Redwire

RDW

Market cap $1.77B

Truist analyst Michael Ciamoli upgraded Redwire stock to buy this morning. Ciamoli thinks gross profit margins could more than double in 2026.

Analyst sentiment on two small-cap aerospace names shifted this week, with Truist upgrading Redwire and Canaccord reaffirming its Buy on Bridger Aerospace despite a price target trim.

Redwire Corp (NYSE: RDW) shares are trading higher Monday amid rising geopolitical tensions and after Truist Securities analyst Michael Ciarmoli upgraded Redwire from Hold to Buy and raised his price target to $15 from $13. Here's what investors need to know.

February 2026 drew a sharp line through the space and aerospace sector. On one side: defense giants riding a wave of geopolitical demand, record backlogs, and earnings beats.

JACKSONVILLE, Fla.--(BUSINESS WIRE)---- $RDW--Redwire Corporation (NYSE: RDW), a global leader in aerospace and defense technology solutions, today announced a new high-performance, low-mass solar array product, the Extensible Low-Profile Solar Array (ELSA), designed to meet the needs of mass-manufactured satellites that require standardized, modular power solutions to enable on-orbit operations. ELSA addresses current and future market demand from government and commercial entities requiring higher vol.

Redwire Corporation delivered strong FY25 revenue growth, up 10.3% to $335.4M, with Q4 surging 56.4%, driven by defense and space contract wins. RDW ended FY25 with a record $411M backlog and a 1.32 book-to-bill ratio, supporting robust 2026 revenue guidance of $450–$500M. Profitability remains challenged due to one-time charges and development-stage costs, resulting in a $226.6M net loss and compressed 9.2% gross margin.

Redwire Corp (NYSE: RDW) stock is climbing in early Monday trading as investors rotate into space and defense plays after forces from the United States and Israel launched fresh strikes on Iran and Tehran responded by closing the Strait of Hormuz. Here's what investors need to know.

Redwire Corporation (RDW) Q4 2025 Earnings Call Transcript

Redwire stock is soaring because of strong growth in its backlog. Management is projecting even more revenue growth in 2026.

Redwire missed badly on earnings, but beat on sales last night. The space company and drones manufacturer is bringing in orders 50% faster than it can fulfill them.