Redwire (RDW)
Builds spacecraft infrastructure, uncrewed aircraft, sensors, and mission payloads for space and defense.
Something off on this page? Send us feedback.
Sells spacecraft platforms and components, deployable power and structures, avionics, microgravity systems, uncrewed aircraft, sensors, and radio-frequency payloads to civil, national-security, and commercial customers. Revenue comes from product deliveries and engineering programs across Space and Defense Tech, with national-security demand the largest customer grouping.
Builds spacecraft platforms, deployable power and structures, avionics, sensors, radio-frequency payloads, and microgravity systems through its Space segment. Its Defense Tech segment adds Stalker and Penguin uncrewed aircraft, Octopus optical gimbals, resilient power, and other intelligence, surveillance, and reconnaissance equipment. Engineering, modeling, mission integration, manufacturing, and product sales turn these capabilities into short- and long-duration customer programs.
Serves civil-space, national-security, and commercial customers across the United States, Europe, and allied markets. Flight heritage across acquired businesses supports work from individual components to integrated platforms and missions. Revenue depends on contract awards, funding, production schedules, and customer acceptance; many Space contracts also rely on cost-to-cost estimates. Government procurement, export controls, spectrum licensing, and integration of the acquired autonomous-systems business shape execution.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Guggenheim | Initiate | Rating: — | |
| Aug 10, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $14 | Target: $15 |
| Aug 9, 2026 | Jefferies | Target | Target: $24 | Target: $15 |
| Aug 6, 2026 | Industrial Alliance Securities | Target | Target: $15 | Target: $16 |
| Aug 5, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $9 | Target: $13.50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $557.7M · Total debt $87.1M · Total assets $1.94B · Shareholders' equity $1.63B
- Revenue
- $117.1M
- Operating income
- −$22.1M
- Net income
- −$41.0M
No dividends on record.
| Institutions | ≈ 55.80% | 139.50M shares | |
|---|---|---|---|
| 354 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 35.50% | 88.76M shares | |
| 17 holders · as of Jul 16, 2026 | |||
| Strategic holders | 20.31% | 50.76M shares | |
| 2 holders · as of Jun 23, 2025 | |||
| Adds to | 111.61% | ||
249.99M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 111.61%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Michael Robert GreeneInsiderdirector, 10 percent owner | 34.20% | 85.49M | filed Jul 21, 2025 |
Edge Autonomy Ultimate Holdings, LPStrategicdirector, 10 percent owner | 19.91% | 49.76M | filed Jun 23, 2025 |
BlackRock, Inc.Institution | 6.43% | 16.07M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.84% | 14.60M | as of Jun 30, 2026 |
Mirae Asset Global Investments Co., Ltd.Institution | 4.74% | 11.85M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 11, 2026 | Ae Red Holdings, LLC | director | −1,070,565 | $21.48 |
| May 18, 2026 | Ae Red Holdings, LLC | director | −15,247,586 | $13.75 |
| Apr 22, 2026 | Ae Red Holdings, LLC | director | −21,365,909 | $10.85 |
| Apr 21, 2026 | Ae Red Holdings, LLC | director, 10 percent owner: | −977,887 | $10.57 |
| Apr 20, 2026 | Ae Red Holdings, LLC | director, 10 percent owner: | −1,766,372 | $10.23 |
- L3Harris Technologies
Broad overlap in space payloads, ISR, sensors, and autonomy
- Northrop Grumman
Competes across space systems, ISR aircraft, sensors, and payloads
- Lockheed Martin
Large prime in satellites, space transport, C4ISR, and defense systems
- Rocket Lab
Direct space-systems peer in spacecraft, components, and missions
- AeroVironment
Direct UAS and counter-UAS rival after Edge Autonomy
- Kratos Defense & Security Solutions
Overlaps in UAS, satellite ground systems, RF, and C5ISR
- Mercury Systems
Defense-electronics peer in RF, sensor processing, and mission computing
- Intuitive Machines
Niche space-infrastructure peer in lunar delivery and data services
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Redwire | $11.56 | −0.39% | $2.77B | — | — | 6.5 | +89.6% |
| L3Harris Technologies | $244.63 | −0.93% | $45.98B | 24.9 | 19.7 | 2.0 | +8.4% |
| Northrop Grumman | $520.40 | −1.19% | $74.82B | 16.7 | 17.8 | 1.7 | +5.1% |
| Lockheed Martin | $529.77 | −1.05% | $123.57B | 19.7 | 16.8 | 1.6 | +10.5% |
| Rocket Lab | $70.88 | +1.42% | $40.46B | — | — | 52.6 | +62.0% |
| AeroVironment | $160.30 | −0.37% | $8.14B | — | 47.3 | 4.1 | +5.7% |
| Kratos Defense & Security Solutions | $48.21 | −0.79% | $9.11B | 285.2 | 51.3 | 6.0 | +30.5% |
| Mercury Systems | $85.37 | −0.33% | $5.14B | — | 55.3 | 5.2 | +6.1% |
| Intuitive Machines | $15.54 | −1.15% | $2.51B | — | — | 5.1 | +309.8% |
| Median | 22.3 | 33.5 | 4.6 | +9.5% |