Redwire（RDW）株式概要
レッドワイヤー・コーポレーションは、米国、欧州、および国際的な政府および民間顧客向けに、重要な宇宙ソリューションと宇宙インフラを提供しています。 詳細
RDW Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$12.82
FV
3.0% 割高 内在価値ディスカウント244
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Redwire Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$13.20 |
| 52週高値 | US$26.64 |
| 52週安値 | US$4.87 |
| ベータ | 3.07 |
| 1ヶ月の変化 | 35.52% |
| 3ヶ月変化 | -6.12% |
| 1年変化 | 45.21% |
| 3年間の変化 | 324.44% |
| 5年間の変化 | 30.82% |
| IPOからの変化 | 26.80% |
最新ニュース
Recent updates
ナラティブ更新 • Aug 06
RDW: Backlog Conversion And Expanding Facilities Will Drive Future Share Returns
Redwire's updated analyst price target moves slightly lower to about $14.88 from roughly $15.67, as analysts balance higher targets from firms like Cantor Fitzgerald and Jefferies with a more measured view on near term upside following the stock's strong recent run and the need to see backlog conversion progress. Analyst Commentary Recent Street research on Redwire shows a mix of optimism and caution.Seeking Alpha • Jul 24
Redwire Offers Compelling Upside For Aggressive Growth Investors After The Big Pullback
Summary Redwire is a speculative buy for aggressive growth investors after a 68% pullback, driven by sector volatility and a $500M ATM equity raise. RDW's record $498.1M backlog, 71.1% YoY growth, and reaffirmed FY 2026 revenue guidance of $450–500M (~41.6% growth) underpin strong demand and future revenue visibility. Management's shift to higher-margin, standardized products and prime contracts aims to drive gross margin expansion toward 40–45% and eventual GAAP profitability. Investors should monitor gross margin trends, SBC normalization (targeting 5–10% of revenue), and liquidity needs as RDW remains unprofitable with negative FCF and potential future dilution. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.
新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...株主還元
| RDW | US Aerospace & Defense | US 市場 | |
|---|---|---|---|
| 7D | 11.6% | -0.03% | 1.7% |
| 1Y | 45.2% | 26.8% | 20.0% |
業界別リターン: RDW過去 1 年間で26.8 % の収益を上げたUS Aerospace & Defense業界を上回りました。
リターン対市場: RDW過去 1 年間で20 % の収益を上げたUS市場を上回りました。
価格変動
| RDW volatility | |
|---|---|
| RDW Average Weekly Movement | 19.2% |
| Aerospace & Defense Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: RDWの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: RDWの weekly volatility ( 19% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2010 | 1,410 | Pete Cannito | www.rdw.com |
レッドワイヤー・コーポレーションは、米国、欧州、および国際的な政府および民間顧客向けに、重要な宇宙ソリューションと宇宙インフラを提供している。宇宙と防衛の2つの分野で事業を展開。同社は、宇宙船の正確なナビゲーションと制御に不可欠なスター・トラッカーや太陽センサーを含むセンサーとアビオニクス・システム、カメラ・システム、赤外線、宇宙状況認識、位置タイミングとナビゲーション・ペイロードを提供している。また、クラウドベースの環境で、個々のコンポーネント、宇宙船全体、星座全体の高忠実度のインタラクティブなモデリングとシミュレーションのデジタル・エンジニアリングと生成を可能にするソフトウェア・スイートも提供している。さらに同社は、微小重力ペイロード、無線周波数システム、アンテナ、宇宙船プラットフォームとミッション、宇宙空間での製造とバイオテクノロジー施設、現場で実証済みの無人航空機システム（UAS）技術も提供している。さらに、戦闘実績のある自律システム、光学センサー、高度な光学部品、弾力性のあるエネルギーソリューション、無線周波数ペイロードを提供し、米陸軍省、米連邦民間機関、複数の領域にわたる同盟国政府を含む顧客に情報、監視、偵察能力を提供しています。レッドワイヤー社は2010年に設立され、フロリダ州ジャクソンビルに本社を置いています。
Redwire Corporation 基礎のまとめ
| RDW 基礎統計学 | |
|---|---|
| 時価総額 | US$3.36b |
| 収益（TTM） | -US$258.71m |
| 売上高(TTM) | US$426.27m |
7.7x
P/Sレシオ-12.7x
PER（株価収益率RDW は割高か？
公正価値と評価分析を参照収益と収入
| RDW 損益計算書（TTM） | |
|---|---|
| 収益 | US$426.27m |
| 売上原価 | US$329.39m |
| 売上総利益 | US$96.89m |
| その他の費用 | US$355.60m |
| 収益 | -US$258.71m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -1.04 |
| グロス・マージン | 22.73% |
| 純利益率 | -60.69% |
| 有利子負債／自己資本比率 | 3.1% |
RDW の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/13 05:46 |
| 終値 | 2026/08/13 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Redwire Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12
| アナリスト | 機関 |
|---|---|
| Brian Kinstlinger | Alliance Global Partners |
| Ronald Epstein | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |