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Dec 31, 2024

Redwire Q4 2024 Earnings Report

Redwire reported revenue growth but faced significant losses in Q4 2024.

Key Takeaways

Redwire Corporation's Q4 2024 revenue increased by 9.6% to $69.6 million. However, the company reported a net loss of $67.2 million, impacted by a $43.8 million non-cash loss from private warrant liabilities. Operating losses widened, and adjusted EBITDA declined significantly to negative $9.2 million. Free cash flow improved sequentially to $3.0 million.

Revenue increased 9.6% year-over-year to $69.6 million.

Net loss widened to $67.2 million, largely due to a non-cash loss from warrant liabilities.

Operating losses increased to $18.98 million due to cost overruns and unfavorable EAC changes.

Free cash flow turned positive at $3.0 million, marking an improvement from previous quarters.

Total Revenue
$69.6M
Previous year: $63.5M
+9.6%
EPS
-$1.38
Previous year: -$0.25
+452.0%
Total Backlog
$297M
Previous year: $373M
-20.4%
Cash and Equivalents
$33.7M
Previous year: $30.3M
+11.3%
Free Cash Flow
$3M
Previous year: $13.6M
-77.9%
Total Assets
$293M
Previous year: $271M
+7.9%

Redwire

Redwire

Forward Guidance

Redwire expects strong revenue growth in 2025 driven by the Edge Autonomy acquisition, with improved EBITDA and positive free cash flow.

Positive Outlook

  • Projected revenue growth to $535M-$605M in FY25.
  • Expected Adjusted EBITDA between $70M-$105M.
  • Anticipation of sustained positive free cash flow.
  • Momentum from strong contract wins and pipeline of bids.
  • Operational synergies expected from Edge Autonomy acquisition.

Challenges Ahead

  • Continued impact of unfavorable EAC adjustments on financials.
  • Increased operating expenses due to M&A integration.
  • Potential volatility in private warrant liabilities affecting net income.
  • Macroeconomic uncertainties in government defense spending.
  • Risk of further cash burn despite positive free cash flow guidance.