Redwire第三季度营收增5.4%至1.09亿美元：毛利率创纪录达32.3%，在手订单6.2亿美元
总部位于佛罗里达州杜瓦尔县 Jacksonville 的太空与防务科技公司 Redwire Corporation（纽约证券交易所：RDW）11月4日公布截至9月30日的2026年第三季度业绩：在手订单创纪录，毛利率创历史新高。
当季营收为1.090亿美元，同比增长5.4%；毛利率达创纪录的32.3%，上年同期为16.3%；净亏损为2,320万美元，同比改善1,800万美元；摊薄每股亏损0.09美元，同比改善0.20美元。调整后 EBITDA 为负530万美元，公司称当季研发支出同比大增87.1%，是为未来增长投入。
订单与流动性方面，公司当季签约1.887亿美元，季度订单出货比达1.73；在手订单达创纪录的6.197亿美元，同比增长近75%；季末总流动性为5.389亿美元，较2025年底增长313.9%。
业务进展方面，公司当季获得国防高级研究计划局（DARPA）2,000万美元合同，为其 SabreSat 航天器完成超低地球轨道先导飞行试验的更多测试；获得 Axiom Space 后续合同，为其第二个空间站舱段研制交付两套展开式太阳能阵列（ROSA）翼；三季度结束后，公司还向国际空间站发射了包括四项微重力实验在内的关键技术，并完成最后一对 ROSA 阵列的安装，收官空间站电力系统现代化工程。
公司重申2026年全年营收指引为4.5亿至5.0亿美元。董事长、首席执行官兼总裁 Peter Cannito 表示：「在手订单创纪录地达到6.197亿美元、同比增长近75%，订单出货比升至1.73，显示我们太空与防务科技组合的需求依然坚韧。」（来源：Redwire）
Redwire Q3 Revenue Rises 5.4% to $109 Million: Record 32.3% Gross Margin and $619.7 Million Backlog
Redwire Corporation (NYSE: RDW), the space and defense technology company headquartered in Jacksonville, Duval County, Florida, on November 4 announced results for its third quarter ended September 30, 2026, with record backlog and record gross margins.
Revenues increased 5.4% year over year to $109.0 million. Gross margin improved to a record 32.3%, compared with 16.3% a year earlier. Net loss improved by $18.0 million to $23.2 million, and diluted EPS improved by $0.20 to $(0.09). Adjusted EBITDA was $(5.3) million, as research and development expense rose 87.1% year over year in what the company called investment in future growth.
The company was awarded $188.7 million in contracts during the quarter, taking its quarterly book-to-bill to 1.73, and ended the quarter with record backlog of $619.7 million, up nearly 75% year over year. Total liquidity was $538.9 million, a 313.9% increase over the end of 2025.
During the quarter, Redwire was awarded a $20 million contract from the Defense Advanced Research Projects Agency (DARPA) for additional testing of its SabreSat spacecraft ahead of a precursor flight test in very low Earth orbit, and received a follow-on contract from Axiom Space to develop and deliver two Roll-Out Solar Array (ROSA) wings for Axiom's second space station module. After the quarter ended, the company launched key technologies to the International Space Station, including four microgravity investigations and the fourth and final pair of ROSA arrays, completing a historic power modernization effort.
Redwire reaffirmed its full-year 2026 revenue forecast of $450 million to $500 million. "Redwire continued to see durable demand across our space and defense tech portfolio during the third quarter, as evidenced by our record backlog of $619.7 million, a nearly 75% increase year-over-year, and book-to-bill increasing to 1.73," said Peter Cannito, Chairman, CEO and President. (Source: Redwire)
来源：Redwire
发布：GSM·美国（发布链接）
图片来源：图：国际空间站上的展开式太阳能阵列（ROSA）；Redwire 本季获 Axiom Space 后续合同，为其第二个空间站舱段研制交付两套 ROSA 翼。NASA 图，公共领域，经 Wikimedia Commons。 / Photo: A Roll-Out Solar Array (ROSA) on the International Space Station; Redwire received a follow-on contract this quarter to develop and deliver two ROSA wings for Axiom Space's second station module. NASA photo, public domain, via Wikimedia Commons.
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