Redwire Corporation · NYSE:RDW

Redwire — Investor Presentation (June 2025)

35 slides from Redwire's investor presentation, June 2025

  1. Slide 1: Investor Presentation

    Investor Presentation June 2025 1. Insert Footnote

  2. Slide 2: Use of Data and Use of Projections

    Use of Data Industry and market data used in this Presentation have been obtained from third-party industry publications and sources, as well as from publicly available information and/or research reports prepared for other purposes. Neither Redwire nor Edge Autonomy have independently verified the

  3. Slide 3: Cautionary Statement Regarding Forward-Looking Statements

    Cautionary Statement Regarding Forward-Looking Statements Readers are cautioned that the statements contained in this Presentation regarding expectations of our performance or other matters that may affect our or the combined company’s business, results of operations, or financial condition are “for

  4. Slide 4: Cautionary Statement (Continued), Non-GAAP Financial Information, Key Performance Indicators

    Cautionary Statement Regarding Forward-Looking Statements (Continued) (45) the fact that provisions in our Certificate of Designation with respect to our Redwire Preferred Stock may delay or prevent our acquisition by a third party, which could also reduce the market price of our capital stock; (46)

  5. Slide 5: 1. Insert Footnote

    (id) REDWIRE | BUILD ABOVE | 5

  6. Slide 6: Our Leadership

    Our Leadership Peter Cannito Jonathan Baliff Chairman & Chief Executive Officer Chief Financial Officer & Director 25+ years of experience in aerospace and Aviation and infrastructure sector leader for 30+ defense. Former CEO of Polaris Alpha, a defense years. Former CEO and CFO at Bristow Group, te

  7. Slide 7: Company & Strategy Overview

    Company & Strategy Overview Credit: Maxar Space Systems Credit: Edge Autonomy 1. Insert Footnote 7

  8. Slide 8: Redwire is a Purpose-Built Space and Defense Tech Company

    Redwire is a Purpose-Built Space and Defense Tech Company • Mission-focused on critical, multi- domain national security requirements • Proliferation of UASs • Space as a warfighting domain • Growth of European space and defense budgets • AI-enabled autonomous space and airborne vehicles • Micrograv

  9. Slide 9: Redwire Capabilities are Critical to Our Global National Security, Civil Space, and Commercial Customers

    Redwire Capabilities are Critical to Our Global National Security, Civil Space, and Commercial Customers Multi-Orbit AI-Enabled Autonomous Critical Commercial Microgravity Space Uncrewed Airborne Subsystems and Development and Vehicles Systems Components Infrastructure SabreSat VLEO Platform VXE30 S

  10. Slide 10: Driving Growth and Profitability in 2025 and Beyond

    Driving Growth and Profitability in 2025 and Beyond Credit: Firefly (taken on a Redwire camera) Credit: ESA Credit: Redwire Credit: NASA Providing Delivering Exploring Unlocking Executing Picks & Multi- the Moon, Breakthrough Accretive Shovels Domain Mars & Technologies M&A Platforms Beyond 1. Inser

  11. Slide 11: Providing Picks and Shovels

    Providing Picks and Shovels Strategic Positioning Proof Points Future Growth Redwire is currently Providing Roll providing critical Out Solar Redwire is positioned as subsystems and Arrays for the global supplier of components such as Thales Alenia choice to be spec’d into Space’s our customers’ sys

  12. Slide 12: Delivering Multi-Domain Platforms

    Delivering Multi-Domain Platforms Strategic Positioning Proof Points Future Growth Redwire has 5 multi- SabreSat Multiple Redwire orbit space-based VLEO solutions are positioned platform for platforms and 2 DARPA’s for the Golden Dome autonomous airborne Otter Program Layered Defense platforms for c

  13. Slide 13: Delivering Multi-Domain Platforms (cont.)

    Delivering Multi-Domain Platforms (cont.) U.S. Market VXE30 Series Europe Market Penguin Series From the surface of the Earth to the surface of the Moon, Mars, and beyond 1. Insert Footnote 13

  14. Slide 14: Exploring the Moon, Mars & Beyond

    Exploring the Moon, Mars & Beyond Strategic Positioning Proof Points Future Growth Provided Avionics Signed MOU with Capitalizing on our for Firefly’s ispace-U.S. to jointly decades of experience Blue Ghost pursue commercial and Intuitive Lunar exploration in providing systems Machines’ for space ex

  15. Slide 15: Unlocking Breakthrough Technologies

    Unlocking Breakthrough Technologies Strategic Positioning Proof Points Future Growth Launched 28 Pursuing breakthrough Partnering with multiple PIL-BOXes(1) developments on in partnership commercial LEO advanced technologies with destination prime with game-changing customers contractors such as suc

  16. Slide 16: Executing Accretive M&A

    Executing Accretive M&A Strategic Positioning Proof Points Future Growth Redwire has Proven track record of Purpose-built, agile, completed 11 execution and middle market space acquisitions integration of value and defense tech to-date accretive transactions company through accretive acquisitions of

  17. Slide 17: Redwire Capability Critical to Multi-Layered Defense Initiatives

    Well-Positioned to Serve National Security Missions Around the World Redwire Capability Critical to Multi- Layered Defense Initiatives --------------- Proven products with Multiple SCIFs and space-flight and classified billets combat-proven heritage 650K+ square feet to 1,350+ mission-driven serve c

  18. Slide 18: Well-Positioned to Benefit from Growing Global Defense Spending, Especially in Europe

    Well-Positioned to Benefit from Growing Global Defense Spending, Especially in Europe Combined Revenues by Customer • Operate from 19 locations in North America (AL, Geographic Location CA, CO, FL, IN, MA, MI, NM, VA, Canada) US$M, Year ended December 31, 2024 • Operate from 4 locations in Europe: (

  19. Slide 19: Financial Overview

    Financial Overview Credit: The Baltic Times 1. Insert Footnote 19

  20. Slide 20: Combined Redwire Has a Differentiated Financial Profile

    Combined Redwire Has a Differentiated Financial Profile with Scale, Growth, Profitability and a Strong Balance Sheet  Strong revenue growth of more than 2.3x since 2022 driven by organic contract additions and expansions $499M $48M Pro Forma Revenue Combined Adjusted year ended December EBITDA(1) y

  21. Slide 21: Redwire Has a Strong Track Record of Growth and Path to Profitability

    Redwire Has a Strong Track Record of Growth and Path to Profitability Revenue Adjusted EBITDA(1) $499.1M $47.9M $499M $209.7M $48M Pro Forma Revenue for Combined Adjusted EBITDA(1) the Year Ended for the Year Ended December 31, 2024 December 31, 2024 $0.3M Combined 2022 Combined 2024 Combined 2022 P

  22. Slide 22: Summary

    Summary 1. Insert Footnote 22

  23. Slide 23: Redwire: A Purpose-Built Space and Defense Technology Company

    Redwire: A Purpose-Built Space and Defense Technology Company Significant Demand Critical, Trusted, Multiple Ways Profitable Growth in Globally Proven Offerings to Win 2025 and Beyond Proposed $1T U.S. Defense Multi-domain vertically Track Record: 54% revenue budget for 2026; rapid Decades of flight

  24. Slide 24: Appendix

    Appendix: 24

  25. Slide 25: Proven Suite of Critical "Picks and Shovels" Solutions

    Proven Suite of Critical “Picks and Shovels” Solutions Credit: Redwire Credit: NASA Credit: United States Army Credit: Edge Autonomy Credit: Edge Autonomy Avionics Power Structures & & Sensors Generation Mechanisms Credit: Redwire Credit: Redwire Credit: NASA Credit: Edge Autonomy 1. Insert Footnote

  26. Slide 26: Standalone Redwire at a Glance

    Standalone Redwire at a Glance Integrated Mission Multinational Next-Generation Space Enabler Missions Spacecraft Manufacturing Avionics & Sensors System integrator / prime VLEO: SabreSat, Phantom Pharmaceutical development Power Generation satellite operator LEO: Hammerhead, Thresher Bioprinting St

  27. Slide 27: M&A Execution is a Core Strength of Redwire

    M&A Execution is a Core Strength of Redwire September 2021 Public Platform June 2020 Established Made In February 2021 March 2020 Space Deployable June 2025 Adcole Space Acquisition of Edge Maryland Systems November 2021 Autonomy closed December 2020 Aerospace Techshot Platform Consolidation LoadPat

  28. Slide 28: Standalone Edge Autonomy at a Glance

    Standalone Edge Autonomy at a Glance Complete Multi-Mission Defense Technology Solutions Fully Integrated & Comprehensive Products Offering for the US DoD and Allied Forces VXE30 Stalker Penguin C VTOL Octopus ISR Payloads With a diverse ecosystem of uncrewed aerial vehicles, EO/IR camera payloads,

  29. Slide 29: Field-Proven Capabilities Drive Competitive Differentiation

    Field-Proven Capabilities Drive Competitive Differentiation Long Range In-house Aerospace Multi-Mission Proprietary Software / Ease of Operation Robust Solutions Long Endurance Production Capability Autonomy 8hrs+ (VXE30 Stalker; Quick and simple setup Modular Open Systems Over 265,000ft2 of Havoc c

  30. Slide 30: Appendix: Financial information and reconciliation

    Appendix: Financial information and reconciliation 30

  31. Slide 31: Combined Financial Summary

    Combined Financial Summary Year Ended ($ in thousands, except percentages) December 31, 2024 December 31, 2023 December 31, 2022 Redwire Revenue $ 304,101 $ 243,800 $ 160,549 Edge Autonomy Reveue 194,983 151,645 49,186 Combined Revenue 499,084 395,445 209,735 Year Ended ($ in thousands, except perce

  32. Slide 32: Redwire Supplemental Non-GAAP Information

    Redwire Supplemental Non-GAAP Information i. Redwire incurred acquisition costs including due diligence, integration costs and additional expenses related to pre-acquisition activity. Acquisition deal costs was reclassified as Transaction expenses to conform with current period presentation. Year En

  33. Slide 33: Edge Autonomy Supplemental Non-GAAP Information

    Edge Autonomy Supplemental Non-GAAP Information i. For the year ended December 31, 2024, transaction expenses of $3.1 million primarily represent due diligence, legal, and other related costs incurred in connection with the merger with Redwire. For the year ended December 31, 2023, transaction expen

  34. Slide 34: Redwire Key Performance Indicators

    Redwire Key Performance Indicators Contracted Backlog We view growth in backlog as a key measure of our business growth. Contracted backlog represents the estimated dollar value of firm funded executed contracts for which work has not been performed (also known as the remaining performance obligatio

  35. Slide 35: Edge Autonomy Key Performance Indicators

    Edge Autonomy Key Performance Indicators Contracted Backlog We view growth in backlog as a key measure of our business growth. Contracted backlog represents the estimated dollar value of firm funded executed contracts for which work December 31, December 31, December 31, has not been performed (also

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