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RDW

NEUTRAL
$9.34 Live
Redwire Corporation · NYSE
Target $14.11 (+51.1%)
$4.87 52W Range $22.25

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 02, 2026
Market cap
$1.86B
P/E
N/A
ROE
-41.8%
Profit margin
-67.6%
Debt/Equity
0.11
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
75%
RDW presents a profile of high-growth instability, characterized by a stable Piotroski F-Score of 5/9 but a complete lack of profitability. While revenue growth is impressive at 56.4%, the company has missed earnings estimates in 4 of the last 4 quarters with a severe average surprise of -308.16%. The balance sheet is a primary strength with very low debt (D/E 0.11) and healthy liquidity, yet significant insider selling ($46.44M) suggests a lack of confidence at current levels. Overall, the stock is a speculative growth play where fundamental losses clash with strong top-line expansion.

Key Strengths

Exceptional YoY revenue growth of 56.40%
Very low leverage with a Debt/Equity ratio of 0.11
Strong liquidity position with a Current Ratio of 1.62
Strong analyst consensus (Strong Buy) with a target price of $14.11
Stable financial health baseline indicated by a Piotroski F-Score of 5/9

Key Risks

Severe lack of profitability with a profit margin of -67.55%
Consistent and significant earnings misses (0/4 beats in last 4 quarters)
Heavy insider selling totaling $46.44M in the last 6 months
Very thin gross margins (9.22%) for a high-tech industrial company
High valuation relative to sales (P/S 5.54) despite negative earnings
AI Fair Value Estimate
Based on comprehensive analysis
$11.2
+19.9% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
39
Weak
Value
30
Future
70
Past
20
Health
75
Dividend
0
AI Verdict
Speculative Growth
Key drivers: Revenue Growth, Balance Sheet Strength, Earnings Execution Failure, Insider Divestment
Confidence
80%
Value
30/100

Trades at a premium based on growth expectations rather than current earnings.

Positives
  • P/B ratio of 1.68 is relatively modest
Watchpoints
  • Negative P/E
  • High P/S ratio
  • No Graham Number due to lack of earnings
Future
70/100

Future value is entirely dependent on the ability to scale revenue into profit.

Positives
  • 56.4% Revenue growth
  • Strong analyst target price upside
Watchpoints
  • Forward P/E remains negative (-20.30)
  • Poor track record of meeting estimates
Past
20/100

Historical performance shows a pattern of missing financial targets.

Positives
  • 3Y price change of +218.8%
Watchpoints
  • Catastrophic earnings surprises (-308.16% avg)
  • Consistent quarterly losses
Health
75/100

Balance sheet is the strongest part of the company's profile.

Positives
  • Low Debt/Equity (0.11)
  • Piotroski F-Score of 5/9
  • Current Ratio 1.62
Watchpoints
  • Negative ROE and ROA
Dividend
0/100

Company is in a growth/loss phase; dividends are not a priority.

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$9.34
Analyst Target
$14.11
Upside/Downside
+51.1%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for RDW and closest competitors.

Updated 2026-05-01
RDW
Redwire Corporation
Primary
5Y
-7.2%
3Y
+218.8%
1Y
-14.7%
6M
+18.7%
1M
+2.9%
1W
-3.5%
EPA
Enerpac Tool Group Corp.
Peer
5Y
+32.2%
3Y
+45.4%
1Y
-12.2%
6M
-17.1%
1M
-6.1%
1W
-1.4%
JBL
JetBlue Airways Corporation
Peer
5Y
-75.3%
3Y
-30.8%
1Y
+21.4%
6M
+4.7%
1M
+17.1%
1W
-14.1%
PSI
Power Solutions International, Inc.
Peer
5Y
+1037.1%
3Y
+2562.2%
1Y
+224.8%
6M
-8.6%
1M
+48.0%
1W
+2.5%
CBZ
CBIZ, Inc.
Peer
5Y
-3.3%
3Y
-38.4%
1Y
-51.0%
6M
-37.8%
1M
+20.2%
1W
+4.9%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
-20.3
PEG Ratio
N/A
P/B Ratio
1.68
P/S Ratio
5.54
EV/Revenue
5.63
EV/EBITDA
-14.82
Market Cap
$1.86B

Profitability

Profit margins and return metrics

Profit Margin -67.55%
Operating Margin -43.0%
Gross Margin 9.22%
ROE -41.75%
ROA -11.49%

Growth

Revenue and earnings growth rates

Revenue Growth +56.4%
Earnings Growth N/A
Q/Q Revenue Growth +56.4%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.11
Low debt
Current Ratio
1.62
Good
Quick Ratio
1.13
Good
Cash/Share
$0.49

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.1B
Gross Margin
9.6%
Op. Margin
-43.0%
Net Margin
-78.6%
Total Assets
$1.4B
Liabilities
$0.3B
Equity
$1.1B
Debt/Equity
0.27x
Operating CF
$-0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
124%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-06
$N/A
2026-02-25
$-0.22
-37.6% surprise
2025-11-05
$-0.19
-46.9% surprise
2025-08-06
$-1.41
-840.0% surprise

Industrials Sector Comparison

Comparing RDW against 550 companies in the Industrials sector (44 bullish, 210 neutral, 296 bearish)
Return on Equity (ROE)
-41.75%
This Stock
vs
0.05%
Sector Avg
-79876.6% (Below Avg)
Profit Margin
-67.55%
This Stock
vs
5.94%
Sector Avg
-1238.1% (Weaker)
Debt to Equity
0.11
This Stock
vs
2.66
Sector Avg
-95.9% (Less Debt)
Revenue Growth
56.4%
This Stock
vs
89.5%
Sector Avg
-37.0% (Slower)
Current Ratio
1.62
This Stock
vs
2.98
Sector Avg
-45.5% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

CALVELLI FRANK
Director
Stock Award
2026-04-02
2,999 shares
AE INDUSTRIAL PARTNERS, LP
Beneficial Owner of more than 10% of a Class of Security
Sell
2026-01-08
2,644,792 shares · $26,996,220
AE INDUSTRIAL PARTNERS, LP
Beneficial Owner of more than 10% of a Class of Security
Sell
2026-01-06
1,862,063 shares · $19,439,938
CANNITO PETER ANTHONY JR
Chief Executive Officer
Stock Award
2025-12-31
255,000 shares
EDMUNDS CHRIS
Chief Financial Officer
Stock Award
2025-12-31
40,500 shares
EDMUNDS CHRIS
Officer
Buy
2025-11-14
5,500 shares · $30,029
FUTCH AARON MICHAEL
General Counsel
Buy
2025-11-14
18,410 shares · $100,337
CANNITO PETER ANTHONY JR
Chief Executive Officer
Buy
2025-11-13
8,750 shares · $49,962
FUTCH AARON MICHAEL
General Counsel
Buy
2025-11-11
4,098 shares · $25,000
CANNITO PETER ANTHONY JR
Chief Executive Officer
Buy
2025-11-10
32,155 shares · $199,673
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-10

Redwire Corporation (RDW) filed a definitive proxy statement on April 10, 2026, providing shareholders with necessary information to vote on corporate matters at the upcoming annual meeting.

8-K
8-K
2026-03-17
10-K
10-K
2026-02-27

Redwire Corporation (RDW) filed its 10-K on February 27, 2026, providing comprehensive disclosures on its business operations, financial condition, and results of operations. The filing includes detailed sections on management's discussion and analysis as well as specific risk factors impacting the company.

8-K/A
8-K/A
2026-02-26

Redwire Corporation filed an amendment to a previously submitted Form 8-K.

8-K
8-K
2026-02-25

Redwire Corporation likely filed this 8-K to announce its fourth quarter and full-year financial results.

8-K
8-K
2026-02-17

Redwire Corporation filed an 8-K, likely reporting its fourth quarter and full-year financial results.

8-K
8-K
2025-11-10

Redwire Corporation filed an 8-K on November 10, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-11-10

Redwire Corporation filed an 8-K on November 10, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-11-06

Redwire Corporation (RDW) filed its 10-Q on November 6, 2025. The filing includes a section on risk factors under Item 1A, although specific financial highlights and risk details were not provided in the available excerpt.

8-K
8-K
2025-11-05

Redwire Corporation filed an 8-K on November 5, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-08
8-K
8-K
2025-10-07
8-K
8-K
2025-09-17
10-Q
10-Q
2025-08-07
8-K
8-K
2025-08-06
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
9 analysts
Truist Securities
2026-03-09
up
Hold Buy
Jefferies
2026-03-06
Maintains
Buy Buy
Canaccord Genuity
2026-03-02
Maintains
Buy Buy
HC Wainwright & Co.
2025-12-23
reit
Buy Buy
Keybanc
2025-12-19
init
Sector Weight
Cantor Fitzgerald
2025-12-10
Maintains
Overweight Overweight
B of A Securities
2025-11-19
Maintains
Underperform Underperform
Canaccord Genuity
2025-11-12
Maintains
Buy Buy
Truist Securities
2025-11-07
Maintains
Hold Hold
Cantor Fitzgerald
2025-11-05
Maintains
Overweight Overweight

Past News Coverage

Recent headlines mentioning RDW from our newsroom.

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