Space infrastructure · solar arrays · UAS
Redwire
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.
RDW Updated Jul 12, 2026 4 AI consumers· 2 recurring
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).
Financials & Segments
- Total revenue · 2025 revenue $335M (+10%)
- Customer concentration · ROSA/ELSA solar arrays; NASA, satellites.
- Segments · Space infra (solar arrays/optics) · Defense tech (Edge Autonomy UAS)
Revenue from
- NASA · government · satellites (space infrastructure) High confidence
Solar arrays, optics and payloads to NASA, government and satellite operators.Confirms EN Yahoo Finance Published Jan 1, 2026: Redwire winning the next phase of the space economy - Rocket Lab Medium confidence
Supplies ROSA/ELSA solar arrays and structures to satellites (Rocket Lab, etc.). - Defense (Edge Autonomy UAS) Medium confidence
Edge Autonomy UAS (Stalker, Penguin) for defense.Confirms EN Yahoo Finance Published Jan 1, 2026: Redwire winning the next phase of the space economy - AST SpaceMobile Medium confidence
Solar arrays/structures to AST satellites.
Pays to
- capacity expansion & M&A (undisclosed) Low confidence
Edge Autonomy acquisition and capacity expansion.Confirms EN Yahoo Finance Published Jan 1, 2026: Redwire winning the next phase of the space economy - components, materials & manufacturing (undisclosed) Low confidence
Solar cells, composites and electronics.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| MDA Space | lead2 | · | -32.6 | +80 | +156.3 | -9.8 | +53.3 |
| BlackSky Technology | lead2 | -57.1 | -65.7 | -9.1 | -3.7 | +73.8 | +9.3 |
| Rocket Lab | lead1 | +21.5 | -69.3 | +46.7 | +360.6 | +173.9 | -7.9 |
| AST SpaceMobile | lead1 | -41.5 | -39.3 | +25.1 | +249.9 | +244.2 | -14.2 |
| Redwire | node | · | -70.7 | +43.9 | +477.5 | -53.8 | +38.6 |
YTD as of 2026-09-04 · source: Yahoo Finance
Redwire operates across Space infrastructure, solar arrays, UAS. After -53.8% in 2025, it rebounded +38.6% in 2026. The stock (+38.6%) and its demand side (avg -11%) are moving in step. Among connected nodes the furthest ahead is Rocket Lab (-7.9%) and the furthest behind is AST SpaceMobile (-14.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. The space-component axis supplying power and structure to satellites.
Analysis generated from returns as of 2026-09-04Analyst ratings
Consensus: Buy 2 · Hold 1 · Sell 0 · Avg. target $20 · Price $10.53 (09-04) · Upside +90%
| Broker | Rating | Target | Published | |
|---|---|---|---|---|
| Jefferies · Sheila Kahyaoglu | Hold | $24 | Jun 1, 2026 | Report ↗ |
| Truist Securities · Michael Ciarmoli | Buy | $15 | May 13, 2026 | Report ↗ |
| Roth MKM · Suji Desilva | Buy | $20 | May 7, 2026 | Report ↗ |
Buy calls remain on space-defense momentum, but caution is spreading after the rally, with Jefferies downgrading to Hold even while raising its target to $24.