Redwire Gains Momentum Ahead Of FY25 Results, European Sales Take Centre Stage

2026-01-07 07:43:40 ET

Thesis

Redwire Corporation (RDW), as well as many other small-cap space/defence players, have seen a particularly bullish run-up over the past month. It comes at a good time, too, when they need to build significant momentum going into 4Q25, come March. Their financial performance in recent times has been quite underwhelming to say the least, and investors are hoping for a stronger performance to close out 2025, especially with the tailwinds defence players have seen in recent months. Now, I think a big part of that growth will come from the European market. I've been following sales in the region, and a significantly large and growing proportion of their revenue has come from that area. We also saw a very important showcase of multiple payload capacity demonstration the other day, in which several European customer bases were watching to see how Redwire will perform. In terms of the stock, it has seen significant upside since my last buy call in the $7 range....

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