Where Does Redwire Stock Rank Among Competitors?
Redwire stock experienced significant underperformance over the past year, declining 47%. Yet, in the dynamic space infrastructure sector, how does it stack up against peers? Despite strong operational momentum and recent contract wins, deeper analysis reveals ongoing negative profitability and notable cash burn. This limits its near-term upside, despite some analyst optimism for 2026 from new defense initiatives and European expansion.
- RDW’s -48.0% operating margin reveals deep unprofitability and cost issues in its early-stage operations, vs. LHX’s 11.1% established profitability.
- RDW’s -0.6% LTM revenue decline signals struggles converting backlog to sales amid contract delays, contrasting peers benefiting from strong sector demand.
- RDW’s 47.0% stock drop & -6.3 PE show investor skepticism over future profitability & cash burn, vastly underperforming peers in a strong defense market.
Here’s how Redwire stacks up across size, valuation, and profitability versus key peers.
| RDW | NOC | LMT | LHX | RKLB | LUNR | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1.3 | 83.8 | 115.3 | 56.9 | 40.2 | 2.1 |
| Revenue ($ Bil) | 0.3 | 40.9 | 73.3 | 21.4 | 0.6 | 0.2 |
| PE Ratio | -6.3 | 20.9 | 27.4 | 33.6 | -203.3 | -10.9 |
| LTM Revenue Growth | -0.6% | -0.1% | 2.9% | 2.9% | 52.4% | 7.1% |
| LTM Operating Margin | -48.0% | 10.0% | 8.2% | 11.1% | -41.4% | -30.9% |
| LTM FCF Margin | -56.6% | 4.5% | 6.3% | 10.1% | -41.8% | -18.3% |
| 12M Market Return | -47.0% | 27.3% | 6.1% | 49.6% | 204.4% | -7.5% |
For more details on Redwire, read Buy or Sell RDW Stock. Below we compare RDW’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| RDW | -0.6% | 24.7% | 51.9% | 16.7% |
| NOC | -0.1% | 4.4% | 7.3% | 2.6% |
| LMT | 2.9% | 5.1% | 2.4% | -1.6% |
| LHX | 2.9% | 9.8% | 13.8% | -4.2% |
| RKLB | 52.4% | 78.3% | 15.9% | 239.0% |
| LUNR | 7.1% | 186.6% | -7.4% | 18.5% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| RDW | -48.0% | -10.9% | -6.4% | -29.0% |
| NOC | 10.0% | 10.6% | 6.5% | 9.8% |
| LMT | 8.2% | 9.9% | 12.6% | 12.7% |
| LHX | 11.1% | 9.7% | 10.4% | 11.3% |
| RKLB | -41.4% | -43.5% | -72.7% | -64.1% |
| LUNR | -30.9% | -23.0% | -75.6% | -6.4% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| RDW | -6.3 | -9.5 | -6.8 | -1.0 |
| NOC | 20.9 | 16.5 | 34.5 | 17.3 |
| LMT | 27.4 | 21.7 | 16.4 | 22.4 |
| LHX | 33.6 | 26.6 | 32.5 | 37.6 |
| RKLB | -203.3 | -66.4 | -14.6 | -12.9 |
| LUNR | -10.9 | -3.9 | 0.7 | ∞ |
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