Redwire Corp RDW
Company coverage
Research activity
RDW 151 trade records · 44 option records · 2025-08-26 → 2026-07-15Moat
ModerateRedwire 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
ModerateSatellite 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%).
Software / hardware
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…
- 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…
- 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%).
- 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…
| 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% |
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%).