RDW·Space infrastructure & systems + defense uncrewed aerial systems (UAS); dual-segment Space / Defense Tech

Redwire

ConvictionModerate

Project- and program-based hardware manufacturing on mostly fixed-price and cost-plus contracts for government (NASA, DoD, ESA, allied MoDs) and commercial space customers; revenue recognized over time on milestone/percent-complete; growth via backlog conversion plus M&A roll-up (heritage component shops + Edge Autonomy UAS).

Revenuefact

$97.0M Q1 2026qtr ended 3/31/26); $335.4M FY2025; ~$371M TTM

Rev growthfact

+57.9% YoY Q1 2026FY25 +10.3% organic, +56% YoY in Q4 incl. Edge

Gross marginfact

26.6% Q1 2026up from 14.7% Q1 2025

Op marginfact

Negative — Q1 2026 net loss $76.5)M incl. $42.5M non-cash Edge vesting; adj. EBITDA $(9.2)M

Capex intensity

Low single-digit % of revenue — asset-light contract manufacturerestimate

Market cap

~$2.14Bprice $10.80 x ~197.9M sh, 25 Jun 2026; fact

Price · 1-year trend

real · weekly

$10.80-33% 1yUSD

52-week range

$5 – $25

52w lowas of 2026-06-25 · Yahoo Finance52w high

Across the boards

The thesis on this name

opportunityModerate

Space / launch economics

Full context

The read

Where our coverage leans

Coverage leans bullish

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Full financial intelligence for Redwire

Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.

Income statement & margin structure
SWOT, moats & dependency map
Supplier–customer ecosystem graph
Signals, trends & valuation range

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Not investment advice — analyst work product for a qualified professional.· intel vintage Jun 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence