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Redwire Corp RDW

AEROSPACE & DEFENSE coverage with price history, portfolio records, theme ratings, and research entries pulled from the IntraAlpha data layer.

Sector: INDUSTRIALSIndustry: AEROSPACE & DEFENSELatest quarter: 2026-06-30Fundamentals refresh: 2026-08-30
moat Moderate
physical / assets Moderate
sw / hw SW 10 : HW 90
Last close $10.87

Connected surface

Price, fundamentals, portfolio context, and research memory.

Data through 2026-08-28
Observed price path $10.87
Activity -4.7%
$2.56 $9.02 $15 $22 $28 MayAugNovFebMayAug 2025-08-26 · SELL CALL · relative size +0% 2025-09-15 · BUY equity · relative size +0% 2025-09-15 · BUY equity · relative size +0% 2025-09-17 · BUY equity · relative size +3% 2025-09-17 · BUY equity · relative size +0% 2025-09-24 · SELL CALL · relative size +0% 2025-10-08 · BUY equity · relative size +3% 2025-10-09 · BUY CALL · relative size +4% 2025-10-10 · BUY equity · relative size +0% 2025-10-10 · BUY equity · relative size +0% 2025-10-10 · BUY equity · relative size +1% 2025-10-14 · BUY CALL · relative size +2% 2025-10-14 · BUY CALL · relative size +1% 2025-10-16 · BUY CALL · relative size +2% 2025-10-17 · BUY CALL · relative size +2% 2025-10-20 · BUY CALL · relative size +1% 2025-10-20 · BUY CALL · relative size +0% 2025-10-21 · BUY CALL · relative size +0% 2025-10-22 · SELL CALL · relative size +2% 2025-10-24 · BUY equity · relative size +0% 2025-10-29 · SELL CALL · relative size +6% 2025-10-31 · BUY equity · relative size +0% 2025-11-03 · BUY equity · relative size +0% 2025-11-04 · SELL CALL · relative size +0% 2025-11-04 · BUY equity · relative size +0% 2025-11-06 · BUY equity · relative size +0% 2025-11-12 · BUY CALL · relative size +0% 2025-11-12 · SELL CALL · relative size +0% 2025-11-14 · BUY equity · relative size +0% 2025-11-14 · BUY equity · relative size +0% 2025-11-17 · BUY equity · relative size +0% 2025-11-17 · BUY equity · relative size +0% 2025-12-01 · BUY equity · relative size +0% 2025-12-01 · BUY equity · relative size +0% 2025-12-02 · BUY equity · relative size +0% 2025-12-02 · BUY equity · relative size +0% 2025-12-17 · BUY equity · relative size +1% 2025-12-17 · BUY equity · relative size +1% 2025-12-17 · BUY equity · relative size +1% 2025-12-18 · BUY equity · relative size +1% 2025-12-18 · BUY equity · relative size +1% 2025-12-19 · BUY equity · relative size +2% 2025-12-22 · SELL CALL · relative size +0% 2025-12-22 · BUY equity · relative size +0% 2025-12-26 · BUY equity · relative size +2% 2025-12-26 · BUY equity · relative size +0% 2025-12-31 · SELL CALL · relative size +0% 2025-12-31 · BUY equity · relative size +1% 2026-01-02 · BUY equity · relative size +0% 2026-01-05 · BUY CALL · relative size +0% 2026-01-05 · SELL CALL · relative size +0% 2026-01-05 · BUY equity · relative size +0% 2026-01-06 · BUY CALL · relative size +1% 2026-01-06 · SELL CALL · relative size +0% 2026-01-07 · BUY equity · relative size +0% 2026-01-07 · BUY equity · relative size +2% 2026-01-12 · BUY CALL · relative size +0% 2026-01-16 · BUY equity · relative size +1% 2026-01-21 · SELL CALL · relative size +0% 2026-01-21 · SELL CALL · relative size +0% 2026-01-21 · BUY equity · relative size +6% 2026-01-21 · BUY equity · relative size +13% 2026-01-21 · BUY equity · relative size +12% 2026-01-22 · BUY equity · relative size +10% 2026-01-26 · BUY CALL · relative size +1% 2026-01-26 · SELL CALL · relative size +1% 2026-01-26 · SELL CALL · relative size +1% 2026-01-26 · BUY CALL · relative size +1% 2026-01-26 · BUY equity · relative size +13% 2026-01-26 · BUY equity · relative size +13% 2026-01-26 · BUY equity · relative size +13% 2026-01-26 · BUY equity · relative size +6% 2026-01-26 · BUY equity · relative size +7% 2026-01-26 · BUY equity · relative size +8% 2026-01-28 · BUY CALL · relative size +1% 2026-01-28 · BUY CALL · relative size +1% 2026-01-28 · SELL CALL · relative size +1% 2026-01-28 · BUY equity · relative size +12% 2026-01-28 · BUY equity · relative size +12% 2026-01-29 · BUY CALL · relative size +0% 2026-01-30 · BUY equity · relative size +6% 2026-02-02 · BUY equity · relative size +5% 2026-02-05 · BUY equity · relative size +8% 2026-02-05 · BUY equity · relative size +12% 2026-02-13 · BUY equity · relative size +12% 2026-02-13 · BUY equity · relative size +12% 2026-02-18 · BUY equity · relative size +6% 2026-02-20 · BUY equity · relative size +12% 2026-02-20 · BUY equity · relative size +13% 2026-02-20 · BUY equity · relative size +12% 2026-02-23 · BUY equity · relative size +6% 2026-02-27 · BUY equity · relative size +12% 2026-03-06 · BUY equity · relative size +12% 2026-03-13 · BUY equity · relative size +12% 2026-03-16 · BUY equity · relative size +13% 2026-03-18 · SELL CALL · relative size +0% 2026-03-19 · BUY CALL · relative size +0% 2026-03-19 · SELL CALL · relative size +0% 2026-03-19 · BUY equity · relative size +12% 2026-03-27 · BUY equity · relative size +25% 2026-03-27 · BUY equity · relative size +50% 2026-04-06 · EXPIRED CALL · relative size 0% 2026-04-15 · BUY equity · relative size +0% 2026-04-15 · BUY CALL · relative size +10% 2026-04-23 · BUY equity · relative size +1% 2026-04-23 · BUY equity · relative size +1% 2026-04-23 · BUY equity · relative size +1% 2026-04-24 · BUY equity · relative size +1% 2026-04-24 · BUY equity · relative size +25% 2026-04-28 · BUY equity · relative size +25% 2026-04-30 · BUY equity · relative size +2% 2026-05-01 · BUY equity · relative size +1% 2026-05-05 · BUY equity · relative size +5% 2026-05-05 · BUY equity · relative size +1% 2026-05-05 · BUY equity · relative size +1% 2026-05-05 · BUY equity · relative size +0% 2026-05-06 · SELL CALL · relative size +0% 2026-05-06 · BUY equity · relative size +2% 2026-05-06 · BUY equity · relative size +3% 2026-05-06 · BUY equity · relative size +3% 2026-05-06 · BUY equity · relative size +3% 2026-05-07 · BUY equity · relative size +1% 2026-05-14 · SELL CALL · relative size +17% 2026-05-14 · SELL equity · relative size +25% 2026-05-14 · SELL equity · relative size +25% 2026-05-15 · BUY CALL · relative size +6% 2026-05-15 · SELL CALL · relative size +2% 2026-05-15 · SELL equity · relative size +25% 2026-05-15 · SELL equity · relative size +0% 2026-05-26 · SELL equity · relative size +40% 2026-05-27 · SELL CALL · relative size +36% 2026-05-27 · SELL equity · relative size +24% 2026-05-27 · SELL equity · relative size +1% 2026-05-27 · SELL equity · relative size 0% 2026-05-27 · SELL equity · relative size +50% 2026-05-27 · SELL equity · relative size +0% 2026-05-27 · SELL equity · relative size +25% 2026-05-28 · SELL CALL · relative size +44% 2026-05-28 · SELL equity · relative size +4% 2026-05-28 · SELL CALL · relative size +41% 2026-05-28 · SELL equity · relative size +50% 2026-05-28 · SELL equity · relative size +0% 2026-05-28 · SELL equity · relative size +50% 2026-05-28 · SELL equity · relative size +25% 2026-06-30 · SELL equity · relative size +100% 2026-07-01 · SELL equity · relative size +51% 2026-07-08 · SELL equity · relative size +4% 2026-07-08 · SELL equity · relative size +11% 2026-07-09 · SELL equity · relative size +2% 2026-07-15 · SELL equity · relative size +3% 2026-07-15 · SELL equity · relative size +5%
331 daily bars since 2025-05-06 Buy Sell Option 151 visible trade events
Portfolio context Tracked position

Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.

151 trade records · 44 option records · 2025-08-26 → 2026-07-15
moat Moderate

Redwire dominates narrow but critical space manufacturing niches: ~60% share in deployable structures, ~70% in payload adapters. First-mover in in-space additive manufacturing (via Made In Space acquisition). The Edge Autonomy acquisition (June 2025…

physical / assets Moderate

Satellite component manufacturing facilities, Edge Autonomy drone production facility, in-space manufacturing hardware on the ISS. Backlog ~$356M. Q3 2025 revenue $103.4M (+51% YoY), but operating margins deeply negative (-72%).

sw / hw SW 10 : HW 90

Growth. Edge Autonomy drone integration with Made In Space orbital manufacturing creates a dual space+defense platform targeting $356M backlog conversion and on-orbit servicing contracts. Primary assets. Space component manufacturing (60% deployable…

Research memory 103 coverage entries

Append-only ticker entries from the internal coverage database.

  1. SW 10 : HW 90

    Growth. Edge Autonomy drone integration with Made In Space orbital manufacturing creates a dual space+defense platform targeting $356M backlog conversion and on-orbit servicing contracts. Primary assets. Space component manufactu…

  2. Moderate

    Satellite component manufacturing facilities, Edge Autonomy drone production facility, in-space manufacturing hardware on the ISS. Backlog ~$356M. Q3 2025 revenue $103.4M (+51% YoY), but operating margins deeply negative (-72%).

  3. Moderate

    Redwire dominates narrow but critical space manufacturing niches: ~60% share in deployable structures, ~70% in payload adapters. First-mover in in-space additive manufacturing (via Made In Space acquisition). The Edge Autonomy ac…

Research archive Moat and asset notes
Full portfolio moat / asset analysis

Redwire dominates narrow but critical space manufacturing niches: ~60% share in deployable structures, ~70% in payload adapters. First-mover in in-space additive manufacturing (via Made In Space acquisition). The Edge Autonomy acquisition (June 2025) added defense drone manufacturing, transforming Redwire into a dual space + defense company.

Full portfolio moat / asset analysis

Satellite component manufacturing facilities, Edge Autonomy drone production facility, in-space manufacturing hardware on the ISS. Backlog ~$356M. Q3 2025 revenue $103.4M (+51% YoY), but operating margins deeply negative (-72%).

Coverage feed Latest entries
  1. manual · sw-hw

    Growth. Edge Autonomy drone integration with Made In Space orbital manufacturing creates a dual space+defense platform targeting $356M backlog conversion and on-orbit servicing contracts. Primary assets. Space component manufactu…

  2. manual · physical-assets

    Satellite component manufacturing facilities, Edge Autonomy drone production facility, in-space manufacturing hardware on the ISS. Backlog ~$356M. Q3 2025 revenue $103.4M (+51% YoY), but operating margins deeply negative (-72%).

  3. manual · moat

    Redwire dominates narrow but critical space manufacturing niches: ~60% share in deployable structures, ~70% in payload adapters. First-mover in in-space additive manufacturing (via Made In Space acquisition). The Edge Autonomy ac…

Trade feed Recent records
Date Action Type Relative size
2026-07-15 SELL Equity +5%
2026-07-15 SELL Equity +3%
2026-07-09 SELL Equity +2%
2026-07-08 SELL Equity +11%
2026-07-08 SELL Equity +4%
2026-07-01 SELL Equity +51%
2026-06-30 SELL Equity +100%
2026-05-28 SELL Equity +25%
2026-05-28 SELL Equity +50%
2026-05-28 SELL Equity +0%
2026-05-28 SELL Equity +50%
2026-05-28 SELL CALL option +41%
2026-05-28 SELL Equity +4%
2026-05-28 SELL CALL option +44%
2026-05-27 SELL Equity +25%
2026-05-27 SELL Equity +0%
2026-05-27 SELL Equity +50%
2026-05-27 SELL Equity 0%
2026-05-27 SELL Equity +1%
2026-05-27 SELL Equity +24%
2026-05-27 SELL CALL option +36%
2026-05-26 SELL Equity +40%
2026-05-15 SELL Equity +0%
2026-05-15 SELL Equity +25%

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