Redwire
Builds spacecraft infrastructure, uncrewed aircraft, sensors, and mission payloads for space and defense.
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Profile
Sells spacecraft platforms and components, deployable power and structures, avionics, microgravity systems, uncrewed aircraft, sensors, and radio-frequency payloads to civil, national-security, and commercial customers. Revenue comes from product deliveries and engineering programs across Space and Defense Tech, with national-security demand the largest customer grouping.
Builds spacecraft platforms, deployable power and structures, avionics, sensors, radio-frequency payloads, and microgravity systems through its Space segment. Its Defense Tech segment adds Stalker and Penguin uncrewed aircraft, Octopus optical gimbals, resilient power, and other intelligence, surveillance, and reconnaissance equipment. Engineering, modeling, mission integration, manufacturing, and product sales turn these capabilities into short- and long-duration customer programs.
Serves civil-space, national-security, and commercial customers across the United States, Europe, and allied markets. Flight heritage across acquired businesses supports work from individual components to integrated platforms and missions. Revenue depends on contract awards, funding, production schedules, and customer acceptance; many Space contracts also rely on cost-to-cost estimates. Government procurement, export controls, spectrum licensing, and integration of the acquired autonomous-systems business shape execution.
Company facts
Categories
Key statistics
Year to date +20.4% · Average volume (30d) 16.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Canaccord Genuity | Reiterate | Buy | $14 | $15 | |
| Aug 9, 2026 | Jefferies | Target | $24 | $15 | ||
| Aug 6, 2026 | Industrial Alliance Securities | Target | $15 | $16 | ||
| Aug 5, 2026 | Cantor Fitzgerald | Reiterate | Overweight | $9 | $13.50 | |
| Jun 1, 2026 | Jefferies | Downgrade | Buy | Hold | $13 | $24 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | −$0.16 | −$0.19 | −21.6% | $107.1M | $117.1M | +9.3% | +10.35% |
| May 6, 2026Q1 FY26 | −$0.16 | −$0.18 | −12.5% | $105.9M | $97.0M | −8.5% | −4.56% |
| Feb 25, 2026Q4 FY25 | −$0.16 | −$0.35 | −118.7% | $98.8M | $108.8M | +10.1% | +10.79% |
| Nov 5, 2025Q3 FY25 | −$0.12 | −$0.21 | −75.0% | $98.8M | $103.4M | +4.7% | −18.08% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $61.4M | $61.8M | $103.4M | $108.8M | $97.0M | $117.1M | |
| Gross profit | $9.0M | −$19.1M | $16.8M | $10.5M | $25.8M | $32.5M | |
| Operating income | −$14.3M | −$91.9M | −$41.9M | −$81.6M | −$68.8M | −$22.1M | |
| Net income | −$2.9M | −$97.0M | −$41.2M | −$85.5M | −$76.5M | −$41.0M | |
| Diluted EPS | −$0.09 | −$1.41 | −$0.29 | −$0.58 | −$0.40 | −$0.19 | |
| Gross margin | 14.7% | -30.9% | 16.3% | 9.6% | 26.6% | 27.8% | |
| Operating margin | -23.3% | -148.8% | -40.5% | -75.0% | -70.9% | -18.9% |
Fiscal years (4-quarter sums)FY21 $137.6M · FY22 $160.5M · FY23 $243.8M · FY24 $304.1M · FY25 $335.4M
Revenue by geography · Q4 FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $557.7M · Total debt $87.1M · Total assets $1.94B · Shareholders' equity $1.63B
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 238.83M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Michael Robert Greene · director, 10 percent owner: | 85.49M | 35.79% | Form 4 | Jul 21, 2025 |
| Edge Autonomy Ultimate Holdings, LP · director, 10 percent owner: | 49.76M | 20.84% | Form 4 | Jun 23, 2025 |
| State Street Corporation | 14.60M | 7.30% | 13G | Aug 7, 2026 |
| BlackRock, Inc. | 14.58M | 6.10% | 13G | Jul 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | 11.85M | 4.96% | 13F | Jul 22, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 11, 2026 | Ae Red Holdings, LLC | director | −1,070,565 | $21.48 |
| May 18, 2026 | Ae Red Holdings, LLC | director | −15,247,586 | $13.75 |
| Apr 22, 2026 | Ae Red Holdings, LLC | director | −21,365,909 | $10.85 |
| Apr 21, 2026 | Ae Red Holdings, LLC | director, 10 percent owner: | −977,887 | $10.57 |
| Apr 20, 2026 | Ae Red Holdings, LLC | director, 10 percent owner: | −1,766,372 | $10.23 |
Peers
- L3Harris Technologies
Broad overlap in space payloads, ISR, sensors, and autonomy
- Northrop Grumman
Competes across space systems, ISR aircraft, sensors, and payloads
- Lockheed Martin
Large prime in satellites, space transport, C4ISR, and defense systems
- Rocket Lab
Direct space-systems peer in spacecraft, components, and missions
- AeroVironment
Direct UAS and counter-UAS rival after Edge Autonomy
- Kratos Defense & Security Solutions
Overlaps in UAS, satellite ground systems, RF, and C5ISR
- Mercury Systems
Defense-electronics peer in RF, sensor processing, and mission computing
- Intuitive Machines
Niche space-infrastructure peer in lunar delivery and data services
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Redwire | $10.87 | 0.00% | $2.60B | — | — | 6.1 | +89.6% |
| L3Harris Technologies | $262.82 | +0.01% | $48.94B | 26.5 | 21.3 | 2.1 | +8.4% |
| Northrop Grumman | $546.65 | +0.20% | $77.51B | 17.3 | 18.6 | 1.8 | +5.1% |
| Lockheed Martin | $564.08 | +0.07% | $130.13B | 20.8 | 17.9 | 1.7 | +10.5% |
| Rocket Lab | $64.56 | +0.25% | $37.27B | — | — | 48.5 | +62.0% |
| AeroVironment | $148.44 | +0.40% | $7.49B | — | 45.5 | 3.8 | +133.3% |
| Kratos Defense & Security Solutions | $52.02 | +0.02% | $9.75B | 305.2 | 54.5 | 6.4 | +30.5% |
| Mercury Systems | $88.54 | +0.04% | $5.32B | — | 57.8 | 5.4 | +37.1% |
| Intuitive Machines | $15.49 | +0.75% | $2.45B | — | — | 5.0 | +309.8% |
| Median | 23.7 | 33.4 | 4.4 | +33.8% |