Redwire Corporation provides critical space solutions and space infrastructure for government and commercial customers in the United States, Europe, and internationally. It ...
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Est. EPS $-0.12 · Revenue $126.51M · 2 analysts
Est. EPS $-0.11 · Revenue $135.96M · 2 analysts
Est. EPS $-0.75 · Revenue $475.27M · 4 analysts
Est. EPS $-0.12 · Revenue $117.41M · 1 analysts
EPS $-0.09 · Revenue $61.40M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $335.4M | +10.3% | +20.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-226.6M | -98.2% | +46.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +5.2% | -64.7% | +4.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -68.5% | -393.5% | +73.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -67.6% | -79.7% | +55.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-190.8M | -703.5% | -161.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -56.9% | -628.6% | -116.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 21.8% | +107.8% | -72.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.62x | +92.7% | +123.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.4B | +395.2% | +28.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -2.28 vs -1.69 | -35.1% | -0.19 vs -0.12 | -62.9% |
| Revenue Surprise | $335.4M vs $328.7M | +2.0% | $117.1M vs $126.5M | -7.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 14, 2026 | Futch Aaron Michael | officer: EVP, GC and Secretary | Common Stock, par value $0.0001 per share | A | 45,455 | — |
| Jul 14, 2026 | Futch Aaron Michael | officer: EVP, GC and Secretary | Common Stock, par value $0.0001 per share | D | 2,271 | $9.74 |
| Jul 14, 2026 | Futch Aaron Michael | officer: EVP, GC and Secretary | Performance-Based Restricted Stock Units (2026) | A | 45,455 | — |
| Jul 14, 2026 | Cannito Peter Anthony Jr | director, officer: Chairman and CEO | Common Stock, par value $0.0001 per share | A | 190,637 | — |
| Jul 14, 2026 | Cannito Peter Anthony Jr | director, officer: Chairman and CEO | Common Stock, par value $0.0001 per share | D | 12,631 | $9.74 |
Operator: Greetings, and welcome to the Redwire Corporation Q2 2026 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce Alex Curatolo, Senior Director of Investor Relations. Thank you. You may begin. Alex Curatolo: Good morning, and thank you, Diego. Welcome to Redwire's Second Quarter 2026 Earnings Call. We hope that you have seen our earnings release, which we issued yesterday afternoon. It has also been posted in the Investor Relations section of our website at rbw.com. Let me remind everyone that during the call, Redwire management may make forward-looking statements that reflect our beliefs, expectations, intentions or predictions of the future. Our forward-looking statements are subject to risks and uncertainties that are described in more detail on Slides two and three. Additionally, to the extent we discuss non-GAAP measures during the call, please see Slide three and the appendix, our earnings release or the investor presentation on our website for the calculation of these measures and their reconciliation to U.S. GAAP measures. I am Alex Curatolo, Redwire's Senior Director of Investor Relations. Joining me on today's call are Peter Cannito, Redwire's Chairman and Chief Executive Officer; and Chris Edmunds, Redwire's Chief Financial Officer. With that, I would like to turn the call over to Pete. Pete? Peter Cannito: Thank you, Alex. During today's call, I will outline our key accomplishments during the second quarter of 2026, after which Chris will present the financial highlights for the same period and discuss our outlook for the remainder of 2026. We will then open the call for Q&A. Please turn to Slide 6. I'm pleased to report that Redwire delivered significant value in the second quarter of 2026 with new highs in revenue, gross margin and backlog. During the quarter, Redwire achieved record quarterly revenues of $117.1 million, a 20.7% sequential increase over the previous quarter and an 89.6% increase compared to Q2 2025. Our disciplined execution drove basis. Also, Redwire achieved a strong book-to-bill ratio of 1.42 and as a result, ended the quarter with record contracted backlog of $542.1 million, providing further confidence in our forecast as we move into the second half of 2026. And finally, we strengthened our balance sheet, resulting in a strong financial foundation with a record level of $557.8 million in cash to fuel our continued growth. In summary, Redwire's second quarter was defined by successful execution to meet the growing demand for our mission-critical offerings. Please turn to Slide 7. Access to capital, combined with increasing demand for our products has created a landscape of opportunities for Redwire to continue to invest in growth. To guide our capital allocation, we are implementing an investment framework focused on three pillars: The first pillar is balance sheet strength. Over the last few quarters, we have been aggressively …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jonathan E. Baliff | Consultant | USD 1,410,489 | Male | 1964 | Active |
Peter Anthony Cannito Jr. | President, Chief Executive Officer & Chairman | USD 776,229 | Male | 1973 | Active |
Chris Edmunds | Chief Financial Officer | USD 513,432 | Male | 1984 | Active |
Aaron Futch | Executive Vice President, General Counsel & Secretary | USD 442,627 | Male | 1973 | Active |
Josh Stinson | Co-President & Chief Growth Officer of Redwire Defense Tech | — | — | — | Active |
Austin Jordan | Executive VP of Strategic Communications & Chief Marketing Officer | — | Male | — | Active |
Josh Brungardt | Co-President & COO of Redwire Defense Tech | — | — | — | Active |
Alex Curatolo | Senior Director of Investor Relations | — | Female | — | Active |
Allen G. Flynt | Senior Vice President of Space Platforms & Robotics | — | Male | — | Active |
Jeff Zeunik | Senior Vice President of Financial Planning & Analysis | — | Male | — | Active |
Michael Gold | President of Redwire Space | — | Male | 1974 | Active |
Steve Adlich | President of Redwire Defense Tech | — | Male | 1963 | Active |
BlackRock Inc. bought a new position in shares of Redwire Corporation (NYSE: RDW) in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 16,068,161 shares of the company's stock, valued at approximately $196,514,000. BlackRock Inc. owned 6.73% of Redwire at
RDW's record revenues, improving margins and rising Defense Tech contribution signal growing momentum in space and autonomous defense systems.
The mean of analysts' price targets for Redwire Corporation (RDW) points to a 27.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Redwire (RDW) faces a stark contrast between promising industry tailwinds and disappointing multi-year financial execution, with valuation concerns persisting despite recent operational progress. Backlog surged 32% year-to-date, and new initiatives in microgravity and in-space drug development offer potential, yet core legacy business growth remains anemic. Execution missteps, including the overvalued Edge Autonomy acquisition and recurring EAC cost issues, have led to missed guidance, margin erosion, and persistent investor skepticism.
Redwire Corporation (NYSE: RDW), a global leader in aerospace and defense technology solutions, today announced a strategic investment in nextâgeneration phas
