Redwire (RDW) Aandelenoverzicht
Redwire Corporation levert kritieke ruimteoplossingen en ruimte-infrastructuur voor overheid en commerciële klanten in de Verenigde Staten, Europa en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
RDW Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$12.82
FV
11.2% ondergewaardeerd intrinsieke korting117
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Redwire Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$11.38 |
| 52 Week Hoogtepunt | US$26.64 |
| 52 Week Laag | US$4.87 |
| Bèta | 2.94 |
| 1 maand verandering | -34.93% |
| 3 maanden verandering | 28.30% |
| 1 Jaar Verandering | -28.96% |
| 3 jaar verandering | 348.03% |
| 5 jaar verandering | 10.38% |
| Verandering sinds IPO | 9.32% |
Recent nieuws en updates
Analyseartikel • 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
Analyseartikel • 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
Narratiefupdate • 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.
Nieuw narratief • 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?Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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 AlphaRendement voor aandeelhouders
| RDW | US Aerospace & Defense | US Markt | |
|---|---|---|---|
| 7D | -20.8% | -3.4% | -2.5% |
| 1Y | -29.0% | 27.9% | 20.1% |
Rendement versus industrie: RDW presteerde slechter dan de US Aerospace & Defense -sector, die het afgelopen jaar een rendement van 27.9 % opleverde.
Rendement versus markt: RDW presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 20.1 % opleverde.
Prijsvolatiliteit
| RDW volatility | |
|---|---|
| RDW Average Weekly Movement | 20.5% |
| Aerospace & Defense Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: De aandelenkoers van RDW is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 20% ) van RDW is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2010 | 1,410 | Pete Cannito | www.rdw.com |
Redwire Corporation levert kritieke ruimteoplossingen en ruimte-infrastructuur voor de overheid en commerciële klanten in de Verenigde Staten, Europa en internationaal. Het bedrijf is actief in twee segmenten: Space en Defense Tech. Het bedrijf biedt sensoren en avionicasystemen, waaronder stertrackers en zonnesensoren, die essentieel zijn voor nauwkeurige navigatie en besturing van ruimtevaartuigen; camerasystemen; infrarood, omgevingsbewustzijn in de ruimte en positiebepaling en navigatie; het biedt ook een softwarepakket dat digitale engineering en het genereren van high-fidelity, interactieve modellering en simulaties van individuele componenten, volledige ruimtevaartuigen en volledige constellaties in een cloud-gebaseerde omgeving mogelijk maakt.
Redwire Corporation Samenvatting
| RDW fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$2.42b |
| Inkomsten(TTM) | -US$343.86m |
| Inkomsten(TTM) | US$370.96m |
6.1x
P/S-verhouding-6.5x
Koers/WinstverhoudingIs RDW overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| RDW resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$370.96m |
| Kosten van inkomsten | US$323.26m |
| Brutowinst | US$47.70m |
| Overige uitgaven | US$391.56m |
| Inkomsten | -US$343.86m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -1.74 |
| Brutomarge | 12.86% |
| Nettowinstmarge | -92.70% |
| Schuld/Eigen Vermogen Verhouding | 7.8% |
Hoe presteerde RDW op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/24 08:24 |
| Aandelenkoers aan het einde van de dag | 2026/06/24 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Redwire Corporation wordt gevolgd door 12 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Brian Kinstlinger | Alliance Global Partners |
| Ronald Epstein | BofA Global Research |
| Michael Crawford | B. Riley Securities, Inc. |