Q4 2025 Redwire Corp Earnings Call Transcript

Feb 26, 2026 / 02:00 PM GMT

Transcript 10-K8-K

Key Points

Positve

Redwire Corp (RDW) successfully transformed into a multi-domain space and defense tech company in 2025.
The company closed a transformational acquisition of Edge Autonomy, enhancing its capabilities and integration.
Redwire Corp (RDW) expanded its customer base to over 170 clients across civil, national security, and commercial sectors.
The company ended 2025 with a record contracted backlog of $411.2 million, supported by strong bookings and a 1.52 book-to-bill ratio.
Redwire Corp (RDW) strengthened its balance sheet, ending the year with record total liquidity of $130.2 million.

Negative

The company faced delays in the US government budget process, impacting both space and defense tech revenues.
Redwire Corp (RDW) reported a fourth-quarter gross margin of only 9.6%, indicating room for improvement.
The company experienced a net loss of $85.5 million in the fourth quarter, impacted by non-recurring activities.
There was a significant increase in research and development spending, which affected profitability.
The US government shutdown delayed the timing of expected awards, impacting the company's financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RDW.N - Redwire Corp
Q4 2025 Redwire Corp Earnings Call
Feb 26, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Red Wire Corporation full year and fourth quarter 2025 earnings call.

At this time, all participants are in a listen-only mode. A question-and-answer session will follow a formal presentation. If anyone should require operator assistance during the conference, please press 0 on your telephone keypad. As a reminder, this conference is being recorded.

It is now my pleasure to introduce Alex Curatolo, senior Director of Investor Relations.

Thank you. You may begin.

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Unidentified_2 [2]
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And thank you Diego. Welcome to

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