RDW Redwire Corp

MIXED Impact: 7/10 8-K/A
Horizon months Filed Feb 26, 2026 Processed 3mo ago SEC 0001819810-26-000019
8-K material event: Items 1.01, 1.02
Final — all horizons settled through T+60d
RDW ▲ +60.73% at T+60d
NEUTRAL call ✓ call won +60.73% · α vs SPY +52.98% · entry $9.55 → $15.35
Last close $18.57 (close Jun 8) · +94.45% from $9.55 entry
Entry anchored
Feb 25, 06:39 PM ET
via Databento tick
T+1d
-5.03%
call -5.03% · α -4.57%
$9.07
settled 3mo ago
T+5d
-5.03%
call -5.03% · α -3.90%
$9.07
settled 3mo ago
T+20d
-7.12%
call -7.12% · α -0.72%
$8.87
settled 3mo ago
T+60d
+60.73%
call +60.73% · α +52.98%
$15.35
settled 20d ago

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Executive Summary

Redwire reported strong 2025 financial results with 10.3% revenue growth to $335.4 million and a record $411.2 million backlog, driven by defense and space contracts. Despite a significant net loss of $226.6 million due to non-recurring items, the company strengthened its balance sheet by repaying $105.5 million in debt and forecasted 2026 revenue of $450-500 million. The filing includes an amended credit agreement and termination of a prior loan.

Key Financial Metrics

Revenue
$335.4M
+10.3% YoY
EPS
$-2.28
Guidance
$450M-$500M
initiated
Free Cash Flow
-$200.6M
Gross Margin
5.15%

Actionable Insight

Monitor the company's ability to convert its record $411.2 million backlog into revenue and improve margins in 2026. The significant non-recurring losses suggest potential one-time charges that may not recur, but the company's path to profitability remains uncertain despite strong revenue growth and backlog.

Key Facts

  • Revenue increased 10.3% YoY to $335.4 million for full year 2025
  • Net loss widened to $226.6 million due to $130+ million in non-recurring items
  • Record contracted backlog of $411.2 million, up from $296.7 million
  • Forecasted 2026 revenue of $450-500 million
  • Repaid $105.5 million of debt and refinanced remaining credit agreement
  • Book-to-bill ratio improved to 1.32 for full year 2025
  • Completed acquisition of Edge Autonomy and delivered 100+ StalkerPenguin UAS

Financial Impact

Revenue growth of $31.3 million with $112.2 million increase in net loss

revenuenet lossbacklogdebt

Segment Breakdown

SegmentRevenueGrowth
Space$209.8M-17.8%
Defense Tech$125.6M+157.3%

Risk Factors

  • High net loss despite revenue growth indicates ongoing profitability challenges
  • Dependence on government contracts and integration of recent acquisitions
  • Execution risk in transitioning development programs to production

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K/A Filing (Primary)0001819810-26-000019
Document: 0001819810-26-000019-index-headers.html0001819810-26-000019
Document: 0001819810-26-000019-index.html0001819810-26-000019
Document: 0001819810-26-000019.txt0001819810-26-000019
6 reports for RDW
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for RDW — sortable, filterable
Type Now
Jun 9, 2026
today
8-K
BEARISH ★ 6/10
$18.27 awaiting T+5awaiting T+5$18.57 (−1.64%)
Jun 9, 2026
today
424B5
BEARISH ★ 7/10
$19.17 awaiting T+5awaiting T+5$18.57 (+3.13%)
May 19, 2026
22d ago
144
BEARISH ★ 7/10
$13.91 $24.00▼ −72.54%▼ −70.24%$18.57 (−33.50%)
May 6, 2026
4w ago
8-K
MIXED ★ 6/10
$9.20 $11.46▲ +24.57%▲ +23.06%$18.57 (+101.85%)
Apr 10, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$9.99 $10.21▲ +2.20%▼ −1.09%$18.57 (+85.89%)
Feb 26, 2026
14w ago
8-K/A
MIXED ★ 7/10
$9.55 $9.07▼ −5.03%▼ −3.90%$18.57 (+94.45%)
Showing 6 of 6

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