Redwire Corporation (RDW) is positioned for significant upside in 2026, driven by rising demand for autonomous defense and space technologies. Despite a 55% YTD share decline and underwhelming Q3 earnings, RDW's strong backlog, Blue UAS-listed drones, and new Michigan facility signal robust future demand. Edge Autonomy acquisition now contributes roughly 48% of Q3 revenue, with Stalker and Penguin UAS platforms central to RDW's defense growth thesis.
On its face, Redwire has a case for triple-digit returns. Its 2025 performance unquestionably has been disappointing, but management insists contracts are delayed, not lost. But a long track record of missed promises, and questions about recent growth at Edge, drive skepticism.
Redwire Corporation ( RDW ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Alex Curatolo - Senior Director of Investor Relations Peter Cannito - President, CEO & Chairman Chris Edmunds - Senior VP & Chief Accounting Officer Jonathan Baliff Conference Call Participants Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division Greg Konrad - Jefferies LLC, Research Division Scott Buck - H.C. Wainwright & Co, LLC, Research Division Presentation Operator Greetings, and welcome to the Redwire Corporation Third Quarter 2025 Earnings Call.
| Aerospace & Defense Industry | Industrials Sector | Peter Anthony Cannito Jr. CEO | NYSE Exchange | 75776W103 CUSIP |
| US Country | 750 Employees | - Last Dividend | - Last Split | 2 Sep 2021 IPO Date |
Redwire Corporation emerges as a pivotal player in the domain of space solutions and infrastructure, catering to both government and commercial clienteles across the United States, Europe, and various international vicinities. With its headquarters situated in Jacksonville, Florida, the corporation is instrumental in propelling critical space missions forward by providing sophisticated technology and services essential for navigation, control, and operational excellence in spacecraft. Their innovative approach combines traditional engineering with cutting-edge digital practices, ensuring their offerings are at the forefront of space exploration and utility.
Includes a suite of technological solutions like star trackers, sun sensors, which are quintessential for the precise navigation and control of spacecraft. These tools enable spacecraft to ascertain their orientation in space accurately.
Redwire offers sophisticated camera systems that are crucial for various mission objectives, from navigation aids to surveillance and monitoring applications in space.
Catering to a wide range of spacecraft sizes, power requirements, and orbital positioning needs, these solutions ensure that spacecraft have access to reliable power sources, leveraging solar energy efficiently.
This category encompasses strain composite booms, coilable booms, truss structures, telescope baffles, and deployable booms. These structures play a vital role in positioning essential components like sensors or solar arrays at a distance from the spacecraft, optimizing their functionality and efficiency.
Redwire revolutionizes spacecraft design and simulation through a robust software suite that facilitates digital engineering. This platform enables the creation of high-fidelity, interactive models and simulations of components, spacecraft, and entire constellations, all within a cloud-based environment.
With provisions for microgravity payloads, Redwire supports scientific research and experiments that require the unique conditions of space to obtain novel insights and breakthroughs.
Key for communication, navigation, and data transmission, these systems ensure robust connectivity and reliable data exchange between spacecraft and ground stations or other spacecraft.
These platforms and tracking systems are essential for maintaining communication, observation, and operational trajectories of spacecraft, aligning them with mission goals effectively.
Redwire is pioneering in-space manufacturing and biotechnology facilities, offering novel capabilities for production and research in the microgravity environment of space, opening new avenues in space exploration and utilization.