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Redwire
Redwire (RDW) investor relations material
Redwire Company presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company presentation summary16 Nov, 2025
Business overview and value drivers
Operates in space and defense technology with a 50-year heritage, serving civil, commercial, and national security customers globally.
Key value drivers include next-gen spacecraft, large space infrastructure, microgravity development, combat-proven UAS, and advanced sensors and payloads.
Customers include NASA, ESA, U.S. government agencies, major aerospace primes, and international defense organizations.
Maintains a global presence with 19 North American and 4 European locations, including recent expansion into Ukraine.
Revenue is recognized both at point in time and over time, with 74% of backlog recognized over time as of Q3 2025.
Product and technology highlights
VLEO spacecraft platforms (SabreSat and Phantom) offer modular, cost-effective, and maneuverable solutions for intelligence and communications missions.
ROSA solar array technology has a 100% on-orbit success rate and is used on the ISS, DART, and commercial stations.
Microgravity PIL-BOX facilities have enabled 100s of experiments, with 42 launched to the ISS and partnerships with major pharma and academic institutions.
Combat-proven UAS (Stalker and Penguin series) are fielded with U.S. and allied forces, offering silent, long-endurance, and payload-agnostic capabilities.
Delivered thousands of sensors and payloads, including 400+ Octopus gimbals to Ukraine, and is expanding into UAV EO/IR sensor markets.
Financial performance and metrics
Q3 2025 revenue reached $103.4M, up from $61.4M in Q1 2025, with adjusted gross margin improving to 27.1%.
Revenue is diversified: 51.4% recognized over time, 48.6% at point in time; customer mix includes civil space, national security, and commercial sectors.
Adjusted EBITDA for Q3 2025 was $(2.6)M, with a net loss of $(41.2)M; free cash flow for the quarter was $(27.8)M.
Contracted backlog at Q3 2025 was $355.6M, with a book-to-bill ratio of 1.25, indicating strong future revenue potential.
Has completed 11 acquisitions since 2020, most recently Edge Autonomy in June 2025, supporting platform consolidation and growth.
VLEO market dominance strategy
Microgravity royalty partnership outlook
Edge Autonomy integration success and benefits
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Next Redwire earnings date
Q4 202510 Mar, 2026
Redwire
Next Redwire earnings date
Q4 202510 Mar, 2026
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Frequently asked questions
Redwire Corporation is a U.S.-based company specializing in space infrastructure and advanced technology solutions for the aerospace and defense industries. The company provides a wide range of products and services, including space robotics, solar power systems, in-space manufacturing, and spacecraft components. Redwire supports government and commercial missions, focusing on innovations that enable sustainable and scalable space exploration, satellite operations, and lunar and planetary missions. The company is headquartered in Jacksonville, Florida, and its shares are listed on the New York Stock Exchange.
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