RDW
Redwire Corporation

Redwire CorporationRDW

Industrials · Aerospace & Defense
11.76USD
+1.38%
Sep 23, 2026
RDW overview ready
Provider of mission-critical sensors and avionics for resilient national-security satellites
Redwire is a mission-systems and space-hardware supplier whose Space segment provides spacecraft, payload, sensor, avionics, power, structures, and mission-engineering capabilities to civil, commercial, and national-security customers.
Strong narrative exposure
Exposed to the National Security Space Systems narrative through Proliferated Space Sensors and Satellites — component supplier.
Price trend is broken
Longer-term context reads near trend floor, with a near-term setup of daily reclaim.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Unremarkable fundamentals
Primary risk
Dependence on government contracts and budget allocations.
Market Sep 22Filing Jun 30Price action Sep 22Research Sep 7

Conviction Level

NarrativeHeat6.4ThemeHeat7.0PriceAction8.3Valuation3.0CompanyPosition7.3
Price
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Price Action

Price trend is broken
Longer-term context reads near trend floor, with a near-term setup of daily reclaim.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$2.9B
Avg Volume (60D)
14.8M
60 sessions
Revenue Growth YoY
+10.3%
FY2025 vs FY2024
Gross Margin
+20.1%
Trailing twelve months
Operating Margin
-50.5%
Trailing twelve months
Free Cash Flow Yield
-3.3%
Distance from 200DMA
+8.0%
Next Earnings
2026-11-04
P/E
N/M
EV / Sales
5.7x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

All three valuation perspectives agree this company is expensive.
Redwire Corporation has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces.

Company Research

Thesis
Redwire is a mission-systems and space-hardware supplier whose Space segment provides spacecraft, payload, sensor, avionics, power, structures, and mission-engineering capabilities to civil, commercial, and national-security customers.
Opportunity
High opportunity
US Space Force and SDA procurement for proliferated missile-warning, tracking and missile-defense constellations, creating demand for flight-qualified spacecraft, infrared and electro-optical payloads, navigation, avionics, and related mission systems.
Key risk
Dependence on government contracts and budget allocations.

Narrative & Theme

National Security Space Systems
Part of Proliferated Space Sensors and Satellites, with moderate fit.
The company has a credible adjacent fit to the same national-security demand system: proliferated, resilient space architectures require repeated procurement of flight-qualified sensing, navigation, avionics, payload, spacecraft, and integration content.
Narrative HeatNeutral6.4 / 10
Theme HeatHeating up7.0 / 10

Business & Markets

Industrials · Aerospace & Defense
What they do

Redwire Corporation designs and manufactures space infrastructure and critical space solutions, operating through its Space and Defense Tech segments to serve government and commercial customers globally.

How it earns

The company generates revenue primarily through project-based contracts and sales of space hardware and software solutions.

Products & services
Sensors and avionics systems (star trackers, sun sensors)
Camera systems
Infrared and space situational awareness payloads
Digital engineering software suite
Customers & end markets
Government space agencies
Commercial space companies
Market position

Niche player specializing in critical space hardware and software solutions within the aerospace and defense sector.

Demand drivers
Medium cyclicality

Demand is influenced by government space budgets and commercial space activity, which can fluctuate with economic and policy cycles.

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