Redwire (RDW) Earnings Date & Reports

Key Takeaways

• Redwire Corporation (RDW) is expected to report its third quarter 2026 results on November 4, 2026, after market close, followed by a conference call on November 5.
• Analyst consensus estimates point to revenue of roughly $126.6 million and an adjusted loss of about $0.09 per share.
• Projected revenue would represent roughly 22% year-over-year growth from the $103.4 million reported in Q3 2025.
• The company reaffirmed full-year 2026 revenue guidance of $450 million to $500 million when it last reported.
• Investors will watch backlog conversion, gross margin trends, and momentum across the company's Space and Defense Tech segments.

Earnings Context and Why It Matters

Redwire's upcoming report is a key checkpoint for a space infrastructure and defense technology company that has been scaling rapidly while still posting net losses. Last quarter, revenue jumped nearly 90% year over year to a record $117.1 million, gross margin hit a record 27.8%, and contracted backlog climbed to $542.1 million. The stock rose about 10% after those results. With a reaffirmed annual revenue target implying roughly 40% growth, this earnings event will test whether Redwire can sustain that trajectory while managing margin pressure, rising research and development spending, and an inventory build that has weighed on near-term cash.

Earnings Expectations

Wall Street expects Redwire to report an adjusted loss of approximately $0.09 per share (EPS, or earnings per share) on revenue of about $126.6 million for the third quarter of 2026. That compares with a loss of $0.29 per share on revenue of $103.4 million in the same quarter a year earlier, implying expected top-line growth of roughly 22%. The company's fiscal year aligns with the calendar year, so this report covers the quarter ended September 30, 2026.

In its prior quarter, Redwire delivered adjusted EPS of -$0.09, beating consensus of about -$0.16, while revenue of $117.1 million cleared estimates. Management reaffirmed full-year 2026 revenue guidance of $450 million to $500 million, with the midpoint implying about 41.6% year-over-year growth and visibility to that midpoint estimated at roughly 90%. Key metrics to watch this quarter include quarterly book-to-bill (the ratio of new orders to revenue billed), gross margin, adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization), and any update to the company's contracted backlog.

AI Screener

Tickeron's AI Screener is an AI-powered stock and ETF (exchange-traded fund) discovery tool that helps traders and investors filter the market based on technical patterns, fundamentals, trends, volatility, and AI-driven signals. Users can scan thousands of stocks and ETFs using customizable filters such as industry, market capitalization, technical indicators, price patterns, and performance metrics. The screener is designed to help identify trade ideas, trending stocks, breakout candidates, and market opportunities more efficiently than manual screening. Investors tracking earnings season, including reports like Redwire's, can use the tool to surface related ideas and monitor shifting momentum across sectors. Explore the AI Screener to streamline your market research.

Market Reaction and Investor Sentiment

Sentiment heading into the report has been broadly constructive but cautious. Redwire shares rallied roughly 10% after its August results, which combined record revenue and margin improvement with a continued GAAP net loss and negative adjusted EBITDA. Because the company has beaten consensus EPS only once in its last eight quarters, investors are weighing strong demand signals against persistent profitability gaps. Key risk factors include lumpy contract award timing, potential estimate-at-completion adjustments on programs, and elevated inventory that pressures near-term cash. Any revision to full-year guidance, changes to backlog, or commentary on gross margin sustainability is likely to drive the stock's immediate reaction.

Forward Outlook and Key Factors to Monitor

Following this earnings report, investors should watch how quickly Redwire converts its record backlog into recognized revenue. The company has signaled that award timing can be uneven, so a book-to-bill ratio above 1.0 would indicate that new orders are outpacing revenue and supporting future growth.

Margin trends will also be central. Management has guided near-term gross margins to the low-to-mid 20% range, down from the record 27.8% posted last quarter, as the company invests in capacity and research and development. How margins evolve as the Defense Tech segment scales will shape the path toward profitability.

Finally, monitor balance-sheet and liquidity signals. Redwire finished its last quarter with record liquidity above $600 million and sharply reduced debt, giving it flexibility to fund facility expansions and R&D. Changes in inventory, free cash flow, and any updates to full-year guidance will offer important clues about execution in the second half of 2026.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations