Redwire Secures $20M Follow-On Orders from U.S. Navy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy RDW?
Source: seekingalpha
- Significant Order Value: Redwire has received approximately $20 million in follow-on orders from the U.S. Navy and Marine Corps Small Tactical Unmanned Aircraft Systems Program Office, indicating sustained demand and market confidence in the defense sector.
- Support for Drone Program: This contract will support the Stalker VXE30 unmanned aerial system program, involving the delivery of advanced navigation systems along with standard system components, further solidifying Redwire's market position in drone technology.
- Commitment to Technical Delivery: The implementation of this contract will ensure that Redwire provides high-performance navigation solutions, enhancing the operational capabilities of the Stalker UAS and improving client efficiency in complex environments.
- Future Growth Potential: As the company diversifies in the space infrastructure sector, this order not only lays the groundwork for a transformative FY25 but also provides strong support for growth in 2026.
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Analyst Views on RDW
Wall Street analysts forecast RDW stock price to rise
9 Analyst Rating
6 Buy
2 Hold
1 Sell
Moderate Buy
Current: 10.340
Low
6.00
Averages
12.50
High
22.00
Current: 10.340
Low
6.00
Averages
12.50
High
22.00
About RDW
Redwire Corporation is an integrated aerospace and defense company focused on advanced technologies. The Company is focused on aerospace infrastructure, autonomous systems and multi-domain operations leveraging digital engineering and AI automation. Its capabilities include avionics, sensors, power solutions, critical structures, mechanisms, radio frequency systems, platforms, missions, microgravity payloads and uncrewed airborne system (UAS) technology. It specializes in core avionics, such as scalable power distribution and on-board computing capabilities. These specialized avionics and sensors can be applied across multiple space environments, including Low Earth Orbit, Geostationary Orbit, Cis-lunar and deep space missions. It provides a range of sensors, including star trackers and sun sensors, which are critical for navigation and control of spacecraft. It offers a variety of solar array solutions for spacecraft spanning the spectrum of size, power needs, and orbital location.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Acquisition of Edge Autonomy: Redwire's $925 million acquisition of Edge Autonomy adds long-range drone products to its portfolio, with analysts suggesting this move synergizes satellite communications with drone capabilities, potentially accelerating sales growth, despite some delays in revenue realization.
- Future Outlook: Analysts forecast Redwire's sales will grow by 41% to $472 million in 2026, although the actual revenue post-acquisition was only $335 million, indicating challenges in meeting growth targets; however, its 6x sales valuation positions it as one of the cheapest stocks in the space sector.
See More
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- Space Stock Surge: As SpaceX's IPO approaches, space stock prices are soaring, with Redwire emerging as the cheapest option at a 5.7x sales valuation, indicating relative value attractiveness.
- Market Demand Spike: The successful Artemis II moon mission has significantly boosted investor enthusiasm for the space sector, driving up stock prices for companies like Firefly Aerospace and Planet Labs.
- Acquisition Strategy: Redwire's $925 million acquisition of Edge Autonomy marks its entry into the military drone market, with analysts suggesting this move could synergize satellite communication capabilities with drone operations, potentially accelerating sales growth.
- Sales Forecast: Although Redwire projected sales of $535 million to $605 million in 2025, the actual figure was only $335 million, indicating a lag in achieving growth targets; however, its 6x sales valuation still positions it as relatively cheap in the space sector.
See More
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See More
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Reduction in Holdings: The company has reduced its shareholding in Redwire (RDW.US) by 35.27 million shares since January 28, 2026, with a total value of around $382.37 million.
See More
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Reduction in Shareholding: AERed Holdings has reduced its shareholding in Redwire (RDW.US) by 35.27 million shares since January 28, 2026, with a total value of around $382.37 million.
See More
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Reduction in Holdings: The company has reduced its shareholding in Redwire (RDW.US) by 31.43 million shares since January 28, 2026, valued at around $342.4 million.
See More
