Redwire (RDW) 주식 개요
Redwire Corporation은 미국, 유럽 및 전 세계의 정부 및 상업 고객을 위한 중요한 우주 솔루션과 우주 인프라를 제공합니다. 자세히 보기
RDW Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$12.82
FV
11.9% 고평가 내재 할인율108
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Redwire Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$14.35 |
| 52주 최고가 | US$26.64 |
| 52주 최저가 | US$4.87 |
| 베타 | 2.94 |
| 1개월 변동 | -17.95% |
| 3개월 변동 | 58.56% |
| 1년 변동 | -6.58% |
| 3년 변동 | 471.71% |
| 5년 변동 | 41.24% |
| IPO 이후 변동 | 37.85% |
최근 뉴스 및 업데이트
분석 기사 • 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 AlphaRecent updates
분석 기사 • 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
내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha주주 수익률
| RDW | US Aerospace & Defense | US 시장 | |
|---|---|---|---|
| 7D | -3.2% | 1.7% | 1.4% |
| 1Y | -6.6% | 30.6% | 25.7% |
수익률 대 산업: RDW은 지난 1년 동안 30.6%의 수익을 기록한 US Aerospace & Defense 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: RDW은 지난 1년 동안 25.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| RDW volatility | |
|---|---|
| RDW Average Weekly Movement | 20.2% |
| Aerospace & Defense Industry Average Movement | 9.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: RDW의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: RDW의 주간 변동성(20%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2010 | 1,410 | Pete Cannito | www.rdw.com |
Redwire Corporation은 미국, 유럽 및 전 세계의 정부 및 상업 고객을 위한 중요한 우주 솔루션과 우주 인프라를 제공합니다. 이 회사는 우주와 방위 기술 두 부문으로 운영됩니다. 이 회사는 우주선의 정확한 항법 및 제어에 필수적인 별 추적기와 태양 센서, 카메라 시스템, 적외선, 우주 상황 인식, 위치 타이밍 및 항법 페이로드 등 센서와 항공 전자 시스템을 제공하며, 클라우드 기반 환경에서 개별 부품, 전체 우주선 및 전체 별자리의 디지털 엔지니어링과 고충실도의 대화형 모델링 및 시뮬레이션을 생성할 수 있는 소프트웨어 제품군도 제공합니다.
Redwire Corporation 기초 지표 요약
| RDW 기초 통계 | |
|---|---|
| 시가총액 | US$2.84b |
| 순이익 (TTM) | -US$343.86m |
| 매출 (TTM) | US$370.96m |
7.7x
주가매출비율(P/S)-8.3x
주가수익비율(P/E)RDW는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| RDW 손익계산서 (TTM) | |
|---|---|
| 매출 | US$370.96m |
| 매출원가 | US$323.26m |
| 총이익 | US$47.70m |
| 기타 비용 | US$391.56m |
| 순이익 | -US$343.86m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -1.74 |
| 총이익률 | 12.86% |
| 순이익률 | -92.70% |
| 부채/자본 비율 | 7.8% |
RDW의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/22 11:43 |
| 종가 | 2026/06/18 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Redwire Corporation는 12명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brian Kinstlinger | Alliance Global Partners |
| Ronald Epstein | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |