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Redwire Corp (RDW) stock

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NYSE: RDW NYSE Aerospace & Defense Next results ~November 4, 2026

C+ Fundamentals grade

Redwire Corp is a US-listed company in the aerospace & defense industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: every model's value for Redwire Corp is far from the share price, which usually points to a data problem (a merger, a share-count change, a one-off) rather than a bargain or a bubble.

Price vs value

Under review: free cash flow after stock pay is not positive. We'll show the comparison once resolved.

Redwire Corp valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders3 buying, 8 selling6 purchases and 39 sales by directors and officers, last 12 monthsInsider trades
  • Funds241 adding, 108 cuttingOf 36 active managers that changed their stake, 19 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Redwire files

Where Redwire stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $426m, up 63.1% on a year earlier, faster than the 33.6% growth a quarter earlier. That growth ranks 2 of 33 among the aerospace & defense companies we cover. Free-cash-flow margin rose to -23.0% from -58.2% a year earlier. Operating margin widened to -50.5% from -52.7%. The diluted share count is up 41.9% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 6 of our 7 financial-health checks.

Our model value for Redwire is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Redwire Corp's trailing-twelve-month revenue grew 63.1% year on year, with a free-cash-flow margin of -23.0%. Where it stands out: revenue growth of 63.1% ranks 7 of 57 aerospace & defense companies we cover. Where it lags: change in share count of 41.9% ranks 43 of 51 aerospace & defense companies we cover.

Current signal Revenue growth accelerating: TTM revenue growth rose to 63.1% (+29.5pp vs the prior quarter).

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 63.1% over the last 12 months, against a median of 15.5% for aerospace & defense companies we cover.
  • Growth speeding up. The growth rate is 29.5 points higher than a quarter earlier.
  • Net cash. Cash exceeds long-term debt by $0.5bn.

Things to watch

  • Results due soon. Results are expected around 4 November; the share price can move sharply on the day.
  • Loss-making. Operating margin is -50.5%: costs exceed revenue.
  • Burning cash. Free cash flow was -23.0% of revenue over the last 12 months.
  • Heavy stock-based pay. Stock pay equals 17.4% of revenue, against a median of 1.5% for aerospace & defense companies we cover: a real cost that cash-flow figures leave out.
  • Share dilution. Diluted shares rose 41.9% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 114% and a beta of 4.1 against the S&P 500.

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
-$0.09 against an average estimate of -$0.13: beat by 30.8%
Revenue
$117m, up 89.6% on a year earlier
Share reaction
+11.3% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Next report
November 4, 2026; average EPS estimate -$0.09

Redwire's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-6.7%
  • 1 week-5.9%
  • 1 month-28.0%
  • This year+3.0%
  • 1 year-0.5%
  • 5 years-39.8%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$426M
Operating margin
-50.5%
Net margin
-57.3%
EPS (TTM, diluted)
$-2.62

Growth

Revenue growth
+63.1%
Change in growth rate
+29.5 pts
Share count change
+41.9%

Cash

Free cash flow (TTM)
-$98.2M
FCF margin
-23.0%
Stock pay % of revenue
17.4%

Earnings

Last results
August 5, 2026
Next results (est.)
November 4, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Insider trade
  2. Results
  3. Leadership

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Redwire Corp valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: free cash flow after stock pay is not positive.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Redwire Corp as an operating company, with every model that fits that kind of business. Cost of equity 12.8%: the 10-year Treasury yield (4.9%) plus a beta of 1.75 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$1.1 ~$0.9–$1.3 Left out: out of range vs price (0.14x)
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: This model is withheld pending its input or assumption review.
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. — Does not apply: This model is withheld pending its input or assumption review.
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: This model is withheld pending its input or assumption review.
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Redwire Corp with Aerospace & Defense in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025
Share price$6.75$1.98$2.85$16.46$7.60
Market value$304m$125m$184m$1.1bn$909m
+ Net debt (− = net cash)$59m$51m$59m$93m−$6m
Enterprise value$363m$176m$243m$1.2bn$902m
Multiples
Price / sales 2.2x0.8x0.8x3.6x2.7x
Price / earnings —————
Price / free cash flow —————
EV / EBITDA —————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

16 /100

Weak moat

How hard Redwire's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Cash operating profit has been a median -6.3% of total assets over 5 years.

  • Pricing power 3 / 20

    Gross margin has been a median 19.6%, moving by 6.9 percentage points (standard deviation) across 6 years.

  • Durability 10 / 20

    Operating margin has been a median -42.1%; its worst year was -110.0%.

  • Cash conversion 0 / 20

    Free cash flow was positive in 0 of 5 years, at a median -23.0% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, after the close. Analysts expect revenue of $127m and EPS of −$0.09 (range −$0.11 to −$0.07) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$0.45 +52% $475m +42%
Next −$0.32 +28% $564m +19%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −34.6% on 90 days ago. In the last 30 days, 1 analyst raised Redwire Corp's forecast and 0 cut it.

Consensus EPS forecast Redwire Corp, last 90 days
−$0.80 −$0.60 −$0.40 −$0.20 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$0.68 Current fiscal year, 60 days ago: −$0.48 Current fiscal year, 30 days ago: −$0.47 Current fiscal year, 7 days ago: −$0.47 Current fiscal year, Now: −$0.45 −$0.45 Next fiscal year, 90 days ago: −$0.41 Next fiscal year, 60 days ago: −$0.35 Next fiscal year, 30 days ago: −$0.34 Next fiscal year, 7 days ago: −$0.34 Next fiscal year, Now: −$0.32 −$0.32

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$0.68−$0.41
60 days ago −$0.48−$0.35
30 days ago −$0.47−$0.34
7 days ago −$0.47−$0.34
Now −$0.45−$0.32

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.13 −$0.09 +30.8%
Mar 2026 −$0.17 −$0.12 +28.5%
Dec 2025 −$0.16 −$0.22 −37.6%
Sept 2025 −$0.13 −$0.19 −46.9%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

11 analysts, Oct 2026
Buy655%
Hold436%
Sell19%

Monthly trend

  1. Oct 202664111
  2. Sep 202663110
  3. Aug 20266219
  4. Jul 20266219

Counts of recommendations published by analysts covering Redwire Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
22.7%
of tradable shares
Days to cover
3.56
at average volume
Short interest, 1 month
+15%
to October 15, 2026
Held by institutions
70%
of shares
Held by insiders
1.3%
of shares
Employees
1,410
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Calendar year 20222023202420252026 to date
Return
RDW−71%+44%+478%−54%+3%
Industry peers (median)−10%+13%+22%+19%−12%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
RDW33%50%75%50%36%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
RDW−80%−41%−36%−80%−70%
S&P 500−25%−10%−8%−19%−9%

Worst fall since January 14, 2021: 87% from October 26, 2021 to December 28, 2022. Getting back needed a 685% gain, reached on November 25, 2024, 698 days after the low.

Price behaviour

52-week range
$5.06 – $25.90
From 52-week high
−69.8%
vs 50-day average
−22.7%
vs 200-day average
−29.2%
Volatility (1 year)
114%
Beta vs S&P 500
4.11

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±15.3%
After a week
7 up, 5 down
typical move ±21.0%
After a month
6 up, 6 down
typical move ±37.0%
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 +11.3% −0.4% +26.9% −2.4%
May 6, 2026 +5.9% +1.1% +31.9% +112.3%
February 25, 2026 +13.4% +0.3% +10.2% +5.3%
November 5, 2025 −14.0% −0.7% −14.1% −8.1%
August 6, 2025 −35.6% +0.7% −34.3% −43.4%
May 12, 2025 +0.7% +4.0% +8.8% +77.4%
March 11, 2025 −11.7% −0.3% −2.8% −11.5%
March 10, 2025 −14.5% −3.5% −9.0% −36.1%
January 21, 2025 +46.8% +1.5% +49.2% +35.6%
November 6, 2024 +6.4% +3.3% +28.4% +75.9%
August 7, 2024 −16.0% +1.6% −13.2% −6.8%
May 8, 2024 +7.6% +0.6% +22.7% +29.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Redwire Corp in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Redwire Corp
$200M $250M $300M $350M $400M $450M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $234M Revenue (TTM), FY23 Q4: $243.8M Revenue (TTM), FY24 Q1: $274M Revenue (TTM), FY24 Q2: $292M Revenue (TTM), FY24 Q3: $298M Revenue (TTM), FY24 Q4: $304.1M Revenue (TTM), FY25 Q1: $277.7M Revenue (TTM), FY25 Q2: $261.4M Revenue (TTM), FY25 Q3: $296.1M Revenue (TTM), FY25 Q4: $335.4M Revenue (TTM), FY26 Q1: $371M Revenue (TTM), FY26 Q2: $426.3M $426.3M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $234M
FY23 Q4 $243.8M
FY24 Q1 $274M
FY24 Q2 $292M
FY24 Q3 $298M
FY24 Q4 $304.1M
FY25 Q1 $277.7M
FY25 Q2 $261.4M
FY25 Q3 $296.1M
FY25 Q4 $335.4M
FY26 Q1 $371M
FY26 Q2 $426.3M
Revenue growth, TTM YoY Redwire Corp
-20% 0% 20% 40% 60% 80% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 58.2% Revenue growth, TTM YoY, FY23 Q4: 51.9% Revenue growth, TTM YoY, FY24 Q1: 47.9% Revenue growth, TTM YoY, FY24 Q2: 39.9% Revenue growth, TTM YoY, FY24 Q3: 27.4% Revenue growth, TTM YoY, FY24 Q4: 24.7% Revenue growth, TTM YoY, FY25 Q1: 1.4% Revenue growth, TTM YoY, FY25 Q2: -10.5% Revenue growth, TTM YoY, FY25 Q3: -0.6% Revenue growth, TTM YoY, FY25 Q4: 10.3% Revenue growth, TTM YoY, FY26 Q1: 33.6% Revenue growth, TTM YoY, FY26 Q2: 63.1% 63.1%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 58.2%
FY23 Q4 51.9%
FY24 Q1 47.9%
FY24 Q2 39.9%
FY24 Q3 27.4%
FY24 Q4 24.7%
FY25 Q1 1.4%
FY25 Q2 -10.5%
FY25 Q3 -0.6%
FY25 Q4 10.3%
FY26 Q1 33.6%
FY26 Q2 63.1%
Operating margin (TTM) Redwire Corp
-80% -60% -40% -20% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -14.8% Operating margin (TTM), FY23 Q4: -6.4% Operating margin (TTM), FY24 Q1: -6.2% Operating margin (TTM), FY24 Q2: -6.9% Operating margin (TTM), FY24 Q3: -10.1% Operating margin (TTM), FY24 Q4: -13.9% Operating margin (TTM), FY25 Q1: -19.1% Operating margin (TTM), FY25 Q2: -52.7% Operating margin (TTM), FY25 Q3: -56.4% Operating margin (TTM), FY25 Q4: -68.5% Operating margin (TTM), FY26 Q1: -76.8% Operating margin (TTM), FY26 Q2: -50.5% -50.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -14.8%
FY23 Q4 -6.4%
FY24 Q1 -6.2%
FY24 Q2 -6.9%
FY24 Q3 -10.1%
FY24 Q4 -13.9%
FY25 Q1 -19.1%
FY25 Q2 -52.7%
FY25 Q3 -56.4%
FY25 Q4 -68.5%
FY26 Q1 -76.8%
FY26 Q2 -50.5%
FCF margin (TTM) Redwire Corp
-60% -40% -20% 0% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -10.1% FCF margin (TTM), FY23 Q4: -1.8% FCF margin (TTM), FY24 Q1: 4.3% FCF margin (TTM), FY24 Q2: -0.1% FCF margin (TTM), FY24 Q3: -5.0% FCF margin (TTM), FY24 Q4: -7.8% FCF margin (TTM), FY25 Q1: -25.9% FCF margin (TTM), FY25 Q2: -58.2% FCF margin (TTM), FY25 Q3: -53.9% FCF margin (TTM), FY25 Q4: -56.9% FCF margin (TTM), FY26 Q1: -41.9% FCF margin (TTM), FY26 Q2: -23.0% -23.0%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -10.1%
FY23 Q4 -1.8%
FY24 Q1 4.3%
FY24 Q2 -0.1%
FY24 Q3 -5.0%
FY24 Q4 -7.8%
FY25 Q1 -25.9%
FY25 Q2 -58.2%
FY25 Q3 -53.9%
FY25 Q4 -56.9%
FY26 Q1 -41.9%
FY26 Q2 -23.0%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 138 161 244 304 335 426
Gross profit 29 29 58 44 17 86
EBITDA −60 −135 −5 −31 −197 −168
Operating income −70 −146 −16 −42 −230 −215
Net income −62 −131 −27 −114 −227 −244
Diluted EPS −$1.36 −$2.09 −$0.73 −$2.35 −$2.28 —
Growth (year on year)
Revenue — +16.7% +51.9% +24.7% +10.3% +63.1%
Margins
Gross margin 21.3% 17.9% 23.8% 14.6% 5.2% 20.1%
EBITDA margin −43.3% −84.2% −2.0% −10.0% −58.8% −39.4%
Operating margin −51.0% −91.2% −6.4% −13.9% −68.5% −50.5%
Net margin −44.7% −81.4% −11.2% −37.6% −67.6% −57.3%
Free-cash-flow margin −28.7% −22.0% −1.8% −7.8% −56.9% −23.0%
Cash flow
Cash from operations −37 −32 1 −17 −177 −76
Capital spending 2 4 6 6 13 22
Free cash flow −39 −35 −4 −24 −191 −98
Stock-based pay 27 11 9 11 59 74
Free cash flow after stock pay −67 −46 −13 −35 −250 −172
Balance sheet
Cash 21 28 30 34 94 557
Total debt 79 79 89 127 88 49
Net debt (negative = net cash) 59 51 59 93 −6 −508
Diluted shares 45m 63m 65m 66m 120m —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

6 of 7 checks passed · June 30, 2026
What it owns · $1.9bn
Short-term assets $761mLonger-term assets $1.2bn
What it owes, and who funded it · $1.9bn
Short-term liabilities $194mLonger-term liabilities $119mShareholders' equity $1.6bn
  • Short-term assets cover short-term liabilities $761m of assets due within a year against $194m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $761m short-term assets against $119m of longer-dated liabilities.
  • More cash than debt $557m of cash against $48m of debt.
  • Debt below 40% of shareholders' equity Debt is 3% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 70% to 3% over five years.
  • A year's operating cash flow covers at least 20% of debt −$76m of operating cash flow against $48m of debt.
  • Operating profit covers interest at least five times over No material interest expense reported.

From Redwire Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+41.9%
year over year
R&D spending
9.9%
of revenue
Sales & admin spending
52.3%
of revenue
Days sales outstanding
24 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in aerospace & defense
Last 12 months unless stated RDW LUNR LOAR KRMN CDRE RKLB Median
Revenue, last 12 months $426m $490m $586m $590m $686m $769m $769m
Revenue growth, last 12 months 63.1% 116.9% 29.8% 50.2% 19.7% 52.5% 15.5%
Revenue growth, 3-year average 26.9% 79.7% — — 13.6% 49.2% 12.6%
Revenue growth, latest quarter 89.6% 309.8% 39.4% 58.2% 31.8% 62.0% 15.8%
Gross margin 20.1% — 52.2% 41.7% 41.8% 37.3% 27.8%
Operating margin −50.5% −27.5% 21.9% 16.8% 10.1% −29.1% 9.0%
Operating margin, 3-year average −36.7% −31.9% 21.8% — 10.9% −42.0% 6.0%
Net margin −57.3% −26.6% 11.6% 6.3% 5.3% −21.5% 5.5%
Cash from operations / revenue −17.9% −25.8% 20.7% 1.0% 12.9% −28.9% 5.5%
Free-cash-flow margin −23.0% −38.3% 18.5% −4.7% 11.4% −48.3% 3.4%
Free-cash-flow margin, 3-year average −27.1% −35.7% 13.8% — 8.9% −44.8% 3.0%
Stock pay / revenue 17.4% 4.6% 2.9% 3.9% 1.8% 10.6% 1.2%
Change in share count 41.9% 47.4% — −11.4% 9.0% 15.7% 3.9%

Median of all 57 companies we cover in aerospace & defense. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

57 aerospace & defense companies
Measure Company Peer median Rank
Revenue growth Growth 63.1% 15.5% 7 of 57
Change in growth rate Growth +29.5pp +2.2pp 8 of 57
Gross margin Profitability 20.1% 28.3% 35 of 46
Operating margin Profitability -50.5% 8.5% 41 of 51
Net margin Profitability -57.3% 5.5% 44 of 57
Free-cash-flow margin Cash generation -23.0% 3.4% 41 of 57
Stock pay as % of revenue Cash generation 17.4% 1.5% 41 of 53
Long-term debt as % of assets Balance sheet 2.2% 22.1% 7 of 47
Change in share count Balance sheet 41.9% 2.4% 43 of 51
Days sales outstanding Balance sheet 24 days 53 days 8 of 45

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Space $210M 62.6% ▼ 17.8%
Defense Tech $126M 37.4% ▲ 157.5%
Geography
Region Revenue Share YoY
United States $196M 58.4% ▲ 30.5%
Europe $125M 37.4% ▼ 18.5%
Other Geographical Areas $14.1M 4.2% ▲ 6592.4%

From Redwire Corp's 10-K filed February 27, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$1.7B
Institutions reporting
322
Shares held vs prior quarter
▲ 15.9%
Positions opened / closed
113 / 53

Top buyers and sellers, Q2 2026: 241 institutions bought and 108 sold ; the biggest buyer was Mirae Asset Global Investments Co., Ltd (+11.9M shares) and the biggest seller Ae Industrial Partners, LP (−33.0M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $197M 16.1M 11.3% ▲ 45.1%
State Street Corp $179M 14.6M 10.2% ▲ 111.0%
Mirae Asset Global Investments Co., Ltd. $145M 11.9M 8.3% New
Renaissance Technologies LLC $115M 9.4M 6.6% New
Vanguard Capital Management LLC $91.4M 7.5M 5.2% ▲ 33.4%
Van Eck Associates Corp $83.8M 6.9M 4.8% ▲ 173.0%
Marex Group Ltd $75.1M 6.1M 4.3% ▲ 4872.0%
Geode Capital Management, LLC $48.1M 3.9M 2.8% ▲ 78.7%
UBS Group AG $45.9M 3.8M 2.6% ▲ 83.6%
D. E. Shaw & Co., Inc. $45.7M 3.7M 2.6% ▲ 71.6%
Voya Investment Management LLC $42.3M 3.5M 2.4% ▲ 2.5%
Penserra Capital Management LLC $37.3M 3.0M 2.1% ▲ 71.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Redwire Corp's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $405,012 6 trades by 3 insiders, last 12 months Insider sales History → $1.2B 39 trades by 8 insiders · 0% under pre-set plans
Net ▼ $1.2B net selling
Insider Date Trade Shares Price Value
Greene Michael Robert Director September 23, 2026 Sell 929,435 $11.34 $10.5M
Aeroequity Gp, Llc Director June 11, 2026 Sell 1,070,565 $21.48 $23M
Greene Michael Robert Director May 18, 2026 Sell 9,588,077 $13.30 $128M
Greene Michael Robert Director May 18, 2026 Sell 5,659,509 $14.50 $82.1M
Ae Red Holdings, Llc Director April 22, 2026 Sell 21,365,909 $10.85 $232M
Rowe David H. Director April 21, 2026 Sell 977,887 $10.57 $10.3M
Rowe David H. Director April 20, 2026 Sell 1,766,372 $10.23 $18.1M
Edge Autonomy Ultimate Holdings, Lp Director April 17, 2026 Sell 2,034,536 $10.77 $21.9M
Edge Autonomy Ultimate Holdings, Lp Director April 16, 2026 Sell 3,145,207 $10.57 $33.2M
Ae Industrial Partners Fund Ii-B, Lp Director April 15, 2026 Sell 692,936 $9.70 $6.7M
Ae Industrial Partners Fund Ii-B, Lp Director April 14, 2026 Sell 1,202,375 $9.92 $11.9M
Rowe David H. Director April 13, 2026 Sell 790,393 $9.78 $7.7M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 4, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • May 6, 2026
  • February 25, 2026
  • November 5, 2025
  • August 6, 2025
  • May 12, 2025

Recent SEC filings

Data status

When each part of this page on Redwire Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Redwire Corp in brief

What does Redwire Corp do?
Redwire Corp is a US-listed company in the aerospace & defense industry. Its financial year ends in December.
What is Redwire Corp's stock ticker?
Redwire Corp trades under the ticker RDW on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Redwire Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Redwire Corp reported revenue of $426M, 63.1% higher than a year earlier, according to its SEC filings.
What is Redwire Corp's free cash flow?
Redwire Corp's free-cash-flow margin is -23.0% of revenue over the trailing twelve months, ranking 41 of the 57 aerospace & defense companies we cover.
Who are Redwire Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., State Street Corp and Mirae Asset Global Investments Co., Ltd. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Redwire Corp's market cap?
On December 31, 2025, Redwire Corp's market capitalisation was about $909M and net debt of -$6.1M. Market figures come from third-party market data and may be delayed.
How much debt does Redwire Corp have?
Redwire Corp's debt-to-equity ratio is 2.9%, from its latest balance sheet (69.8% five years earlier). The financial health section below sets out its other solvency checks.
Who are Redwire Corp's competitors?
In our Aerospace & Defense peer group, the companies closest to Redwire Corp are Intuitive Machines, Inc., Loar Holdings Inc., Karman Holdings Inc., Cadre Holdings, Inc. and Rocket Lab Corp. The side-by-side comparison below sets their revenue, margins and growth against Redwire Corp's.
Are insiders buying or selling Redwire Corp stock?
Over the last 12 months, Redwire Corp's directors and officers reported 6 open-market purchases and 39 sales on Form 4. The insider trading page charts every trade.
When is Redwire Corp's next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Redwire Corp announces its own schedule.