider Activity
Updated 7/16/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ae, Red Holdings, Llc | See footnotes | Sell | 6122026 | 21.48 | 1,070,565 | 23,000,018 | 23,147,270 | Form | |
| 2 | Ae, Red Holdings, Llc | See footnotes | Sell | 5202026 | 13.75 | 15,247,586 | 209,584,305 | 1,765,460 | Form | |
| 3 | Ae, Red Holdings, Llc | See footnotes | Sell | 4242026 | 10.85 | 21,365,909 | 231,820,113 | 1,393,574 | Form | |
| 4 | Ae, Red Holdings, Llc | See footnotes | Sell | 4222026 | 10.57 | 977,887 | 10,336,266 | 227,195,269 | Form | |
| 5 | Ae, Red Holdings, Llc | See footnotes | Sell | 4222026 | 10.23 | 1,766,372 | 18,069,986 | 229,890,974 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ae, Red Holdings, Llc | See footnotes | Sell | 6122026 | 21.48 | 1,070,565 | 23,000,018 | 23,147,270 | Form | |
| 2 | Ae, Red Holdings, Llc | See footnotes | Sell | 5202026 | 13.75 | 15,247,586 | 209,584,305 | 1,765,460 | Form | |
| 3 | Ae, Red Holdings, Llc | See footnotes | Sell | 4242026 | 10.85 | 21,365,909 | 231,820,113 | 1,393,574 | Form | |
| 4 | Ae, Red Holdings, Llc | See footnotes | Sell | 4222026 | 10.57 | 977,887 | 10,336,266 | 227,195,269 | Form | |
| 5 | Ae, Red Holdings, Llc | See footnotes | Sell | 4222026 | 10.23 | 1,766,372 | 18,069,986 | 229,890,974 | Form | |
| 6 | Ae, Red Holdings, Llc | See footnotes | Sell | 4202026 | 10.77 | 2,034,536 | 21,911,953 | 261,049,808 | Form | |
| 7 | Ae, Red Holdings, Llc | See footnotes | Sell | 4202026 | 10.57 | 3,145,207 | 33,244,838 | 277,707,132 | Form | |
| 8 | Ae, Red Holdings, Llc | See footnotes | Sell | 4162026 | 9.70 | 692,936 | 6,721,479 | 285,358,005 | Form | |
| 9 | Ae, Red Holdings, Llc | See footnotes | Sell | 4162026 | 9.92 | 1,202,375 | 11,927,560 | 298,703,967 | Form | |
| 10 | Ae, Red Holdings, Llc | See footnotes | Sell | 4142026 | 9.78 | 790,393 | 7,730,044 | 306,247,614 | Form | |
| 11 | Ae, Red Holdings, Llc | See footnotes | Sell | 4142026 | 9.31 | 581,018 | 5,409,278 | 298,888,752 | Form | |
| 12 | Ae, Red Holdings, Llc | See footnotes | Sell | 4102026 | 9.37 | 542,368 | 5,081,988 | 306,259,134 | Form | |
| 13 | Ae, Red Holdings, Llc | See footnotes | Sell | 4102026 | 10.17 | 407,776 | 4,147,082 | 337,923,075 | Form | |
| 14 | Ae, Red Holdings, Llc | See footnotes | Sell | 3262026 | 9.45 | 2,500,000 | 23,625,000 | 317,852,801 | Form | |
| 15 | Ae, Red Holdings, Llc | See footnotes | Sell | 3262026 | 9.15 | 7,500,000 | 68,625,000 | 330,637,236 | Form | |
| 16 | Ae, Red Holdings, Llc | See footnotes | Sell | 3242026 | 10.06 | 27,190 | 273,531 | 438,970,283 | Form | |
| 17 | Ae, Red Holdings, Llc | See footnotes | Sell | 3172026 | 10.06 | 97,066 | 976,484 | 450,090,969 | Form | |
| 18 | Ae, Red Holdings, Llc | See footnotes | Sell | 3172026 | 10.01 | 11,615 | 116,266 | 448,825,567 | Form | |
| 19 | Ae, Red Holdings, Llc | See footnotes | Sell | 3042026 | 10.06 | 244,666 | 2,461,340 | 451,184,300 | Form | |
| 20 | Ae, Red Holdings, Llc | See footnotes | Sell | 2112026 | 10.01 | 49,985 | 500,350 | 451,390,940 | Form | |
| 21 | Ae, Red Holdings, Llc | See footnotes | Sell | 2112026 | 10.10 | 1,385,507 | 13,993,621 | 455,954,248 | Form | |
| 22 | Ae, Red Holdings, Llc | See footnotes | Sell | 2052026 | 11.18 | 11,761 | 131,488 | 520,199,721 | Form | |
| 23 | Ae, Red Holdings, Llc | See footnotes | Sell | 2052026 | 11.18 | 3,357,142 | 37,532,848 | 520,331,209 | Form | |
| 24 | Ae, Red Holdings, Llc | See footnotes | Sell | 2032026 | 11.12 | 1,312,126 | 14,590,841 | 554,870,152 | Form | |
| 25 | Ae, Red Holdings, Llc | See footnotes | Sell | 2032026 | 12.65 | 1,550,179 | 19,609,764 | 647,813,091 | Form | |
| 26 | Ae, Red Holdings, Llc | See footnotes | Sell | 1302026 | 12.80 | 3,932,686 | 50,338,381 | 675,336,960 | Form | |
| 27 | Ae, Red Holdings, Llc | See footnotes | Sell | 1302026 | 13.29 | 4,847,867 | 64,428,152 | 753,455,100 | Form | |
| 28 | Ae, Red Holdings, Llc | See footnotes | Sell | 1132026 | 10.77 | 2,871,715 | 30,928,371 | 817,016,723 | Form | |
| 29 | Ae, Red Holdings, Llc | See footnotes | Sell | 1132026 | 10.83 | 2,255,356 | 24,425,505 | 852,669,022 | Form | |
| 30 | Ae, Red Holdings, Llc | See footnotes | Sell | 1072026 | 10.44 | 1,862,063 | 19,439,938 | 873,121,035 | Form | |
| 31 | Futch, Aaron Michael | EVP, GC and Secretary | Direct | Buy | 11142025 | 5.45 | 18,410 | 100,337 | 483,436 | Form |
| 32 | Edmunds, Chris | Chief Accounting Officer | Direct | Buy | 11142025 | 5.46 | 5,500 | 30,029 | 586,617 | Form |
| 33 | Cannito, Peter Anthony JR | Chairman and CEO | Direct | Buy | 11132025 | 5.71 | 8,750 | 49,962 | 3,057,526 | Form |
| 34 | Futch, Aaron Michael | EVP, GC and Secretary | Direct | Buy | 11122025 | 6.10 | 4,098 | 25,000 | 428,789 | Form |
| 35 | Cannito, Peter Anthony JR | Chairman and CEO | Direct | Buy | 11102025 | 6.21 | 32,155 | 199,673 | 3,270,823 | Form |
| 36 | Bain, Capital Credit Member, Llc | See footnote | Sell | 9172025 | 7.83 | 11,000,000 | Form | |||
| 37 | Edmunds, Chris | Chief Accounting Officer | Direct | Buy | 8122025 | 8.91 | 775 | 6,905 | 908,294 | Form |
| 38 | Futch, Aaron Michael | EVP, GC and Secretary | Direct | Buy | 8122025 | 9.10 | 3,200 | 29,120 | 602,374 | Form |
Investor Activity (13F)
Updated Aug 19, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
Redwire — Investor Video Playlist
Products & Services
Microgravity and Pharmaceutical Development: SpaceMD’s First Commercial Mission on SpaceX’s Starfall
Investor / Analyst
Redwire Q1 FY2026 Earnings Highlights
Products & Services
Redwire's San Luis Obispo Factory Tour
Leadership
Beyond the Hype: Practical Adoption of AI for Space Business Operations
Products & Services
Redwire and Aspera Biomedicines Investigate Cutting-Edge Cancer Treatment in Space
Investor / Analyst
Q3 Earnings Recap
Products & Services
Via Satellite Interview from the Small Satellite Conference: Redwire Talks Acorn 2.0
Products & Services
Redwire Enables Multi-Domain Operations
Leadership
Fireside Chat with Redwire CEO Peter Cannito at the Global Aerospace Summit
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Aerospace & Defense Resources |
| Defense News |
| FlightGlobal |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.
Core Cache Last Updated: 8/18/2026