#우주항공·위성 Analysis Reports
4
Redwire Corp (NYSE: RDW) supplies space infrastructure components and defense technology (unmanned aerial systems). Following its acquisition of Edge Autonomy (approx. $925M) in June 2025, the company transitioned to a two-segment structure — Space and Defense Tech. FY2025 annual revenue was $335.4M (+10.3% year-over-year), but the company recorded a net loss of $(226.6)M, and auditor KPMG issued an adverse opinion on FY2025 internal control over financial reporting. Q1 2026 revenue was $97.0M (+57.9% year-over-year), below consensus estimates, while the contract backlog expanded to $498.1M (an all-time high).
Planet Labs PBC sells imagery and analytics data from Earth-observation satellites (PlanetScope, SkySat). In FY2026 (ended 2026-01-31), revenue reached $307.7 million (+26% YoY), and adjusted EBITDA turned positive for the first time (+$15.5 million). In the following Q1 FY2027 (ended 2026-04-30), revenue was $94 million (+42% YoY), with backlog of over $906 million (+72%) and remaining performance obligations (RPO) of $816 million (+81%). As of the reference date (2026-07-17), the closing price was $22.47, up +1.72% from the previous trading day ($22.09).
Archer Aviation is a California-based eVTOL aircraft manufacturer primarily developing the four-seat 'Midnight' aircraft; its 2026-08-14 closing price was $6.62 (-5.02% vs. previous day). Based on confirmed financial data, cumulative H1 2026 (through 2026-06-30) revenue was $0, operating loss was -$320.1 million, and net loss was -$299.4 million (SEC 10-Q, accession no. 0001824502-26-000059). On 2026-08-09, Archer entered a definitive equity purchase agreement to acquire 100% of Boeing subsidiaries Wisk Aero, SkyGrid, and Insitu entirely in stock and warrants, with Boeing set to acquire newly issued shares equal to 19.75% of shares outstanding immediately prior to closing (SEC 8-K, accession no. 0001104659-26-093056). FAA Type Certification was reported to have completed Phase 3 of a four-phase process (Archer IR, 2026-05-11).
Eaton Corporation plc (NYSE: ETN) reported its Q2 FY2026 results on 2026-07-31. Revenue reached a record $8.5B (+21% YoY, +14% organic), and adjusted EPS of $3.15 beat the market consensus of $3.08. The company raised its full-year 2026 adjusted EPS guidance to $13.40-$13.60 (midpoint $13.50) and its organic growth guidance to 11-13%. The board approved a quarterly dividend of $1.10 per share on 2026-07-22 (record date 2026-08-07, payment date 2026-08-28).