Redwire Corporation RDW
INDUSTRIALS · AEROSPACE & DEFENSEOptions history
Table
| Date | IV |
|---|---|
| 135.74% | |
| 148.84% | |
| 153.44% | |
| 117.50% | |
| 103.79% | |
| 104.04% | |
| 101.90% | |
| 95.19% | |
| 94.63% | |
| 88.10% | |
| 94.05% | |
| 93.48% | |
| 88.94% | |
| 92.30% | |
| 85.47% | |
| 86.71% | |
| 88.17% | |
| 87.60% | |
| 84.34% | |
| 77.78% | |
| 77.55% | |
| 75.00% | |
| 75.45% | |
| 75.74% | |
| 69.87% | |
| 83.39% | |
| 85.23% | |
| 82.49% | |
| 81.19% | |
| 85.23% | |
| 84.93% | |
| 93.69% | |
| 85.25% | |
| 78.17% | |
| 86.34% | |
| 84.79% | |
| 86.42% | |
| 86.90% | |
| 81.27% | |
| 88.95% | |
| 83.77% | |
| 81.01% | |
| 96.31% | |
| 75.25% | |
| 79.70% | |
| 82.98% | |
| 79.96% | |
| 74.02% | |
| 74.29% | |
| 76.09% | |
| 75.91% | |
| 104.45% | |
| 79.44% | |
| 78.75% | |
| 87.79% | |
| 89.26% | |
| 122.20% | |
| 81.65% |
Company coverage
Moat
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…
| Action | Type | Relative size |
|---|---|---|
| SELL | Equity | +5% |
| SELL | Equity | +3% |
| SELL | Equity | +2% |
| SELL | Equity | +11% |
| SELL | Equity | +4% |
| SELL | Equity | +51% |
| SELL | Equity | +100% |
| SELL | Equity | +25% |
| SELL | Equity | +50% |
| SELL | Equity | +0% |
| SELL | Equity | +50% |
| SELL | CALL option | +41% |
| SELL | Equity | +4% |
| SELL | CALL option | +44% |
| SELL | Equity | +25% |
| SELL | Equity | +0% |
| SELL | Equity | +50% |
| SELL | Equity | 0% |
| SELL | Equity | +1% |
| SELL | Equity | +24% |
| SELL | CALL option | +36% |
| SELL | Equity | +40% |
| SELL | Equity | +0% |
| 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%).