Redwire (NYSE:RDW) Releases Quarterly Earnings Results

Redwire (NYSE:RDW) announced its quarterly earnings data on Wednesday. The company reported ($0.09) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.16) by $0.07, FiscalAI reports. The firm had revenue of $117.07 million during the quarter, compared to the consensus estimate of $107.10 million. Redwire had a negative return on equity of 11.68% and a negative net margin of 80.90%.

Redwire Stock Performance

Shares of NYSE RDW opened at $11.42 on Thursday. The company has a quick ratio of 1.37, a current ratio of 1.75 and a debt-to-equity ratio of 0.08. Redwire has a 52-week low of $4.87 and a 52-week high of $26.64. The company has a market cap of $2.73 billion, a PE ratio of -4.31 and a beta of 3.05. The firm’s 50-day moving average price is $12.72 and its 200-day moving average price is $11.31.

Analyst Ratings Changes

RDW has been the subject of a number of research reports. Truist Financial raised shares of Redwire to a “strong-buy” rating in a research report on Friday, May 1st. Alliance Global Partners reissued a “buy” rating on shares of Redwire in a report on Wednesday, April 22nd. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Redwire in a research note on Friday, July 17th. Cantor Fitzgerald raised their price objective on Redwire from $9.00 to $13.50 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Wall Street Zen downgraded Redwire from a “hold” rating to a “sell” rating in a report on Saturday, July 4th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $15.94.

Redwire News Roundup

Here are the key news stories impacting Redwire this week:

• Positive Sentiment: Redwire reported record second-quarter revenue of $117.1 million, up 89.6% year over year and above the $107.1 million analyst consensus. Adjusted loss of $0.09 per share also beat estimates for a $0.16 loss. Redwire Q2 earnings report
• Positive Sentiment: Execution metrics were strong: gross margin reached a record 27.8%, contracted backlog rose to a record $542.1 million, and quarterly book-to-bill was 1.42. The company also cited follow-on Stalker Block 30 awards and Penguin uncrewed aerial systems contracts. Redwire second-quarter financial results
• Positive Sentiment: Redwire reaffirmed its 2026 revenue outlook of $450 million to $500 million, broadly consistent with the roughly $470.1 million consensus forecast. Total liquidity of $607.8 million provides funding for expansion and research and development.
• Positive Sentiment: Cantor Fitzgerald raised its price target from $9.00 to $13.50 and maintained an “overweight” rating, citing improving demand in defense, drones and autonomous systems. Cantor Fitzgerald price-target report
• Neutral Sentiment: Although the quarterly net loss narrowed to $41.0 million from $97.0 million a year earlier, Redwire remained unprofitable. Adjusted EBITDA was negative $3.2 million, while research and development spending totaled $12.5 million.
• Negative Sentiment: Reported information shows substantial insider selling: Red Holdings sold approximately 62.7 million shares over the past six months without reported purchases. Such selling may weigh on investor sentiment, despite stronger operating results.

Insider Buying and Selling

In other news, Director Ae Red Holdings, Llc sold 1,070,565 shares of the stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $21.48, for a total value of $22,995,736.20. Following the transaction, the director owned 1,077,419 shares in the company, valued at $23,142,960.12. This represents a 49.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Company insiders own 0.79% of the company’s stock.

Institutional Investors Weigh In On Redwire

Several institutional investors and hedge funds have recently modified their holdings of the stock. Sunbelt Securities Inc. increased its holdings in Redwire by 601.1% in the 4th quarter. Sunbelt Securities Inc. now owns 3,961 shares of the company’s stock valued at $30,000 after acquiring an additional 3,396 shares during the last quarter. Russell Investments Group Ltd. lifted its position in shares of Redwire by 308.6% during the third quarter. Russell Investments Group Ltd. now owns 4,862 shares of the company’s stock worth $44,000 after purchasing an additional 3,672 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its position in shares of Redwire by 440.4% during the third quarter. Caitong International Asset Management Co. Ltd now owns 6,620 shares of the company’s stock worth $60,000 after acquiring an additional 5,395 shares during the period. Strs Ohio bought a new stake in shares of Redwire during the first quarter valued at approximately $69,000. Finally, Captrust Financial Advisors purchased a new position in Redwire during the 4th quarter worth $83,000. Institutional investors own 8.10% of the company’s stock.

About Redwire

Redwire Corporation is a space infrastructure company specializing in the design, engineering and manufacturing of mission-critical hardware and software for the spaceflight industry. The company’s offerings include deployable structures, solar power systems, radio frequency antennas, advanced composites and transparent optics. Redwire serves a broad customer base that spans civil space agencies, national defense organizations and commercial satellite operators, helping enable missions ranging from communications and Earth observation to deep-space exploration.

Formed through the strategic combination of several specialized space technology firms, Redwire’s portfolio encompasses both flight-proven hardware and cutting-edge in-space manufacturing capabilities.