Redwire Corp (RDW)

Redwire Corp.'s stock price has declined by 27.21% over the past six months. Disappointing Q2 2025 earnings in August 2025 revealed wider-than-expected net losses and a revenue decline, leading to the withdrawal of the full-year adjusted EBITDA guidance due to uncertainties. In October 2025, the stock plummeted after BCC Redwire Aggregator announced the sale of approximately 10 million shares, compounded by the announcement of CFO Jonathan Baliff's retirement and a board refreshment. Contract delays due to U.S. government budgeting processes also impacted revenue and pushed contract awards into early 2026.

The provided search results do not explicitly detail the demand seasonality for Redwire's specific products and services. However, the company's reliance on government contracts and defense spending suggests that demand could be influenced by government budgetary cycles and strategic priorities.

Redwire Corporation is a global space infrastructure and innovation company providing critical space solutions and advanced aerospace systems for government and commercial customers, operating primarily within the Aerospace & Defense sector. Redwire's business has expanded to become a multi-domain technology provider, bridging space and airborne defense systems, particularly after acquiring Edge Autonomy. Redwire offers space infrastructure and components such as advanced avionics and power generation systems, in-orbit servicing, assembly, and manufacturing capabilities, platforms, payloads, and missions, autonomous systems and defense solutions, digital engineering software, and biotechnology initiatives like SpaceMD.

Redwire Corporation serves both United States and international customers, with approximately 1,300 employees located throughout the United States and Europe.

Redwire's brand reputation has been affected by both positive developments and significant challenges. Negative impacts include legal scrutiny due to suspicions of securities fraud and operational challenges, including increased estimated costs and delays in government budgeting processes. Positive developments include the successful completion of the first deployment test for rollout solar array wings, selection by NASA for a space microalgae biotechnology experiment, and the acquisition of Edge Autonomy, positioning Redwire as an integrated space and defense tech company.

Redwire Corporation's ownership includes institutional investors, private companies, and individual investors. Institutional ownership includes 309 owners holding 122,430,612 shares, with major shareholders like Ae Industrial Partners, Lp, and Vanguard Group Inc. Private companies hold a significant stake, with Edge Autonomy Ultimate Holdings, Lp being the largest shareholder with 35% of shares outstanding. Individual investors collectively control 50% of the company.