Recent 8-K filings for RDW

• May 20, 2026, 4:49 PM ET other material materiality 0.60 positive item 5.07item 8.01

  Redwire converts all remaining convertible preferred stock; AEI converts 46,505 shares into 15.2M common shares

  AE Industrial Partners converted all 46,505.13 shares of Series A Convertible Preferred Stock into 15,247,586 common shares.

• May 6, 2026, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Redwire Q1 revenue up 58% to $97M, net loss $(76.5)M on non-recurring charge; backlog record $498M

  Revenue $97.0M (+57.9% YoY); gross margin improved to 26.6%.

• May 5, 2026, 7:59 PM ET other material materiality 0.60 negative item 9.01item 8.01

  Redwire pro forma 2025 revenue $422M, net loss $259M; Edge Autonomy acquisition impact

  Pro forma revenue $422.2M vs Redwire standalone $335.4M; includes full-year Edge Autonomy results.

• March 17, 2026, 7:59 PM ET leadership materiality 0.25 positive item 5.02item 7.01item 8.01item 9.01

  Redwire appoints former Air Force space acquisition chief Frank Calvelli to board

  Frank Calvelli elected to Redwire's Board as Class III director effective March 12, 2026; term expires at 2027 annual meeting.

• February 26, 2026, 6:59 PM ET earnings materiality 0.75 negative item 1.01item 1.02item 2.02item 2.03item 9.01 ◈ Debt Financings ×2◈ Material Agreements ×2

  Redwire reports FY2025 revenue $335.4M, record backlog $411.2M; guides FY2026 $450-500M

  FY2025 revenue $335.4M (+10.3% YoY); Q4 revenue $108.8M (+56.4% YoY).

• February 25, 2026, 6:59 PM ET earnings materiality 0.80 negative item 1.01item 1.02item 2.02item 2.03item 9.01 ◈ Debt Financings ×2◈ Material Agreements ×2

  Redwire reports FY2025 revenue $335.4M (+10%), net loss widens to $226.6M; guides FY2026 $450-500M

  Revenue $335.4M (+10.3% YoY); Q4 revenue $108.8M (+56.4% YoY). Book-to-bill 1.32; record backlog $411.2M.

• February 17, 2026, 6:59 PM ET leadership materiality 0.40 neutral item 5.02item 8.01

  Redwire announces board departures, appoints Mike Gold as President Space, Steve Adlich as President Defense Tech

  Raphael Wallander resigned from Board effective Feb 11, 2026; no disagreement.

• November 10, 2025, 6:59 PM ET M&A materiality 0.60 negative item 9.01item 8.01

  Redwire provides pro forma financials for Edge Autonomy acquisition; combined net loss $163M in FY2024

  Pro forma combined revenue for FY2024: $499.1M; net loss available to common: $163.0M ($1.41/share).

• November 10, 2025, 6:59 PM ET other material materiality 0.70 neutral item 1.01item 9.01

  Redwire enters $250M at-the-market equity distribution agreement

  Agreement with Truist Securities, J.P. Morgan, BofA Securities, and Texas Capital Securities.

• November 5, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Redwire Q3 revenue +50.7% YoY to $103.4M, net loss widens to $41.2M

  Revenue $103.4M vs $68.6M YoY; net loss $(41.2)M vs $(21.0)M.

• October 8, 2025, 7:59 PM ET other material materiality 0.45 neutral item 8.01

  Bain Capital converts all remaining Series A Preferred into 9.96M common shares

  On Oct 6, 2025, Bain Capital converted 28,509.34 Series A Preferred shares into 9,962,691 common shares at $3.05 per share.

• October 7, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02item 7.01item 9.01

  Redwire CFO Baliff to retire Nov 30; CAO Edmunds to succeed; board adds two directors

  CFO Jonathan Baliff retires effective Nov 30, 2025; will consult through Dec 2026.

• September 17, 2025, 7:59 PM ET other material materiality 0.65 neutral item 8.01

  Bain Capital converts 31,719 Series A preferred shares into 11M common shares of Redwire

  On Sept 15, 2025, Bain Capital converted 31,719.43 Series A Convertible Preferred shares into 11,000,000 common shares at $3.05 conversion price.

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Redwire Q2 net loss widens to $(97.0)M; revenue falls 21% YoY; Edge Autonomy closed

  Revenue $61.8M, down 20.9% YoY from $78.1M; net loss $(97.0)M vs $(18.1)M in Q2 2024.

• July 15, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02

  Redwire appoints two new directors; Daniels and Bevacqua resign

  Michael Greene (AE Industrial Partners Co-CEO) and Raphael Wallander appointed effective July 11, 2025.

• July 2, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02

  Redwire directors Bevacqua, Kornblatt, Daniels resign post-Edge Autonomy acquisition close

  Michael J. Bevacqua resigned June 26, 2025; David Kornblatt and Les Daniels resigned July 1, 2025.

• June 18, 2025, 7:59 PM ET other material materiality 0.75 neutral item 1.01item 8.01item 9.01

  Redwire closes $260M stock offering; proceeds for working capital, Bain preferred buyback, Edge Autonomy note repayment

  Sold 15.525M shares for ~$260M; underwriters have 30-day option for additional 2.33M shares.

• June 13, 2025, 7:59 PM ET M&A materiality 0.90 neutral item 1.01item 2.01item 2.03item 3.02item 5.07item 9.01 ◈ M&A Transactions

  Redwire completes $925M acquisition of Edge Autonomy; issues 49.8M shares and $100M seller note

  Total merger consideration of $925M: $160M cash (incl. seller note) and $765M in RDW stock at $15.07/share.

• June 9, 2025, 7:59 PM ET M&A materiality 0.85 neutral item 1.01item 3.02item 7.01item 8.01item 9.01

  Redwire amends Edge Autonomy merger: $925M deal, adds $100M promissory note at 15-18%

  Amendment increases cash consideration to $160M (incl. $100M promissory note) from $150M; stock portion reduced to $765M.

• May 21, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Redwire shareholders elect three Class III directors, ratify KPMG, approve officer liability amendment

  Peter Cannito elected with 77.5M votes for, 2.9M withheld; Joanne Isham with 80.3M for, 163.8K withheld.

• May 12, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Redwire Q1 rev $61.4M (-30% YoY); net loss $(2.9)M; guides FY25 combined rev $535-605M

  Revenue $61.4M, down 30.1% YoY; net loss $(2.9)M vs $(8.1)M YoY.

• April 10, 2025, 7:59 PM ET M&A materiality 0.85 positive item 7.01item 9.01

  Redwire obtains regulatory approval for Edge Autonomy acquisition; closing Q2 2025

  Received regulatory approval for Edge Autonomy acquisition; expected to close in Q2 2025.

• April 9, 2025, 7:59 PM ET M&A materiality 0.75 positive item 7.01item 9.01

  Redwire on track to close Edge Autonomy acquisition in Q2 2025; regulatory hurdles cleared

  Redwire cleared U.S. HSR and UK/Latvia regulatory approvals for Edge Autonomy deal.

• April 3, 2025, 7:59 PM ET M&A materiality 0.70 positive item 8.01item 9.01

  Redwire files Edge Autonomy audited 2024 financials; revenue $195M, net income $15.8M

  Edge Autonomy 2024 revenue $195.0M (2023: $151.6M; 2022: $49.2M); net income $15.8M (2023: $21.8M).

• April 2, 2025, 7:59 PM ET other material materiality 0.55 positive item 7.01item 9.01

  Redwire CEO discusses Edge Autonomy deal, expects free cash flow positive in 2025

  Edge Autonomy acquisition is Redwire's largest deal; expected to close and make company free cash flow positive this year.

• March 26, 2025, 7:59 PM ET other material materiality 0.65 positive item 8.01item 9.01

  Redwire completes warrant redemption; 7.2M exercised for ~$82.9M

  As of March 24, 2025, 7,205,399 warrants exercised at $11.50/share, yielding ~$82.9M proceeds to company.

• March 21, 2025, 7:59 PM ET M&A materiality 0.70 positive item 7.01item 9.01

  Redwire receives all regulatory approvals for Edge Autonomy acquisition

  Regulatory approvals: HSR Act in US, foreign investment reviews in Latvia, Canada, and UK.

• March 19, 2025, 7:59 PM ET M&A materiality 0.60 positive item 7.01item 9.01

  Redwire presents at Roth Conference; reiterates Edge Autonomy Q2 close, defense growth focus

  CFO presented at Roth Conference; reaffirmed Edge Autonomy acquisition expected to close Q2 2025.

• March 13, 2025, 7:59 PM ET M&A materiality 0.85 positive item 7.01item 9.01

  Redwire to acquire Edge Autonomy; combined 2025 rev guidance $535M-$605M

  2025 combined revenue forecast $535M-$605M; EBITDA $70M-$105M (margins >15%).

• March 11, 2025, 7:59 PM ET other material materiality 0.50 neutral item 2.02item 7.01item 9.01

  Redwire Q4 2024 earnings call; Edge Autonomy deal discussed; no financial data in filing

  Company held conference call on March 11, 2025 for Q4/FY2024 results and Edge Autonomy acquisition update.

• March 10, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Redwire FY2024 revenue up 24.7% to $304.1M; net loss widens to $114.3M includes warrant loss and litigation

  Revenue $304.1M, +24.7% YoY; Q4 revenue $69.6M, +9.6% YoY.

• February 20, 2025, 6:59 PM ET other material materiality 0.60 positive item 8.01item 9.01

  Redwire Forces Redemption of Public Warrants at $0.01; Exercise by March 24

  Redemption price $0.01 per warrant; holders may exercise at $11.50/share until 5:00 PM ET on March 24, 2025.

• February 18, 2025, 6:59 PM ET other material materiality 0.45 neutral item 7.01item 9.01

  Redwire CEO discusses Edge Autonomy acquisition, VLEO orbital drone strategy in interview

  CEO Peter Cannito says Edge Autonomy will expand Redwire into multi-domain platforms spanning space and airborne.

• January 27, 2025, 6:59 PM ET M&A materiality 0.75 positive item 7.01item 9.01

  Redwire provides Edge Autonomy Ukraine revenue detail, reaffirms $925M deal close in Q2

  Edge Autonomy's Ukraine-sourced revenue (direct/indirect) was less than 30% of total for LTM Sept 30, 2024.

• January 21, 2025, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 3.02item 7.01item 8.01item 9.01

  Redwire to acquire Edge Autonomy for $925M; $150M cash + $775M stock

  Purchase price $925M: $150M in cash and $775M in RDW common shares at $15.07/share.

• January 21, 2025, 6:59 PM ET M&A materiality 0.85 positive item 2.02item 7.01item 9.01

  Redwire signs agreement to acquire Edge Autonomy, expanding multi-domain mission capabilities

  Redwire enters into definitive agreement to acquire Edge Autonomy, a provider of autonomous drones and related systems.

• November 6, 2024, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Redwire Q3 revenue $68.6M (+9.6% YoY); net loss $(21.0)M includes $8M litigation charge

  Net loss widened to $(21.0)M from $(6.3)M YoY, including an $8.0M loss contingency for Lemen v. Redwire securities lawsuit.

• August 29, 2024, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01

  Redwire increases revolving credit facility from $45M to $65M, raises minimum borrowing requirement

  Ninth Amendment dated Aug 28, 2024, adds $20M in revolving commitments, raising total to $65M.

• August 14, 2024, 7:59 PM ET M&A materiality 0.65 positive item 7.01item 9.01

  Redwire to acquire Hera Systems; raises FY2024 revenue guidance to $310M

  Acquires Hera Systems, a spacecraft developer for national security missions; expected close in Q3 2024.

• August 7, 2024, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Redwire Q2 revenue up 30% to $78.1M; net loss widens to $18.1M, adjusted EBITDA $1.6M

  Revenue $78.1M (+30% YoY); Net Loss $(18.1)M vs $(5.5)M YoY due partly to $9.0M non-cash warrant liability loss.

• June 20, 2024, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01

  Redwire ups revolver by $15M to $45M under Eighth Amendment dated June 18, 2024

  Revolving credit facility increased from $30M to $45M; new commitments total $15M.

• June 13, 2024, 7:59 PM ET leadership materiality 0.30 neutral item 8.01item 9.01

  Redwire appoints Aaron Futch as EVP, General Counsel and Secretary

  Aaron Futch appointed EVP, General Counsel and Secretary effective June 11, 2024.

• May 24, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07

  Redwire shareholders elect all three director nominees and ratify KPMG as auditor at 2024 Annual Meeting

  All three Class III director nominees (Bevaqua, Bolton, Kornblatt) elected with >73M votes each, broker non-votes ~7.1M.

• May 8, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Redwire Q1 revenue jumps 52.4% to $87.8M; affirms FY2024 revenue forecast of $300M

  Revenue $87.8M (up 52.4% YoY); net loss $(8.1)M, slightly wider than $(7.3)M in Q1 2023.

• March 29, 2024, 7:59 PM ET leadership materiality 0.40 neutral item 5.02 ◈ executive_change

  Redwire EVP, General Counsel Nathan O'Konek resigns; effective April 26, 2024

  Nathan O'Konek, EVP, General Counsel and Secretary, resigned effective April 26, 2024; extension possible by mutual agreement up to 60 days.

• March 14, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Redwire FY2023 revenue up 51.9% to $243.8M, net loss improves $103.4M; Q4 book-to-bill 2.81

  Full year 2023 revenue $243.8M (+51.9% YoY); net loss improved to $(27.3)M from $(130.6)M.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.65 · Most common event m_and_a

17 positive 9 negative 20 neutral

source · RDW on sec.gov