Redwire Corporation

NYSE:RDW 株式レポート

時価総額:US$2.8b

Redwire 将来の成長

Future 基準チェック /26

Redwireは、82.9%と20.9%でそれぞれ年率82.9%で利益と収益が成長すると予測される一方、EPSはgrowで95.4%年率。

主要情報

82.9%

収益成長率

95.35%

EPS成長率

Aerospace & Defense 収益成長18.9%
収益成長率20.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日13 May 2026

今後の成長に関する最新情報

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...

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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
分析記事 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...
分析記事 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...

業績と収益の成長予測

NYSE:RDW - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028664-43N/AN/A1
12/31/2027563-85-1239
12/31/2026469-168-49-1710
3/31/2026371-344-164-139N/A
12/31/2025335-272-201-177N/A
9/30/2025296-268-167-146N/A
6/30/2025261-250-160-143N/A
3/31/2025278-151-78-65N/A
12/31/2024304-155-28-17N/A
9/30/2024298-80-19-9N/A
6/30/2024292-64-46N/A
3/31/2024274-47818N/A
12/31/2023244-47-71N/A
9/30/2023234-59-25-19N/A
6/30/2023209-60-32-27N/A
3/31/2023185-127-38-34N/A
12/31/2022161-132-36-32N/A
9/30/2022148-118-34-30N/A
6/30/2022143-132-36-33N/A
3/31/2022139-71-40-36N/A
12/31/2021138-62-40-37N/A
9/30/2021123-56-49-46N/A
6/30/2021103-34-32-30N/A
3/31/202168-24-32-31N/A
12/31/202044-16-18-17N/A
12/31/201919-3N/A6N/A

アナリストによる今後の成長予測

収入対貯蓄率: RDW今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: RDW今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: RDW今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: RDWの収益 ( 20.9% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: RDWの収益 ( 20.9% ) 20%よりも速いペースで成長すると予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: RDWの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です


成長企業の発掘

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2026/05/15 13:15
終値2026/05/14 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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