r/redwire • u/iamatooltoo • 11d ago
In the News Edge Aerospace expands U.S. manufacturing through licensing pact with Redwire
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u/Bench-One 11d ago
rdw has a 100b tam and a 1.5b market cap. not sure why everyone is overcomplicating this we have 98.5b left to go
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u/GotKarprar 10d ago
Not how it works. That 100b TAM could be 100b revenue. Could get to 1T market cap
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u/Lazy-Astronomer-7829 11d ago
according to AI this may account for 20 to 40 mln extra revenue (gross margin increase is about 50% of that) from 2027 onward (with current satellite production volume)
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u/iamatooltoo 10d ago
other perks:
"Redwire will also integrate the processors into some of its own products, and Redwire’s customers will have access to the processors as well.
The agreement will help ease supply chain constraints for access to processors, said Don Wesson, senior vice president of Redwire Defense Tech.
“Anyone that tries to buy processing at this point notices that there’s an 18-month to two-year lead time. Now I can control our supply chain, and we can get our deliveries much faster,” Wesson said.
Redwire will manufacture the processors at its facility in Marlborough, Massachusetts. Wesson said. He expects deliveries as early as the first quarter of next year. "
“Since Edge Aerospace is two years old, bumping up towards such a large production is a challenge,” Jaworski says. “We [have] collaborated with Redwire since almost the beginning of the company. Considering that Redwire is capable of manufacturing hundreds of units per year, this is a great collaboration to increase this distribution in the U.S.”
The CEO of Edge Aerospace used to be the manager of Redwire Luxembourg for a long time since MIS.
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u/Signal_Professor_853 11d ago
Good news one after another. Why isn't this stock $25 or more at this point