Redwire Corporation (RDW) Stock Falls on Q4 2025 Earnings

Redwire Corporation (RDW) — Q4 2025 results.

Total revenue of $108.8 million, up 56.4% year-over-year.

Gross profit of $10.5 million, an increase of 127.1% year-over-year, with cost of sales at $98.3 million (up 51.4%).

Operating loss narrowed to -$81.6 million, improving 330.0% year-over-year.

Net loss attributable to common shareholders of -$98.1 million, an improvement of 6.5% year-over-year.

Cash from operating activities was -$20.3 million, down 387.7% year-over-year.

Capital expenditures totaled -$6.5 million, up 179.9% year-over-year.

Cash and cash equivalents stood at $95.2 million, up 94.0% year-over-year.

Total liabilities were $312.1 million, down 9.4% year-over-year.

Revenue beat consensus, coming in about $5.4 million above the estimate of $103.4 million.

Diluted loss per share was -$0.58, versus an estimate of -$0.19, a shortfall of roughly $0.39 per share.

Shares moved after the release, down 5.95% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Redwire Corporation Insider Trading Activity

Redwire Corporation insiders have traded $RDW stock on the open market 23 times in the past 6 months. Of those trades, 6 have been purchases and 17 have been sales.

Here’s a breakdown of recent trading of $RDW stock by insiders over the last 6 months:

RED HOLDINGS, LLC AE has made 0 purchases and 16 sales selling 40,400,346 shares for an estimated $453,189,167.
CAPITAL CREDIT MEMBER, LLC BAIN sold 11,000,000 shares for an estimated $86,130,000
PETER ANTHONY JR CANNITO (Chairman and CEO) has made 2 purchases buying 40,905 shares for an estimated $249,634 and 0 sales.
AARON MICHAEL FUTCH (EVP, GC and Secretary) has made 3 purchases buying 22,508 shares for an estimated $125,336 and 0 sales.
CHRIS EDMUNDS (Chief Accounting Officer) purchased 5,500 shares for an estimated $30,029

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Redwire Corporation Hedge Fund Activity

We have seen 161 institutional investors add shares of Redwire Corporation stock to their portfolio, and 93 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

HOOD RIVER CAPITAL MANAGEMENT LLC removed 2,221,219 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $19,968,758
COOPER CREEK PARTNERS MANAGEMENT LLC removed 2,003,213 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $18,008,884
BLACKROCK, INC. added 1,938,925 shares (+48.2%) to their portfolio in Q4 2025, for an estimated $14,735,830
STATE STREET CORP added 1,786,038 shares (+61.1%) to their portfolio in Q4 2025, for an estimated $13,573,888
VANGUARD GROUP INC added 1,247,537 shares (+38.5%) to their portfolio in Q4 2025, for an estimated $9,481,281
DRIEHAUS CAPITAL MANAGEMENT LLC removed 1,218,979 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $10,958,621
UBS GROUP AG added 1,192,885 shares (+140.8%) to their portfolio in Q4 2025, for an estimated $9,065,926

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Redwire Corporation Analyst Ratings

Wall Street analysts have issued reports on $RDW in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

HC Wainwright & Co. issued a "Buy" rating on 12/23/2025
B of A Securities issued a "Underperform" rating on 11/19/2025

To track analyst ratings and price targets for Redwire Corporation, check out Quiver Quantitative's $RDW forecast page.

Redwire Corporation Price Targets

Multiple analysts have issued price targets for $RDW recently. We have seen 5 analysts offer price targets for $RDW in the last 6 months, with a median target of $9.0.

Here are some recent targets:

Scott Buck from HC Wainwright & Co. set a target price of $22.0 on 12/23/2025
Colin Canfield from Cantor Fitzgerald set a target price of $9.0 on 12/10/2025
Ronald Epstein from B of A Securities set a target price of $6.0 on 11/19/2025
Austin Moeller from Canaccord Genuity set a target price of $11.0 on 11/12/2025
Michael Ciarmoli from Truist Securities set a target price of $8.0 on 11/07/2025