Redwire (RDW) Aperçu de l'action
Redwire Corporation fournit des solutions spatiales critiques et des infrastructures spatiales à des clients gouvernementaux et commerciaux aux États-Unis, en Europe et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 2/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
RDW Community Fair Values
Create NarrativeSee what 154 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Capital Goods opportunity
CE
Fair Value from
CA$5.2514.3% sous-évalué décote intrinsèque
When GPS fails: this small cap is fixing a $54B drone problem
Key Points: Sparc AI (CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.
Read full narrativeRedwire Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$9.64 |
| Plus haut sur 52 semaines | US$22.25 |
| Plus bas sur 52 semaines | US$4.87 |
| Bêta | 2.42 |
| Variation sur 1 mois | -2.72% |
| Variation sur 3 mois | 9.55% |
| Variation sur 1 an | -13.70% |
| Variation sur 3 ans | 218.15% |
| Variation sur 5 ans | -3.79% |
| Évolution depuis l'introduction en bourse | -7.40% |
Nouvelles et mises à jour récentes
Mise à jour de l'analyse • May 03
RDW: Widening Losses And Execution Risks Will Constrain Future Share Performance
Analysts have lifted their average price target on Redwire by $4.50, citing stronger revenue assumptions, slightly higher profit margins, and a lower future P/E multiple as they factor in recent upgrades and raised targets across several firms. Analyst Commentary Recent research on Redwire has a generally constructive tone on revenue and backlog, but several points of caution still stand out if you are weighing risk versus potential reward.Mise à jour de l'analyse • Apr 19
RDW: Widening Losses And Margin Constraints Will Pressure Future Share Performance
Analysts have lifted their average price targets for Redwire by a few dollars, reflecting higher fair value estimates, slightly lower discount rates, and expectations for stronger revenue growth and profit margins, supported by recent upgrades and program progress across multiple firms. Analyst Commentary Recent research highlights a mix of optimism around program execution and backlog growth alongside ongoing concern about profitability, cost control, and the quality of earnings.Seeking Alpha • Apr 12
Redwire: A Speculative Buy Upgrade In A Red-Hot Space Market
Summary Redwire (RDW) is upgraded to a speculative buy, reflecting improved capitalization but persistent execution and cost control concerns. RDW operates in attractive space and defense markets, with a $400M backlog but relies on short-cycle orders for revenue targets. Despite 10% sales growth in 2025, RDW's widening operating losses and declining margins highlight ongoing profitability challenges. Future upside hinges on EBITDA turning positive, refinancing $83.25M debt, and management's ability to deliver cost discipline. Read the full article on Seeking AlphaRecent updates
Mise à jour de l'analyse • May 03
RDW: Widening Losses And Execution Risks Will Constrain Future Share Performance
Analysts have lifted their average price target on Redwire by $4.50, citing stronger revenue assumptions, slightly higher profit margins, and a lower future P/E multiple as they factor in recent upgrades and raised targets across several firms. Analyst Commentary Recent research on Redwire has a generally constructive tone on revenue and backlog, but several points of caution still stand out if you are weighing risk versus potential reward.Mise à jour de l'analyse • Apr 19
RDW: Widening Losses And Margin Constraints Will Pressure Future Share Performance
Analysts have lifted their average price targets for Redwire by a few dollars, reflecting higher fair value estimates, slightly lower discount rates, and expectations for stronger revenue growth and profit margins, supported by recent upgrades and program progress across multiple firms. Analyst Commentary Recent research highlights a mix of optimism around program execution and backlog growth alongside ongoing concern about profitability, cost control, and the quality of earnings.Seeking Alpha • Apr 12
Redwire: A Speculative Buy Upgrade In A Red-Hot Space Market
Summary Redwire (RDW) is upgraded to a speculative buy, reflecting improved capitalization but persistent execution and cost control concerns. RDW operates in attractive space and defense markets, with a $400M backlog but relies on short-cycle orders for revenue targets. Despite 10% sales growth in 2025, RDW's widening operating losses and declining margins highlight ongoing profitability challenges. Future upside hinges on EBITDA turning positive, refinancing $83.25M debt, and management's ability to deliver cost discipline. Read the full article on Seeking Alpha
Mise à jour de l'analyse • Apr 05
RDW: Defense Backlog And 2026 Program Execution Will Drive Recovery
Narrative Update on Redwire Analysts have raised the blended price target for Redwire to $15, up from a prior consensus closer to the $12 to $13 range. This change reflects increased confidence in program mix, backlog potential, and revenue contributions from recent acquisitions, even as margin and EBITDA trends remain mixed.Mise à jour de l'analyse • Mar 22
RDW: Persistent Margin And Cash Burn Risks Will Pressure Future Share Performance
Analysts have modestly adjusted their price targets on Redwire, with changes such as Truist moving from $13 to $15 and Jefferies trimming from $13 to $12. These revisions reflect mixed views that balance stronger revenue trends, program progress and backlog opportunities against ongoing adjusted EBITDA losses and margin constraints.
Mise à jour de l'analyse • Mar 07
RDW: Defense And Space Backlog Momentum Will Drive 2026 Upside
Analysts have slightly raised their fair value estimate for Redwire from about $13.11 to $13.28, reflecting updated price targets around $12. These targets balance strong recent revenue beats and improving order trends with ongoing EBITDA losses and cautious margin assumptions.Mise à jour de l'analyse • Feb 21
RDW: Rising Defense Demand And 2026 Sector Tailwinds Will Drive Upside
Our analyst price target for Redwire has been revised to $13.11 from $13.22. Analysts point to updated assumptions for growth, profitability, discount rate, and future P/E to better reflect recent sector views and company specific research.Mise à jour de l'analyse • Feb 07
RDW: Defense Contracts And 2026 Space Programs Will Drive Recovery
Narrative Update on Redwire Analysts nudged their price expectations for Redwire higher, with the updated fair value estimate moving from about $21.19 to $22.00 as they weigh mixed sector views, including recent target increases and a more cautious stance from some firms. These inputs are reflected in a slightly adjusted growth outlook and a higher assumed future P/E multiple.Mise à jour de l'analyse • Jan 24
RDW: Future Consolidation Risk And Program Delays Will Pressure Shares
Analysts have revised their views on Redwire, with the average 12 month price target moving from about US$10 to around US$6 as they adjust revenue growth, discount rate, and future P/E assumptions, while weighing mixed sector and company specific research updates. Analyst Commentary Recent Street research on Redwire shows a wide range of price targets and ratings, reflecting differing views on execution risk, sector positioning, and how much of the near term uncertainty is already reflected in the share price.Mise à jour de l'analyse • Jan 09
RDW: Bookings And 2026 Government Space Programs Will Drive Recovery
Analysts nudged their price expectations for Redwire higher, with the blended target moving toward the recent US$13 Truist level from prior cuts that clustered around US$6 to US$15. This shift reflects mixed views on near term revenue softness, sector wide aerospace and defense demand, and the potential impact of space industry consolidation and government program timing.Mise à jour de l'analyse • Dec 23
RDW Will Benefit From 2026 Government Space Program Recovery
We lower our Redwire price target from $27.97 to $21.19 as analysts trim long term revenue growth expectations amid softer near term government and space infrastructure demand, while still acknowledging improving margin potential and the likelihood of consolidation driven winners in the sector. Analyst Commentary Recent Street research reflects a more balanced stance on Redwire, with several bullish analysts highlighting resilient fundamentals and long term growth optionality despite near term estimate cuts.Article d'analyse • Dec 16
Redwire Corporation's (NYSE:RDW) P/S Is Still On The Mark Following 27% Share Price Bounce
Those holding Redwire Corporation ( NYSE:RDW ) shares would be relieved that the share price has rebounded 27% in the...Mise à jour de l'analyse • Dec 09
RDW: Rebounding Government Space Orders Will Drive Upside Potential By Early 2026
Analysts have modestly reduced their price targets on Redwire, with cuts ranging from about $3 to $7 per share. They are recalibrating expectations for slower near term growth and industry consolidation dynamics, while still seeing long term opportunity in the company’s space platforms and government program exposure.Mise à jour de l'analyse • Nov 25
RDW: Rebounding Government Orders Will Drive Upside Potential By Early 2026
Redwire's analyst price target experienced a significant decrease, moving from approximately $17.17 to $13.22. Analysts cite near-term industry headwinds, lower revenue growth expectations, and challenges related to demand and government operations.Article d'analyse • Nov 14
These Analysts Think Redwire Corporation's (NYSE:RDW) Sales Are Under Threat
Market forces rained on the parade of Redwire Corporation ( NYSE:RDW ) shareholders today, when the analysts downgraded...Article d'analyse • Nov 10
US$15.06: That's What Analysts Think Redwire Corporation (NYSE:RDW) Is Worth After Its Latest Results
It's shaping up to be a tough period for Redwire Corporation ( NYSE:RDW ), which a week ago released some disappointing...Mise à jour de l'analyse • Nov 07
RDW: Resumed Government Contract Flows Will Drive Rebound By Early 2026
Redwire’s analyst price target has been reduced from approximately $18.06 to $17.17 per share. Analysts cite weaker Q3 results, a below-consensus revenue outlook, and ongoing sector challenges, despite continued support for the company’s long-term growth prospects.Article d'analyse • Oct 07
After Leaping 35% Redwire Corporation (NYSE:RDW) Shares Are Not Flying Under The Radar
Redwire Corporation ( NYSE:RDW ) shareholders are no doubt pleased to see that the share price has bounced 35% in the...Mise à jour de l'analyse • Aug 25
NATO And NASA Funding Will Enable In-Space Manufacturing
Analysts lowered Redwire’s price target from $19.06 to $18.06 following a challenging Q2, management’s reduced guidance—including EBITDA forecast withdrawal—and revised estimates, though some now view shares as undervalued. Analyst Commentary Analysts noted a challenging Q2 quarter and subsequent management guidance lowering, including a withdrawal of prior Adjusted EBITDA forecasts.Mise à jour de l'analyse • Aug 10
NATO And NASA Funding Will Enable In-Space Manufacturing
The consensus analyst price target for Redwire has been reduced, primarily reflecting a higher discount rate and a lower future P/E ratio, resulting in a revised fair value of $19.06. What's in the News Redwire issued FY25 revenue guidance of $385–$445 million (including Edge Autonomy post-close) and $470–$530 million as if fully combined for the whole year.Article d'analyse • Aug 08
Redwire Corporation's (NYSE:RDW) Share Price Is Still Matching Investor Opinion Despite 37% Slump
NYSE:RDW 1 Year Share Price vs Fair Value Explore Redwire's Fair Values from the Community and select yours Redwire...Article d'analyse • Jun 11
Redwire Corporation (NYSE:RDW) Looks Just Right With A 61% Price Jump
Despite an already strong run, Redwire Corporation ( NYSE:RDW ) shares have been powering on, with a gain of 61% in the...Article d'analyse • May 14
Earnings Update: Redwire Corporation (NYSE:RDW) Just Reported And Analysts Are Boosting Their Estimates
Redwire Corporation ( NYSE:RDW ) last week reported its latest quarterly results, which makes it a good time for...Article d'analyse • Apr 27
Redwire Corporation (NYSE:RDW) Looks Just Right With A 27% Price Jump
Redwire Corporation ( NYSE:RDW ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
Nouvelle analyse • Apr 22
New Spacecraft Platforms And Edge Autonomy Will Drive Future Expansion
Advancements in microgravity manufacturing and strategic acquisitions may open high-margin revenue streams and enhance earnings through innovation and operational leverage.Seeking Alpha • Apr 21
Redwire: Between Space Hype And Earthly Challenges
Summary Redwire's valuation metrics, including EV/Sales, EV/EBITDA, and EV/EBIT, are significantly higher than industry medians, indicating market optimism despite financial challenges. Redwire's profitability metrics, such as gross margin, EBITDA margin, EBIT margin, and net income margin, are substantially lower than industry averages, highlighting serious profitability issues. Despite weak current financials, Redwire's future growth projections are strong, with revenue, EBITDA margin, and FCF expected to grow significantly YoY, far outpacing industry averages. The high valuation of Redwire appears to be driven by future growth expectations rather than current financial performance, suggesting potential overvaluation. Read the full article on Seeking AlphaSeeking Alpha • Mar 26
Redwire: Why It Might Be 2021 All Over Again
Summary Redwire's valuation and growth prospects look attractive, but a closer look at the business model suggests some caution. The pending merger with UAV manufacturer Edge Autonomy too may hide some risks: Edge's growth has been driven by Ukraine, while its P-E owners accepted a modest multiple. Redwire's 2024 performance showed revenue growth but declining profit, raising further concern about long-term structural profitability. Secular trends clearly are in Redwire's favor, but both execution and perhaps a better valuation are required from here. Read the full article on Seeking AlphaArticle d'analyse • Feb 18
Revenues Tell The Story For Redwire Corporation (NYSE:RDW) As Its Stock Soars 60%
Redwire Corporation ( NYSE:RDW ) shares have continued their recent momentum with a 60% gain in the last month alone...Article d'analyse • Feb 01
Would Redwire (NYSE:RDW) Be Better Off With Less Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d'analyse • Jan 04
Redwire Corporation (NYSE:RDW) Stocks Shoot Up 37% But Its P/S Still Looks Reasonable
Despite an already strong run, Redwire Corporation ( NYSE:RDW ) shares have been powering on, with a gain of 37% in the...Rendement pour les actionnaires
| RDW | US Aerospace & Defense | US Marché | |
|---|---|---|---|
| 7D | 12.1% | 4.2% | 3.2% |
| 1Y | -13.7% | 37.0% | 31.0% |
Rendement vs Industrie: RDW a sous-performé le secteur US Aerospace & Defense qui a rapporté 37 % au cours de l'année écoulée.
Rendement vs marché: RDW a sous-performé le marché US qui a rapporté 31 % au cours de l'année écoulée.
Volatilité des prix
| RDW volatility | |
|---|---|
| RDW Average Weekly Movement | 13.8% |
| Aerospace & Defense Industry Average Movement | 8.8% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: Le cours de l'action de RDW a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de RDW ( 14% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2010 | 1,410 | Pete Cannito | www.rdw.com |
Redwire Corporation fournit des solutions spatiales critiques et des infrastructures spatiales à des clients gouvernementaux et commerciaux aux États-Unis, en Europe et dans le monde entier. Elle opère dans deux segments : Space et Defense Tech. La société propose des capteurs et des systèmes avioniques, notamment des suiveurs d'étoiles et des capteurs solaires, qui sont essentiels pour une navigation et un contrôle précis des engins spatiaux ; des systèmes de caméras ; des charges utiles infrarouges, de connaissance de la situation dans l'espace, de synchronisation de la position et de navigation ; Elle fournit également une suite logicielle qui permet l'ingénierie numérique et la génération d'une modélisation et de simulations interactives haute fidélité de composants individuels, d'engins spatiaux entiers et de constellations complètes dans un environnement basé sur l'informatique dématérialisée.
Redwire Corporation Résumé des fondamentaux
| RDW statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.72b |
| Bénéfices(TTM) | -US$272.33m |
| Recettes(TTM) | US$335.38m |
5.7x
Ratio P/S-7.0x
Ratio P/ELe site RDW est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| RDW compte de résultat (TTM) | |
|---|---|
| Recettes | US$335.38m |
| Coût des recettes | US$304.45m |
| Marge brute | US$30.93m |
| Autres dépenses | US$303.26m |
| Les revenus | -US$272.33m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
May 07, 2026
| Résultat par action (EPS) | -1.38 |
| Marge brute | 9.22% |
| Marge bénéficiaire nette | -81.20% |
| Ratio dettes/capitaux propres | 7.7% |
Quelles ont été les performances à long terme de RDW?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/06 12:28 |
| Cours de l'action en fin de journée | 2026/05/06 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Redwire Corporation est couverte par 12 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brian Kinstlinger | Alliance Global Partners |
| Ronald Epstein | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |