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Redwire Corporation (RDW) Stock

Redwire Corporation Stock Details, Movements and Public Alerts

Redwire Corporation (RDW): Space Infrastructure and Defense Drones With $356 Million Backlog and 1.25x Book-to-Bill

Redwire Corporation builds critical space infrastructure components: roll-out solar arrays that power satellites and lunar missions, cameras and sensors for spacecraft navigation, and in-space manufacturing systems that 3D print structures in orbit. CEO Peter Cannito completed the $925 million acquisition of Edge Autonomy in June 2025, adding defense drones to the portfolio and creating an integrated space-and-defense technology company. Q3 2025 revenue reached $103 million with full-year guidance of $320-340 million. Contracted backlog is $356 million with 36% from international customers and a 1.25x book-to-bill ratio indicating growing demand. Redwire's Roll-Out Solar Arrays power NASA's Gateway station as part of the Artemis program, and the Archinaut platform is building toward on-orbit manufacturing demonstration missions. Edge Autonomy's Stalker and Penguin drone series serve the U.S. Army's long-range reconnaissance needs.

52-Week Range

$25.83 - $4.87

-69.07% from high · +64.07% from low

Avg Daily Volume

30,870,577

20-day average

100-day avg: 16,100,891

Fundamentals

Valuation Metrics

P/E Ratio (TTM)

N/A

Forward P/E

-21.03

Price to Book

1.34

EV/EBITDA

-14.04

EPS (TTM)

-$3.11

Price to Sales

4.46

Beta

2.47

More volatile than market

Q:How is RDW valued relative to its earnings and growth?
Valuation data is not available for this stock.
Q:What is RDW's risk profile compared to the market?
With a beta of 2.47, Redwire Corporation is significantly more volatile than the market. For every 10% market move, this stock tends to move 25% in the same direction. Higher beta stocks offer greater potential returns but with increased risk. The price-to-book ratio of 1.34 shows investors value the company above its book value, which often reflects intangible assets or growth prospects.

Performance & Growth

Profit Margin

-70.32%

Operating Margin

-39.80%

EBITDA

$-121,228,000

Return on Equity

-39.85%

Return on Assets

-10.41%

Revenue Growth (YoY)

50.70%

Q:How profitable and efficient is RDW's business model?
Redwire Corporation achieves a profit margin of -70.32%, meaning it retains $-70.32 from every $100 in revenue after all expenses. This relatively low margin suggests the company operates in a competitive environment or high-cost industry where profitability is challenging. The operating margin of -39.80% reveals how efficiently the company runs its core business operations before interest and taxes. With ROE at -39.85% and ROA at -10.41%, the company achieves moderate returns on invested capital.
Q:What are RDW's recent growth trends?
Redwire Corporation's revenue grew by 50.70% year-over-year, representing robust expansion that significantly outpaces typical market growth rates. This strong top-line performance suggests the company is successfully capturing market share or benefiting from favorable industry trends. These growth metrics should be evaluated against Aerospace & Defense industry averages for proper context.

Company Size & Market

Market Cap

$1.3B

Revenue (TTM)

$296.15M

Revenue/Share (TTM)

$3.17

Shares Outstanding

165.15M

Book Value/Share

$5.98

Asset Type

EQUITY

Q:What is RDW's market capitalization and position?
Redwire Corporation has a market capitalization of $1.3B, classifying it as a small-cap stock (under $2B). Small-caps offer significant growth potential but come with higher volatility and risk. They can be more sensitive to economic conditions but may provide outsized returns if successful. With 165.15M shares outstanding, the company's ownership is relatively concentrated. As a participant in the Aerospace & Defense industry, it competes with other firms in this sector.
Q:How does RDW's price compare to its book value?
Redwire Corporation's book value per share is $5.98, while the current stock price is $7.99, resulting in a price-to-book (P/B) ratio of 1.34. This reasonable premium to book value suggests the market values the company's earnings power and intangible assets appropriately. Most profitable companies trade between 1-3x book value. As EQUITY, this represents a specific type of security.

Analyst Ratings

Analyst Target Price

$13.11

64.09% upside potential

Analyst Recommendations

Strong Buy

0

Buy

7

Hold

2

Sell

0

Strong Sell

1

Q:How reliable are analyst predictions for RDW?
10 analysts cover RDW with 70% recommending buy/strong buy ratings. Analyst predictions have mixed reliability - studies show consensus rarely beats market returns consistently. The mixed views reflect uncertainty about the outlook. The consensus target of $13.11 implies 64.1% upside, but targets are often adjusted to follow price moves rather than predict them.
Q:What is the Wall Street consensus on RDW?
Current analyst recommendations:07 Buy, 2 Hold, 01 Strong Sell. The bullish tilt suggests optimism about future prospects, though investors should conduct independent research.Remember that analyst opinions often lag price movements and can be influenced by investment banking relationships.

Fundamentals last updated: Feb 21, 2026, 02:12 AM

Technical Indicators

RSI (14-day)

41.32

Neutral

50-Day Moving Average

$9.42

-15.18% below MA-50

200-Day Moving Average

$10.71

-25.40% below MA-200

MACD Line

-0.54

MACD Signal

-0.20

MACD Histogram

-0.33

Bearish

Q:What does RDW's RSI value tell investors?
The RSI (Relative Strength Index) for RDW is currently 41.32, indicating the stock is in neutral territory (40-60 range). Neither buyers nor sellers have clear control, suggesting consolidation or balanced market forces. Combined with the price being below the 50-day moving average, this confirms bearish conditions.
Q:How should traders interpret RDW's MACD and moving average crossovers?
MACD analysis shows the MACD line at -0.54 below the signal line at -0.20, with histogram at -0.33. This bearish crossover indicates downward pressure. The 50-day MA ($9.42) is below the 200-day MA ($10.71), forming a death cross pattern that often warns of extended weakness. Price is currently below both MAs, confirming weakness.

Indicators last updated: Feb 22, 2026, 12:48 AM

Active Alerts

Alert Condition
Price falls below
Threshold
$7.50
Created
Feb 18, 2026, 05:17 PM
Alert Condition
MA Breakout (Bullish)
Threshold
50 days
Created
Feb 11, 2026, 05:10 PM
Alert Condition
Price rises above
Threshold
$13.11
Created
Feb 9, 2026, 05:36 PM

Redwire Corporation (RDW) Stock Analysis 2025: Complete Investment Guide

Space Infrastructure That Powers Missions

Redwire's core space business centers on components that nearly every satellite and spacecraft needs. Roll-Out Solar Arrays (ROSA) generate power for everything from commercial communications satellites to NASA's Gateway lunar station. Star trackers and navigation cameras guide spacecraft orientation. Antennas enable communication. Deployable booms and structures extend instruments and sensors once in orbit.

The in-space manufacturing capability sets Redwire apart. Acquired through Made In Space, the Archinaut platform uses robotic arms and 3D printing to build structures in orbit that are too large to fit inside a rocket fairing. NASA has funded the development with nearly $74 million toward an on-orbit demonstration mission. If successful, this technology could enable construction of large antenna reflectors, solar arrays, and structural trusses in space, fundamentally changing what's possible in satellite design.

Edge Autonomy: Adding Defense Drones to the Portfolio

CEO Peter Cannito acquired Edge Autonomy for $925 million in June 2025, marking a strategic expansion into defense drones. Edge Autonomy manufactures the Stalker and Penguin unmanned aircraft systems for long-duration reconnaissance, surveillance, and target acquisition. The U.S. Army selected Edge Autonomy's VXE30 Stalker for the Long Range Reconnaissance (LRR) program prototype phase.

The acquisition logic connects space and defense capabilities. Modern warfare relies on both satellite reconnaissance and drone-based intelligence. Redwire's space sensors and cameras have direct applications in drone payloads, and the combined company can offer integrated space-to-ground intelligence solutions. The defense drone market is growing rapidly as military spending shifts toward autonomous systems and unmanned platforms.

Financial Performance

  • •Q3 2025 Revenue: $103.4 million, up from $61.4 million in Q1 2025
  • •FY2025 Guidance: $320-340 million (narrowed from earlier range due to delayed government awards)
  • •Contracted Backlog: $355.6 million; 36% international ($128.7 million); 1.25x book-to-bill
  • •Q3 Adjusted EBITDA: $(2.6) million; net loss $(41.2) million including acquisition-related costs
  • •Edge Autonomy: $925 million acquisition closed June 2025; enhances technical and financial positioning
  • •2026 Pipeline: Management highlights strong pipeline of government and commercial awards expected in 2026

Growth Catalysts

  • •NASA Artemis Program: ROSA solar arrays power Gateway lunar station; cameras for lunar lander missions; long-duration space infrastructure programs provide multi-year revenue
  • •Defense Drone Demand: Edge Autonomy's Stalker selected for U.S. Army LRR program; global military drone spending growing rapidly
  • •In-Space Manufacturing: Archinaut demonstration mission could unlock a new market for building large structures in orbit; $74M+ NASA funding validates technology
  • •International Expansion: 36% of backlog from international customers; allied nations increasing space and defense spending
  • •2026 Government Awards: Delayed awards from 2025 create a pipeline of decisions expected in 2026; management describes strong bid pipeline

Risks and Challenges

  • •Profitability: Adjusted EBITDA remains negative; net losses of $41 million in Q3 include integration costs but underlying margins need improvement
  • •Government Funding Dependence: Revenue depends on government contract awards that can be delayed, reduced, or canceled due to budget politics
  • •Acquisition Integration: The $925 million Edge Autonomy deal is large relative to Redwire's size; integrating a defense drone company into a space company carries execution risk
  • •Competition: Northrop Grumman, L3Harris, and Boeing compete for space infrastructure contracts with larger scale and established government relationships
  • •Revenue Guidance Reduction: Narrowing FY2025 guidance to $320-340M from higher initial expectations indicates execution challenges and award timing uncertainty

Competitive Landscape

In space infrastructure, Redwire competes with Northrop Grumman (solar arrays, spacecraft buses), L3Harris (sensors, cameras), and Maxar Technologies (now part of Advent). Redwire's advantage is specialization: the company focuses on mission-critical components and in-space manufacturing rather than building entire spacecraft. This makes Redwire a supplier to larger prime contractors rather than a direct competitor, which creates a broader customer base.

In defense drones, Edge Autonomy competes with AeroVironment (Switchblade, Puma), Kratos Defense, and Shield AI. The Stalker's selection for the Army LRR program demonstrates competitive capability. The combined Redwire-Edge Autonomy entity offers a unique combination of space sensors and drone platforms that no competitor matches, though the integrated value proposition is still early.

Who Is This Stock Suitable For?

Perfect For

  • ✓Investors seeking exposure to the growing space infrastructure and defense drone markets through a mid-cap pure play
  • ✓Those who believe NASA Artemis, commercial space, and military drone spending will accelerate in the coming years
  • ✓Growth investors who see the Edge Autonomy acquisition creating a differentiated space-plus-defense platform
  • ✓Patient holders comfortable with pre-profit companies building backlog in long-cycle government programs

Less Suitable For

  • ✗Income or value investors (no dividend, negative EBITDA, integration costs weighing on near-term results)
  • ✗Risk-averse investors (government contract dependence, acquisition integration risk, revenue guidance reduction)
  • ✗Those who prefer larger defense primes with established profitability and dividend programs
  • ✗Investors uncomfortable with the pace of government procurement decisions and award timing uncertainty

Investment Thesis

Redwire has assembled a portfolio of space infrastructure technologies (solar arrays, cameras, in-space manufacturing) and defense drones (Stalker, Penguin) that address two of the fastest-growing segments in aerospace and defense. CEO Peter Cannito's acquisition strategy has built the company through roll-ups of specialized capabilities that are essential to space missions and military operations.

The challenge is execution. A $356 million backlog and 1.25x book-to-bill signal growing demand, but profitability remains elusive and the Edge Autonomy integration adds complexity. Government contract timing is unpredictable, as the 2025 guidance reduction demonstrated. For investors who believe space infrastructure and defense autonomous systems will be major growth categories over the next decade, Redwire offers diversified exposure at an early stage. The risk is that larger defense primes capture the most valuable contracts while Redwire struggles to achieve the margins needed to justify its valuation.

Conclusion

Redwire offers exposure to space infrastructure and defense autonomous systems through a growing backlog of government and commercial contracts. The Edge Autonomy acquisition creates a unique space-plus-drone platform. The stock suits growth investors who believe these categories will expand significantly and are willing to wait for profitability as backlog converts to revenue.
Bull Case
$16 (60% upside) - 2026 awards accelerate, Edge Autonomy wins major drone contracts, EBITDA turns positive, in-space manufacturing demo succeeds
Base Case
$10.50 (5% upside) - Revenue grows 15-20% in 2026, margins improve gradually, backlog builds to $400M+, slow path to profitability
Bear Case
$4 (60% downside) - Government awards continue to delay, integration costs persist, profitability deferred beyond 2027, competition captures key programs

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