Redwire Corporation RDW

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
41/100
Developing

Ranked against 79 peers in Aerospace & Defense

About Redwire Corporation

Redwire Corporation provides critical space solutions and space infrastructure for government and commercial customers in the United States, Europe, and internationally. The company offers avionics and sensors, including star trackers and sun sensors, which are critical for navigation and control of spacecraft; camera systems; infrared, space situational awareness, and position timing and navigation payloads; solar array solutions for spacecraft spanning … Full RDW analysis →

Key strengths

  • Cost Leadership Position Operating margin at 100.0th percentile with strong OpEx control demonstrates cost leadership.
  • Operating Leverage in Effect Operating leverage is evident (score 0.87), with margins expanding over time.

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.30), raising refinancing risk.
  • Weak or Negative Cash Flow Cash generation is weak (score 0.25), limiting financial flexibility.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
43
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Where RDW ranks in Aerospace & Defense

Redwire Corporation ranks #44 of 80 scored companies in Aerospace & Defense by moat score — the top 55%. The widest moat in the group is Howmet Aerospace Inc. (HWM) at 80/100.

# Company Moat score Rating
40 Space Exploration Technologies SPCX 45/100 Developing
41 Mercury Systems Inc MRCY 44/100 Developing
42 Boeing Company (The) BA 43/100 Developing
43 Planet Labs PBC PL 42/100 Developing
44 Redwire Corporation RDW 41/100 Developing
45 SIFCO Industries, Inc. SIF 40/100 Developing
46 Ducommun Incorporated DCO 39/100 Developing
47 Sturm, Ruger & Company, Inc. RGR 39/100 Developing
48 AMMO, Inc. POWW 38/100 Developing

See every General Corporate company ranked by moat score →

How RDW scores on the Corporate Default defenses

Pricing Power

Score 43 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 66 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 26 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 21 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 30 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 69 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding RDW's moat

What is Redwire Corporation's moat score?

Redwire Corporation (RDW) scores 41 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #44 of 80 scored companies in Aerospace & Defense, the top 55%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 79 companies in Aerospace & Defense. Its strongest defense is Scale & Market Position (69/100) and its weakest is Capital Efficiency (21/100).

How does Redwire Corporation compare with other Aerospace & Defense companies?

Redwire Corporation ranks #44 of 80 scored companies in Aerospace & Defense by moat score. The widest moat in Aerospace & Defense is Howmet Aerospace Inc. (HWM) at 80/100. The companies ranked closest are Planet Labs PBC (PL) at 42 just above it and SIFCO Industries, Inc. (SIF) at 40 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 79 companies in Aerospace & Defense. The defenses are then weighted to produce the overall score out of 100.

Why is Redwire Corporation scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Redwire Corporation?

The Corporate Default template measures 6 defenses, and RDW scores: Pricing Power (43), Cost Advantage (66), Customer Stickiness (26), Capital Efficiency (21), Resilience (30), Scale & Market Position (69). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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