Capital investment and capacitymixed · 4 filings
“The change was due to an increase in capital expenditures primarily related to equipment and leasehold improvements.”10-Q · May 7, 2026 ↗
Redwire Corporation
RDW
You’ve read what changed. Here’s whether the market is confirming it.
Market read
Redwire Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 29 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
Company+1.7% todayVolume comparison unavailable
Market group0 of 29 activeNuclear and Rare Materials · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- RDW's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if RDW's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 29 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- RDW's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods6
Price observations319
Usable filing statements120
Verified relationships9
Evidence supporting the case
- Latest annual revenue changed +10.3% year over year.
- Credit and interest rates has repeated favorable evidence across 3 filings.
Evidence challenging the case
- Operating margin changed -54.6 percentage points in the latest annual period.
- Net margin changed -30.0 percentage points in the latest annual period.
Questions before a position
- EV/sales is 36% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
10.896m+20.1%12m+21.1%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$137.6M+237.4%$-1.36+21.2%
2022-12-31$160.5M+16.7%$-2.09+40.5%
2023-12-31$243.8M+51.9%$-0.73+2.1%
2024-12-31$304.1M+24.7%$-2.35+2.3%
2025-12-31$335.4M+10.3%$-2.28—
What management says matters
Persistent and emerging business drivers
Credit and interest ratespositive · 3 filings
“The change to net repayments of debt was driven primarily by the repayment of all outstanding principal balances of the term loans and revolving credit facility under the Adams Street Credit Agreement and the repayment of the Seller Note which is partially of…”10-K · Feb 27, 2026 ↗
Product pipeline and R&Dpositive · 2 filings
“Research and Development Research and development expenses increased $13.6 million for the year ended December 31, 2025 as compared with the same period in 2024 primarily due to $14.9 million of costs related to the Edge Autonomy acquisition.”10-K · Feb 27, 2026 ↗
Demand and volumenegative · 1 filings
“The decrease in contract liabilities during 2025 was primarily driven by the timing of large billable milestones occurring during the last quarter of 2024 compared to the year ended December 31, 2025, as well as decreased bookings during 2025.”10-K · Feb 27, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 3.9× · EV/sales 3.8×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
10.89+1.7% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for RDW. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for RDW. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind RDW
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MOG-AMoog Inc.supplierMay 7, 2026 ▾
“Awarded a $12.8 million contract to deliver Extensible Low-Profile Solar Array (“ELSA”) wings to Moog, Inc.”
BMYBristol-Myers Squibb CompanypartnerNov 6, 2025 ▾
“The Company launched a total of 14 PIL-BOXes during the three months ended September 30, 2025, with three different partners: Bristol Myers Squibb, Butler University, and Purdue University.”
Depended on by
AVAVAeroVironment, Inc.competitorJun 29, 2026 ▾
“Our current principal competitors include Elbit Systems Ltd., Quantum-Systems, Inc., Redwire Corporation, Teledyne Technologies, Inc., Sierra Nevada Corporation, Lockheed Martin Corporation, The Boeing Company, Textron, Inc., Shield AI, Inc., Northrop Grumman…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 9 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
RDW is currently a Follower in the organic co-movement group Nuclear and Rare Materials. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for RDW; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.