Redwire (NYSE:RDW) Posts 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. The business had revenue of $96.97 million during the quarter, compared to analyst estimates of $105.94 million. Redwire had a negative return on equity of 12.05% and a negative net margin of 80.90%.During the same period last year, the company earned ($0.09) EPS. The business’s revenue for the quarter was up 57.9% on a year-over-year basis.

Redwire Trading Down 5.1%

Shares of NYSE:RDW traded down $0.50 during mid-day trading on Thursday, reaching $9.15. The stock had a trading volume of 31,700,957 shares, compared to its average volume of 24,244,386. The firm has a 50 day simple moving average of $9.44 and a two-hundred day simple moving average of $8.63. The company has a current ratio of 1.62, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a market cap of $1.76 billion, a PE ratio of -3.41 and a beta of 2.41. Redwire has a twelve month low of $4.87 and a twelve month high of $22.25.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on RDW shares. Truist Financial raised Redwire to a “strong-buy” rating in a report on Friday, May 1st. Canaccord Genuity Group boosted their target price on shares of Redwire from $11.00 to $12.00 and gave the company a “buy” rating in a research note on Friday, February 27th. Jefferies Financial Group lowered their target price on shares of Redwire from $13.00 to $12.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Zacks Research raised shares of Redwire from a “strong sell” rating to a “hold” rating in a report on Wednesday, March 11th. Finally, Roth Mkm reaffirmed a “buy” rating and set a $20.00 price objective 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $13.89.

Key Redwire News

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%

Insider Buying and Selling at Redwire

In other news, Director Ae Red Holdings, Llc sold 7,500,000 shares of the company’s stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $9.15, for a total value of $68,625,000.00. Following the completion of the transaction, the director owned 36,135,217 shares in the company, valued at $330,637,235.55. This represents a 17.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. In the last quarter, insiders sold 24,763,287 shares of company stock worth $243,300,159. Insiders own 0.79% of the company’s stock.

Institutional Trading of Redwire

Hedge funds and other institutional investors have recently modified their holdings of the stock. Mercer Global Advisors Inc. ADV bought a new stake in Redwire in the fourth quarter valued at approximately $114,000. Kestra Advisory Services LLC bought a new position in Redwire during the 4th quarter worth $105,000. Victory Capital Management Inc. acquired a new stake in Redwire in the 3rd quarter worth about $105,000. Brooklyn Investment Group acquired a new stake in shares of Redwire in the fourth quarter valued at approximately $104,000. Finally, Federation des caisses Desjardins du Quebec lifted its position in shares of Redwire by 82.6% during the 4th quarter. Federation des caisses Desjardins du Quebec now owns 13,732 shares of the company’s stock valued at $104,000 after acquiring an additional 6,211 shares during the period. Institutional investors and hedge funds own 8.10% of the company’s stock.

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.