Core Insights - Redwire is undergoing a significant transformation, shifting from a development-focused company to one with a greater emphasis on production, with over two-thirds of revenue expected to move into production by the end of 2025 [1][6][3] Financial Performance - In Q4 2025, Redwire reported a revenue increase of 56.4% year-over-year, reaching $108.8 million, with nearly equal contributions from Space and Defense Tech segments [4][8] - The company ended 2025 with a record contracted backlog of $411.2 million and projected 2026 revenue between $450 million and $500 million, indicating approximately 41.6% growth at the midpoint [5][15] - Q4 gross margin was reported at 9.6%, with underlying margins expected to improve as production scales, potentially reaching the mid-20% range [4][9] Strategic Developments - The acquisition of Edge Autonomy in June 2025 has been pivotal in Redwire's transformation, integrating it into the Redwire brand and expanding its customer base to over 170 [2][3] - The company plans to report in two segments: Space and Defense Tech, with a focus on next-generation spacecraft and combat-proven UAS [7] Operational Highlights - Redwire delivered approximately 200 Edge aircraft in 2025, with significant contracts awarded for various projects, including a $44 million DARPA program and contracts for the European Space Agency [7][13] - The company has strengthened its balance sheet, ending 2025 with total liquidity of $130.2 million and reducing outstanding debt significantly [12][14] Future Outlook - Management anticipates that revenue will build throughout 2026, influenced by ongoing government budget disruptions, with about 50% of the 2026 revenue guidance covered by backlog [15][17] - The company is focused on improving gross margins through a balanced portfolio approach, adapting to the Department of Defense's evolving contracting preferences [16]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39733 Redwire Corporation (Exact name of registrant as specified in its charter) | Delaware | 88-1818410 | | --- | --- | | (State or ...

Shares of Redwire Corporation (NYSE: RDW) are jumping 20% this week, according to data from S&P Global Market Intelligence. The space infrastructure and defense innovator posted healthy backlog growth in the fourth quarter, leading investors to bid up the stock. Still, the stock is down from its $10-per-share listing price when it went public through a special purpose acquisition corporation (SPAC) in 2021. Here's why Redwire stock was up this week, and whether it is a buy right now. Will AI create the w ...

Core Insights - Redwire Corporation's stock surged 10.8% after reporting mixed Q4 2025 earnings, with a significant sales beat despite a larger-than-expected loss [1][2] Financial Performance - Analysts had anticipated a loss of $0.18 per share on sales of $98.8 million, but Redwire reported a loss of $0.58 per share and sales of $108.8 million [2] - Sales increased by 56% in Q4 2025, contributing to a full-year sales growth of 10% to $335.4 million [6] - The company's book-to-bill ratio exceeded 1.3x for the year and surpassed 1.5x in Q4, indicating potential future sales growth [6] Contracts and Growth - Redwire secured a $44 million contract from DARPA for the "Otter mission," showcasing its capabilities in air-breathing satellites [5] - The drones division expanded shipments of Stalker/Penguin UAVs to seven countries, further driving sales growth [5] Future Outlook - Redwire projects sales for 2026 to be between $450 million and $500 million, representing a midpoint growth of 42% [6] - Despite anticipated continued losses and cash burn, the acceleration in sales suggests a positive trajectory for the company [7]

Redwire (NYSE:RDW) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsAlex Curatolo - Senior Director of Investor RelationsBrian Kinstlinger - Director of Research, Managing Director, and Head of Technology ResearchChris Edmunds - CFOPeter Cannito - Chairman and CEOConference Call ParticipantsGriffin Boss - Equity Research AnalystScott Buck - Managing Director and Senior Technology AnalystSuji Desilva - Managing Director and Senior Research AnalystNone - AnalystOperatorGreetings, and we ...

Redwire (NYSE:RDW) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsAlex Curatolo - Senior Director of Investor RelationsBrian Kinstlinger - Director of Research, Managing Director, and Head of Technology ResearchChris Edmunds - CFOPeter Cannito - Chairman and CEOConference Call ParticipantsGriffin Boss - Equity Research AnalystScott Buck - Managing Director and Senior Technology AnalystSuji Desilva - Managing Director and Senior Research AnalystNone - AnalystOperatorGreetings, and we ...

Redwire (NYSE:RDW) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker5Greetings, and welcome to the Redwire Corporation Full Year and Fourth Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow a formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Alex Cura ...

INVESTOR UPDATE Q4 and FY25 FEBRUARY 26, 2026 USE OF DATA Industry and market data used in this Presentation have been obtained from third-party industry publications and sources, as well as from research reports prepared for other purposes. Redwire has not independently verified the data obtained from these sources and cannot assure you of the data's accuracy or completeness. This data is subject to change. Statements other than historical facts, including, but not limited to, those concerning market condi ...

Redwire Corp. (NYSE:RDW) shares slipped in Wednesday's extended trading after the company released its fourth-quarter earnings report with a wider-than-expected quarterly loss. Here's a look at the details from the quarter.    RDW stock is moving. Watch the price action here.The Details: Redwire reported quarterly losses of 58 cents per share, which missed the consensus estimatefor losses of 19 cents, according to Benzinga Pro.Quarterly revenue came in at $108.79 million, which beat the Street estimate of $ ...

Exhibit 10.1 Execution Version AMENDED AND RESTATED CREDIT AGREEMENT dated as of February 20, 2026 among REDWIRE DEFENSE TECH INTERMEDIATE HOLDINGS, LLC, as the Parent, REDWIRE DEFENSE TECH INTERMEDIATE II HOLDINGS, LLC, as the Lead Borrower, THE OTHER BORROWERS PARTY HERETO FROM TIME TO TIME, THE OTHER GUARANTORS PARTY HERETO FROM TIME TO TIME, JPMORGAN CHASE BANK, N.A., as Administrative Agent and Collateral Agent, and THE LENDERS PARTY HERETO FROM TIME TO TIME and JPMORGAN CHASE BANK, N.A. and TRUIST SEC ...