Can Redwire's Phased-Array Investment Drive Defense Growth?

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Can Redwire's Phased-Array Investment Drive Defense Growth?

Redwire Corporation RDW is expanding its focus on military communications with a strategic investment in next-generation phased-array antenna technology. In August 2026, the company announced the investment to accelerate the development and production of phased-array antenna systems designed for communications across low Earth orbit (LEO), medium Earth orbit (MEO) and geostationary orbit (GEO). The systems are expected to support dynamic beam steering, stronger link reliability and higher data throughput for warfighter communications.

The investment builds on Redwire’s existing radio frequency (RF) capabilities. The company already provides tactical connectivity antennas and RF payloads, including antennas used on the Proliferated Warfighter Space Architecture. Redwire also previously demonstrated a Link-16 signal transmission from space to ground, supporting the exchange of tactical data across military platforms.

Phased-array technology could give RDW another opportunity to participate in the expansion of distributed military satellite networks. Its ability to support multiple orbital environments could broaden the applications of its RF portfolio as defense customers seek communications systems capable of operating across increasingly complex space architectures. Redwire’s RF Systems group also supplies tactical communications and sensing payloads to major aerospace and defense companies, giving the company an established channel for deploying these technologies.

The investment could strengthen Redwire’s position in space-based communications while creating opportunities to expand its role across national security programs. With more than 200 flight antennas already delivered and a major upgrade to its RF flight electronics assembly facilities, RDW is building on an existing technology base rather than entering the market from scratch.

Companies Advancing Phased-Array Defense Communications

Growing demand for resilient military communications is encouraging aerospace and defense companies to advance phased-array technologies for satellite and other contested communications applications. Viasat Inc. VSAT and Northrop Grumman Corporation NOC are also developing capabilities that support secure and resilient communications across defense applications.

Viasat develops active electronically scanned array technologies designed to support multi-band and multi-orbit satellite communications, aligning with the broader push toward flexible and resilient military connectivity.

Northrop Grumman works on SATCOM ground systems and phased-array antenna technologies that assist in military communications, providing another example of how advanced antenna architectures are being integrated into defense networks.

Earnings Estimates for RDW Stock

The Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests a year-over-year growth of 57.32% and 40%, respectively.

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RDW Stock Is Trading at a Premium

Redwire is trading at a premium relative to the industry, with a forward 12-month price-to-sales of 4.96X compared with the industry average of 2.36X.

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RDW Stock Price Performance

Over the past six months, RDW shares have risen 9.1% against the industry’s 15.1% fall.

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RDW’s Zacks Rank

Redwire currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Redwire Corporation (RDW): Free Stock Analysis Report
 
Northrop Grumman Corporation (NOC): Free Stock Analysis Report
 
Viasat Inc. (VSAT): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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