Redwire (NYSE:RDW) Issues Quarterly Earnings Results, Misses Estimates By $0.24 EPS

Redwire (NYSE:RDW) posted its quarterly earnings results on Wednesday. The company reported ($0.40) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.16) by ($0.24), FiscalAI reports. Redwire had a negative net margin of 80.90% and a negative return on equity of 12.05%. The firm had revenue of $96.97 million during the quarter, compared to the consensus estimate of $105.94 million. During the same quarter in the prior year, the business earned ($0.09) EPS. Redwire’s revenue was up 57.9% on a year-over-year basis.

Redwire Trading Down 5.1%

Shares of Redwire stock traded down $0.50 during trading hours on Thursday, hitting $9.15. The company’s stock had a trading volume of 31,700,957 shares, compared to its average volume of 24,244,386. Redwire has a 12 month low of $4.87 and a 12 month high of $22.25. The stock has a 50 day moving average of $9.44 and a 200 day moving average of $8.63. The company has a market capitalization of $1.76 billion, a PE ratio of -3.41 and a beta of 2.41. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.62 and a quick ratio of 1.27.

Insider Activity

In other Redwire news, Director Ae Red Holdings, Llc sold 977,887 shares of the stock in a transaction dated Tuesday, April 21st. The stock was sold at an average price of $10.57, for a total value of $10,336,265.59. Following the completion of the sale, the director directly owned 21,494,349 shares in the company, valued at $227,195,268.93. This represents a 4.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders sold 24,763,287 shares of company stock valued at $243,300,159 in the last ninety days. 0.79% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Redwire

Several large investors have recently modified their holdings of the business. Sunbelt Securities Inc. increased its holdings in shares of Redwire by 601.1% in the fourth quarter. Sunbelt Securities Inc. now owns 3,961 shares of the company’s stock worth $30,000 after acquiring an additional 3,396 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Redwire by 101.7% in the fourth quarter. Invesco Ltd. now owns 1,295,461 shares of the company’s stock worth $9,846,000 after acquiring an additional 653,043 shares in the last quarter. Mercer Global Advisors Inc. ADV bought a new position in shares of Redwire during the fourth quarter worth about $114,000. Vident Advisory LLC grew its holdings in shares of Redwire by 7.8% during the fourth quarter. Vident Advisory LLC now owns 94,032 shares of the company’s stock worth $715,000 after buying an additional 6,844 shares in the last quarter. Finally, VARCOV Co. bought a new position in shares of Redwire during the fourth quarter worth about $84,000. 8.10% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on RDW shares. Jefferies Financial Group cut their target price on Redwire from $13.00 to $12.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. Alliance Global Partners reissued a “buy” rating on shares of Redwire in a research note on Wednesday, April 22nd. Canaccord Genuity Group increased their target price on Redwire from $11.00 to $12.00 and gave the company a “buy” rating in a research note on Friday, February 27th. Zacks Research raised Redwire from a “strong sell” rating to a “hold” rating in a research note on Wednesday, March 11th. Finally, Roth Mkm reissued a “buy” rating and issued a $20.00 target price on shares of Redwire in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $13.89.

Trending Headlines about Redwire

Here are the key news stories impacting Redwire this week:

• Positive Sentiment: Company reported record backlog ($498.1M) and a strong book-to-bill (1.92), plus management highlighted significant contract wins and gross-margin improvement — supports future revenue visibility and growth expectations. Redwire Corporation Reports First Quarter 2026 Financial Results, Achieves Record Contract Backlog with Significant Gross Margin Improvement
• Positive Sentiment: Top line showed strong year-over-year growth (revenue up ~58% YoY), which some coverage flags as a growth narrative that could support higher valuations if margins improve. Redwire (RDW) Is Up 12.1% After Revenue Jumps But Losses Deepen And Equity Issuance Grows
• Neutral Sentiment: Company gave FY2026 revenue guidance of $450M–$500M (bracketing consensus), which provides a framework for investors but leaves profitability trajectory and EPS guidance unclear. Redwire Corporation Reports First Quarter 2026 Financial Results, Achieves Record Contract Backlog with Significant Gross Margin Improvement
• Neutral Sentiment: Management commentary and the full Q1 earnings call/Q&A (transcript) provide additional color on backlog conversion, margins, and timing of key contracts — useful for assessing execution risk but not immediately decisive. Redwire Corporation (RDW) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Quarterly results missed expectations: reported EPS (wider loss) and revenue below consensus (reported revenue ~$96.97M vs. estimates ~ $105.9M), driving concern over near-term profitability. Redwire Corporation (RDW) Reports Q1 Loss, Lags Revenue Estimates
• Negative Sentiment: Company announced plans to offer and sell up to $350M of common stock — a potentially dilutive capital raise that prompted heavy after-hours selling and increases near-term share supply risk. Redwire Stock Sees Heavy Selling After The Close: Here’s Why
• Negative Sentiment: Market reaction included sharp intra-/after-hours selling (reports of ~10% drop), reflecting investor focus on the EPS miss and dilution risk despite the upbeat backlog data. Redwire (NYSE:RDW) reports sales below analyst estimates in Q1 CY2026 earnings, stock drops 10.5%

Redwire Company Profile

Redwire Corporation is a space infrastructure company specializing in the design, engineering and manufacturing of mission-critical hardware and software for the spaceflight industry. The company’s offerings include deployable structures, solar power systems, radio frequency antennas, advanced composites and transparent optics. Redwire serves a broad customer base that spans civil space agencies, national defense organizations and commercial satellite operators, helping enable missions ranging from communications and Earth observation to deep-space exploration.

Formed through the strategic combination of several specialized space technology firms, Redwire’s portfolio encompasses both flight-proven hardware and cutting-edge in-space manufacturing capabilities.