Redwire: Big Opportunities, But Fundamentals Still Lag

2026-04-14 17:31:48 ET

Redwire Corporation ( RDW ) is a stock that I have not revisited for some time now. The company continues to be interesting to me for the same reason it originally attracted my attention. The company operates in two of the fastest-growing and in-demand markets: space and drones. The drone industry has exploded in the past year. I have invested in a handful of drone companies over the past year and seen them do well. The space industry is really just getting started as well. There is continued advancement within this market. I think the defense industry and space industry will become much more entwined as time goes on. Space is likely the next frontier for war....

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