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Stock impact report

Redwire narrows 2025 revenue outlook to $320M–$340M amid delayed government awards, eyes strong 2026 pipeline [Seeking Alpha]

Redwire Corporation (RDW) 
Company Research Source: Seeking Alpha
CEO Peter Cannito highlighted Redwire's ongoing transformation, stating the combination with Edge Autonomy has "significantly enhanced" technical, operational, and financial positioning. He introduced an updated vision for Redwire as an integrated space and defense tech company, emphasizing Quick Insights The merger has significantly enhanced Redwire's technical, operational, and financial positioning, leading to record sequential and year-over-year revenue growth, improved adjusted EBITDA, and a robust backlog. The shutdown is delaying key government awards, including the LRR program, resulting in lower 2025 revenue guidance due to timing, but demand remains and awards are expected to support a stronger 2026. Management targets maintaining gross margins at 27–30%, reports sequential improvements in adjusted EBITDA, and is committing to cost-cutting with a $10 million run rate savings, but analysts express concern about margin sustainability and execution. More Trending News Show less Read more
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