Redwire Corporation (RDW) Stock Price & Analysis

Redwire Corporation (RDW) closed at USD 8.36 on Friday, October 23, 2026, up 2.70% on the day. The US market is currently closed; this is not a live price.

The prior close was USD 8.14; the Oct 23, 2026 session ranged USD 7.84–8.44 on volume of 10,028,065 shares. Market capitalization is $2.09B, with a 52-week range of USD 4.87–26.64 (NYQ). Source: Nexqual, retrieved October 24, 2026 at 00:15 UTC.

Also available as compact Markdown for AI agents: nexqual.com/RDW.md

Key facts (RDW)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RDW)

USDFY2021FY2022FY2023FY2024FY2025TTM
Revenue$138M$161M$244M$304M$335M$426M
Gross profit$29.4M$28.7M$58.0M$44.5M$17.3M—
Operating income-$70.2M-$146M-$15.5M-$42.2M-$230M-$215M
Net income-$61.5M-$131M-$27.3M-$114M-$227M-$244M
EPS (diluted)-$1.36-$2.09-$0.73-$2.35-$2.28—
Free cash flow-$39.5M-$35.3M-$4.4M-$23.7M-$191M-$98.2M
Gross margin21.3%17.9%23.8%14.6%5.2%—
Operating margin-51.0%-91.2%-6.4%-13.9%-68.5%-50.5%
Net margin-44.7%-81.4%-11.2%-37.6%-67.6%-57.3%
Revenue growth—+16.7%+51.9%+24.7%+10.3%—
Cash + short-term investments$20.5M$28.3M$30.3M$33.7M$94.5M—
Total debt$77.6M$77.3M$88.2M$126M$85.2M—

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (RDW)

P/S 4.9x · EV/Sales 3.7x · P/B 1.3x · FCF yield -4.70% · Earnings yield -11.68% · Net cash $509M · EV $1.58B

Insider sales (SEC Form 4, open-market, last ~7 months) (RDW)

0 of 9 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-09-23Ae Red Holdings, LlcDirector929,435$10.5M86.3%NoToo little history (no open-market trades in 2025)
2026-06-11Ae Red Holdings, LlcDirector1,070,565$23.0M49.8%NoToo little history (no open-market trades in 2025)
2026-05-18Ae Red Holdings, LlcDirector15,247,586$210M99.2%NoToo little history (no open-market trades in 2025)
2026-04-22Ae Red Holdings, LlcDirector21,365,909$232M99.4%NoToo little history (no open-market trades in 2025)
2026-04-20…2026-04-21Ae Red Holdings, LlcDirector2,744,259$28.4M11.3%NoToo little history (no open-market trades in 2025)
2026-04-16…2026-04-17Ae Red Holdings, LlcDirector5,179,743$55.2M17.6%NoToo little history (no open-market trades in 2025)
2026-04-14…2026-04-15Ae Red Holdings, LlcDirector1,895,311$18.6M6.1%NoToo little history (no open-market trades in 2025)
2026-04-10…2026-04-13Ae Red Holdings, LlcDirector1,371,411$13.1M4.2%NoToo little history (no open-market trades in 2025)
2026-04-08…2026-04-09Ae Red Holdings, LlcDirector950,144$9.2M2.8%NoToo little history (no open-market trades in 2025)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (RDW)

Consensus Hold (mean 2.64 on a 1–5 scale), 11 analysts; mean target USD 14.28 (low 8, high 20).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-15Piper SandlerInitiatedNeutral$11
2026-09-15GuggenheimInitiatedNeutral
2026-08-31B of A SecuritiesTarget raisedUnderperform$7 → $8
2026-08-10Canaccord GenuityTarget raisedBuy$14 → $15
2026-08-05Cantor FitzgeraldTarget raisedOverweight$9 → $13.5

Total return (dividends reinvested) (RDW)

1Y (from 2025-10-24)5Y (from 2021-10-25)
Total return+1.8%-29.6%
S&P 500 (SPY)+14.0%+76.9%
Per year+1.8%-6.8%
Volatility (annualized)111.8%92.7%
Max drawdown-70.0% (May 2026→Jul 2026)-85.0% (Nov 2021→Dec 2022)

RDW revenue by business segment (quarter ended Jun 30, 2026)

LineRevenueShare of totalYoY
Defense Tech$61.9M52.9%+1118.6%
Space$55.2M47.1%-2.6%
Total revenue$117.1M100%—

RDW revenue by region (quarter ended Jun 30, 2026)

LineRevenueShare of totalYoY
UNITED STATES$67.6M57.7%+110.9%
Europe$42.2M36.1%+45.5%
Other$7.3M6.2%+933.4%
Total revenue$117.1M100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

RDW suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
PartnerEli Lilly (LLY)“Redwire has launched 42 PIL-BOXes through December 31, 2025, for our partners including, but not limited to, Bristol Myers Squibb and Eli Lilly.”
CompetitorAirbus“We compete domestically and internationally against space systems components providers, including Airbus, Sodern, Rocket Lab USA, Inc. (a segment of Rocket Labs), UAS providers, including AeroVironment, Inc., Insitu, A Boeing Company, and Shield AI; and in some instances against larger companies such as Anduril Industries and Northrop Grumman.”
CompetitorBoeing (BA)“We compete domestically and internationally against space systems components providers, including Airbus, Sodern, Rocket Lab USA, Inc. (a segment of Rocket Labs), UAS providers, including AeroVironment, Inc., Insitu, A Boeing Company, and Shield AI; and in some instances against larger companies such as Anduril Industries and Northrop Grumman.”

Quoted from the company's 10-K filed Feb 27, 2026.

Companies that name RDW in their SEC reports

Relationship to RDWCompanyFilingSentence
partnerYork Space Systems Inc. (YSS)10-K Mar 20, 2026“Since September 2023, General McConville has been an Operating Partner at AE Industrial Partners, and has served on the board of Redwire Corporation (NYSE: RDW) since October 2025 and on the board of BETA Technologies, Inc. (NYSE: BETA) since October 2024.”

RDW company outlook (results filed Aug 5, 2026)

Quoted word-for-word from the SEC 8-K results press release.

RDW analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$-0.09$-0.12-22.9%$126.6M4
Next quarter (ends Dec 2026)$-0.09$-0.11-18.2%$135.8M4
Current fiscal year (ends Dec 2026)$-0.45$-0.68-34.6%$475.3M4
Next fiscal year (ends Dec 2027)$-0.32$-0.41-22.0%$564.4M4

RDW options: expected move

Options price a move of about ±14.3% (±$1.20) by Nov 6, 2026, which includes earnings on Nov 4, 2026; the earnings reaction alone is priced at about ±9.9%. Over the last 8 reports the stock moved ±13.4% on average.

ExpirationDaysATM implied volatilityExpected move
Oct 30, 2026768.7%±7.8%
Nov 6, 20261490.7%±14.3%
Nov 13, 20262186.7%±16.7%
Nov 20, 20262883.3%±18.5%
Nov 27, 20263584.4%±20.9%
Dec 4, 20264291.5%±24.8%
Dec 18, 20265678.5%±24.2%
Jan 15, 20278479.3%±29.6%

30-day implied volatility 82.7% vs 60.5% realized over the last 30 trading days. Put/call ratio (volume) 0.92. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 24, 2026 at 00:15 UTC)

PriceUSD 8.36
Change▲ 2.70% (up)
Previous CloseUSD 8.14
OpenUSD 8
Day RangeUSD 7.84 – 8.44
52-Week RangeUSD 4.87 – 26.64
Volume10,028,065 shares
Market Cap$2.09B
ExchangeNYQ

Technical Analysis (RDW)

Nexqual's technical model rates RDW "SELL" based on 1 bullish and 5 bearish signals across 126 daily candles, as of October 24, 2026 at 00:15 UTC.

Overall SignalSELL
RSI (14)33.42 (neutral)
vs SMA50Below (USD 10.71)
MACD-0.72 (negative)

Analyst Ratings (RDW)

Wall Street analysts rate RDW "Hold" based on 11 analysts, with a mean price target of USD 14.28 (range USD 8–20), per Nexqual as of October 24, 2026 at 00:15 UTC.

Consensus RatingHold
Analyst Count11
Mean TargetUSD 14.28
High TargetUSD 20
Low TargetUSD 8
Buy / Hold / Sell6 / 4 / 1

Earnings (RDW)

Next Earnings Date2026-11-04
EPS EstimateUSD -0.09
Revenue Estimate$126.56M

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD -0.09 vs est -0.13 ▲ beat
2026-03-31USD -0.12 vs est -0.17 ▲ beat
2025-12-31USD -0.22 vs est -0.16 ▼ miss
2025-09-30USD -0.19 vs est -0.13 ▼ miss

Source: Nexqual, October 24, 2026 at 00:15 UTC.

Financials & Fundamentals (RDW)

Total Revenue$426.27M
Revenue Growth (latest quarter, YoY)+89.60%
Gross Margin+22.73%
Operating Margin-18.86%
Profit Margin-57.26%
ROE-18.15%
Debt / Equity0.06
Current Ratio3.92
Total Cash$556.97M
Total Debt$90.28M
Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K)-$98.20M (-23.0% of revenue)

Source: Nexqual, October 24, 2026 at 00:15 UTC.

Financial Health Score (RDW)

Nexqual rates Redwire Corporation's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 00:15 UTC.

GrowthSolid — Revenue +10% YoY (annual)
ProfitabilityWeak — Gross margin 23%, operating -19% (last 12 months)
Balance SheetStrong — $557M cash and investments vs $48M debt (Jun 2026, SEC), net cash
Cash FlowWeak — FCF negative: -$98M (last 4 quarters to Jun 2026, SEC), burning cash
EfficiencyCritical — ROE -18%, ROA -6.1%

Ownership (RDW)

Insider Ownership+1.33%
Institutional Ownership+69.94%
Shares Outstanding249.99M
Float246.18M
Short % of Float+21.28%

Source: Nexqual, October 24, 2026 at 00:15 UTC.

Leadership (RDW)

Redwire Corporation is led by Peter Anthony Cannito, President, CEO & Chairman, per Nexqual as of October 24, 2026 at 00:15 UTC.

President, CEO & ChairmanPeter Anthony Cannito
Chief Financial OfficerChris Edmunds
Executive VP of Strategic Communications & Chief Marketing OfficerAustin Jordan
President of Redwire SpaceMichael Gold
Senior Vice President of Financial Planning & AnalysisJeff Zeunik

Major Backers & Investors (RDW)

Notable institutional backers of Redwire Corporation include Mirae Asset Global Investments Co., Ltd., Renaissance Technologies, Van Eck Associates Corporation, according to Nexqual as of October 24, 2026 at 00:15 UTC.

Active Investors

InvestorStake
Mirae Asset Global Investments Co., Ltd.4.74%
Renaissance Technologies3.76%
Van Eck Associates Corporation2.74%
Marex Group Ltd.2.46%
UBS Group AG1.5%
Shaw D.E. & Co., Inc.1.49%

Index Funds (Passive)

FundStake
BlackRock6.43%
State Street5.84%
Vanguard Group2.99%
Geode Capital1.57%

Source: Nexqual, October 24, 2026 at 00:15 UTC.

From Redwire Corporation's Latest SEC 10-K Filing (filed 2026-02-27)

Key Strengths & Strategy (as disclosed to the SEC)

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

SymbolNamePriceChange
SAROStandardAero, Inc.USD 21.78▲ 0.28%
KTOSKratos Defense & Security SolutUSD 38.68▲ 1.07%
CAECAE IncUSD 25▼ 0.08%
DRSLeonardo DRS, Inc.USD 34.51▲ 0.61%
MOG-BMoog Inc.USD 335.16▼ 8.43%
HIIHuntington Ingalls Industries, USD 274.08▼ 1.71%

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 00:15 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt