MEDIUMBuilt-in & outside partyCustomer
46.9%
national security customers
“10-K Item 1: 'we generated 46.9% of our revenue from national security customers'”
RDW · Concentration risk · 10-K extracted
Redwire (RDW) concentration risks
Updated
The most significant concentration Redwire discloses is national security customers at 46.9%, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Redwire’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH0
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inGeographic
41.6%
international customers
“10-K Item 1: 'revenues from customers located outside of the United States accounted for 41.6%'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's revenue profile reflects two moderate concentrations that are structurally distinct. National security customers accounted for 46.9% of revenue — a medium-share mixed concentration where the customer base is governmentally defined but the dependency character comes from the project-award and budget-cycle dynamics of defense and intelligence contracting. The structural element is that space infrastructure and national security applications form a core part of the company's addressable market by design; the dependency element is that contract extensions and new awards are subject to procurement decisions that can shift on policy, budget, or program-schedule timelines. International customers — revenues from customers located outside of the United States — accounted for 41.6% of total revenue, a medium-share structural concentration reflecting the company's positioning in civil and commercial space programs globally. The international share introduces foreign-exchange effects, geopolitical risk, and country-specific export-control compliance complexity, but the customer base is spread across multiple sovereign and commercial programs rather than concentrated in one counterparty. Together, the two exposures are partially overlapping conceptually — some international revenues may also be national-security-related — but they are reported independently and their risk characters are distinct. The domestic national security exposure is the more contractually specific of the two; the international exposure is broader and more diffuse. On balance, both sit at a moderate share of revenues and are unlikely individually to be verdict-determining, but their combination means a large majority of revenues carries some form of government or geopolitical dependency.
For the engine’s reasoning on RDW’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Aerospace & Defense
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AVAV | AeroVironment, Inc. | 1 | 1 | 2 | 4 |
| ACHR | Archer Aviation Inc. | 1 | 0 | 0 | 1 |
| AXON | Axon Enterprise, Inc. | 0 | 2 | 0 | 2 |
| RDW● | Redwire Corporation | 0 | 2 | 0 | 2 |
| AIR | AAR Corp. | 0 | 0 | 1 | 1 |
| ATRO | Astronics Corporation | 0 | 0 | 1 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.