Redwire Corporation

Report azionario NYSE:RDW

Capitalizzazione di mercato: US$3.4b

Redwire Salute del bilancio

Criteri Salute finanziaria verificati 6/6

Redwire ha un patrimonio netto totale di $1.2B e un debito totale di $91.4M, che porta il suo rapporto debito/patrimonio netto a 7.8%. Le sue attività totali e le sue passività totali sono rispettivamente $1.5B e $346.6M.

Informazioni chiave

7.85%

Rapporto debito/patrimonio netto

US$91.37m

Debito

Indice di copertura degli interessin/a
ContantiUS$144.51m
Patrimonio nettoUS$1.16b
Totale passivitàUS$346.57m
Totale attivitàUS$1.51b

Aggiornamenti recenti sulla salute finanziaria

Nessun aggiornamento

Recent updates

Aggiornamento della narrazione Jun 10

RDW: Backlog Execution And Equity Dilution Will Shape Future Share Returns

Analysts lifted the Redwire price target from $14.44 to $15.67, reflecting updated views on fair value after recent target hikes to $24, along with a more cautious stance on near-term upside as the company works through its order backlog. Analyst Commentary Recent research on Redwire shows a mix of enthusiasm about the order pipeline and caution about how much of the recent share price move already reflects that potential.
Nuova narrazione Jun 05

Microgravity And Defense Platforms Will Support Long Term Upside Potential

Catalysts About Redwire Redwire is an integrated space and defense technology company focused on spacecraft, large space infrastructure, microgravity research, uncrewed aircraft systems and mission payloads. What are the underlying business or industry changes driving this perspective?
Seeking Alpha May 27

Redwire: The Market Is Starting To Reprice This Space SPAC Into A Defense Infra Platform

Summary Redwire Corporation has transitioned from a speculative space SPAC to a high-growth space and defense infrastructure company, driven by strong Q1 results. RDW's Q1 revenue grew 57.9% YOY, with gross margin expanding from 14.7% to 26.6%, primarily due to defense segment growth following the Edge Autonomy acquisition. At 7.1x sales, RDW now trades in line with high-growth defense peers; further rerating depends on sustained growth, margin improvement, and managing dilution risks. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 27

RDW: Ongoing Losses And Margin Pressure Will Restrain 2026 Backlog Upside

Narrative Update on Redwire Analysts have lifted their blended price target for Redwire by about $1.17, reflecting higher fair value estimates around $14.44 and updated models that incorporate recent target changes, revised growth and margin assumptions, and a higher projected future P/E multiple. Analyst Commentary Recent research on Redwire centers on how the company is turning a strong order and revenue profile into a cleaner path toward profitability.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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 Alpha
Seeking 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 Alpha

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $320.7M ) di RDW superano le sue passività a breve termine ( $183.1M ).

Passività a lungo termine: Le attività a breve termine di RDW ( $320.7M ) superano le sue passività a lungo termine ( $163.5M ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: RDW ha più liquidità del suo debito totale.

Riduzione del debito: Il rapporto debito/patrimonio netto di RDW si è ridotto da 359.7% a 7.8% negli ultimi 5 anni.


Bilancio


Analisi della pista di contanti

Per le società che in passato sono state mediamente in perdita, valutiamo se hanno almeno un anno di liquidità.

Pista di liquidità stabile: RDW ha una liquidità sufficiente per 11 mesi in base all'ultimo reportfree cash flow, ma da allora ha raccolto ulteriori capitali.

Previsione Cash Runway: RDW ha una liquidità sufficiente per più di 3 anni se il flusso di cassa libero continua a ridursi ai tassi storici del 39.5 % ogni anno


Scoprire le aziende sane

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/12 23:27
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Redwire Corporation è coperta da 12 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Brian KinstlingerAlliance Global Partners
Ronald EpsteinBofA Global Research
Michael CrawfordB. Riley Securities, Inc.