Earnings summaries and quarterly performance for Redwire.
Executive leadership at Redwire.
Board of directors at Redwire.
Research analysts who have asked questions during Redwire earnings calls.
Brian Kinstlinger
Alliance Global Partners
6 questions for RDW
Griffin Boss
B. Riley Securities
5 questions for RDW
Scott Buck
H.C. Wainwright
5 questions for RDW
Greg Konrad
Jefferies Financial Group Inc.
4 questions for RDW
Sujeeva De Silva
Roth MKM
3 questions for RDW
Suji Desilva
ROTH MKM
3 questions for RDW
Colin Canfield
Cantor Fitzgerald
2 questions for RDW
Austin Moeller
Canaccord Genuity
1 question for RDW
Kira
Jefferies
1 question for RDW
Michael Crawford
B. Riley Securities, Inc.
1 question for RDW
Recent press releases and 8-K filings for RDW.
- Redwire reported full year 2025 revenue of $335.4 million, a 10.3% year-over-year increase, and Q4 2025 revenue of $108.8 million, up 56.4% year-over-year. The company ended 2025 with a record contracted backlog of $411.2 million and a Q4 2025 book-to-bill ratio of 1.52.
- The company completed a significant transformation in 2025, including the acquisition of Edge Autonomy in June 2025 and reorganizing into two new business segments: Space and Defense Tech. This strategic shift has resulted in over two-thirds of revenue moving into production by the end of 2025.
- Redwire significantly strengthened its balance sheet, ending 2025 with record year-end total liquidity of $130.2 million. The company repaid a net $125.5 million of debt in 2025, leading to estimated annual interest savings of more than $17 million.
- For full year 2026, Redwire forecasts revenue in the range of $450 million-$500 million, representing a 41.6% year-over-year growth rate at the midpoint.
- Redwire reported full year 2025 revenue of $335.4 million, a 10.3% increase year-over-year, and provided 2026 revenue guidance of $450 million to $500 million, representing 41.6% growth at the midpoint.
- The company ended 2025 with a record contracted backlog of $411.2 million and a Q4 2025 book-to-bill ratio of 1.52, supported by record year-end total liquidity of $130.2 million.
- Redwire significantly strengthened its balance sheet in 2025 by repaying a net $125.5 million of debt, leading to estimated annual interest savings of more than $14 million, further enhanced by a February 2026 credit agreement amendment for an additional $3 million in annual savings.
- The company completed a major transformation in 2025, including the acquisition of Edge Autonomy and organizing into Space and Defense Tech segments, with over two-thirds of its revenue now moving into production.
- Redwire reported $335.4 million in revenue for the full year 2025, a 10.3% year-over-year increase, and $108.8 million for Q4 2025, up 56.4% year-over-year.
- The company ended 2025 with a record contracted backlog of $411.2 million, driven by strong Q4 bookings of $164.9 million and a 1.52 book-to-bill ratio for the quarter.
- Redwire significantly strengthened its balance sheet, ending 2025 with record year-end total liquidity of $130.2 million, including $94.5 million in cash and $35 million in undrawn revolver capacity, and repaid a net $125.5 million of debt during the year.
- For 2026, the company forecasts full-year revenue to be in the range of $450 million-$500 million, representing a 41.6% year-over-year growth rate at the midpoint.
- Q4 2025 saw a net loss of $85.5 million, impacted by over $40 million in non-recurring activity, including a $34.7 million goodwill impairment, and Adjusted EBITDA was negative $18.1 million.
- Redwire reported Q4 FY25 revenue of $108.8 million, a 56.4% year-over-year increase, and a net loss of $(85.5) million. For the full year FY25, total revenue was $335.4 million.
- The company ended FY25 with a record contracted backlog of $411.2 million and a Q4 2025 book-to-bill ratio of 1.52x, indicating strong future revenue potential.
- Redwire strengthened its balance sheet in 2025, achieving record year-end total liquidity of $130.2 million and repaying net $125.5 million of debt, which is expected to result in over $17 million in estimated annualized interest savings.
- For FY26, Redwire provided revenue guidance in the range of $450.0 million to $500.0 million, with the midpoint implying 41.6% year-over-year growth.
- Redwire Corporation reported full year 2025 revenue of $335.4 million, a 10.3% increase year-over-year, and fourth quarter 2025 revenue of $108.8 million, up 56.4% year-over-year.
- The company recorded a net loss of $(226.6) million and Adjusted EBITDA of $(50.3) million for full year 2025, with the net loss including over $130 million in non-recurring activity.
- Redwire achieved a record contracted backlog of $411.2 million and a full year 2025 Book-to-Bill ratio of 1.32, while also forecasting 2026 revenues of $450 million to $500 million.
- Total liquidity increased by 103.2% to $130.2 million by the end of 2025, following the repayment of $105.5 million of debt in Q4 2025 and subsequent refinancing in February 2026, which is expected to result in over $17 million in annualized interest savings.
- Redwire reported Q4 revenue of approximately $108.8 million, a 56.4% year-over-year increase, which beat expectations, but recorded a GAAP loss of $0.58 per share, missing estimates.
- The company provided 2026 revenue guidance of $450–$500 million, with a $475 million midpoint that topped analyst expectations, backed by a record backlog of approximately $411 million.
- Profitability and financial health remain concerns due to thin gross margins and deeply negative operating and net margins, despite strategic expansions like the Edge Autonomy acquisition and new contract wins.
- To shore up liquidity, Redwire amended its credit arrangements to include a revolving facility of up to $30 million maturing in 2029.
- Redwire was awarded a multi-award Missile Defense Agency SHIELD IDIQ contract with a ceiling of $151 billion, though analysts note it has no guaranteed revenue.
- Following the news, Redwire's shares surged approximately 27.74% intraday to $13.98 from the prior close of $10.94.
- The company framed the win as validation of its space and defense technologies, such as unmanned aerial systems and advanced sensors, positioning it to deliver resilient, multi-domain solutions for national security missions.
- Redwire is also reorganizing into Space and Defense Technology segments and recently completed payload integration for the European Space Agency’s Syndeo-3 satellite mission.
- Redwire is sunsetting the Edge Autonomy brand, integrating its uncrewed aerial systems and associated defense technology offerings under the Redwire brand.
- The company has established a new organizational structure with two business segments: Space, led by Mike Gold, and Defense Tech, led by Steve Adlich.
- This new alignment marks the successful integration of Edge Autonomy, which Redwire acquired in June 2025, into the Defense Tech business segment.
- Further details, including the realignment of financial results into the two-segment structure, will be provided during Redwire's Q4 FY2025 earnings call.
- Redwire Corporation has opened an 85,000-square-foot facility in Ann Arbor, Michigan, to nearly double its production capacity of critical fuel cells for its Stalker uncrewed aerial system (UAS).
- This expansion enhances vertical integration for its subsidiary, Edge Autonomy, and will increase manufacturing of fuel cells for Stalker UAS and propane-powered fuel cells for other applications like freight rail.
- The strategic investment aligns with Pentagon initiatives to boost domestic manufacturing of drones and critical UAS components, positioning the company to meet growing demand.
- Despite generating $296 million in revenue over the last twelve months, Redwire faces financial challenges, including a negative EBITDA of $118.8 million and rapid cash burn.
- Redwire Corporation filed an 8-K on November 10, 2025, to provide additional unaudited pro forma financial information related to its acquisition of Edge Autonomy Intermediate Holdings, LLC.
- The acquisition of Edge Autonomy was completed on June 13, 2025, for an estimated consideration of approximately $1,025 million, financed by $160 million in cash, 49.8 million shares of common stock, $90 million in new term loan debt, and $100 million in seller note financing.
- For the year ended December 31, 2024, the pro forma combined financials show revenues of $499,084 thousand and a net loss available to common shareholders of $(163,028) thousand, with a basic and diluted loss per share of $(1.41).
- For the nine months ended September 30, 2025, the pro forma combined financials indicate revenues of $313,455 thousand and a net loss available to common shareholders of $(212,142) thousand, resulting in a basic and diluted loss per share of $(1.60).
Quarterly earnings call transcripts for Redwire.
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