Redwire Corporation
RDWHIGH VELOCITYFILING INTENSITYRedwire Corporation reads as High Velocity (composite 78/100); pressure / disclosure signals dominate the posture this cycle · primary market A&D Components.
Lens
Disclosed M&A capital (2023–2025)
$186M
vs $33M in 2020–2022
Disclosed transactions
3
3/3 active fiscal years in window
Buyer archetype
Selective Buyer
Acquisition use is visible but targeted.
Composite score
78
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $219M disclosed buyer spend
- Filed within 19d
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 19d
- 92 8-Ks
Target Probability
Issuers showing target-side patterns from filings
- 15 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 15 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 15 activism filings
- Latest activism 2.7y ago; discounted
Distress Watch
Issuers showing financial-distress filing patterns
- 15 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
- 1 non-reliance 8-K
- 2 auditor changes
- 3 NT late filings
- Latest event 2.9y ago; discounted
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 92 8-Ks
- Filed within 19d
- 5 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $1.7B
- 10-Q 19d ago
- 3 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $152M · Peak count: 2
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | 2 | $152M | $76M | N/A |
| 2024 | 1 | $900K | $900K | N/A |
| 2023 | N/A | $33M | N/A | N/A |
| 2022 | 1 | $33M | $33M | N/A |
| 2021 | N/A | N/A | N/A | N/A |
| 2020 | N/A | N/A | N/A | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Platform50%
- Geographic Expansion50%
Strategy keywords
Terms recurring across recent 10-K acquisition disclosures.
- platform
- geographic_expansion
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“We operate in competitive markets and generally encounter highly diverse competition to win contracts from other firms, including lower and mid-tier federal contractors with specialized capabilities, large defense contractors and the federal government.”
“Additionally, our markets are facing increasing industry consolidation, resulting in larger competitors who have more market share putting more downward pressure on prices and offering a more robust portfolio of products and services.”
“These realignments are typically designed to leverage existing capabilities more fully and to enhance efficient development and delivery of products and services.”
“From time to time, the Company will acquire or dispose of businesses and realign contracts, programs or businesses among and within our organization.”
“We expect to focus on identifying potential target companies in the aerospace and aviation services sectors with above-industry-average growth, substantial free cash flow generation, and a defensible market position with an enterprise value of $500 million to $1 billion where our management team’s operational, strategic or managerial expertise can assist in maximizing value.”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
A&D Components
- Market spend (2023–2025)
- $32.8B
- Market spend (2020–2022)
- $12.9B
- Recent vs prior
- +153%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
RDW trades at a -32.8-turn discount to the A&D Components peer median of 24.6×.
- EV / Revenue
- 4.7×
- Net debt / EBITDA
- N/A
- Peer median EV / EBITDA
- 24.6×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
| 34.2× | 9.3× | 1.8× | $4.6B | $3.3B | |
| 31.5× | 2.4× | -0.9× | $92.2B | $1.4B | |
| 29.1× | 6.6× | -0.8× | $48.4B | N/A | |
| 20.1× | 10.1× | 5.7× | $9.5B | $3.5B | |
| 19.5× | 3.0× | 1.9× | $90.4B | N/A | |
| 16.0× | 2.6× | -0.1× | $22.5B | $13.4B |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in A&D Components. Bars scaled to the highest EV/EBITDA in the set.
Buyer landscape.
Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.
Likely buyers
No public buyers surface as a strong target-side fit on current signal.
Likely sellers / divestiture partners
No reciprocal divestiture / strategic-alternatives matches identified.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)72026-02-27
- 10-Q (quarterly)172026-05-07
- 8-K (event)922026-05-06
- Proxy / DEF 14A232026-04-10
- Activism (13D / DFAN / PREC)152023-09-01
Signals on file
- critical
Non-reliance disclosure
2021-05-031 Item 4.02 filing on file; financial-statement non-reliance.
- elevated
Auditor change
2023-06-202 Item 4.01 filings on file; certifying accountant change.
- watch
Late-filing notice
2022-03-313 NT 10-K/10-Q filings on file.
- elevated
Activism on file
2023-09-0115 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
Serial acquisition history
- info
Signal
10-K strategy themes
- info
Signal
Restatement risk
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.