Redwire Corp (RDW)

Redwire Corp. stock has experienced several notable events impacting its price over the past six months. Redwire completed the acquisition of Edge Autonomy in June 2025, expanding into defense markets but introducing near-term headwinds. Redwire Corporation was dropped from the Russell indexes in June 2025. In August 2025, the company reported its Q2 2025 earnings, with revenue falling and a net loss due to integration costs and production delays. In November 2025, Redwire reported Q3 2025 earnings, with an EPS miss but increased revenue and a contracted backlog. Redwire's CEO purchased shares of RDW stock in November 2025. In December 2025, the stock price surged due to excitement surrounding the space industry and a new contract. In early January 2026, RDW continued its rally, driven by geopolitical dynamics and bullish momentum, and Truist raised its price target for Redwire. Redwire announced the sunsetting of the Edge Autonomy brand and a reorganization in January 2026. Overall, Redwire's share price has been volatile but has shown strong returns over the past three months.

Information regarding specific demand seasonality patterns for Redwire Corp. products and services is not readily available. The company's business is heavily influenced by government contracts and long-duration projects, which may not exhibit typical consumer-driven seasonality.

Redwire Corporation is an integrated space and defense technology company providing critical space solutions and infrastructure for government and commercial customers across the United States, Europe, and internationally. The company operates within the Industrials sector, specifically in the Aerospace & Defense industry, focusing on advanced technologies, including aerospace infrastructure, autonomous systems, and multi-domain operations, leveraging digital engineering and AI automation. Redwire's offerings include space infrastructure such as satellite components, deployable systems, and in-space manufacturing technologies; space exploration support with navigation and control systems, robotic arms, and scientific instruments; digital engineering and simulation; avionics and sensors; RF systems and satellite payloads; in-space manufacturing and biotech; uncrewed aerial systems; and docking systems.

Redwire Corporation has a significant presence across the globe, with approximately 1,300 employees located throughout the United States and Europe. Its headquarters are in Jacksonville, Florida, and it maintains strategic operational footprints in critical locations such as Albuquerque, which is important for U.S. national defense infrastructure. The company serves government and commercial customers in the United States, Europe, and internationally.

Redwire's brand reputation over the past year has been shaped by strategic advancements and financial challenges. Positive events include successful completion of tests for rollout solar array wings, selection by NASA for a space microalgae biotechnology experiment, the acquisition of Edge Autonomy, the creation of SpaceMD, securing a contract to supply docking systems, completion of payload integration for the European Space Agency's Syndeo-3 mission, strong revenue growth in Q3 2025, insider buying by CEO Peter Cannito, and positive analyst sentiment. Challenges and negative perceptions include underperformance compared to the broader industry, unprofitability, significant net losses in Q2 2025, delays in U.S. government budgeting processes, an analyst downgrade of revenue forecasts, weak gross profit margins, and concerns about business operations and potential financial manipulation.

Redwire Corporation's ownership is primarily held by institutional investors, with 304 institutional owners and shareholders holding a total of 128,034,433 shares. Major institutional owners include Ae Industrial Partners, Lp, BlackRock, Inc., Vanguard Group Inc, State Street Corp, Susquehanna International Group, Llp, Voya Investment Management Llc, Morgan Stanley, and Citadel Advisors Llc. Major individual owners include Ae Red Holdings LLC, which is the largest individual shareholder, and Michael Robert Greene and David H. Rowe, who, along with AE Red Holdings and affiliated AE Industrial Partners funds, beneficially own 51.0% of Redwire's common stock.