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Redwire (RDW) earnings date & stock reaction

Redwire · Industrials

Redwire earnings date & time

Next earningsWed, November 4 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Thu, November 5
Reporting pattern
16 of last 16 after close
Typical move
±8.5% · 16-report avg

What the market expects

Consensus EPS

$-0.09Coming in above this counts as a beat

Full earnings calendarFrom an earnings calendar
Latest report· August 6, 2026 reported
EPS consensus -$0.13 → -$0.09
Post-earnings price move
Next-day move
+10.3%
After 5 days
+25.8%
Price around earnings
Around this report
Ran up +24% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
Earnings callRecord revenue and backlog growth with strengthened balance sheet
“We are reaffirming our full year 2026 revenue forecast in the range of $450 million-$500 million, which represents a 41.6% year-over-year growth at the midpoint.”
· Chris Edmonds, CFO
“Redwire achieved record quarterly revenues of $117.1 million, a 20.7% sequential increase over the previous quarter, and an 89.6% increase compared to Q2 2025.”
· Peter Cannito, CEO
Positives
  • ▲Record Revenue and Backlog
    • Revenue for the quarter was $117.1 million, an 89.6% increase vs last year.
    • Backlog hit a record $542.1 million, up 64.5% vs last year, providing strong visibility.
  • ▲Improved Profitability and Liquidity
    • Gross margin improved to 27.8% compared to (30.9)% in the same quarter last year.
    • Total liquidity reached $607.8 million, a 366.9% increase vs the end of 2025.
  • ▲Strong Defense Tech Bookings
    • Quarterly bookings were $165.8 million, achieving a book-to-bill ratio of 1.42.
    • The last twelve months book-to-bill ratio stands at 1.52, signaling continued growth.
Concerns
  • ▼No Guidance Hike and Margin Outlook
    • The company reaffirmed its full-year revenue guidance of $450-$500 million without an increase.
    • Management guided for gross margins in the low-to-mid 20s, limiting expectations for further expansion.
  • ▼Persistent Operating Losses and R&D Costs
    • Adjusted EBITDA remained negative at $(3.2) million for the quarter.
    • R&D expenses of $12.5 million continue to weigh on overall profitability.
  • ▼Dilution and Capital Structure Changes
    • The company raised $487.9 million via ATM offerings during the quarter, causing shareholder dilution.
    • Total common shares outstanding reached 249.9 million, reflecting significant capital structure changes.
Based on the Aug 6, 2026 earnings-call transcript. Quotes are verbatim.

Redwire (RDW) rose the day after earnings in 6 of its last 16 reports (38%), moving ±8.5% on average. It has fallen despite beating the consensus estimate 4 times.

Up next day
6/16
38%
Fell despite growth
2/16
Good earnings ignored
Price when beating
-1.2%
avg over 6 beats
Price when missing
-5.3%
avg over 9 misses
Avg earnings move
±8.5%
typical swing on earnings
Biggest single move
-30.9%
'25.8 · largest reaction
🔑What actually moves this stock?
What really matters here
Space-hardware backlog and revenue growth
In finance terms: Backlog · revenue
What to watch next report

When results drop, check the metric above vs last quarter and whether guidance beats expectations.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 2 of 6 beats (33%)
Moves in line with results, fairly predictable
Avg -1.2% on a beat, -5.3% on a miss
vs Industrials sector avg (195 peers)
This
-3.3%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 7 of last 15 times (47%)
4xBeat but fell
Even a beat sells off if guidance disappoints
3xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth2/16

4/6 beats fell next day · watches Backlog · revenue

Next-day reaction
  • Jun 2026 report+10.3%
  • Mar 2026 report-4.6%
  • Dec 2025 report+10.8%
  • Sep 2025 report-18.1%
  • Jun 2025 report-30.9%
  • Mar 2025 report+7.9%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-08-05
Next-day move
+10.3%
After 5 days +25.8%
EPS consensus -$0.13 → -$0.09
Price around earnings
Around this report
Ran up +24% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Earnings trend · last 12 quarters

EPS$-0.09YoY +94%
'23.11'26.8
Revenue—
'23.11'26.8

Earnings history and price reaction

Redwire across its last 16 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-08-05—+10.3%+25.8%
3/20262026-05-06—-4.6%+18.9%
12/20252026-02-25—+10.8%+7.7%
9/20252025-11-05—-18.1%-18.2%
6/20252025-08-06—-30.9%-29.5%
3/20252025-05-12+74.5%+7.9%+16.5%

16 reports, quarters ending 9/2022 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Redwire earnings date?

The next Redwire (RDW) earnings report is expected Wed, November 4 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Redwire's next earnings?

Analysts expect EPS of about $-0.09 for Redwire (RDW). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Redwire (RDW) stock usually go up after earnings?

Over the last 16 earnings reports, the stock rose on 6 of them (38%). The average move on earnings day was ±8.5%.

Does Redwire react more to the earnings numbers or to guidance?

In 7 of the last 15 reports (47%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Redwire stock fall even when earnings are good?

Yes. In 2 of the last 16 reports, Redwire fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Redwire stock keep moving after the earnings day?

Over the last 16 reports, the move continued in the same direction for the following five trading days 50% of the time. This tendency is known as post-earnings announcement drift.