Redwire Corp — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
For Q2 2026 (ended June 30), Redwire achieved record revenue of $117.1M (89.6% YoY growth) and record gross margin of 27.8% versus negative 30.9% in Q2 2025. Contracted backlog reached record $542.1M as of June 30, 2026, up from $411.2M at December 31, 2025. Net loss improved to $41.0M (vs. $97.0M in Q2 2025). Liquidity increased to $607.8M as of June 30, 2026 from $95.2M at year-end 2025, reflecting $557.0M in cash, $50.0M available credit, and term debt reduction from $90.0M to $50.0M. Company reaffirmed 2026 full-year revenue guidance of $450M–$500M.
Why this rating
Strong operational inflection (revenue +90% YoY, margin swing from negative to +28%) and record backlog signal durable growth trajectory. ~61% backlog-to-market-cap ratio shows substantial revenue visibility. However, still unprofitable at net loss of $41M; cash burn in H1 ($31.6M operating outflow) despite positive gross profit tempers near-term outlook.
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