Redwire Corp. (RDW)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-05
$6.19-19.82%
Close 2026-11-05 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-05
QuarterlyIQ Insights · RDW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
2026 Forecast • For the full year ended December 31, 2026, Redwire reaffirms that it is forecasting revenues of $450 million to $500 million.
Stated in 3 of 3 supplied quarters. Management reported: ““Redwire continued to see durable demand across our space and defense tech portfolio during the third quarter as evidenced by our record Backlog 1 of $619.7 million, a nearly 75% increase year-over-year, and Book-to-Bill 1 increasing to 1.73,” stated Peter Cannito, Chairman, Chief Executive Officer, and President of Redwire.” “2026 Forecast • For the full year ended December 31, 2026, Redwire reaffirms that it is forecasting revenues of $450 million to $500 million.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“2026 Forecast • For the full year ended December 31, 2026, Redwire reaffirms that it is forecasting revenues of $450 million to $500 million.”
“2026 Forecast • For the full year ended December 31, 2026, Redwire reaffirms that it is forecasting revenues of $450 million to $500 million.”
“2026 Forecast • For the full year ended December 31, 2026, Redwire affirms that it is forecasting revenues of $450 million to $500 million.”
“Although revenue timing continues to be uneven, with another quarter of record gross margins expanding from 16.3% to 32.3% year-over-year, the quality of our revenue is improving as we deliver missi…
Stated in 2 of 3 supplied quarters. Management reported: ““Although revenue timing continues to be uneven, with another quarter of record gross margins expanding from 16.3% to 32.3% year-over-year, the quality of our revenue is improving as we deliver mission-critical products and solutions across multiple domains.”” ““During the first quarter of 2026, Redwire’s focus on operational performance and portfolio management drove meaningful year-over-year and sequential improvement in gross margins to 26.6%, which contributed to improved cash from operations,” said Chris Edmunds, Chief Financial Officer of Redwire.”
““Although revenue timing continues to be uneven, with another quarter of record gross margins expanding from 16.3% to 32.3% year-over-year, the quality of our revenue is improving as we deliver missi…”
““During the first quarter of 2026, Redwire’s focus on operational performance and portfolio management drove meaningful year-over-year and sequential improvement in gross margins to 26.6%, which cont…”
With a focus on delivering proven capabilities to our customers at scale, we continued to invest in innovation and manufacturing capacity,” said Chris Edmunds, Chief Financial Officer of Redwire.
Stated in 1 of 3 supplied quarters. Management reported: “With a focus on delivering proven capabilities to our customers at scale, we continued to invest in innovation and manufacturing capacity,” said Chris Edmunds, Chief Financial Officer of Redwire.” “• Adjusted EBITDA 2 decreased by $2.7 million year-over-year to $(5.3) million for the third quarter of 2026; however, Research and Development expense increased $6.7 million or 87.1% over the same period, reflecting our investment in future growth.”
“With a focus on delivering proven capabilities to our customers at scale, we continued to invest in innovation and manufacturing capacity,” said Chris Edmunds, Chief Financial Officer of Redwire.”
“With a record Backlog 1 of $542.1 million and a strengthened balance sheet to enable strategic investments, Redwire is scaling to meet the strong demand we see for our mission critical space and def…
Implement comprehensive corporate governance reforms including a new Risk Committee and enhanced Audit and Disclosure Committees.
Over the trailing year it converted 0.35x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
22 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.