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Redwire
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Redwire makes the parts that make spacecraft work — solar arrays, structures, sensors, even in-space manufacturing — and supplies flagship NASA and defense programs. In 2025 it made a transformational acquisition, adding defense drones, to ride the space and national-security booms at once. Fast-growing, but losing money and now carrying the risks of a big deal.
Updated · Q1 2026 · March 2026
6
Chapters
~13
Min read
$370M / yr revenue · public since 2021
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Spice: Ghost (5/5)
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0 of 6
1
Growth
~3 min
Two Booms, One Company
Redwire grew 58% — but a big chunk came from buying its way into a second hot market. Knowing the difference is the first lesson.
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2
Financial Health
~2 min
Losses Plus a Big Deal's Bill
Redwire loses money on its own — and the transformational acquisition added debt and costs on top. The balance sheet is now part of the story.
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3
Moat
~2 min
Designed Into the Mission
Redwire's parts are embedded in flagship space programs. Once your component is designed into a spacecraft, you're very hard to rip out.
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4
Management
~2 min
Betting Big on a Deal
Redwire's management didn't wait to grow organically — it made a company-changing acquisition. That's the bet you're underwriting.
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5
Behind the Numbers
~2 min
The Story Behind the Numbers
The income statement says *what* happened. The company's own write-up says *why*.
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6
Risk
~2 min
Two Tailwinds, One Risky Deal
Redwire is riding two of the strongest spending trends around. The risk is that it's doing so as a small, money-losing company that just took on a big, debt-funded bet.
↻ Next update · Aug 7
est. Aug 7, 2026 · Q2 2026 · Redwire Investor Relations ↗
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You're reading the 6 opening chapters. After that, every time Redwire files a new report, the chapters get updated here.