Redwire's aggressive acquisition strategy has driven a 89.6% revenue surge to $117.1M in 2026Q2, but the company remains deeply unprofitable with a -18.9% operating margin and -$44.9M in negative free cash flow. The balance sheet has been transformed by a mass...
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Revenue accelerated 89.6% year-over-year to $117.1M in 2026Q2, but operating losses widened to -$22.1M with a -18.9% margin, indicating that cost growth (R&D and SG&A of $54.6M) continues to outpace revenue gains.
Redwire has a substantial pipeline of $6 billion and over $500 million in bids for Q1 2025. Analysts project a compound annual growth rate (CAGR) of approximately 23% through 2026, with proprietary programs like the Valkyrie Hall Effect Thrusters potentially adding up to $150 million in annual revenue.
The acquisition of Edge Autonomy has transformed Redwire into a growth-focused platform, integrating it into the high-margin tactical drone market. This diversification includes capabilities in avionics, sensors, propulsion, and in-space manufacturing, enhancing its defense and international reach.
Redwire stands to benefit from government initiatives such as the 'Golden Dome' missile defense program, which has a projected lifetime value of $542 billion and an initial funding opportunity of $25 billion. The company's facility in Colorado is crucial for RF systems and antenna production, supporting contracts for missile defense and lunar exploration.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | -$0.19-21.6% vs -$0.16 | $117M+9.3% vs $107M |
Q2 2026 May 6, 2026 | -$0.40-150.0% vs -$0.16 | $97M-8.5% vs $106M |
Q1 2026 Feb 25, 2026 | -$0.58-262.5% vs -$0.16 | $109M+10.1% vs $99M |
Q4 2025 Nov 5, 2025 | -$0.29-141.7% vs -$0.12 | $103M-20.2% vs $130M |
Redwire provides essential space infrastructure and technology for government and commercial satellite missions. Rocket Lab offers a vertically integrated model covering everything from launch services to satellite manufacturing.
RDW's autonomous docking system supports rendezvous, docking and resource transfer, opening another path in future space infrastructure.
Redwire (NYSE:RDW) shares are climbing in Monday's midday session, with the stock up 9% at $11.66.
Redwire Corporation (NYSE: RDW - Get Free Report)'s share price was down 7% on Friday. The stock traded as low as $10.64 and last traded at $10.7470. 31,571,689 shares were traded during trading, an increase of 17% from the average daily volume of 26,938,428 shares. The stock had previously closed at $11.55. Wall Street Analyst
Benchmark RDW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Redwire Corp (RDW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $11.76 | $2.81B | -5.16 | 10.29% | -67.55% | -44.95% | — | |
| $4.35 | $51.71M | -0.09 | -47.49% | -930.73% | -90.48% | — | |
| $63.69 | $19.03B | -47.53 | 1505.21% | -536.66% | -27.27% | — | |
| $16.24 | $2.59B | -23.20 | -7.87% | -26.7% | -58.45% | — | |
| $12.74 | $35.98B | -463.27 | 22.99% | 4.8% | 2.4% | — | |
| $46.97 | $8.81B | 361.31 | 18.52% | 2.03% | 1.14% | — |
Redwire Corp (RDW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Redwire Corp (RDW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 14, 2026·SEC
Jul 1, 2026·SEC
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Redwire Corp (RDW) stock FAQ — growth, dividends, profitability & financials explained
Redwire Corp (RDW) reported $426.3M in revenue for fiscal year 2025. This represents a 2142% increase from $19.0M in 2019.
Redwire Corp (RDW) grew revenue by 10.3% over the past year. This is steady growth.
Redwire Corp (RDW) reported a net loss of $244.1M for fiscal year 2025.
Redwire Corp (RDW) has a return on equity (ROE) of -44.9%. Negative ROE indicates the company is unprofitable.
Redwire Corp (RDW) had negative free cash flow of $115.2M in fiscal year 2025, likely due to heavy capital investments.
