Redwire Corporation

Market context

Redwire is relevant to robotics and physical AI through its Stalker and Penguin UAS families, defense UAS contracts, multi-domain autonomy positioning and supply of airborne systems to NATO and U. S. military customers.

Products

• Penguin Mk2.5 VTOL UAS

Facts

• Website: https://rdw.com/
• HQ: Jacksonville, Florida, United States
• Founded: 2020
• Segment: defense robotics

Commercial

7 commercial events; 4 contract awards; 3 commercial orders; 1 named customer; latest event 2026-07-15

• 2026-07-15 - Commercial order - USMC orders second Stalker Block 30 batch from Redwire for $21.5M - source: ir.rdw.com
• 2026-06-30 - Contract award - Redwire wins Taiwan Coast Guard Penguin Mk2.5 VTOL UAS contract - Taiwan Coast Guard Administration - source: rdw.com
• 2026-06-03 - Contract award - Redwire Defense awarded $15.86M U.S. Army Stalker Block 35 contract - source: war.gov
• 2026-05-20 - Commercial order - Redwire secures $15 million U.S. Army follow-on order for Stalker UAS training systems - source: businesswire.com
• 2026-05-19 - Contract award - Redwire wins multi-year NATO contract for Penguin Mk3 tactical UAS - source: asdnews.com
• 2026-04-14 - Commercial order - Redwire awarded $20 million in follow-on Stalker UAS orders - source: asdnews.com
• 2025-09-18 - Contract award - Redwire announces Stalker UAS contract with European NATO ally - source: businesswire.com

Public defense-technology platform with tactical UAS exposure

Public defense-technology platform with tactical UAS exposure

• Target environment: U.S. and allied tactical ISR, training, defense aviation, space-defense and multi-domain operations
• Deployment model: Public-company defense supplier delivering UAS platforms, optics, power systems, space infrastructure and related mission technologies
• Customer context: U.S. Army, U.S. Marine Corps, NATO countries, defense agencies, federal civilian agencies and allied governments
• Workflow context: UAS delivery, training support, reconnaissance, intelligence gathering, tactical drone operations, payload integration and space-airborne connectivity
• Commercial maturity: Public company with completed Edge Autonomy acquisition and multiple disclosed defense UAS orders
• Market position: Multi-domain space and defense technology company with fielded UAS platforms and public capital-market access
• Adoption constraints: Defense program timing, export controls, platform qualification, customer concentration, integration of acquired UAS assets and production scaling
• Adjacent context: Adjacent to UAS builders, defense space companies, ISR payload suppliers, optical systems, resilient power systems and missile-defense infrastructure.
• Source confidence: high

Events

• 2026-07-15 - Commercial Order - USMC orders second Stalker Block 30 batch from Redwire for $21.5M - The orders cover a second batch of Advanced Navigation Stalker Block 30 systems plus standard Stalker aircraft. Each Advanced Navigation system includes air vehicles, ISR camera payloads, short-, medium- and long-range ground-control stations and support kits…
• 2026-06-30 - Contract Award - Redwire wins Taiwan Coast Guard Penguin Mk2.5 VTOL UAS contract - The award covers Penguin Mk2.5 VTOL unmanned aircraft systems. The end user is Taiwan Coast Guard Administration. The source did not disclose contract value.
• 2026-06-03 - Contract Award - Redwire Defense awarded $15.86M U.S. Army Stalker Block 35 contract - Redwire Defense was awarded a $15.86 million firm-fixed-price U.S. Army contract for eight Stalker Block 35 systems. The systems are intended to provide reconnaissance, surveillance and target-acquisition capabilities for maneuver commanders. The contracting…
• 2026-05-20 - Commercial Order - Redwire secures $15 million U.S. Army follow-on order for Stalker UAS training systems - Redwire secured a $15 million follow-on order from the 1st Aviation Brigade, U.S. Army Aviation Center of Excellence for Stalker UAS. The Stalker systems will support Advanced Individual Training for tactical UAS specialists at Fort Huachuca. The order reinfo…
• 2026-05-19 - Contract Award - Redwire wins multi-year NATO contract for Penguin Mk3 tactical UAS - Redwire secured a multi-year, high-eight-figure contract from an undisclosed NATO country for its Penguin Mk3 tactical UAS. The award covers delivery of next-generation Penguin Mk3 systems and long-term program support. Reporting says the Penguin platform's o…
• 2026-04-14 - Commercial Order - Redwire awarded $20 million in follow-on Stalker UAS orders - Redwire was awarded $20 million in follow-on orders for Stalker UAS advanced navigation and standard systems. The orders support delivery of Stalker UAS systems for defense customers. The event provides a production-demand signal for Redwire's acquired UAS po…
• 2025-09-18 - Contract Award - Redwire announces Stalker UAS contract with European NATO ally - Redwire announced that Edge Autonomy was awarded a contract from an undisclosed European NATO country. The contract covers Stalker Group 2 fixed-wing UAS for long-range reconnaissance and intelligence gathering. The package includes aircraft systems, spares a…
• 2025-06-13 - Acquisition - Redwire completes Edge Autonomy acquisition - Redwire completed its acquisition of Edge Autonomy. The acquisition brought field-proven uncrewed airborne system technology into Redwire. Redwire positioned the combined company as a global defense technology provider specializing in multi-domain solutions.
• 2025-01-20 - Acquisition - Redwire announces $925 million acquisition of Edge Autonomy - Redwire announced an agreement to acquire Edge Autonomy in a transaction valued at approximately $925 million. The consideration was expected to include $150 million in cash and $775 million in Redwire common stock. The transaction was positioned as creating…

Team

• Chris Edmunds - Chief Financial Officer - Edmunds leads Redwire finance and accounting as the company scales public-company operations across space systems and defense-technology markets.
• Peter Cannito - Chairman and Chief Executive Officer - Cannito leads Redwire as it combines space systems, defense technology, uncrewed systems, avionics, sensors, payloads, and national-security space capabilities.

Customers and deployments

• Ordered UAS System Count - eight Stalker Block 35 systems - 2026-06-03 - U.S. Army - ISR UAS operations - Redwire Defense was awarded a $15.86 million U.S. Army contract for eight Stalker Block 35 ISR UAS systems. - sou…
• Order Value Usd - $15 million - 2026-05-20 - U.S. Army Aviation Center of Excellence - UAS training - Redwire secured a $15 million U.S. Army follow-on order for Stalker UAS training systems. - source posture: Company D…
• Contract Value Band - high-eight-figure Penguin Mk3 tactical UAS contract - 2026-05-19 - undisclosed NATO country - tactical UAS procurement - Redwire secured a multi-year high-eight-figure contract from a NATO country…
• Order Value Usd - $20 million follow-on Stalker UAS orders - 2026-04-14 - defense customers - tactical UAS procurement - Redwire received $20 million in follow-on orders for Stalker UAS advanced navigation and standard…
• Commercial Rollout - Stalker UAS contract - 2025-09-18 - European NATO ally - Europe - Redwire said Edge Autonomy received a contract to deliver Stalker Group 2 fixed-wing UAS, spares and training to a European NATO all…