
The global space economy is undergoing a fundamental shift. For the past decade, the narrative has been dominated by high-profile billionaires building rockets. These launch providers, the trucking companies of orbit, have captured the public imagination. However, as 2026 begins, smart money is moving toward a different sector: Space Infrastructure.
This transition from Launch to Logistics is bringing new attention to Redwire Corporation (NYSE: RDW). Unlike companies that focus on reaching space, Redwire builds the critical technology that operates there. They manufacture the solar arrays that power stations, the antennas that transmit data, and the docking systems that connect spacecraft.