{"slug":"redwire","name":"Redwire","name_en":"Redwire","ticker":"RDW","updated_at":"2026-07-12T04:10:27.154+00:00","canonical":"https://valuechain.wiki/redwire","same_as":["https://finance.yahoo.com/quote/RDW","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1819810"],"citable":"밸류체인 그래프 기준 Redwire의 직접 연결 기업은 2곳(관계 기준 공급 0·매출 2)이고, 사슬을 2차까지 넓히면 4곳에 닿는다. 링크의 근거 출처는 3건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Redwire is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 4 companies within two hops; the links are backed by 3 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"우주 인프라·솔라어레이·UAS","kicker_en":"Space infrastructure · solar arrays · UAS","lead":"우주 인프라 기업으로 ROSA·ELSA 롤아웃 솔라어레이, 광학·페이로드를 만든다. 2025년 6월 Edge Autonomy 인수로 무인기(Stalker·Penguin)까지 더해 우주+방산 테크로 전환. 2025년 매출 $3.35억(+10%), 2026년 $4.5~5억 전망. 위성에 전력·구조를 대는 우주 부품 축.","lead_en":"A space-infrastructure firm making ROSA/ELSA roll-out solar arrays, optics and payloads. Its June 2025 Edge Autonomy acquisition added UAS drones (Stalker, Penguin), pivoting it to space-plus-defense tech. 2025 revenue $335M (+10%), 2026 guided $450-500M. The space-component axis supplying power and structure to satellites.","segments":{"parts":[{"desc":"ROSA/ELSA 롤아웃 솔라어레이·광학 — 위성에 전력·구조를 대는 우주 부품 본업","name":"우주 인프라(솔라어레이·광학)"},{"desc":"Edge Autonomy 무인기(Stalker·Penguin) — 우주+방산으로 전환한 신규 성장 축","name":"방산 테크(Edge Autonomy UAS)"}],"total":"2025 매출 $335M (+10%)","concentration":"ROSA/ELSA 솔라어레이. NASA·위성."},"segments_en":{"parts":[{"desc":"ROSA/ELSA roll-out solar arrays and optics — the core space-component business supplying power and structure to satellites","name":"Space infra (solar arrays/optics)"},{"desc":"Edge Autonomy UAS (Stalker, Penguin) — the new growth axis from the pivot to space-plus-defense","name":"Defense tech (Edge Autonomy UAS)"}],"total":"2025 revenue $335M (+10%)","concentration":"ROSA/ELSA solar arrays; NASA, satellites."},"returns_yearly":{"2022":-70.7,"2023":43.9,"2024":477.5,"2025":-53.8,"2026":33.9},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"globalstar","name":"글로벌스타","name_en":"Globalstar","tier":3,"returns_yearly":{"2021":241.2,"2022":14.7,"2023":45.9,"2024":6.7,"2025":96.6,"2026":31.2}},{"slug":"mda-space","name":"MDA 스페이스","name_en":"MDA Space","tier":2,"returns_yearly":{"2022":-32.6,"2023":80,"2024":156.3,"2025":-9.8,"2026":80.8}},{"slug":"blacksky","name":"블랙스카이","name_en":"BlackSky Technology","tier":2,"returns_yearly":{"2021":-57.1,"2022":-65.7,"2023":-9.1,"2024":-3.7,"2025":73.8,"2026":33.4}},{"slug":"rocket-lab","name":"Rocket Lab","name_en":"Rocket Lab","tier":1,"returns_yearly":{"2021":21.5,"2022":-69.3,"2023":46.7,"2024":360.6,"2025":173.9,"2026":16.2}},{"slug":"ast-spacemobile","name":"AST SpaceMobile","name_en":"AST SpaceMobile","tier":1,"returns_yearly":{"2021":-41.5,"2022":-39.3,"2023":25.1,"2024":249.9,"2025":244.2,"2026":1}}],"benefiting":[],"analysis":"위성에 전력(롤아웃 솔라어레이 ROSA/ELSA)·구조·광학을 대는 우주 부품 기업으로, 2025년 Edge Autonomy 인수로 무인기(방산)까지 더해 우주+방산 테크로 전환했다. 성장 논지는 이 이원화 — NASA·정부·상업 위성 수요가 부품 매출을 받치고, 방산 무인기가 새 성장 축을 연다(2026년 매출 $4.5~5억 전망). 리스크는 아직 작은 매출 규모와 M&A 통합·정부 예산 사이클이며, 그래프 파급은 로켓랩·AST 등 위성사업자의 전개 일정이 레드와이어 솔라어레이 수요로 전이되는 경로다.","analysis_en":"A space-component firm supplying power (ROSA/ELSA roll-out solar arrays), structure and optics to satellites, which pivoted to space-plus-defense tech by adding UAS drones via the 2025 Edge Autonomy acquisition. The thesis is that dual structure — NASA, government and commercial satellite demand underpins component revenue while defense UAS opens a new growth axis (2026 revenue guided $450-500M). Risks are still-small scale, M&A integration and government-budget cycles, and in graph terms satellite operators like Rocket Lab and AST transmit deployment schedules into Redwire solar-array demand.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"NASA·정부·위성 (우주 인프라)","counterparty_slug":null,"confidence":"high","metric":null,"note":"NASA·정부·위성사업자에 솔라어레이·광학·페이로드 공급.","note_en":"Solar arrays, optics and payloads to NASA, government and satellite operators.","sources":[{"stance":"confirms","publisher":"Redwire","publisher_en":"Redwire","kind":"filing","lang":"en","published_at":"2026-05-01","url":"https://ir.redwirespace.com/news-events/press-releases/detail/230/redwire-corporation-reports-first-quarter-2026-financial","title":"Redwire 실적·백로그(우주 인프라)","title_en":"Redwire results/backlog (space infra)","excerpt":"NASA·정부·위성사업자에 솔라어레이·광학·페이로드 공급.","excerpt_en":"Solar arrays, optics and payloads to NASA, government and satellite operators."},{"stance":"confirms","publisher":"Yahoo Finance","publisher_en":"Yahoo Finance","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://finance.yahoo.com/news/redwire-quietly-winning-space-economy-192400333.html","title":"Redwire, 우주경제 다음 국면 선점(Edge Autonomy)","title_en":"Redwire winning the next phase of the space economy","excerpt":"NASA·정부·위성사업자에 솔라어레이·광학·페이로드 공급.","excerpt_en":"Solar arrays, optics and payloads to NASA, government and satellite operators."}]},{"direction":"revenue","counterparty":"Rocket Lab","counterparty_slug":"rocket-lab","confidence":"mid","metric":null,"note":"위성에 ROSA/ELSA 솔라어레이·구조를 공급(로켓랩 등).","note_en":"Supplies ROSA/ELSA solar arrays and structures to satellites (Rocket Lab, etc.).","sources":[{"stance":"confirms","publisher":"Redwire","publisher_en":"Redwire","kind":"filing","lang":"en","published_at":"2026-05-01","url":"https://ir.redwirespace.com/news-events/press-releases/detail/230/redwire-corporation-reports-first-quarter-2026-financial","title":"Redwire 실적·백로그(우주 인프라)","title_en":"Redwire results/backlog (space infra)","excerpt":"위성에 ROSA/ELSA 솔라어레이·구조를 공급(로켓랩 등).","excerpt_en":"Supplies ROSA/ELSA solar arrays and structures to satellites (Rocket Lab, etc.)."},{"stance":"confirms","publisher":"SpaceNews","publisher_en":"SpaceNews","kind":"news","lang":"en","published_at":"2025-06-01","url":"https://spacenews.com/redwire-unveils-new-solar-array/","title":"Redwire 신형 솔라어레이 ELSA","title_en":"Redwire unveils new solar array (ELSA)","excerpt":"위성에 ROSA/ELSA 솔라어레이·구조를 공급(로켓랩 등).","excerpt_en":"Supplies ROSA/ELSA solar arrays and structures to satellites (Rocket Lab, etc.)."}]},{"direction":"revenue","counterparty":"방산 (Edge Autonomy UAS)","counterparty_slug":null,"confidence":"mid","metric":null,"note":"Edge Autonomy 무인기(Stalker·Penguin) 방산 공급.","note_en":"Edge Autonomy UAS (Stalker, Penguin) for defense.","sources":[{"stance":"confirms","publisher":"Yahoo Finance","publisher_en":"Yahoo Finance","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://finance.yahoo.com/news/redwire-quietly-winning-space-economy-192400333.html","title":"Redwire, 우주경제 다음 국면 선점(Edge Autonomy)","title_en":"Redwire winning the next phase of the space economy","excerpt":"Edge Autonomy 무인기(Stalker·Penguin) 방산 공급.","excerpt_en":"Edge Autonomy UAS (Stalker, Penguin) for defense."}]},{"direction":"revenue","counterparty":"AST SpaceMobile","counterparty_slug":"ast-spacemobile","confidence":"mid","metric":null,"note":"AST 위성에 솔라어레이·구조 공급.","note_en":"Solar arrays/structures to AST satellites.","sources":[{"stance":"confirms","publisher":"Redwire","publisher_en":"Redwire","kind":"filing","lang":"en","published_at":"2026-05-01","url":"https://ir.redwirespace.com/news-events/press-releases/detail/230/redwire-corporation-reports-first-quarter-2026-financial","title":"Redwire 실적·백로그(우주 인프라)","title_en":"Redwire results/backlog (space infra)","excerpt":"AST 위성에 솔라어레이·구조 공급.","excerpt_en":"Solar arrays/structures to AST satellites."}]},{"direction":"cost","counterparty":"증설·M&A (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"Edge Autonomy 인수·생산 증설.","note_en":"Edge Autonomy acquisition and capacity expansion.","sources":[{"stance":"confirms","publisher":"Yahoo Finance","publisher_en":"Yahoo Finance","kind":"research","lang":"en","published_at":"2026-01-01","url":"https://finance.yahoo.com/news/redwire-quietly-winning-space-economy-192400333.html","title":"Redwire, 우주경제 다음 국면 선점(Edge Autonomy)","title_en":"Redwire winning the next phase of the space economy","excerpt":"Edge Autonomy 인수로 우주+방산 통합.","excerpt_en":"Edge Autonomy acquisition integrates space and defense."}]},{"direction":"cost","counterparty":"부품·소재·제조 (비공개)","counterparty_slug":null,"confidence":"low","metric":null,"note":"솔라셀·복합재·전자부품.","note_en":"Solar cells, composites and electronics.","sources":[{"stance":"confirms","publisher":"Redwire","publisher_en":"Redwire","kind":"filing","lang":"en","published_at":"2026-05-01","url":"https://ir.redwirespace.com/news-events/press-releases/detail/230/redwire-corporation-reports-first-quarter-2026-financial","title":"Redwire 실적·백로그(우주 인프라)","title_en":"Redwire results/backlog (space infra)","excerpt":"솔라셀·복합재·전자부품.","excerpt_en":"Solar cells, composites and electronics."}]}]}