Is Redwire Stock Outperforming Its Rivals?

RDW: Redwire logo
RDW
Redwire

Redwire (RDW) stock significantly lagged peers over the past year, as of 1/22/2026. But how does it truly measure up in the evolving space infrastructure market? A closer look reveals negative LTM revenue growth and substantial unprofitability, marked by negative operating and free cash flow margins. This contrasts with more profitable peers, suggesting limited near-term upside despite Redwire‘s niche in critical space technology.

  • RDW’s -48.0% operating margin, lowest among peers, signals significant cost control challenges in its space infrastructure segment, unlike LHX’s 11.1% defense profitability.
  • RDW’s -0.6% revenue growth, lagging peers, indicates demand weakness or program delays in its space offerings, contrasting robust defense/broader space expansion.
  • RDW’s stock is down 44.7% in 1 year with a -8.4 PE, reflecting investor concerns over its profitability and growth outlook amid intense space sector competition.

Here’s how Redwire stacks up across size, valuation, and profitability versus key peers.

  RDW NOC LMT LHX RKLB LUNR
Market Cap ($ Bil) 1.7 95.9 137.7 66.5 46.5 2.4
Revenue ($ Bil) 0.3 40.9 73.3 21.4 0.6 0.2
PE Ratio -8.4 23.9 32.8 39.2 -235.4 -12.6
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 -44.7% 35.8% 22.4% 64.8% 197.0% -8.2%

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

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  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 -8.4 -4.4 -39.0 -1.4
NOC 23.9 20.1 34.6 14.8
LMT 32.8 21.6 17.6 20.9
LHX 39.2 37.1 32.5 38.0
RKLB -235.4 -181.9 -67.2 -19.0
LUNR -12.6 -3.5 5.2

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