Redwire Corporation Stock Price, News & Analysis

Redwire (NYSE: RDW) was awarded a $44 million Phase 2 DARPA contract on Q4 2025 to advance the Otter Very Low Earth Orbit (VLEO) mission. The funding covers completing manufacturing and delivering the spacecraft to launch and leverages Redwire’s SabreSat platform and U.S.-built SabreSat Orbital Drone. Otter will demonstrate an air-breathing spacecraft and software/hardware systems to extend life and performance in low-altitude orbits.

The award is presented as strengthening Redwire’s VLEO leadership and complements its roles on the European Space Agency Skimsat mission and DeepSat digital engineering work.

Redwire (NYSE: RDW) opened a new 85,000 sq ft facility in Ann Arbor, Michigan on November 13, 2025 to increase production of critical fuel cells for its Stalker uncrewed aerial system and other applications. The expansion nearly doubles Redwire’s footprint in Michigan and boosts vertical integration for subsidiary Edge Autonomy. The site will scale production of battery, filtration, solid oxide fuel cells for Stalker UAS and propane-powered fuel cells for freight rail and other uses. Company and local officials including Senator Gary Peters and Congresswoman Debbie Dingell attended the ribbon-cutting.

Redwire (NYSE: RDW) announced on November 13, 2025 that its subsidiary Edge Autonomy has partnered with Eurolink Systems to supply mission-proven uncrewed aerial systems (UAS) to the Italian defense sector.

The collaboration will promote Edge Autonomy's Stalker Block 30/40, Penguin C VTOL and Mk2, plus electro-optical gimbals and rugged energy systems, with local integration, validation and lifecycle support provided by Eurolink in Italy.

Redwire (NYSE: RDW) announced that its subsidiary Edge Autonomy was contracted to deliver Penguin C VTOL uncrewed aerial systems and Octopus gimbal camera payloads to the Croatian Border Patrol.

The contract is funded under the European Border and Coast Guard Agency (Frontex) to support EU external border management, enabling airborne surveillance to detect potential threats while minimising travel delays across the Schengen area. Edge Autonomy has prior deployments with Frontex and other EU customers and positions its autonomous UAS and optics as proven solutions for austere environments and ISR missions.

Redwire (NYSE:RDW) reported third quarter 2025 results: revenue $103.4M (+50.7% YoY), Adjusted Gross Margin 27.1%, and Adjusted EBITDA $(2.6)M. Book-to-Bill rose to 1.25 with Contracted Backlog of $355.6M. Company closed the acquisition of Edge Autonomy (effective June 13, 2025) and noted $8.3M of unfavorable EAC changes that impacted quarterly results. Total liquidity was $89.3M. Management expects full-year 2025 revenue of $320M–$340M but said the U.S. government shutdown may push awards into 2026.

Redwire (NYSE: RDW) will report third quarter 2025 financial results for the period ended September 30, 2025 after market close on Wednesday, November 5, 2025. Management will host an earnings conference call at 9:00 a.m. ET on Thursday, November 6, 2025 to review results, with call-in numbers 877-485-3108 (toll-free) and 201-689-8264 (toll); conference ID 13756522. A live streamed slide presentation will be available via the provided webcast link and the investor relations website https://ir.redwirespace.com. Replay of the call will be available for two weeks by phone (877-660-6853 or 201-612-7415) using access code 13756522 and via the IR website. The earnings release and related materials will be posted on RDW.com.

Redwire (NYSE: RDW) said Edge Autonomy, its wholly owned subsidiary, signed a Memorandum of Understanding (MoU) with UXV Technologies on October 29, 2025 to cooperate on uncrewed aerial systems (UAS) and long-range autonomous capabilities.

The MoU focuses on integrating UXV’s modular ground control stations, including the Soldier Robotic Controller series, with Edge Autonomy platforms such as the Stalker UAS to enhance interoperability, intelligence, surveillance, and reconnaissance capabilities for allied forces in Europe. The agreement was signed in Riga, Latvia during Danish-Latvian Industry Days with industry and government representatives present.

Redwire (NYSE: RDW) subsidiary Edge Autonomy and Red Cat (Nasdaq: RCAT) announced a strategic integration to mount Red Cat’s Teal Drones Black Widow sUAS under Edge Autonomy’s Stalker Group 2 fixed-wing VTOL. The combined system is designed to support U.S. Army echelon missions—platoon through brigade—by extending range, providing launch-and-recover capability, and acting as a communications relay for tactical ISR.

The Black Widow is NDAA-compliant and was selected by the U.S. Army for SRR Tranche 2 in November 2024. Edge Autonomy emphasizes MOSA design and deployed global presence for defense customers.

Redwire (NYSE: RDW) announced a planned Board refreshment effective October 7, 2025. The Board appointed General (RET) James McConville and Dorothy D. Hayes as independent directors, and reported that Jonathan Baliff and John S. Bolton have stepped down, effective immediately.

General McConville was the 40th Chief of Staff of the U.S. Army, having led an organization of 1.2 million personnel, an annual budget of $185 billion, and operations in over 140 countries. Hayes is a financial executive and board member with prior roles at Intuit, Agilent, Hewlett-Packard and Apollo, and currently chairs the Audit Committee at BigBear.ai.