Redwire Corporation SEC Filings

RDW affiliate notifies intent to sell common stock under Form 144. The filing lists multiple proposed sales by affiliated holders (for example, AE Red Holdings, LLC and Edge Autonomy Ultimate Holdings, LP) across March–April 2026 with individual sale rows and dollar amounts shown. The notice identifies the class as Common and lists NYSE as the trading market.

RDW filings report multiple proposed sales of Common Stock under Rule 144 by affiliated holders. The notice lists numerous dated transactions by AE Red Holdings, LLC and Edge Autonomy Ultimate Holdings, LP, showing individual sales on specific dates and dollar amounts for each trade.

The filings reflect a sequence of dispositions across March and April 2026 by the listed holders; the filings are notices of proposed resale transactions under Rule 144.

Redwire Corporation reported sharply higher Q1 2026 revenue but a much larger loss as it absorbed acquisition and equity compensation costs. Revenue rose to $96.97 million from $61.40 million, driven by both Space and Defense Tech, with national security and commercial customers prominent and Europe a major market.

Net loss widened to $76.50 million from $2.95 million, or $(0.40) per share, mainly due to higher selling, general and administrative expenses of $82.89 million and research and development of $12.58 million, including $46.74 million of equity-based compensation and costs tied to Edge Autonomy. Gross profit improved to $25.81 million from $9.04 million, but was more than offset by operating expenses.

Cash, cash equivalents and restricted cash increased to $145.21 million from $95.18 million, helped by $63.5 million of net proceeds from an at-the-market equity program. Debt totaled $90.33 million, primarily a JPMorgan term loan maturing in 2029. Remaining performance obligations of $393.4 million provide visibility into future revenue, with most expected within 12 months.

Redwire Corporation reported strong first-quarter 2026 revenue growth but a much larger loss. Revenue for the three months ended March 31, 2026 rose 57.9% year-over-year to $97.0 million, driven by both Space and Defense Tech segments. Gross margin improved significantly to 26.6%, reflecting better profitability on sales.

Despite this, Redwire posted a net loss of $76.5 million, a deterioration of $73.6 million year-over-year, largely due to more than $44.0 million of non-recurring items, including recognition of $42.5 million of equity-based compensation tied to the Edge Autonomy acquisition. Adjusted EBITDA fell to $(9.2) million.

Commercial momentum remained strong, with a Book-to-Bill ratio of 1.92 and record contracted backlog of $498.1 million. Total liquidity reached $175.2 million, up 21.0% from year-end 2025. Management reaffirmed its full-year 2026 revenue forecast of $450–$500 million, citing strong demand and improved gross margins.

Redwire Corporation filed a prospectus supplement to offer up to $350,000,000 of its common stock under an at-the-market equity distribution agreement with multiple agents. The company terminated its prior November 2025 equity distribution agreement under which $249,703,958.60 had been offered and sold.

The prospectus states the last reported NYSE sale price was $8.69 per share on May 5, 2026. It also notes shares outstanding of 198,918,728 as of May 5, 2026 and a pro forma upper bound of up to 239,194,908 shares outstanding after giving effect to an assumed sale of 40,276,180 shares at $8.69 per share.

Redwire Corporation filed an update providing unaudited pro forma financials for its acquisition of Edge Autonomy, supporting a previously filed shelf registration. The Edge Autonomy deal closed June 13, 2025 after regulatory approvals and a stockholder vote.

Redwire acquired 100% of Edge Autonomy through a merger, paying $160 million in cash and issuing 49.8 million common shares, with $5.0 million of stock held back for post-closing adjustments. Pro forma for 2025, combined revenue is $422.2 million, with a net loss of $258.6 million and basic and diluted loss per share of $2.15 on 141.9 million weighted-average shares.

Citadel group reports shared voting and dispositive power over Redwire Corp common stock. The joint Schedule 13G discloses holdings including 9,394,538 shares associated with Kenneth Griffin and entity-level positions of 6,391,036, 4,443,552, and 3,003,502 shares for related Citadel entities. The filing states 198,918,728 Shares outstanding as of March 27, 2026.

The statement clarifies organization, relationships among reporting persons, and that some owned shares "may include other instruments exercisable for or convertible into Shares." All reported holdings are shown as shared voting and shared dispositive power; sole power is reported as zero.

Redwire Corp’s major shareholders have updated their stake in the company. An AE Industrial Partners–affiliated group filed Amendment No. 20 to its Schedule 13D, reporting a lower beneficial ownership after selling common stock in open‑market transactions.

The reporting persons now beneficially own 17,366,857 shares of Redwire common stock, equal to 8.3% of the company’s outstanding shares. This position includes 107,469 common shares, 2,000,000 shares issuable upon exercise of warrants, 15,247,586 shares issuable upon conversion of Series A Convertible Preferred Stock, and 11,802 shares issuable from restricted stock units vesting on May 22, 2026.

Redwire Corp insider entities reported an open-market sale of 21,365,909 shares of common stock at $10.85 per share in a single transaction. The shares are held indirectly, with voting and dispositive power over AE Red Holdings, LLC and Edge Autonomy Ultimate Holdings, LP exercised by Michael Greene and David H. Rowe through affiliated AE Industrial Partners funds.

After this sale, the reporting group’s indirect holdings stood at 128,440 shares of common stock. Each involved entity and individual disclaims beneficial ownership of the reported shares except to the extent of any pecuniary interest.