Redwire's Q2 call highlighted a $542.1M backlog, stronger guidance visibility and disciplined margin expectations as it scales defense and space.
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Redwire (NYSE:RDW) reported record second-quarter revenue, gross margin and contracted backlog for 2026, as growth in its defense technology business and continued demand for space systems supported results. The company reaffirmed its full-year revenue outlook and said it expects revenue to build du
Redwire stock extended its post-earnings rally Friday after blowout Q2 results and a SpaceX spacecraft charter deal.
State Street disclosed a passive stake of 7.3% in Redwire, according to a 13G filing on Friday.
Redwire is making progress, but remains a speculative investment.
Why Redwire stock is back in focus Redwire (RDW) has drawn fresh attention after Q2 results showed revenue growth of almost 90%, a record gross margin, a smaller adjusted loss, and reaffirmed full year revenue guidance supported by a record backlog. See our latest analysis for Redwire. The Q2 update and reaffirmed revenue guidance have pulled Redwire back into the spotlight, with the stock’s 7 day share price return of 37.79% pointing to building momentum after a year to date share price...
Aerospace, defense plays rally on earnings wave. Howmet, ATI score breakouts. Redwire, CACI International make bullish moves.
Investors are focused on SpaceX’s massive Starship rocket. Space-and-defense company Redwire said it had agreed to send its orbital pharma technology to low-Earth orbit on SpaceX’s Starfall spacecraft, a vehicle that hasn’t flown yet. SpaceX hasn’t said much about Starfall, but has submitted plans to federal regulators that describe it as a cylindrical capsule 2.5-feet high and more than 10 feet in diameter.
Redwire’s second-quarter earnings beat Street expectations, and the company reaffirmed 2026 revenue guidance.
Redwire Corporation (RDW) delivered earnings and revenue surprises of +50.00% and +11.14%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Aerospace and defense company Redwire (NYSE:RDW) announced better-than-expected revenue in Q2 CY2026, with sales up 89.6% year on year to $117.1 million. The company’s full-year revenue guidance of $475 million at the midpoint came in 1.3% above analysts’ estimates. Its GAAP loss of $0.19 per share was 25.7% below analysts’ consensus estimates.
The mean of analysts' price targets for Redwire Corporation (RDW) points to a 40% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
RDW heads into Q2 earnings with 70.6% projected sales growth and record backlog, but R&D spending may pressure near-term profits.
Investors are focused on Redwire’s second-quarter results as defense demand and possible government support strengthen its outlook.
Redwire stock has delivered a very strong 154.3% gain over the past three years, yet the current valuation checks lean expensive rather than cheap. After a weak recent stretch in the share price, investors are weighing whether that longer term return still lines up with what the fundamentals justify. The 154.3% return over three years highlights how much optimism has already been priced into Redwire. New space research and defense production facilities can support long term revenue growth,...
Redwire chases high-growth space contracts while burning cash; Advance Auto Parts is cheaper but saddled with debt and a shrinking store base.
One company controls satellite components; the other bets everything on a rocket that hasn't flown yet.
RTX and RDW bring contrasting strengths to aerospace and defense, from record backlog and execution to faster projected sales and earnings growth.
The IDIQ runs through July 29, 2032 and lets selected firms compete for future test, evaluation and training task orders.
Archer trades at a 1,770x premium valuation despite near-zero revenue, while Redwire generates $335M in annual sales but faces shareholder dilution risks.
Shareholders of Redwire would probably like to forget the past six months even happened. The stock dropped 28.2% and now trades at $8.98. This was partly due to its softer quarterly results and might have investors contemplating their next move.
The dip in the Redwire stock price doesn't make it an automatic buy.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Red Cat Holdings (NASDAQ:RCAT) stock is down 26% over the past month and down 8% today to $7.86, putting the drone maker at the heart of a broader shakeout in defense-tech names. The question is whether the group is out of fuel or simply cooling off after a large run higher. The answer looks mixed across ... Red Cat Just Dropped 26% in a Month: Are Drone Stocks Like RCAT, Ondas, Redwire, and AeroVironment Out of Fuel?
These companies are both aiming to sell in the fast-growing space systems economy.