SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

RDW

状态日期：2026-05-27

高风险观察
中高正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

54

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

10.3%

revenue growth margin lag

概览

核心结论

作者立场：中性；价格动量：看多。最新证据：As for thesis on Blacksky ($BKSY) honestly, pretty terrible company. However, Planet Labs $PL + Satellite / Space companies like $RKLB $RDW had a huge spike... 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 4 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2025-07-03 17:05

来源

llm

更新时间

2026-02-13 08:36

作者立场：中性；价格动量：看多。最新证据：As for thesis on Blacksky ($BKSY) honestly, pretty terrible company. However, Planet Labs $PL + Satellite / Space companies like $RKLB $RDW had a huge spike...

当前观点证据

2025-07-03 17:05中性

As for thesis on Blacksky ($BKSY) honestly, pretty terrible company. However, Planet Labs $PL + Satellite / Space companies like $RKLB $RDW had a huge spike...

Serenity 变化

时间线

首次提出2025-07-03 17:05中性
原推

As for thesis on Blacksky ($BKSY) honestly, pretty terrible company. However, Planet Labs $PL + Satellite / Space companies like $RKLB $RDW had a huge spike...

  1. 2026-02-13 08:36中性价格更新

    There are two companies that don’t care about market crashes. ... $RDW down to 13.1%

  2. 2026-01-19 02:38中性事实更新

    Personal TLDR research. ... $RDW - Roll-Out Solar Arrays

  3. 2025-07-03 17:05中性事实更新

    As for thesis on Blacksky ($BKSY) honestly, pretty terrible company. However, Planet Labs $PL + Satellite / Space companies like $RKLB $RDW had a huge spike...

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 4

复核时间：2026-05-27

证据

证据摘要

最新期 2025营收 335MBeta 2.42披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

335M

营收同比

10.3%

毛利率

5.2%

2022

营收 161MYoY 16.7%经营 -91.2%净利 -81.4%

2023

营收 244MYoY 51.9%经营 -6.4%净利 -11.2%

2024

营收 304MYoY 24.7%经营 -13.9%净利 -37.6%

2025

营收 335MYoY 10.3%经营 -68.5%净利 -67.6%

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-20 09:00businesswire.com
Voyager Awarded Subcontract by Redwire for DARPA Mission
2026-05-20 07:00businesswire.com
Redwire Secures $15 Million Follow-On Order from the 1st Aviation Brigade, US Army Aviation Center of Excellence (AVCOE) for Stalker UAS to Support Advanced Individual Training
2026-05-19 08:00gurufocus.com
Redwire Awarded a Multi-Year Contract to Deliver Next Generation Penguin Mk3 Tactical UAS to NATO Country

近期披露

披露信息

Filing body read (8-K 2026-05-20) Redwire披露2026年股东年会投票结果，并披露AE Industrial Partners将其持有的全部剩余Series A可转优先股转换为15,247,586股普通股。 Material changes: Class II董事Reggie Brothers、Michael Greene和Dorothy D. Hayes获选，任期至2029年年度股东大会。; KPMG LLP获股东批准继续担任截至2026年12月31日年度的独立注册会计师事务所。; 股东以非约束性咨询投票批准高管薪酬。. Risks: 普通股股东被稀释，因AEI转换取得15,247,586股普通股。; 公司支付累计未付股息产生现金流出，但正文未披露金额。; 正文未披露经营、客户、合同、法律或业务风险的新变化。. Next checks: 核验转换后普通股总流通股数及AEI转换后的持股比例。; 核验累计未付股息现金支付金额及其现金流影响。; 查阅2026年年度股东大会Proxy Statement，确认董事、高管薪酬和投票事项的背景。.

2026-05-208-K
rdw-20260520.htm
2026-05-0710-Q
rdw-20260331.htm
2026-05-068-K
rdw-20260506.htm

近期推文

作者立场

立场

中性

价格动量

看多

2025-07-03 17:05中性

As for thesis on Blacksky ($BKSY) honestly, pretty terrible company. However, Planet Labs $PL + Satellite / Space companies like $RKLB $RDW had a huge spike...

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

2.42

敏感度

高 beta

情绪风险

高

估值风险

正常

背景

行业与主题

industrials-aerospace-defense

ai-infrastructureenergy-poweraerospace-defenseconsumer

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • SEC event bus dilution: Redwire entered into an amended and restated credit agreement that adds a $30 million revolving facility, replaces prior term loans with a new $90 million term loan maturing May 31, 2029, and terminated its Adams Street credit agreement after repayment in full without penalties.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to RDW, not only Aerospace & Defense

背景

行业背景

industrials-aerospace-defense

提及 9新闻 20股票 31
股票池

RDW

高风险观察中高正常

状态日期：2026-05-27

复核时间：2026-05-27

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

54

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

4

8-K

收入同比

10.3%

revenue growth margin lag

Beta

2.42

高 beta

llm · 2026-02-13 08:36

Serenity 时间线

首次提出2025-07-03 17:05中性
原推

As for thesis on Blacksky ($BKSY) honestly, pretty terrible company. However, Planet Labs $PL + Satellite / Space companies like $RKLB $RDW had a huge spike...

  1. 2026-02-13 08:36中性价格更新

    There are two companies that don’t care about market crashes. ... $RDW down to 13.1%

  2. 2026-01-19 02:38中性事实更新

    Personal TLDR research. ... $RDW - Roll-Out Solar Arrays

  3. 2025-07-03 17:05中性事实更新

    As for thesis on Blacksky ($BKSY) honestly, pretty terrible company. However, Planet Labs $PL + Satellite / Space companies like $RKLB $RDW had a huge spike...

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

335M

营收同比

10.3%

毛利率

5.2%

营收趋势

营收趋势线
382M191M0

需要继续工作的地方

研究问题

  • SEC event bus dilution: Redwire entered into an amended and restated credit agreement that adds a $30 million revolving facility, replaces prior term loans with a new $90 million term loan maturing May 31, 2029, and terminated its Adams Street credit agreement after repayment in full without penalties.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to RDW, not only Aerospace & Defense

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

industrials-aerospace-defense

提及 9新闻 20股票 31
2021 营收: 138M2022 营收: 161M2023 营收: 244M2024 营收: 304M2025 营收: 335M2021 趋势线: 138M2022 趋势线: 161M2023 趋势线: 244M2024 趋势线: 304M2025 趋势线: 335M20212022202320242025

利润趋势

净利润毛利营业利润
98M-86M-270M2021 净利润: -62M2022 净利润: -131M2023 净利润: -27M2024 净利润: -114M2025 净利润: -227M2021 毛利: 29M2022 毛利: 29M2023 毛利: 58M2024 毛利: 44M2025 毛利: 17M2021 营业利润: -70M2022 营业利润: -146M2023 营业利润: -16M2024 营业利润: -42M2025 营业利润: -230M20212022202320242025

利润率趋势

毛利率营业利润率净利率
39.9%-33.7%-107%2021 毛利率: 21.3%2022 毛利率: 17.9%2023 毛利率: 23.8%2024 毛利率: 14.6%2025 毛利率: 5.2%2021 营业利润率: -51.0%2022 营业利润率: -91.2%2023 营业利润率: -6.4%2024 营业利润率: -13.9%2025 营业利润率: -68.5%2021 净利率: -44.7%2022 净利率: -81.4%2023 净利率: -11.2%2024 净利率: -37.6%2025 净利率: -67.6%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
2021138M-21.3%-51.0%-44.7%
2022161M16.7%17.9%-91.2%-81.4%
2023244M51.9%23.8%-6.4%-11.2%
2024304M24.7%14.6%-13.9%-37.6%
2025335M10.3%5.2%-68.5%-67.6%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 高 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻，压力 低。

重点消息

2026-05-20 09:00businesswire.com
Voyager Awarded Subcontract by Redwire for DARPA Mission
2026-05-20 07:00businesswire.com
Redwire Secures $15 Million Follow-On Order from the 1st Aviation Brigade, US Army Aviation Center of Excellence (AVCOE) for Stalker UAS to Support Advanced Individual Training
2026-05-19 08:00gurufocus.com
Redwire Awarded a Multi-Year Contract to Deliver Next Generation Penguin Mk3 Tactical UAS to NATO Country
2026-05-19 07:00businesswire.com
Redwire Awarded a Multi-Year Contract to Deliver Next Generation Penguin Mk3 Tactical UAS to NATO Country
2026-05-18 11:23feeds.benzinga.com
Why Redwire Stock Is Falling On Monday?
2026-05-18 10:03fool.com
Why Redwire Corporation Stock Popped Then Dropped
2026-05-18 06:07seekingalpha.com
Redwire Corporation: First Quarter 2026 Hints At Potential Profitability
2026-05-15 12:24benzinga.com
Redwire Stock Is Sliding Today: What's Going On?
2026-05-14 13:19fool.com
Why Redwire Corporation Stock Soared Today
2026-05-14 13:09benzinga.com
What's Going On With Redwire Stock On Thursday?

新增披露摘要

披露信息

披露分析

Filing body read (8-K 2026-05-20) Redwire披露2026年股东年会投票结果，并披露AE Industrial Partners将其持有的全部剩余Series A可转优先股转换为15,247,586股普通股。 Material changes: Class II董事Reggie Brothers、Michael Greene和Dorothy D. Hayes获选，任期至2029年年度股东大会。; KPMG LLP获股东批准继续担任截至2026年12月31日年度的独立注册会计师事务所。; 股东以非约束性咨询投票批准高管薪酬。. Risks: 普通股股东被稀释，因AEI转换取得15,247,586股普通股。; 公司支付累计未付股息产生现金流出，但正文未披露金额。; 正文未披露经营、客户、合同、法律或业务风险的新变化。. Next checks: 核验转换后普通股总流通股数及AEI转换后的持股比例。; 核验累计未付股息现金支付金额及其现金流影响。; 查阅2026年年度股东大会Proxy Statement，确认董事、高管薪酬和投票事项的背景。.

近期披露

2026-05-208-K
rdw-20260520.htm
2026-05-0710-Q
rdw-20260331.htm
2026-05-068-K
rdw-20260506.htm
2026-05-058-K
rdw-20260505.htm
2026-03-178-K
rdw-20260312.htm
2026-02-2710-K
rdw-20251231.htm
2026-02-258-K
rdw-20260220.htm
2026-02-178-K
rdw-20260211.htm
2025-11-108-K
rdw-20251110.htm
2025-11-108-K
rdw-20251110.htm

beta / 动量 / 主题

大盘敏感度

Beta

2.42

状态

高 beta

立场

中性

动量

看多

高风险观察 · 正常

板块定位

行业

industrials-aerospace-defense

ai-infrastructureenergy-poweraerospace-defenseconsumer