RDW|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $-0.10 | - | - |
| Q2'26 | $-0.17 | $-0.09 | +47.6% |
| Q1'26 | $-0.16 | $-0.18 | -12.4% |
| Q4'25 | $-0.19 | $-0.35 | -83.6% |
| Q3'25 | $-0.13 | $-0.19 | -46.9% |
| Q2'25 | $-0.15 | $-1.41 | -840.0% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $126M | - | - |
| Q2'26 | $108M | $117M | +8.0% |
| Q1'26 | $105M | $97M | -7.3% |
| Q4'25 | $103M | $109M | +5.2% |
| Q3'25 | - | $103M | - |
| Q2'25 | - | $62M | - |
Market Data
RDW Stock Snapshot
RDW is currently trading at $13.57, giving Redwire Corporation a market cap of 3.25B. Today's range spans $11.78–$13.68, with shares opening at $12.42 and moving down $0.02 (0.1%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 77/100.
Over the past year RDW has traded between $4.87 and $26.64 - the current price is +178.6% off the 52-week low and -49.1% from the high. 15 analysts cover the stock with a Buy consensus and a mean 12-month target of $15.56 (range $7.00–$24.00), implying upside of +14.7%.
RDW is surfing the Industrials sector momentum as a small-cap (3.25B market cap) - and the numbers back it up. Technical score: 82/100 (BUY). Sentiment: bullish (77/100). Price: $13.57 (in the lower half of its 52-week range). In smaller-cap names, sector momentum tends to amplify company-specific signals - which makes the bullish read here more valuable than the same signal would be in a mega-cap peer. Annual range: $4.87–$26.64.
Small-cap BUY setups (82/100) like RDW — 3.25B in Industrials market cap — offer a different risk/reward profile than larger peers: the re-rating potential on a positive catalyst is larger in percentage terms, but the position-sizing discipline needs to account for thinner liquidity. At $13.57 (in the lower half of its 52-week range in $4.87–$26.64), with bullish sentiment (77/100) supporting the directional read, this is a name that rewards concentrated attention rather than casual exposure.
Company Insights: Redwire Corporation (RDW)
Redwire Corporation (RDW) is a key provider of essential space infrastructure and solutions, catering to both government and commercial entities. The company's core offerings include critical technologies such as avionics, sensors, and advanced solar array solutions vital for spacecraft operations. Redwire also develops sophisticated software for digital engineering and simulation, alongside specialized products like microgravity payloads and in-space manufacturing capabilities.
The company's revenue has shown significant growth, particularly in Q4 2025, which reached $108.79 million, a 56.4% year-over-year increase largely attributed to the strategic acquisition of Edge Autonomy. While revenue has demonstrated an upward trend across recent quarters, the company has consistently reported net losses. These losses have been influenced by non-recurring activities and acquisition-related charges, underscoring the challenges in achieving profitability amidst expansion.
Recent analyst sentiment, including a bullish initiation from Truist Securities and a raised price target from Canaccord Genuity, signals growing confidence in Redwire's market position. The introduction of its new Extensible Low-Profile Solar Array (ELSA) and the successful integration of Edge Autonomy are key catalysts. Investors are focused on the company's ability to transition to production contracts and accelerate backlog conversion in 2026 to drive margin improvement and a clear path to profitability.
Space Infrastructure
Redwire provides critical space hardware including avionics, sensors, and solar arrays essential for mission success.
The company's portfolio extends to digital engineering software, microgravity payloads, and in-space manufacturing solutions.
Serving both governmental and commercial clients positions Redwire to capitalize on diverse and growing space sector demand.
Revenue Growth
Recent quarters show substantial revenue increases, with Q4 2025 reaching $108.79 million, up 56.4% year-over-year.
The acquisition of Edge Autonomy was a significant driver of this top-line expansion.
Revenue has shown a positive trend across Q1, Q2, and Q3 of 2025, indicating increasing business activity.
Profitability Challenges
Despite revenue growth, Redwire has consistently reported net losses in recent reporting periods.
Acquisition-related charges and non-recurring activities have impacted reported earnings.
The company is focused on achieving margin improvement and a path to profitability in 2026.
Analyst Sentiment
Recent analyst coverage has been positive, with Truist Securities initiating bullish coverage.
Price targets have been raised by firms like Canaccord Genuity, reflecting optimism.
New product introductions like the ELSA solar array are generating investor interest.
Positioning RDW
Investors seeking exposure to the burgeoning space infrastructure market may consider Redwire Corporation. Adding to positions could be warranted as the company demonstrates progress towards margin improvement and consistent profitability in 2026. Reducing exposure might be prudent if integration challenges with acquisitions persist or if the transition to production contracts falters.
RDW Competitive Positioning
Redwire Corporation (RDW) is tracked alongside these names in Aerospace & Defense on DailyIQ.
Risk Factors
Redwire Corporation faces risks tied to its reliance on government contracts, the competitive landscape of space infrastructure, and its ability to achieve profitability amidst growth. Investors should monitor these factors as they can significantly impact the company's financial performance and stock valuation.
- Contract Dependency
Redwire's revenue is heavily dependent on securing and fulfilling contracts, particularly with government entities. A loss of major contracts or delays in government funding could severely impact revenue and profitability. This risk materializes if government budgets are cut or if competitors secure key programs.
- Integration Risk
The company has grown through acquisitions, such as Edge Autonomy. Failure to successfully integrate these acquired businesses could lead to operational inefficiencies, missed synergies, and financial underperformance. This risk becomes critical if integration plans falter or if acquired entities do not meet performance expectations.
- Profitability Path
Despite revenue growth, Redwire has consistently reported net losses. The company's ability to transition to profitability hinges on margin improvement and accelerated backlog conversion. If these efforts fail, sustained losses could erode investor confidence and valuation.
- Technological Obsolescence
The space industry is characterized by rapid technological advancement. Redwire's core technologies, such as avionics and sensors, could become obsolete if not continuously innovated. This risk would materialize if competitors develop superior solutions or if Redwire fails to invest adequately in R&D.
- Space Market Volatility
The demand for space infrastructure can be cyclical and influenced by broader economic conditions and geopolitical events. A downturn in the space sector or increased global instability could reduce client spending on Redwire's solutions. This risk is heightened during periods of economic recession or heightened international tensions.
Analyst Price Targets for RDW
Wall Street's current consensus view on Redwire Corporation (RDW), based on the most recently tracked analyst coverage.
Reflects the most recently tracked analyst ratings for RDW and may lag real-time updates. Not a recommendation to buy or sell.
Key Metrics for RDW
Redwire's performance hinges on its ability to convert its substantial backlog into profitable revenue and integrate recent acquisitions. Investors should monitor these key metrics to gauge the company's operational efficiency and growth trajectory.
Revenue Growth: Measures the increase in Redwire's sales quarter-over-quarter and year-over-year. Strong, consistent growth, especially from organic sources or successful acquisitions like Edge Autonomy, is positive. Declining or stagnant revenue could signal market challenges or integration issues for Redwire. This is crucial as it directly impacts Redwire's scale and market penetration.
Gross Margin: Indicates the profitability of Redwire's core operations before other expenses. Expanding gross margins suggest improved pricing power or cost efficiencies in production. Shrinking margins for Redwire could point to rising input costs or competitive pressures. This metric is vital for assessing Redwire's path to profitability.
Backlog Conversion: Tracks the rate at which Redwire's existing order backlog is recognized as revenue. A high conversion rate demonstrates operational execution and predictable revenue streams. Slow conversion for Redwire might indicate production bottlenecks or shifting customer priorities. This is key for forecasting future performance.
Net Loss/Profitability: Measures Redwire's overall profitability after all expenses. A trend towards reduced net losses or achieving net profitability is a key indicator of financial health. Persistent or widening net losses for Redwire raise concerns about its long-term viability. Investors closely watch this for signs of sustainable business operations.
Acquisition Integration: Assesses the financial and operational success of Redwire's acquisitions, such as Edge Autonomy. Positive contributions to revenue and margins from acquired entities are favorable. Struggles in integrating or realizing synergies from acquisitions would be a negative signal for Redwire. This is critical given Redwire's growth strategy.
What Moves RDW Stock?
Redwire Corporation's stock performance is primarily driven by its role in the burgeoning space infrastructure market and the successful integration of strategic acquisitions. Demand for its critical space technologies, coupled with its ability to secure and execute on government and commercial contracts, directly influences investor sentiment.
Space Infrastructure Demand
Redwire provides essential components like avionics, sensors, and solar arrays crucial for spacecraft. The increasing global investment in space exploration, satellite constellations, and defense applications fuels the demand for these foundational technologies.
Strong contract wins and a growing backlog for these components translate into predictable revenue streams and revenue growth. Positive developments in this area tend to boost the stock as they signal market validation and future financial performance.
Acquisition Integration
The company has actively pursued growth through acquisitions, notably the Edge Autonomy acquisition. Integrating these new capabilities and revenue streams is critical for realizing synergies and expanding market reach.
Successful integration, as evidenced by revenue contributions from recent acquisitions, can lead to share price appreciation. Conversely, challenges in integration or failure to meet expected performance targets can create downward pressure on the stock.
Analyst Sentiment
Recent analyst initiations and price target raises, such as those from Truist Securities and Canaccord Genuity, reflect growing confidence in Redwire's strategic direction and market position. These endorsements often highlight new product introductions like the ELSA solar array.
Positive analyst ratings can attract new investors and reinforce existing holdings, leading to increased trading volume and upward price momentum. Any shift in analyst sentiment, whether positive or negative, can therefore have a direct impact on the stock's valuation.
Key insight: Redwire's trajectory hinges on its ability to scale its space infrastructure offerings and effectively integrate its acquisitions. Continued success in securing government and commercial contracts, alongside positive analyst coverage, will be key to unlocking its growth potential.
RDW Recent Earnings History
- Q4 2025
EPS: $-0.35 actual vs $-0.19 estimate (miss) · Revenue: $109M actual vs $103M estimate
- Q3 2025
EPS: $-0.19 actual vs $-0.13 estimate (miss) · Revenue: $103M actual
- Q2 2025
EPS: $-1.41 actual vs $-0.15 estimate (miss) · Revenue: $62M actual
- Q1 2025
EPS: $-0.09 actual vs $-0.35 estimate (beat) · Revenue: $61M actual
- Q4 2024
EPS: $-0.24 actual vs $-0.08 estimate (miss) · Revenue: $70M actual
Frequently Asked Questions About RDW
Is Redwire Corporation (RDW) stock a good investment?
Redwire Corporation (RDW) provides essential space infrastructure and solutions for government and commercial clients. The investment thesis often centers on the growing demand for space-based capabilities and Redwire's role in critical technologies like avionics and solar arrays. Investors may consider the company's acquisition strategy and its ability to convert backlog into profitable revenue.
What drives Redwire Corporation (RDW) stock price?
The stock price of Redwire Corporation (RDW) is influenced by several factors, including government and commercial space contracts, the successful integration of acquisitions like Edge Autonomy, and advancements in its product offerings such as the Extensible Low-Profile Solar Array (ELSA). News regarding new partnerships, successful mission deployments, and analyst ratings can also impact investor sentiment.
Does Redwire Corporation (RDW) pay a dividend?
Currently, Redwire Corporation (RDW) does not pay a dividend to its shareholders. The company's focus appears to be on reinvesting its capital into growth initiatives, research and development, and strategic acquisitions to expand its market position within the aerospace and defense sector.
What are the risks of investing in Redwire Corporation (RDW)?
Risks associated with Redwire Corporation (RDW) include the cyclical nature of government and defense spending, intense competition within the aerospace industry, and challenges related to integrating acquired businesses. The company's ability to achieve profitability and manage its debt levels are also key considerations for investors.
How is Redwire Corporation (RDW) performing financially?
Redwire Corporation (RDW) has shown significant revenue growth, partly driven by acquisitions, but has also reported net losses. While revenue has increased year-over-year, investors are closely watching for margin improvement and a clear path to profitability. The company's earnings per share (EPS) performance has been mixed, with recent quarters missing estimates.
What is Redwire Corporation's (RDW) market position in the space industry?
Redwire Corporation (RDW) is positioned as a key provider of essential space infrastructure and solutions, offering a diverse portfolio of critical technologies. Its offerings range from avionics and sensors to solar array solutions and advanced software for digital engineering. The company aims to capitalize on the expanding opportunities in both governmental and commercial space sectors.
What is the outlook for Redwire Corporation (RDW) in 2026?
The outlook for Redwire Corporation (RDW) in 2026 will likely depend on its ability to achieve margin improvements and convert its backlog into revenue, particularly through production contracts. Successful integration of recent acquisitions and continued innovation in its product lines, such as the ELSA solar array, are expected to be crucial for its performance.
How does Redwire Corporation (RDW) approach innovation and new technologies?
Redwire Corporation (RDW) demonstrates its commitment to innovation through the development of advanced space technologies like its Extensible Low-Profile Solar Array (ELSA). The company also leverages digital engineering and simulation software to enhance its design and testing capabilities, aiming to provide cutting-edge solutions for complex space missions.
What are Redwire Corporation's (RDW) key growth drivers?
Key growth drivers for Redwire Corporation (RDW) include the increasing global investment in space infrastructure, demand for advanced satellite components, and expansion into new markets through strategic acquisitions. The company's focus on critical technologies for both defense and commercial space applications positions it to benefit from these trends.
How does Redwire Corporation (RDW) manage its backlog and contracts?
Redwire Corporation (RDW) aims to accelerate its backlog conversion into revenue, with a strategic focus on transitioning towards production contracts. This shift is expected to improve operational efficiency and contribute to margin expansion as the company scales its manufacturing capabilities for its various space solutions.
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