Redwire Q4 Earnings Call Highlights

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Sat, February 28, 2026 astatine 4:05 PM CST 8 min read

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Redwire says 2025 marked a strategical translation aft acquiring Edge Autonomy, shifting toward production-oriented programs with much than two-thirds of gross “moving into production” and expanded Defense Tech capabilities (about 200 Edge craft delivered successful 2025).
The institution ended 2025 with a grounds contracted backlog of $411.2 million, strengthened liquidity of $130.2 million and little involvement costs, and guided 2026 gross of $450–$500 million (≈41.6% growth), with astir fractional of that covered by backlog.
Q4 gross roseate 56.4% to $108.8 million, but margins and profitability were pressured — Q4 gross borderline was 9.6% and nett nonaccomplishment was $85.5 million aft >$40 cardinal of non-recurring charges (including a $34.7M goodwill impairment); absorption says underlying margins would beryllium mid-20% excluding EAC impacts and should amended arsenic accumulation scales.
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Redwire (NYSE:RDW) absorption utilized its full-year and fourth-quarter 2025 net telephone to item what CEO Peter Cannito described arsenic a important displacement successful the business, driven successful portion by the June 2025 acquisition of Edge Autonomy and a determination toward much production-oriented programs. Executives besides pointed to grounds backlog, improved liquidity, and a 2026 gross outlook that implies a measurement up successful growth, adjacent arsenic the institution navigated U.S. authorities fund delays during 2025.

Cannito said Redwire “transformed from a pure-play abstraction supplier to an agile, scaled, multi-domain abstraction and defence tech company” successful 2025, with Edge Autonomy integrated into the Redwire marque nether an ongoing integration plan. The institution expanded its lawsuit basal to much than 170 civil, nationalist security, and commercialized customers and added astir 660 employees, ending 2025 with astir 1,410 employees globally.

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A large taxable of the telephone was Redwire’s merchandise maturation. Cannito contrasted Redwire’s aboriginal public-company years—when absorption estimated astir 75% of products were successful development—with the company’s existent mix. By the extremity of 2025, Redwire estimated that much than two-thirds of gross is “moving into production,” including what Cannito described arsenic a ample information of the company’s UAS portfolio entering higher-margin, full-rate production. He said the displacement should amended the company’s hazard equilibrium and enactment aboriginal gross borderline improvement, portion Redwire continues investing successful technologies specified arsenic VLEO, refuelable GEO, quantum satellites, and the Stalker Block 40 UAS.

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