Redwire (NYSE:RDW) Announces Quarterly Earnings Results

Redwire (NYSE:RDW) released its quarterly earnings data on Wednesday. The company reported ($0.40) EPS for the quarter, missing the consensus estimate of ($0.16) by ($0.24), FiscalAI reports. Redwire had a negative net margin of 80.90% and a negative return on equity of 12.05%. The business had revenue of $96.97 million for the quarter, compared to the consensus estimate of $105.94 million. During the same quarter last year, the business earned ($0.09) EPS. Redwire’s revenue for the quarter was up 57.9% compared to the same quarter last year.

Redwire Trading Down 5.1%

Shares of NYSE RDW traded down $0.50 during midday trading on Thursday, hitting $9.15. The company’s stock had a trading volume of 31,700,957 shares, compared to its average volume of 24,244,386. The company has a current ratio of 1.62, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The business’s 50 day moving average is $9.44 and its two-hundred day moving average is $8.63. Redwire has a 12-month low of $4.87 and a 12-month high of $22.25. The firm has a market cap of $1.76 billion, a P/E ratio of -3.41 and a beta of 2.41.

Insider Buying and Selling

In other Redwire news, Director Ae Red Holdings, Llc sold 7,500,000 shares of the company’s stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $9.15, for a total value of $68,625,000.00. Following the transaction, the director directly owned 36,135,217 shares in the company, valued at $330,637,235.55. This represents a 17.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Over the last quarter, insiders have sold 24,763,287 shares of company stock valued at $243,300,159. Company insiders own 0.79% of the company’s stock.

Institutional Trading of Redwire

A number of large investors have recently modified their holdings of the company. Sunbelt Securities Inc. grew its stake in Redwire by 601.1% in the fourth quarter. Sunbelt Securities Inc. now owns 3,961 shares of the company’s stock worth $30,000 after purchasing an additional 3,396 shares in the last quarter. Russell Investments Group Ltd. lifted its holdings in shares of Redwire by 308.6% in the 3rd quarter. Russell Investments Group Ltd. now owns 4,862 shares of the company’s stock worth $44,000 after buying an additional 3,672 shares during the period. Tower Research Capital LLC TRC grew its position in shares of Redwire by 32.3% during the 2nd quarter. Tower Research Capital LLC TRC now owns 6,279 shares of the company’s stock worth $102,000 after buying an additional 1,533 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its position in shares of Redwire by 440.4% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 6,620 shares of the company’s stock worth $60,000 after buying an additional 5,395 shares in the last quarter. Finally, Strs Ohio bought a new stake in shares of Redwire in the first quarter valued at about $69,000. Hedge funds and other institutional investors own 8.10% of the company’s stock.

Key Redwire News

Here are the key news stories impacting Redwire this week:

• Positive Sentiment: Company reported record backlog ($498.1M) and a strong book-to-bill (1.92), plus management highlighted significant contract wins and gross-margin improvement — supports future revenue visibility and growth expectations. Redwire Corporation Reports First Quarter 2026 Financial Results, Achieves Record Contract Backlog with Significant Gross Margin Improvement
• Positive Sentiment: Top line showed strong year-over-year growth (revenue up ~58% YoY), which some coverage flags as a growth narrative that could support higher valuations if margins improve. Redwire (RDW) Is Up 12.1% After Revenue Jumps But Losses Deepen And Equity Issuance Grows
• Neutral Sentiment: Company gave FY2026 revenue guidance of $450M–$500M (bracketing consensus), which provides a framework for investors but leaves profitability trajectory and EPS guidance unclear. Redwire Corporation Reports First Quarter 2026 Financial Results, Achieves Record Contract Backlog with Significant Gross Margin Improvement
• Neutral Sentiment: Management commentary and the full Q1 earnings call/Q&A (transcript) provide additional color on backlog conversion, margins, and timing of key contracts — useful for assessing execution risk but not immediately decisive. Redwire Corporation (RDW) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Quarterly results missed expectations: reported EPS (wider loss) and revenue below consensus (reported revenue ~$96.97M vs. estimates ~ $105.9M), driving concern over near-term profitability. Redwire Corporation (RDW) Reports Q1 Loss, Lags Revenue Estimates
• Negative Sentiment: Company announced plans to offer and sell up to $350M of common stock — a potentially dilutive capital raise that prompted heavy after-hours selling and increases near-term share supply risk. Redwire Stock Sees Heavy Selling After The Close: Here’s Why
• Negative Sentiment: Market reaction included sharp intra-/after-hours selling (reports of ~10% drop), reflecting investor focus on the EPS miss and dilution risk despite the upbeat backlog data. Redwire (NYSE:RDW) reports sales below analyst estimates in Q1 CY2026 earnings, stock drops 10.5%

Analysts Set New Price Targets

A number of brokerages have issued reports on RDW. Truist Financial upgraded Redwire to a “strong-buy” rating in a research report on Friday, May 1st. Canaccord Genuity Group boosted their target price on Redwire from $11.00 to $12.00 and gave the company a “buy” rating in a research report on Friday, February 27th. Roth Mkm restated a “buy” rating and set a $20.00 price target on shares of Redwire in a report on Wednesday, January 28th. Weiss Ratings restated a “sell (d-)” rating on shares of Redwire in a research report on Tuesday, April 21st. Finally, Zacks Research upgraded shares of Redwire from a “strong sell” rating to a “hold” rating in a research report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, two have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Redwire currently has an average rating of “Moderate Buy” and an average price target of $13.89.

About Redwire

Redwire Corporation is a space infrastructure company specializing in the design, engineering and manufacturing of mission-critical hardware and software for the spaceflight industry. The company’s offerings include deployable structures, solar power systems, radio frequency antennas, advanced composites and transparent optics. Redwire serves a broad customer base that spans civil space agencies, national defense organizations and commercial satellite operators, helping enable missions ranging from communications and Earth observation to deep-space exploration.

Formed through the strategic combination of several specialized space technology firms, Redwire’s portfolio encompasses both flight-proven hardware and cutting-edge in-space manufacturing capabilities.