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@Ok_West_5560 3 days ago

Redwire is growing its defense business, but margins are the real test

Redwire is growing its defense business, but margins are the real test

Redwire (RDW) is expanding its defense business through Edge Autonomy. The shift is reshaping their revenue mix and creating a larger backlog. They are seeing strong bookings and repeat programs right now. The main thing to watch is whether this increased scale will actually lead to better margins and free cash flow for shareholders.
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@TallDrive706 3 days ago

The growing backlog is encouraging, but margins and cash flow will be the real test. Scale only matters if it translates into stronger profitability.