ATMU
Atmus Filtration Technologies Inc.
ATMU has a slight edge over RDW overall, supported by lower modeled downside and stronger fundamentals.
RDW
Redwire Corporation
RDW offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
ATMU Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Stable |
ATMU's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
ATMU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 14x | $38.96 | -30% |
| Forward | 17x | $55.82 | — |
| Fair | 18x | $47.60 | -15% |
| Expensive | 21x | $55.50 | -0.6% |
| Current | 21x | $55.82 | — |
Historical ranges are pointers, not guarantees.
ATMU's PE is in its expensive range at 21x. If earnings grow as analysts expect, today's price would be 17x next year's earnings, in its fair range.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
ATMU Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for ATMU, with profitability improving.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
ATMU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.27 | +21% |
| Q3 2026 | $2.69 | +12% |
| Q2 2026 | $2.61 | +15% |
| Q1 2026 | $2.55 | +15% |
| Q4 2025 | $2.50 | +13% |
| Q3 2025 | $2.41 | +12% |
| Q2 2025 | $2.27 | +9.1% |
| Q1 2025 | $2.22 | +13% |
| Q4 2024 | $2.22 | +8.3% |
ATMU has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
ATMU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $510M | +14% |
| Q2 2026 | $527.9M | +16% |
| Q1 2026 | $477.5M | +15% |
| Q4 2025 | $446.6M | +9.8% |
| Q3 2025 | $447.7M | +11% |
| Q2 2025 | $453.5M | +4.8% |
| Q1 2025 | $416.5M | -2.4% |
| Q4 2024 | $406.7M | +1.8% |
ATMU's revenue has grown year over year for six quarters in a row: $510M last quarter, up 14% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 18% | -0.5 points |
| Q2 2026 | 18% | +0.4 points |
| Q1 2026 | 16% | +0.4 points |
| Q4 2025 | 16% | +2.4 points |
| Q3 2025 | 18% | +2.6 points |
| Q2 2025 | 18% | -0.4 points |
| Q1 2025 | 16% | -0.5 points |
| Q4 2024 | 13% | -0.6 points |
ATMU has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
ATMU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $87.2M | +27% |
| Q2 2026 | $64.8M | +100% |
| Q1 2026 | $25.5M | +56% |
| Q4 2025 | $31.2M | +212% |
| Q3 2025 | $68.9M | +27% |
| Q2 2025 | $32.4M | +187% |
| Q1 2025 | $16.3M | +$35.1M |
| Q4 2024 | $10M | -61% |
ATMU has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
ATMU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -100K shares |
| 1 year | -1% | -800K shares |
| 3 years | -1.8% | -1.5M shares |
ATMU has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $20.1M |
| Q2 2026 | $13M |
| Q1 2026 | $7.3M |
| Q4 2025 | $900,000 |
| Q3 2025 | $29.7M |
| Q2 2025 | $20.1M |
| Q1 2025 | $10M |
| Q4 2024 | $10M |
ATMU spent $41M buying back its own shares over the past year, down 41% from the year before.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
ATMU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.8x | Healthy |
| Q2 2026 | 2.0x | Moderate |
| Q1 2026 | 2.3x | Moderate |
| Q4 2025 | 1.0x | Healthy |
| Q3 2025 | 1.2x | Healthy |
| Q2 2025 | 1.4x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.4x | Healthy |
ATMU's net debt is about 1.8 years of its operating earnings (EBITDA), up from 1.1 years a year ago.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
ATMU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 61.9 | Neutral |
| Stochastic | 63.6 | Neutral |
ATMU's weekly RSI is 62 (neutral) and its Stochastic is 64 (neutral).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
ATMU PE vs Industrials Sector
| Metric | ATMU | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 24x | 14% below |
| PE % | 85 | 58 | 27 pts above |
ATMU is trading at 21x earnings, a 14% discount to the Industrials sector's median of 24x.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
ATMU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $46.8 | 19% above |
| 20 week MA | $48.4 | 15% above |
| 50 week MA | $52.9 | 5.5% above |
| 100 week MA | $46.6 | 20% above |
ATMU has stronger trend alignment. ATMU is above 4 of 4 weekly averages versus RDW above 0 of 5.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
ATMU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2023 | $21.7 | $23.5 | +8.5% |
| 2024 | $23.5 | $38.7 | +65% |
| 2025 | $38.7 | $53.4 | +38% |
| 2026 YTD | $53.4 | $55.8 | +4.5% |
ATMU has finished every year since 2023 higher, and it's up 4.5% so far in 2026.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over ATMU on returns for 2026, with the stronger performance.