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.
Redwire Corporation (RDW) came out with a quarterly loss of $0.21 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to a loss of $0.21 per share a year ago.
Redwire Corporation (RDW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Redwire is positioned for upside, as Edge Autonomy's NATO drone contract boosts confidence in achieving or exceeding FY25 guidance of $500 million revenue. Redwire's acquisition of Edge Autonomy diversifies its business beyond space, tapping into strong defense demand for autonomous drones amid rising geopolitical tensions. Collaboration with Honeywell on quantum-secure satellite communications could establish Redwire as a leader in next-generation, ultra-secure global networks, with long-term potential.
Redwire's Q2 earnings were disappointing due to both higher costs and a sharp decline in revenues. The Edge Autonomy deal and upcoming Q3 results are key catalysts; successful integration of the new asset could quickly improve sentiment. There is a real risk here, however, due to increased debt levels and ongoing operating losses.
Redwire Corporation (NYSE:RDW ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants Alex Curatolo - Corporate Participant Jonathan E. Baliff - CFO & Director Peter Anthony Cannito - President, CEO & Chairman Conference Call Participants Austin Nathan Moeller - Canaccord Genuity Corp., Research Division Brian David Kinstlinger - Alliance Global Partners, Research Division Colin Michael Canfield - Cantor Fitzgerald & Co., Research Division Gregory Arnold Konrad - Jefferies LLC, Research Division Griffin Taylor Boss - B.
Redwire Corporation (RDW) came out with a quarterly loss of $0.39 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to a loss of $0.27 per share a year ago.
Redwire's transformation from a space component supplier to an integrated A&D solutions provider, driven by strategic M&A, creates a high-risk, high-reward opportunity. The Edge Autonomy acquisition pivots Redwire into defense, nearly doubling revenue guidance for 2025 and offering significant growth potential, but with substantial share dilution. Redwire benefits from strong industry tailwinds in both space and defense, with growing demand for smallsats, UAS, and increased government budgets, despite some NASA headwinds.
Barratt Redrow shares sank sharply on Tuesday morning, after the FTSE 100 company warned that legacy issues would hit profits and announced lower-than-expected completions for the last financ
Redwire Corporation (RDW) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.