analyzeportfolio
NYSE · Industrials

Redwire Corp (RDW)

As-reported financials and SEC filings for Redwire Corp. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Redwire Corp

Redwire Corp is a space and defense technology company that develops advanced aerospace infrastructure, autonomous systems, and multi-domain operations solutions. It offers next-generation spacecraft platforms, large space infrastructure such as solar arrays and docking systems, and microgravity payloads for scientific research. Redwire serves civil, national security, and commercial space customers globally, as well as defense clients including the U.S. Department of War and allied governments.

Snapshot

Revenue
$335.4M
Revenue growth (YoY)
10.3%
Net income
$-226.6M
Diluted EPS
$-2.28
Gross margin
5.2%
Operating margin
-68.5%
Net margin
-67.6%
FCF margin
-56.9%
ROE
net income / fiscal-year-end equity
P/E
trailing when available, otherwise FY EPS
Market cap
$2.67B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Redwire

  • Revenue grew 10.3% to $335M in FY2025, slower than the 24.7% the year before.
  • Operating margin is -68.5% in FY2025, -17.5 pp against -51.0% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $117M, up 89.6% from Q2 FY2025.
  • Free cash flow was negative $191M in FY2025.
  • Net loss widened to $227M in FY2025, from $114M in FY2024.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Redwire’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin5.2%
8th percentile of 466
Operating margin-68.5%
2nd percentile of 605
Net margin-67.6%
1st percentile of 645
FCF margin-56.9%
2nd percentile of 562
Revenue growth (YoY)+10.3%
67th percentile of 668
Short interest1.91d
29th percentile of 676

Redwire’s net margin of -67.6% ranks in the 1st percentile of the 645 Industrials companies reporting it. Redwire’s operating margin of -68.5% ranks in the 2nd percentile of the 605 Industrials companies reporting it. Redwire’s FCF margin of -56.9% ranks in the 2nd percentile of the 562 Industrials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 1 insider sale totaling $23.0M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 6 quant / multi-strat books among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+6 quant / multi-strat
Initiated / added
4
1 new, 3 added
Reduced / exited
2
2 trimmed, 0 exited
Combined position
$224.9M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$115.0M9.4MNew
D. E. ShawquantQ2 2026$45.7M3.7MAdded
Millennium ManagementquantQ2 2026$27.3M2.2MAdded
Two Sigma InvestmentsquantQ2 2026$14.1M1.2MReduced
AQR Capital ManagementquantQ2 2026$11.6M947.1KAdded
Citadel AdvisorsquantQ2 2026$11.2M914.8KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
1
$23.0M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-06-11
filed 2026-06-12
AE RED HOLDINGS, LLCDirectorSell1.1M$21.48$23.0M
2026-05-18
filed 2026-05-20
AE RED HOLDINGS, LLCDirectorSell9.6M$13.30$127.5M
2026-05-18
filed 2026-05-20
AE RED HOLDINGS, LLCDirectorSell5.7M$14.50$82.1M
2026-04-22
filed 2026-04-24
AE RED HOLDINGS, LLCDirectorSell21.4M$10.85$231.8M
2026-04-21
filed 2026-04-22
AE RED HOLDINGS, LLCDirectorSell977.9K$10.57$10.3M
2026-04-20
filed 2026-04-22
AE RED HOLDINGS, LLCDirectorSell1.8M$10.23$18.1M
2026-04-17
filed 2026-04-20
AE RED HOLDINGS, LLCDirectorSell2.0M$10.77$21.9M
2026-04-16
filed 2026-04-20
AE RED HOLDINGS, LLCDirectorSell3.1M$10.57$33.2M
2026-04-15
filed 2026-04-16
AE RED HOLDINGS, LLCDirectorSell692.9K$9.70$6.7M
2026-04-14
filed 2026-04-16
AE RED HOLDINGS, LLCDirectorSell1.2M$9.92$11.9M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
39.8M
settled 2026-08-14
Change vs prior
+5.4%
vs previous settlement
Days to cover
1.91
at avg daily volume
Avg daily volume
20.9M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1439.8M+5.4%1.91
2026-07-3137.8M-11.9%2.44
2026-07-1542.9M-0.3%2.60
2026-06-3043.1M+14.0%1.28
2026-06-1537.8M+2.5%1.00
2026-05-2936.9M+24.9%1.00
2026-05-1529.5M+7.4%1.00
2026-04-3027.5M+3.5%1.00

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$335.4M$304.1M$243.8M$160.5M$137.6M
Gross profit$17.3M$44.5M$58.0M$28.7M$29.4M
Operating income$-229.7M$-42.2M$-15.5M$-146.4M$-70.2M
Net income$-226.6M$-114.3M$-27.3M$-130.6M$-61.5M
Diluted EPS$-2.28$-2.35$-0.73$-2.09$-1.36

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$-177.3M$-17.3M$1.2M$-31.7M$-37.4M
Capital expenditure$13.5M$6.4M$5.6M$3.6M$2.1M
Free cash flow$-190.8M$-23.7M$-4.4M$-35.3M$-39.5M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$117.1M89.6%$-41.0M$-0.19
Q1 FY2026$97.0M57.9%$-76.5M$-0.40
Q4 FY2025$108.8M56.4%$-85.5M$-0.50
Q3 FY2025$103.4M50.7%$-41.2M$-0.29
Q2 FY2025$61.8M-20.9%$-97.0M
Q1 FY2025$61.4M-30.1%$-2.9M
Q4 FY2024$69.6M9.6%$-67.2M
Q3 FY2024$68.6M9.6%$-21.0M

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryGuided Missiles & Space Vehicles & Parts
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2020
SEC CIK1819810

Selected SEC filings

10-Q2026-08-06
View on EDGAR →
10-Q2026-05-07
View on EDGAR →
8-K2026-08-05
View on EDGAR →
8-K2026-07-14
View on EDGAR →
8-K2026-07-01
View on EDGAR →
8-K2026-06-18
View on EDGAR →

Largest Industrials peers

All Industrials companies →

Monitor RDW

Get an alert when Redwire files something material, see which superinvestors own it, and ask its filings a question with cited answers.

Monitor RDW free

Includes one free filing-grounded research answer. Or check your whole portfolio, no account needed.

Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.