RDW logo

Redwire Corporation Stock Price

NYSE:RDW Community·US$2.7b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 256 Fair Values set on narratives written by author

RDW Share Price Performance

US$10.87
1.95 (21.86%)
US$12.82
Fair Value
US$10.87
1.95 (21.86%)
15.2% undervalued intrinsic discount
US$12.82
Fair Value
Price US$10.87
Bailey US$12.82
AnalystConsensusTarget US$14.88
AnalystHighTarget US$24.00

RDW Community Narratives

Fair Value
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Fair Value US$12.82 15.2% undervalued intrinsic discount

Microgravity And Defense Platforms Will Support Long Term Upside Potential

1users have liked this narrative
0users have commented on this narrative
36users have followed this narrative
·
Fair Value US$14.88 26.9% undervalued intrinsic discount

NATO And NASA Funding Will Enable In-Space Manufacturing

0users have liked this narrative
1users have commented on this narrative
93users have followed this narrative
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Fair Value US$24 54.7% undervalued intrinsic discount

NASA And NATO Spending Will Expand In-Orbit Manufacturing

1users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
US$7.83
38.9% overvalued intrinsic discount
Profit Margin
9.31%
Future PE
43.88x
Price in 2029
US$9.83
US$14.88
26.9% undervalued intrinsic discount
Profit Margin
9.25%
Future PE
68.49x
Price in 2029
US$18.68
US$24
54.7% undervalued intrinsic discount
Profit Margin
8.82%
Future PE
113.65x
Price in 2029
US$30.13

Trending Discussion

No trending discussion available.

Updated Narratives

RDW logo

Microgravity And Defense Platforms Will Support Long Term Upside Potential

Fair Value: US$12.82 15.2% undervalued intrinsic discount
36 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
RDW logo

RDW: Backlog Conversion And Equity Issuance Risk Will Restrain Future Returns

Fair Value: US$7.83 38.9% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
RDW logo

RDW: Backlog Conversion And Expanding Facilities Will Drive Future Share Returns

Fair Value: US$14.88 26.9% undervalued intrinsic discount
93 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with low risk.

3 Risks
2 Rewards

Redwire Corporation Key Details

US$426.3m

Revenue

US$329.4m

Cost of Revenue

US$96.9m

Gross Profit

US$355.6m

Other Expenses

-US$258.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.04
22.73%
-60.69%
3.1%
View Full Analysis

About RDW

Founded
2010
Employees
1410
CEO
Peter Cannito
WebsiteView website
www.rdw.com

Redwire Corporation provides critical space solutions and space infrastructure for government and commercial customers in the United States, Europe, and internationally. It operates in two segments Space and Defense Tech. The company offers sensors and avionics systems, including star trackers and sun sensors, which are critical for accurate navigation and control of spacecraft; camera systems; infrared, space situational awareness, and position timing and navigation payloads; It also provides software suite that enables digital engineering and generation of high-fidelity, interactive modeling and simulations of individual components, entire spacecraft, and full constellations in a cloud-based environment. In addition, the company offers microgravity payloads, radio frequency systems, antennas, spacecraft platforms and missions, and in-space manufacturing and biotech facilities, as well as field-proven uncrewed airborne system (UAS) technology. Further, it provides combat-proven autonomous systems, optical sensors, advanced optics, resilient energy solutions, and radio frequency payloads, as well as provides intelligence, surveillance, and reconnaissance capabilities for customers including the U.S. Department of War, U.S. Federal Civilian Agencies and allied governments across multiple domains. Redwire Corporation was founded in 2010 and is headquartered in Jacksonville, Florida.

Recent RDW News & Updates

Seeking Alpha Aug 21

Trump's 1,000+ Annual Launch Goal: What It Means For Redwire

Summary Redwire remains a "Buy" as it transitions into a scaled, backlog-driven space infrastructure platform with improving margins and operating leverage. RDW's Q2 revenue surged 90% YoY to $117.1 million, gross margins reached 27.8%, and backlog hit a record $542 million with a book-to-bill of 1.42. Policy tailwinds, notably the push for 1,000+ annual U.S. launches by 2030, structurally expand demand for in-space infrastructure, directly benefiting RDW’s business model. Despite a 5x sales multiple and premium valuation, sustained backlog conversion and margin expansion could justify further upside if execution remains strong. Read the full article on Seeking Alpha
Narrative Update Aug 20

RDW: Backlog Conversion And Equity Issuance Risk Will Restrain Future Returns

Analysts modestly raised the Redwire fair value estimate from $7.00 to about $7.83 after revising long term growth expectations, citing mixed but better than expected Q2 revenue, a reaffirmed 2026 revenue midpoint of $475m, improving margins, and a higher assumed future P/E multiple, while noting some caution on execution and recent share gains. Analyst Commentary Recent research updates on Redwire point to a split in sentiment.

Recent updates

No updates