SATCOM INTELSatellite & space-infrastructure intelligence, read through SESBrief 2026-08-29 · 15:14 UTC

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RDW

Redwire Corporation

Merchant supplierNYSE:RDW

$2.7Bmarket cap
$10.87▼ 3.55%
2layers occupied

VALUE-CHAIN POSITION

L1Components / subsystemsmerchant
L2Spacecraft manufacturingmerchant
L3Launch / in-space transport
L4Constellation ownership / operations
L5Services, data & applications
GGround segment / terminals

Where this company sits on the value chain, and whether each layer is captive (done for itself) or merchant (sold to others). Dashed = entering. The migration these positions track: end-to-end convergence.

QUARTERLY FINANCIALS

Revenue and operating margin, last 12 quarters

$0M$34M$67M$101M$135M2022Q3: $37M revenue · -27.7% op margin2022Q32023Q1: $58M revenue · -3.9% op margin2023Q2: $60M revenue · -6.4% op margin2023Q22023Q3: $63M revenue · -4.3% op margin2024Q1: $88M revenue · -4.1% op margin2024Q12024Q2: $78M revenue · -9.1% op margin2024Q3: $69M revenue · -18.2% op margin2024Q32025Q1: $61M revenue · -23.3% op margin2025Q2: $62M revenue · -148.8% op margin2025Q22025Q3: $103M revenue · -40.5% op margin2026Q1: $97M revenue · -71.9% op margin2026Q12026Q2: $117M revenue · -18.9% op margin2022Q3: -27.7% operating margin2023Q1: -3.9% operating margin2023Q2: -6.4% operating margin2023Q3: -4.3% operating margin2024Q1: -4.1% operating margin2024Q2: -9.1% operating margin2024Q3: -18.2% operating margin2025Q1: -23.3% operating margin2025Q2: -148.8% operating margin2025Q3: -40.5% operating margin2026Q1: -71.9% operating margin2026Q2: -18.9% operating margin-149%0%30%
Revenue (left)Operating margin (right)+214% over the window

Structured from SEC XBRL company facts. Quarterly durations only; a Q4 reported only in the 10-K is omitted rather than shown as a partial year. data/companies/redwire/financials.jsonl

RECENT FILINGS

712 filings total · data/companies/redwire/filings.jsonl

TRANSCRIPT SHELF

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