Redwire Corporation

Report azionario NYSE:RDW

Capitalizzazione di mercato: US$2.4b

Redwire Gestione

Criteri Gestione verificati 2/4

Redwire Il CEO è Pete Cannito, nominato in Sep2021, e ha un mandato di 4.83 anni. la retribuzione annua totale è $ 4.43M, composta da 13% di stipendio e 87% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.22% delle azioni della società, per un valore di $ 5.26M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.2 anni e 1.8 anni.

Informazioni chiave

Pete Cannito

Amministratore delegato

US$4.4m

Compenso totale

Percentuale dello stipendio del CEO12.96%
Mandato del CEO4.8yrs
Proprietà del CEO0.2%
Durata media del management2.2yrs
Durata media del Consiglio di amministrazione1.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jul 09

RDW: Backlog Conversion And Defense Contracts Will Drive Long Term Recovery

Analysts have raised their price target on Redwire to $24 from $22, citing recent target increases across the Street. They also note that the stock's strong year-to-date performance and growing focus on backlog conversion now support a higher, yet more measured, fair value.
Aggiornamento della narrazione Jun 25

RDW: Backlog Conversion And Dilution Risk Will Restrain Future Share Performance

Redwire's updated analyst price target has shifted to $24. Analysts cite the stock's very strong year-to-date move, recalibrated growth expectations, and a slightly higher assumed discount rate as they watch for proof of backlog conversion to support the valuation.
Articolo di analisi Jun 18

Redwire (RDW) Stock Could Be 12% Overvalued After Equity Offering And SpaceX IPO Shift

Redwire (RDW) stock has swung sharply after the company launched a large at the market equity offering, and investors shifted cash toward the high profile SpaceX IPO, forcing a fresh look at Redwire’s funding plans. See our latest analysis for Redwire. Over the past few months, Redwire’s share price has been volatile, with a 1 day share price return of 6.37% and a 90 day share price return of 49.12%. The 1 year total shareholder return is down 13.55%, but the 3 year total shareholder return...
Seeking Alpha Jun 17

Redwire: New Contracts Support The Bull Case

Summary Redwire has seen significant volatility, with shares halving from the recent highs. RDW's Q1 revenues surged 58% year-over-year to $97 million, but gross margins remain thin, raising profitability concerns. Management forecasts $450 million–$500 million in 2025 revenues, well above the annualized Q1 pace, but persistent GAAP losses and a $500 million ATM offering are hurdles. At 7x sales and with 20%+ projected annual revenue growth, RDW offers a more attractive entry point, albeit with high risk tied to margin improvement and cash burn. Read the full article on Seeking Alpha
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?
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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Pete Cannito rispetto agli utili di Redwire?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$344m

Dec 31 2025US$4mUS$575k

-US$272m

Sep 30 2025n/an/a

-US$268m

Jun 30 2025n/an/a

-US$250m

Mar 31 2025n/an/a

-US$151m

Dec 31 2024US$4mUS$442k

-US$155m

Sep 30 2024n/an/a

-US$80m

Jun 30 2024n/an/a

-US$64m

Mar 31 2024n/an/a

-US$47m

Dec 31 2023US$2mUS$425k

-US$47m

Sep 30 2023n/an/a

-US$59m

Jun 30 2023n/an/a

-US$60m

Mar 31 2023n/an/a

-US$127m

Dec 31 2022US$1mUS$425k

-US$132m

Sep 30 2022n/an/a

-US$118m

Jun 30 2022n/an/a

-US$132m

Mar 31 2022n/an/a

-US$71m

Dec 31 2021US$3mUS$375k

-US$62m

Sep 30 2021n/an/a

-US$56m

Jun 30 2021n/an/a

-US$34m

Mar 31 2021n/an/a

-US$24m

Dec 31 2020US$769kUS$234k

-US$16m

Compensazione vs Mercato: La retribuzione totale di Pete ($USD 4.43M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 6.90M ).

Compensazione vs guadagni: La retribuzione di Pete è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Pete Cannito (53 yo)

4.8yrs
Mandato
US$4,432,562
Compensazione

Mr. Peter Anthony Cannito, Jr., also known as Pete, serves as President at Redwire Corporation since December 09, 2022. He serves as Chairman of the Board at BigBear. ai Holdings, Inc. since December 07, 2...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Peter Cannito
President4.8yrsUS$4.43m0.22%
$ 5.3m
Chris Edmunds
Chief Financial Officerless than a yearUS$918.82k0.047%
$ 1.1m
Aaron Futch
Executive VP2.2yrsUS$1.45m0.022%
$ 539.6k
Austin Jordan
Executive VP of Strategic Communications & Chief Marketing Officerno dataNessun datoNessun dato
Michael Gold
President of Redwire Space5.3yrsNessun dato0.062%
$ 1.5m
Jeff Zeunik
Senior Vice President of Financial Planning & Analysisno dataNessun datoNessun dato
Allen Flynt
Senior Vice President of Space Platforms & Robotics3yrsNessun datoNessun dato
Alex Curatolo
Senior Director of Investor Relations1.5yrsNessun datoNessun dato
Steve Adlich
President of Redwire Defense Techless than a yearNessun datoNessun dato
2.2yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di RDW è considerato esperto (durata media dell'incarico 2.2 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Peter Cannito
President4.8yrsUS$4.43m0.22%
$ 5.3m
Michael Greene
Director1yrUS$197.26kNessun dato
Dorothy Hayes
Independent Directorless than a yearUS$177.82kNessun dato
Joanne Isham
Independent Director2.5yrsUS$258.78k0.035%
$ 851.1k
Kirk Konert
Independent Director4.8yrsUS$277.50kNessun dato
Louis Brothers
Independent Director4.8yrsUS$269.73k0.045%
$ 1.1m
Frank Calvelli
Independent Directorless than a yearNessun datoNessun dato
James McConville
Independent Directorless than a yearUS$174.19kNessun dato
1.8yrs
Durata media
66yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di RDW non è considerato esperto (durata media del mandato 1.8 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/12 03:40
Prezzo dell'azione a fine giornata2026/07/10 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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.