RDW at a glance
Redwire Corp (RDW, SEC CIK 1819810) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as September 25, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Redwire Corp (RDW) reported revenue of $335.4 million (up 10.3% from FY2024) and a net loss of $226.6 million. Diluted EPS was -$2.28.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Redwire Corp (RDW) shares worth $923.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by AE RED HOLDINGS, LLC on September 23, 2026 of 929,435 shares at $11.34 per share.
- In the last 90 days, RDW insiders reported 0 open-market purchases ($0) and 1 open-market sale ($10.5M) on Form 4, a net sale of $10.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $335.4M
- +10.3% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$10.5M
- 13F holders
- 33 funds
- $923.1M · +4 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $117.1M, up 90% YoY from $61.8M, driven by $49.1M from Edge Autonomy
- Gross margin 28% vs (31)% YoY, reflecting lower unfavorable EAC adjustments
- Net loss $41.0M vs $97.0M YoY, a $56.0M reduction
- Backlog $542.1M vs $411.2M at December 31, 2025; book-to-bill 1.42 vs 1.47 YoY
- Defense Tech contract mix supported margins; Space incurred $16.2M unfavorable EAC adjustments year-to-date
Risk Factors
- No material risk-factor changes as of June 30, 2026 versus the December 31, 2025 Form 10-K
- Carried-forward risks not specified in the provided excerpt
- New credit-agreement amendment dated June 30, 2026, without disclosed risk-factor changes
- New equity distribution agreement dated June 9, 2026, without disclosed risk-factor changes
AI summary of the RDW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Q2 revenue $117.1M, up 89.6% YoY, led by Defense Tech revenue of $61.9M versus $5.1M
- Gross margin reached 27.8% versus negative 30.9% YoY, signaling major execution and integration improvement
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 operating results announced for periods ended June 30, 2026
- Detailed financial results and management commentary available in Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Gregory L. Heston appointed Class III director effective July 10, 2026, replacing resigned director David Kornblatt
- Heston’s term runs through the 2027 Annual Meeting and includes Audit Committee membership
Item 1.01: Entry into a Material Definitive Agreement
- Revolving credit commitments increased from $30 million to $50 million, expanding available liquidity
- $40 million term-loan prepayment reduced outstanding term loans to $50 million
AI summaries of RDW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RDW
Don't miss the next RDW filing
- Alerts as it files. A push when RDW files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut RDW, by share count.
- Ask anything. An AI agent that reads every RDW filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| AE RED HOLDINGS, LLC | Sell | Sep 23, 2026 | 929,435 | $11.34 |
| Cannito Peter Anthony Jr | A | Jul 14, 2026 | 190,637 | - |
| Edmunds Chris | A | Jul 14, 2026 | 76,364 | - |
| Futch Aaron Michael | A | Jul 14, 2026 | 45,455 | - |
| Futch Aaron Michael | A | Jul 14, 2026 | 45,455 | - |
| Cannito Peter Anthony Jr | F | Jul 14, 2026 | 12,631 | $9.74 |
| Futch Aaron Michael | F | Jul 14, 2026 | 2,271 | $9.74 |
| Edmunds Chris | A | Jul 14, 2026 | 76,364 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $304.1M | $335.4M |
| Gross Profit | - | $44.5M | $17.3M |
| Operating Income | - | -$42.2M | -$229.7M |
| Net Income | - | -$114.3M | -$226.6M |
| Gross Margin | - | 14.6% | 5.2% |
| Op. Margin | - | -13.9% | -68.5% |
| Net Margin | - | -37.6% | -67.6% |
| Balance Sheet | |||
| Total Assets | $271.3M | $292.6M | $1.4B |
| Equity | -$43.5M | -$188.7M | $1.1B |
| ROE | - | 60.6% | -21.4% |
| Per Share | |||
| EPS | - | $-2.35 | $-2.28 |
| Cash Flow | |||
| Operating CF | - | -$17.3M | -$177.3M |
| CapEx | - | $6.4M | $13.5M |
Source: XBRL data in Redwire Corp (RDW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate RDW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $923.1M |
| Q1 2026 | 29 | $433.2M |
| Q4 2025 | 21 | $200.1M |
| Q3 2025 | 21 | $176.0M |
| Q2 2025 | 21 | $217.1M |
| Q1 2025 | 21 | $41.4M |
| Q4 2024 | 19 | $82.1M |
| Q3 2024 | 12 | $13.0M |
- State Street Corp+7.68M (+111%)
- Marex Group plc+6.02M (+4872%)
- BlackRock+4.99M (+45%)
- Vanguard Capital Management LLC+1.87M (+33%)
- Millennium Management+1.74M (+349%)
- Bank of America Corp−5.75M (-84%)
- Citadel Advisors LLC−2.95M (-76%)
- Two Sigma Investments−1.90M (-62%)
- Morgan Stanley−1.19M (-33%)
- Goldman Sachs Group−897.3K (-33%)
- M&T Bank−20.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 177 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
RDW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 25, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| SC 13G | Jul 29, 2026 | - | - | |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - |
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RDW SEC filings: frequently asked questions
Are RDW insiders buying or selling?
In the last 90 days, Redwire Corp (RDW) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $10.5 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold RDW stock?
As of June 30, 2026, the largest Redwire Corp (RDW) holders among the 13F filers tracked by SignalX were BlackRock ($196.5 million), State Street Corp ($178.5 million), Renaissance Technologies LLC ($115.0 million), Vanguard Capital Management LLC ($91.4 million), Marex Group plc ($75.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was RDW's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Redwire Corp (RDW) reported revenue of $335.4 million (up 10.3% from FY2024) and a net loss of $226.6 million. Diluted EPS was -$2.28. The figures come from the XBRL data in the 10-K.
What did RDW report in its latest 8-K?
Redwire Corp (RDW) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 revenue $117.1M, up 89.6% YoY, led by Defense Tech revenue of $61.9M versus $5.1M.
What are the latest RDW SEC filings?
Redwire Corp (RDW) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on September 25, 2026.
What is RDW's SEC CIK number?
Redwire Corp (RDW)'s SEC Central Index Key (CIK) is 1819810. EDGAR lists every RDW filing under that number.
Ask anything about RDW
The research agent reads RDW's filings, financials, insider trades and 13F holders, then answers with sources.