Core Insights - Redwire Corporation's stock surged 10.8% after reporting mixed Q4 2025 earnings, with a significant sales beat despite a larger-than-expected loss [1][2] Financial Performance - Analysts had anticipated a loss of $0.18 per share on sales of $98.8 million, but Redwire reported a loss of $0.58 per share and sales of $108.8 million [2] - Sales increased by 56% in Q4 2025, contributing to a full-year sales growth of 10% to $335.4 million [6] - The company's book-to-bill ratio exceeded 1.3x for the year and surpassed 1.5x in Q4, indicating potential future sales growth [6] Contracts and Growth - Redwire secured a $44 million contract from DARPA for the "Otter mission," showcasing its capabilities in air-breathing satellites [5] - The drones division expanded shipments of Stalker/Penguin UAVs to seven countries, further driving sales growth [5] Future Outlook - Redwire projects sales for 2026 to be between $450 million and $500 million, representing a midpoint growth of 42% [6] - Despite anticipated continued losses and cash burn, the acceleration in sales suggests a positive trajectory for the company [7]

Redwire (NYSE:RDW) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsAlex Curatolo - Senior Director of Investor RelationsBrian Kinstlinger - Director of Research, Managing Director, and Head of Technology ResearchChris Edmunds - CFOPeter Cannito - Chairman and CEOConference Call ParticipantsGriffin Boss - Equity Research AnalystScott Buck - Managing Director and Senior Technology AnalystSuji Desilva - Managing Director and Senior Research AnalystNone - AnalystOperatorGreetings, and we ...

Redwire (NYSE:RDW) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsAlex Curatolo - Senior Director of Investor RelationsBrian Kinstlinger - Director of Research, Managing Director, and Head of Technology ResearchChris Edmunds - CFOPeter Cannito - Chairman and CEOConference Call ParticipantsGriffin Boss - Equity Research AnalystScott Buck - Managing Director and Senior Technology AnalystSuji Desilva - Managing Director and Senior Research AnalystNone - AnalystOperatorGreetings, and we ...

Redwire (NYSE:RDW) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker5Greetings, and welcome to the Redwire Corporation Full Year and Fourth Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow a formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Alex Cura ...

INVESTOR UPDATE Q4 and FY25 FEBRUARY 26, 2026 USE OF DATA Industry and market data used in this Presentation have been obtained from third-party industry publications and sources, as well as from research reports prepared for other purposes. Redwire has not independently verified the data obtained from these sources and cannot assure you of the data's accuracy or completeness. This data is subject to change. Statements other than historical facts, including, but not limited to, those concerning market condi ...

Redwire Corp. (NYSE:RDW) shares slipped in Wednesday's extended trading after the company released its fourth-quarter earnings report with a wider-than-expected quarterly loss. Here's a look at the details from the quarter.    RDW stock is moving. Watch the price action here.The Details: Redwire reported quarterly losses of 58 cents per share, which missed the consensus estimatefor losses of 19 cents, according to Benzinga Pro.Quarterly revenue came in at $108.79 million, which beat the Street estimate of $ ...

Exhibit 10.1 Execution Version AMENDED AND RESTATED CREDIT AGREEMENT dated as of February 20, 2026 among REDWIRE DEFENSE TECH INTERMEDIATE HOLDINGS, LLC, as the Parent, REDWIRE DEFENSE TECH INTERMEDIATE II HOLDINGS, LLC, as the Lead Borrower, THE OTHER BORROWERS PARTY HERETO FROM TIME TO TIME, THE OTHER GUARANTORS PARTY HERETO FROM TIME TO TIME, JPMORGAN CHASE BANK, N.A., as Administrative Agent and Collateral Agent, and THE LENDERS PARTY HERETO FROM TIME TO TIME and JPMORGAN CHASE BANK, N.A. and TRUIST SEC ...

Group 1: Transaction Overview - Red Holdings, LLC AE reported the indirect sale of 1,435,492 shares of Redwire Corporation for approximately $14.49 million across multiple transactions on February 9 and 10, 2026 [1][2] - This sale represented 3.09% of Red Holdings' indirect holdings, leaving a total of 45,094,000 shares post-transaction [3] - The shares were sold indirectly through entities including AE Red Holdings, LLC, and Edge Autonomy Ultimate Holdings, LP [3] Group 2: Company Financials - Redwire Corporation reported a total revenue of $296.15 million and a net income of -$268.03 million for the trailing twelve months (TTM) [4] - The company has 750 employees and experienced a 1-year price change of -63.21% as of February 21, 2026 [4] Group 3: Company Profile - Redwire Corporation specializes in developing and manufacturing mission-critical space infrastructure within the aerospace and defense sector, offering products such as antennas, advanced sensors, solar arrays, and software for digital engineering [5] Group 4: Market Context - The recent sales by AE Red Holdings followed a significant increase in Redwire's share prices, which climbed approximately 50% in January 2026, but the stock has since lost most of that gain [7] - The company is expected to report its fourth-quarter earnings for FY 2025 soon, with projections indicating it may close FY 2026 with its worst annual net loss, having already lost $208.25 million [8]

Core Viewpoint - Redwire shares are experiencing upward momentum, driven by increased expectations for demand in national security and space-based infrastructure due to geopolitical tensions [2][3]. Company Performance - Redwire shares increased by 5% to $8.30 at market close on Wednesday, with key resistance at $9 and support at $7.50 [7]. - The stock is currently trading 22% below its 20-day simple moving average (SMA) and 1.9% below its 100-day SMA, indicating short-term weakness but some resilience in the longer term [4]. - Over the past 12 months, shares have decreased by 64.99%, positioning them closer to their 52-week lows than highs, suggesting ongoing challenges for the stock [4]. Technical Indicators - The Relative Strength Index (RSI) is at 41.01, indicating neutral territory, meaning the stock is neither overbought nor oversold [5]. - The Moving Average Convergence Divergence (MACD) is at -0.4238, below its signal line at 0.0797, indicating bearish pressure on the stock [5]. - The combination of a neutral RSI and bearish MACD suggests mixed momentum, reflecting uncertainty in the stock's near-term direction [5]. Market Context - The rhetoric from the Trump administration regarding potential military action has reinforced expectations for sustained demand for space-based surveillance and communications, which are central to Redwire's government-focused business [2][3]. - The Benzinga Edge scorecard indicates that Redwire's momentum is weak, with a score of 5.22, suggesting the stock is underperforming the broader market [6].

Core Insights - Redwire and Firefly both reported significant losses in Q3 2025, with Redwire's revenue at $103.4 million and a net loss of $41.2 million, while Firefly reported $30.8 million in revenue and a net loss of $133.4 million, leading to stock declines of over 20% for both companies [1] Group 1: Company Performance - Redwire achieved a year-over-year revenue growth of 50.7% but has a gross margin of only 16.3%, indicating challenges in profitability [1] - Firefly's revenue nearly doubled quarter-over-quarter with a 98% sequential growth, driven by its acquisition of SciTec, but it still reported a gross margin of 27.6% and significant cash burn [1] - Planet Labs reported Q3 revenue of $81.3 million with breakeven EPS and a gross margin of 57%, showcasing a more stable financial profile compared to Redwire and Firefly [1] Group 2: Market Positioning - Redwire focuses on space infrastructure and autonomous systems, with a book-to-bill ratio of 1.25 suggesting demand is holding, despite operational challenges [1] - Firefly is concentrated on launch services and lunar missions, having secured a $176.7 million NASA contract, but faces high cash burn rates [1] - Both companies need to demonstrate margin improvement and consistent execution to reach profitability, while Planet Labs offers a more mature business model with established profitability [1]