Redwire Corporation says shareholders voted, on an advisory basis, for annual future votes on named executive officer compensation. The Board determined that these non-binding advisory votes will be held annually, consistent with its recommendation in the proxy statement. The annual schedule continues until the next required shareholder advisory vote on frequency, expected no later than the 2032 Annual Meeting of Stockholders.
Redwire Corp (RDW) common stock was the subject of an indirect sale of 929,435 shares at $11.34 per share on September 23, 2026; the reported holdings following the transaction were 147,984 shares. Footnotes identify AE Red Holdings, LLC and the AE Funds as holders, with voting and dispositive power exercised by Michael Greene and David H. Rowe, managing members of AeroEquity GP, LLC. No Rule 10b5-1 plan is reported.
Redwire Corporation (RDW) is the issuer of common shares that AE Red Holdings, LLC, identified as a 10% stockholder, reported it intends to sell: 929,435 shares, with an aggregate market value of $10,930,155.6. The approximate sale date is September 23, 2026, through Merrill Lynch. AE Red Holdings, LLC acquired the shares on June 11, 2026, through a cashless exercise of 2,000,000 warrants.
State Street Corporation and SSGA Funds Management, Inc. reported significant beneficial ownership positions in Redwire Corp common stock. As of June 30, 2026, State Street Corporation reported beneficial ownership of 14,595,556 shares of Redwire, representing 7.3% of the common stock class, with shared voting power over 14,213,417 shares and shared dispositive power over 14,595,556 shares, and no sole voting or dispositive power.
SSGA Funds Management, Inc. separately reported beneficial ownership of 10,781,537 shares, or 5.4% of the class, with shared voting power over 10,755,537 shares and shared dispositive power over 10,781,537 shares. The filing identifies several State Street Global Advisors entities as investment adviser subsidiaries involved in holding these securities on behalf of clients.
Redwire Corporation reported second-quarter 2026 revenues of $ 117,074, up from $ 61,760 a year earlier, with gross profit turning positive at $ 32,544 instead of a prior gross loss. Operating loss narrowed to $ 22,090, and net loss was $ 40,971 or $ ( 0.19 ) per share.
For the first six months of 2026, revenues reached $ 214,046 and net loss was $ 117,473. Net cash used in operating activities decreased to $ 31,602. Cash, cash equivalents and restricted cash rose to $ 557,718 at June 30, 2026, while total debt declined to $ 48,875.
Redwire raised equity through multiple at-the-market programs, issuing 40,253,405 shares in the first half of 2026 and ending the quarter with 249,221,102 common shares outstanding. All Series A Convertible Preferred Stock was converted into common stock, removing a $ 118,434 liquidation preference and significantly reducing future preferred dividends.
Redwire Corporation reported strong second-quarter 2026 growth, with revenue of $117.1 million, up 89.6% year-over-year, and a return to positive gross margin of 27.8% versus (30.9)% a year earlier. Net loss narrowed to $(41.0) million, an improvement of $56.0 million, while Adjusted EBITDA was $(3.2) million, a year-over-year improvement of $24.2 million, including $12.5 million of research and development expense.
Contracted backlog reached a record $542.1 million, and the book-to-bill ratio was 1.42 for the quarter, with 1.52 over the last twelve months, supporting future revenue visibility. As of June 30, 2026, Redwire had total liquidity of $607.8 million, including $557.0 million in cash and cash equivalents and $50.0 million in available borrowings, after reducing term loans from $90.0 million to $50.0 million during the quarter. Free cash flow for the first half remained negative at $(48.0) million. Having generated $214.0 million of revenue in the first half of 2026, the company reaffirmed its full-year 2026 revenue forecast of $450 million to $500 million.
BlackRock, Inc. reports a passive ownership stake in Redwire Corp common stock. BlackRock, through certain reporting business units, is deemed to beneficially own 14,582,726 shares of Redwire common stock, representing 6.1% of the outstanding class as of the reported date.
BlackRock has sole voting power over 14,262,079 shares and sole dispositive power over all 14,582,726 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds from these shares, but no single client holds more than five percent of Redwire’s outstanding common stock.
Aaron Michael Futch, EVP, GC and Secretary of Redwire, received a grant of 45,455 restricted stock units that vest in three equal annual installments on July 14, 2027, July 14, 2028 and July 14, 2029, plus 45,455 performance-based RSUs tied to total shareholder return versus the Russell 2000 Total Return Index through December 31, 2028.
In connection with a prior RSU vesting, 2,271 shares of common stock were mandatorily withheld to cover taxes at $9.74 per share. Following these transactions, Futch holds 131,833.794 common shares directly, including 2,360 acquired through the employee stock purchase plan, in addition to the new RSU awards.
Redwire Corp Chairman and CEO Peter Anthony Cannito Jr reported equity compensation changes on July 14, 2026. A grant covered 190,637 common shares and 190,637 Performance-Based Restricted Stock Units that may deliver between 0 and 2 shares each based on total shareholder return versus the Russell 2000 Total Return Index from January 1, 2026 through December 31, 2028. 12,631 shares were mandatorily withheld to cover taxes upon restricted stock unit vesting at $9.74 per share. After these transactions, he holds 809,996 common shares directly, including 9,678 shares acquired through the employee stock purchase plan, plus the performance-based RSUs expiring December 31, 2028.
Redwire Corp’s President, Space, Michael N. Gold reported equity compensation changes and related tax withholding. He received an award of 63,637 restricted stock units that vest in three equal annual installments on July 14, 2027, 2028 and 2029, and 63,637 performance-based RSUs, each representing a contingent right to receive between 0 and 2 shares depending on Redwire’s total shareholder return versus the Russell 2000 Total Return Index from January 1, 2026 through December 31, 2028. In connection with a separate RSU vesting, 3,777 shares were mandatorily withheld to cover taxes at a price of $9.74 per share, the closing price on the vesting date. Following these transactions, he directly holds 264,866 shares of common stock and 63,637 performance-based RSUs.