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2026-08-21 Analyst reiterates Buy with higher PT, alongside Q2 results and backlog growth, reinforcing outlook
CompanyBull
Redwire partners with Kanematsu to expand into Japan space market
Combining Redwire's space tech with Kanematsu's market expertise to deliver next-gen space solutions in Japan
D1 -0.1% · +5d -8.1%
›2 waves of this story
2026-08-12 Partnership combines Redwire's space tech with Kanematsu's market reach, aiding JAXA program bids
2026-08-14 Combining Redwire's space tech with Kanematsu's market expertise to deliver next-gen space solutions in Japan
EarningsBull
Redwire Q2 Record Revenue and Backlog
Record Q2 revenue, gross margin, and contracted backlog driven by defense tech growth
D1 -3.5% · +5d +2.2%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +0.8% · +5d +25.8%
Earnings
Earnings report
Record Q2 2026 revenue of $117.1 million, up 89.6% year-over-year and 20.7% sequentially.
D1 +0.8% · +5d +25.8%
Earnings
RDW Q2 Earnings Set for Aug 5 After Close
Multiple outlets highlight 70.6% projected sales growth and record backlog ahead of earnings, while R&D spending may weigh on near-term profits
D1 +11.8% · +5d +36.1%
›3 waves of this story
2026-08-03 Multiple sources confirm earnings timing, part of this week's space/defense earnings season.
2026-08-03 Multiple market event calendars and trader posts highlight RDW during earnings week, reinforcing the Aug 5 Q2 report timeline
2026-08-04 Multiple outlets highlight 70.6% projected sales growth and record backlog ahead of earnings, while R&D spending may weigh on near-term profits
CompanyBull
Redwire Opens New Payload Operations Control Center for ISS Real-Time Oversight
Ahead of SpaceX's second Starfall test, operators assess automated capsule designs without permanent crews.
D1 -6.4% · +5d -0.8%
›2 waves of this story
2026-07-24 New facility enhances real-time monitoring of ISS science missions, strengthening position in microgravity market
2026-08-02 Ahead of SpaceX's second Starfall test, operators assess automated capsule designs without permanent crews.
ProductBull
Redwire Completes Space Dogfighting Demo Integrating Multiple Data Sources
Demo requested by CSO connects orbital data and simulation, showcasing military space tech
D1 -6.4% · +5d -0.8%
CompanyBull
Redwire Announces Huntsville Campus Expansion and Indiana Facility Opening
164k sq ft expansion; Stalker adopted by police, business expanding
D1 +9.5% · +5d -9.0%
›3 waves of this story
2026-07-21 Two major facility expansions in two days, covering UAS production and space R&D manufacturing, with state and local incentives.
2026-07-21 New 30,000-sq-ft microgravity R&D hub targets drug development; Huntsville expansion boosts manufacturing, confirmed by multiple outlets.
2026-07-23 164k sq ft expansion; Stalker adopted by police, business expanding
ProductBull
Redwire Receives $21.5M Follow-On Order for Stalker UAS
New orders support PAE RAS Family of Small UAS program, confirmed by multiple independent sources.
D1 -3.9% · +5d -4.0%
›2 waves of this story
2026-07-15 Follow-on award from PAE RAS for advanced navigation and standard systems
2026-07-15 New orders support PAE RAS Family of Small UAS program, confirmed by multiple independent sources.
8-K filing
8-K: Item 5.02
D1 +1.6% · +5d -3.3%
8-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 -2.1% · +5d -12.5%
①
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
21 items
CompanyBull
Redwire Secures Additional Stalker UAS Orders from US National Guard
Company announcement confirms additional orders supporting Army's next-gen drone operators program
D1 +3.4% · since -4.5%
CompanyBull
Redwire Launches Final ROSA Wings to ISS, Completing Power Modernization
Fourth and final pair of ROSA wings to launch on NASA's SpaceX mission, capping historic power upgrade
D1 -3.8% · +5d -7.8%
CompanyBull
Redwire Wins Follow-On Contract for Axiom Station Second Module Solar Arrays
Supplies two additional ROSA wings for second module, extending partnership and strengthening commercial space station supply chain role
D1 -4.1% · +5d -11.6%
CompanyBull
Honda and Redwire Partner on Robotics for Commercial Space Stations
Honda announced collaboration with Redwire to develop robotics for future commercial space stations, reducing astronaut time for experiments
D1 +1.2% · +5d -7.7%
CompanyBull
Redwire Selected for $980M Space Force NITE-STAR Contract
One of 15 vendors on IDIQ for National Space Test and Training Complex
D1 +2.9% · +5d -8.9%
16 earlier events›
Insider selling
Insider selling $10.5M (1)
D1 -4.2% · +5d -7.4%
CapitalBear
HighTower Cuts Redwire Stake by 73%
Institutional stake reduction signals fund flow shift
D1 +7.0% · +5d +0.4%
Company
Redwire's Phased-Array Bet Broadens Defense Comms, Returns Unproven
Multiple analyses see phased-array expanding defense reach, but funding and returns unproven
D1 +0.9% · +5d -10.6%
›2 waves of this story
2026-08-25 Strategic investment targets faster, more resilient space-based data networks for global warfighter connectivity across LEO, MEO and GEO
2026-09-03 Multiple analyses see phased-array expanding defense reach, but funding and returns unproven
CompanyBull
Redwire Stock Up 24% in August on Q2 Beat and New Wins
Earnings beat and continued wins drove rally, but valuation remains rich
D1 +0.4% · +5d +2.4%
EarningsBull
Redwire PT Raised to $15 by Canaccord, Buy Maintained
Analyst reiterates Buy with higher PT, alongside Q2 results and backlog growth, reinforcing outlook
2026-08-21 Analyst reiterates Buy with higher PT, alongside Q2 results and backlog growth, reinforcing outlook
CompanyBull
Redwire partners with Kanematsu to expand into Japan space market
Combining Redwire's space tech with Kanematsu's market expertise to deliver next-gen space solutions in Japan
D1 -0.1% · +5d -8.1%
›2 waves of this story
2026-08-12 Partnership combines Redwire's space tech with Kanematsu's market reach, aiding JAXA program bids
2026-08-14 Combining Redwire's space tech with Kanematsu's market expertise to deliver next-gen space solutions in Japan
EarningsBull
Redwire Q2 Record Revenue and Backlog
Record Q2 revenue, gross margin, and contracted backlog driven by defense tech growth
D1 -3.5% · +5d +2.2%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +0.8% · +5d +25.8%
Earnings
Earnings report
Record Q2 2026 revenue of $117.1 million, up 89.6% year-over-year and 20.7% sequentially.
D1 +0.8% · +5d +25.8%
Earnings
RDW Q2 Earnings Set for Aug 5 After Close
Multiple outlets highlight 70.6% projected sales growth and record backlog ahead of earnings, while R&D spending may weigh on near-term profits
D1 +11.8% · +5d +36.1%
›3 waves of this story
2026-08-03 Multiple sources confirm earnings timing, part of this week's space/defense earnings season.
2026-08-03 Multiple market event calendars and trader posts highlight RDW during earnings week, reinforcing the Aug 5 Q2 report timeline
2026-08-04 Multiple outlets highlight 70.6% projected sales growth and record backlog ahead of earnings, while R&D spending may weigh on near-term profits
CompanyBull
Redwire Opens New Payload Operations Control Center for ISS Real-Time Oversight
Ahead of SpaceX's second Starfall test, operators assess automated capsule designs without permanent crews.
D1 -6.4% · +5d -0.8%
›2 waves of this story
2026-07-24 New facility enhances real-time monitoring of ISS science missions, strengthening position in microgravity market
2026-08-02 Ahead of SpaceX's second Starfall test, operators assess automated capsule designs without permanent crews.
ProductBull
Redwire Completes Space Dogfighting Demo Integrating Multiple Data Sources
Demo requested by CSO connects orbital data and simulation, showcasing military space tech
D1 -6.4% · +5d -0.8%
CompanyBull
Redwire Announces Huntsville Campus Expansion and Indiana Facility Opening
164k sq ft expansion; Stalker adopted by police, business expanding
D1 +9.5% · +5d -9.0%
›3 waves of this story
2026-07-21 Two major facility expansions in two days, covering UAS production and space R&D manufacturing, with state and local incentives.
2026-07-21 New 30,000-sq-ft microgravity R&D hub targets drug development; Huntsville expansion boosts manufacturing, confirmed by multiple outlets.
2026-07-23 164k sq ft expansion; Stalker adopted by police, business expanding
ProductBull
Redwire Receives $21.5M Follow-On Order for Stalker UAS
New orders support PAE RAS Family of Small UAS program, confirmed by multiple independent sources.
D1 -3.9% · +5d -4.0%
›2 waves of this story
2026-07-15 Follow-on award from PAE RAS for advanced navigation and standard systems
2026-07-15 New orders support PAE RAS Family of Small UAS program, confirmed by multiple independent sources.
8-K filing
8-K: Item 5.02
D1 +1.6% · +5d -3.3%
8-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 -2.1% · +5d -12.5%
$RDW — what investors on X are saying · SpikePanel
