Price, fundamentals, portfolio context, and research memory.
Data through2026-08-28
Observed price path$10.87
Activity-4.7%
Portfolio contextTracked position
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
151 trade records · 44 option records · 2025-08-26 → 2026-07-15 moatModerate
Redwire dominates narrow but critical space manufacturing niches: ~60% share in deployable structures, ~70% in payload adapters. First-mover in in-space additive manufacturing (via Made In Space acquisition). The Edge Autonomy acquisition (June 2025…
physical / assetsModerate
Satellite component manufacturing facilities, Edge Autonomy drone production facility, in-space manufacturing hardware on the ISS. Backlog ~$356M. Q3 2025 revenue $103.4M (+51% YoY), but operating margins deeply negative (-72%).
sw / hwSW 10 : HW 90
Growth. Edge Autonomy drone integration with Made In Space orbital manufacturing creates a dual space+defense platform targeting $356M backlog conversion and on-orbit servicing contracts. Primary assets. Space component manufacturing (60% deployable…
Research memory103 coverage entries
Append-only ticker entries from the internal coverage database.
SW 10 : HW 90
Growth. Edge Autonomy drone integration with Made In Space orbital manufacturing creates a dual space+defense platform targeting $356M backlog conversion and on-orbit servicing contracts. Primary assets. Space component manufactu…
Moderate
Satellite component manufacturing facilities, Edge Autonomy drone production facility, in-space manufacturing hardware on the ISS. Backlog ~$356M. Q3 2025 revenue $103.4M (+51% YoY), but operating margins deeply negative (-72%).
Moderate
Redwire dominates narrow but critical space manufacturing niches: ~60% share in deployable structures, ~70% in payload adapters. First-mover in in-space additive manufacturing (via Made In Space acquisition). The Edge Autonomy ac…
Research archiveMoat and asset notes
Full portfolio moat / asset analysis
Redwire dominates narrow but critical space manufacturing niches: ~60% share in deployable structures, ~70% in payload adapters. First-mover in in-space additive manufacturing (via Made In Space acquisition). The Edge Autonomy acquisition (June 2025) added defense drone manufacturing, transforming Redwire into a dual space + defense company.
Full portfolio moat / asset analysis
Satellite component manufacturing facilities, Edge Autonomy drone production facility, in-space manufacturing hardware on the ISS. Backlog ~$356M. Q3 2025 revenue $103.4M (+51% YoY), but operating margins deeply negative (-72%).
Coverage feedLatest entries
manual · sw-hw
Growth. Edge Autonomy drone integration with Made In Space orbital manufacturing creates a dual space+defense platform targeting $356M backlog conversion and on-orbit servicing contracts. Primary assets. Space component manufactu…
manual · physical-assets
Satellite component manufacturing facilities, Edge Autonomy drone production facility, in-space manufacturing hardware on the ISS. Backlog ~$356M. Q3 2025 revenue $103.4M (+51% YoY), but operating margins deeply negative (-72%).
manual · moat
Redwire dominates narrow but critical space manufacturing niches: ~60% share in deployable structures, ~70% in payload adapters. First-mover in in-space additive manufacturing (via Made In Space acquisition). The Edge Autonomy ac…
Trade feedRecent records
Date
Action
Type
Relative size
2026-07-15
SELL
Equity
+5%
2026-07-15
SELL
Equity
+3%
2026-07-09
SELL
Equity
+2%
2026-07-08
SELL
Equity
+11%
2026-07-08
SELL
Equity
+4%
2026-07-01
SELL
Equity
+51%
2026-06-30
SELL
Equity
+100%
2026-05-28
SELL
Equity
+25%
2026-05-28
SELL
Equity
+50%
2026-05-28
SELL
Equity
+0%
2026-05-28
SELL
Equity
+50%
2026-05-28
SELL
CALL option
+41%
2026-05-28
SELL
Equity
+4%
2026-05-28
SELL
CALL option
+44%
2026-05-27
SELL
Equity
+25%
2026-05-27
SELL
Equity
+0%
2026-05-27
SELL
Equity
+50%
2026-05-27
SELL
Equity
0%
2026-05-27
SELL
Equity
+1%
2026-05-27
SELL
Equity
+24%
2026-05-27
SELL
CALL option
+36%
2026-05-26
SELL
Equity
+40%
2026-05-15
SELL
Equity
+0%
2026-05-15
SELL
Equity
+25%
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