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Redwire's record Q2, with revenue up about 90% and a $542 million backlog, was driven mainly by its defense business. Meanwhile, Rocket Lab pushed its Neutron rocket's first launch out to 2027, and its stock has dropped more than 20%.
Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.
Redwire and SoundHound AI have the most realistic paths to doubling by 2028. IonQ and D-Wave Quantum look like the most speculative bets here because quantum computing may take years to reach commercial viability.
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) is giving a lift to the space sector after its third-quarter 2026 revenue and earnings beat analyst estimates following the prior session's close. Intuitive Machines (NASDAQ:LUNR) stock is up 5% to $11.
KRUIBEKE, Belgium--(BUSINESS WIRE)---- $RDW--Redwire Corporation (NYSE: RDW), a global leader in space and defence technology solutions, and EnduroSat, a space company building standardized, software-flexible satellites and a streamlined constellations-as-a-service model, today announced that they have signed a memorandum of understanding (MOU) focused on strengthening European industrial capabilities to deliver resilient space infrastructure. The MOU represents a first step toward combining EnduroSat's.
The world is getting more dangerous, and investors are paying attention to stocks that can help with military modernization. Redwire's recent acquisitions are paying off dramatically.
JACKSONVILLE, Fla.--(BUSINESS WIRE)---- $RDW--Redwire Corporation (NYSE: RDW), a global leader in space and defense technology solutions, today announced it will deliver Redwire's Stalker Uncrewed Aircraft Systems (UAS) in support of the National Guard Bureau's evolving mission requirements and UAS modernization priorities. The value of the purchase orders was approximately $13.8 million. The long range, Group 2 Stalker UAS will provide National Guard instructors with a highly reliable, modular platform.
RDW expands its VLEO spacecraft portfolio with SabreSat and Phantom, targeting specialized missions that benefit from proximity to Earth.