Redwire Corp
No SEC Form 4 filings for $RDW in the last 30 days.
See all $RDW insider activity →The article benchmarks Q2 results for aerospace stocks. AerSale (NASDAQ:RKLB) reported revenue of $70.93M, down 33.9% YoY and 12.7% below analyst expectations, with misses on EBITDA and EPS. TransDigm (NYSE:TDG) posted $2.74B revenue, up 22.5% YoY, beating estimates and guidance. Redwire (NYSE:RDW) reported $117.1M revenue, up 89.6% YoY, beating estimates and guidance.
The article argues that after SpaceX’s June 12 IPO, space stocks fell and are now rebounding, citing sector earnings and SpaceX clearing an initial post-IPO lockup. It highlights five publicly traded names with recent results and guidance, including RDW Q2 revenue $117.1M (+89.6%), BKSY $100M annualized run rate, RKLB Q2 revenue $234M (+62%), ASTS backlog $1.3B and $1.15B note, and SpaceX parent SPCX Q2 revenue $7.8B (+92%).
Redwire Corp. (RDW) rose more than 13% on Friday and is up over 55% for the week after State Street disclosed a passive 7.3% stake. Earlier this week, Redwire reported Q2 revenue of $117.1M (up 89.6%) and a $0.19 loss per share, reaffirming 2026 revenue guidance of $450M to $500M and a $542.1M backlog. Analysts raised price targets.
Over the past 7 days, alphai's AI scored 7 news stories mentioning RDW (Redwire Corp). Coverage has skewed bullish: 6 bullish, 1 neutral, and 0 bearish.
Recent RDW coverage spans market movers, earnings and financial news.
Strong revenue growth and analyst-beat details support bullish near-term sentiment for RDW.
Earnings and backlog growth plus reaffirmed guidance are the core fundamental catalysts supporting a rebound thesis.
Near-term momentum is being driven by the earnings beat plus reaffirmed 2026 revenue guidance and a larger-than-expected backlog, alongside a new 7.3% passive stake disclosure.
RDW likely benefits from the same within-sector rotation narrative rather than a new negative catalyst.
The backlog and margin inflection are positioned as the core fundamental catalyst that could counter the July drawdown.
alphai scores every news story that mentions RDW with an AI model for sentiment and relevance, and aggregates insider trades from Redwire Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
The article benchmarks Q2 results for aerospace stocks. AerSale (NASDAQ:RKLB) reported revenue of $70.93M, down 33.9% YoY and 12.7% below analyst expectations, with misses on EBITDA and EPS. TransDigm (NYSE:TDG) posted $2.74B revenue, up 22.5% YoY, beating estimates and guidance. Redwire (NYSE:RDW) reported $117.1M revenue, up 89.6% YoY, beating estimates and guidance.
6 min readThe article argues that after SpaceX’s June 12 IPO, space stocks fell and are now rebounding, citing sector earnings and SpaceX clearing an initial post-IPO lockup. It highlights five publicly traded names with recent results and guidance, including RDW Q2 revenue $117.1M (+89.6%), BKSY $100M annualized run rate, RKLB Q2 revenue $234M (+62%), ASTS backlog $1.3B and $1.15B note, and SpaceX parent SPCX Q2 revenue $7.8B (+92%).
7 min readRedwire Corp. (RDW) rose more than 13% on Friday and is up over 55% for the week after State Street disclosed a passive 7.3% stake. Earlier this week, Redwire reported Q2 revenue of $117.1M (up 89.6%) and a $0.19 loss per share, reaffirming 2026 revenue guidance of $450M to $500M and a $542.1M backlog. Analysts raised price targets.
3 min readSpace stocks traded mixed as Intuitive Machines (LUNR) fell after Q2 revenue of $206.2M missed FactSet’s $216.3M and posted a wider loss, though it booked $920M in new awards and ended with $1.8B backlog. SpaceX (SPCX) was down 3.5% after a 35% weekly gain; AST SpaceMobile (ASTS) slipped on Q2 revenue of $31.52M. Rocket Lab (RKLB) rose on Q2 revenue of $234.07M and record $2.36B backlog.
7 min readSpace stocks fell in July, with BlackSky (BKSY) down about 20%, Rocket Lab (RKLB), AST SpaceMobile (ASTS) and Planet Labs (PL) down over 30%, and SpaceX (SPCX) down more than 50% from its June 16 record close. The article cites company results including BKSY revenue up 50% YoY and positive adjusted EBITDA, Redwire (RDW) revenue up nearly 90% YoY and $542m backlog, and SpaceX revenue up 92% with AI segment up 247%.
9 min readRedwire (RDW) shares rose about 15% after the company reported Q2 2026 results that beat Street expectations and reaffirmed FY 2026 revenue guidance of $450 million to $500 million. Q2 revenue was $117.1 million (+89.6% YoY), gross margin improved to +27.8%, and loss narrowed to $0.09 per share. Backlog rose 64.5% to $542.1 million.
6 min readRedwire Corp (RDW) reported Q2 2026 adjusted loss of 9 cents per share versus a Zacks estimate of a 18-cent loss, on revenue of $117.07 million versus $105 million. CFO Chris Edmunds reaffirmed 2026 revenue guidance of $450 million to $500 million. Backlog fell to $542.1 million; gross margin was 27.8% with low-to-mid-20% outlook.
6 min readRedwire (NYSE:RDW) reported Q2 progress on gross margins and cost control. R&D rose to $12.5M from $1.7M a year earlier. Bookings were $165.8M with 1.42 book-to-bill; contracted backlog rose to a record $542.1M. 2026 revenue guidance was reaffirmed at $450M to $500M. Liquidity increased to $607.8M after a $487.9M ATM equity raise.
6 min readAnalysts issued updates on industrial stocks RXO, Inc. and Redwire. BMO’s Fadi Chamoun kept a Buy on RXO with a $35.00 target versus a $21.54 close; Citizens JMP upgraded RXO to Buy with a $30.00 target. Truist’s Alexandra Mandery maintained a Buy on Redwire, with Cantor Fitzgerald also Buy, targets $17.08 consensus and $13.50.
2 min readRedwire Corp. shares rose about 14.9% on Friday after its Q2 report and a new SpaceX-related deal. According to Redwire, Q2 revenue hit a record $117.1M, up nearly 90% year over year, with adjusted EPS loss of $0.09 and gross margin at 27.8%. Backlog reached $542.1M. The company said it will buy capacity for a 2028 Starfall mission carrying up to 32 PIL-BOX units, while keeping full-year revenue guidance at $450M to $500M.
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