AYI
Acuity Brands, Inc.
AYI has the edge over RDW overall, supported by lower modeled downside and stronger fundamentals.
RDW
Redwire Corporation
RDW offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
AYI Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Strong |
AYI's profitability, cash flow and balance sheet are currently strong, and its revenue 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.
AYI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $257 | -22% |
| Forward | 15x | $330 | — |
| Current | 19x | $330 | — |
| Fair | 20x | $335 | +1.5% |
| Expensive | 24x | $412 | +25% |
Historical ranges are pointers, not guarantees.
AYI's PE is in its fair range at 19x. If earnings grow as analysts expect, today's price would be 15x next year's earnings, in its cheap range.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
AYI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect AYI's earnings to grow and its profitability to improve, with its revenue holding steady.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over AYI on the outlook, with more favorable revenue expectations.
AYI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $21.36 | +25% |
| Q3 2026 | $17.05 | +36% |
| Q2 2026 | $15.08 | +19% |
| Q1 2026 | $13.64 | +3.4% |
| Q4 2025 | $13.00 | -4.3% |
| Q3 2025 | $12.53 | -6.8% |
| Q2 2025 | $12.69 | +3.3% |
| Q1 2025 | $13.19 | +10% |
| Q4 2024 | $13.58 | +16% |
AYI 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.
AYI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +2.9% |
| Q2 2026 | $1.2B | +1.6% |
| Q1 2026 | $1.1B | +4.9% |
| Q4 2025 | $1.1B | +20% |
| Q3 2025 | $1.2B | +17% |
| Q2 2025 | $1.2B | +22% |
| Q1 2025 | $1B | +11% |
| Q4 2024 | $951.6M | +1.8% |
AYI's revenue has grown year over year for nine quarters in a row: $1.2B last quarter, up 2.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 18% | +3.3 points |
| Q2 2026 | 16% | +4.3 points |
| Q1 2026 | 13% | +1.7 points |
| Q4 2025 | 14% | 0 points |
| Q3 2025 | 15% | -0.3 points |
| Q2 2025 | 12% | -3.2 points |
| Q1 2025 | 11% | -2.1 points |
| Q4 2024 | 14% | -0.2 points |
AYI 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.
AYI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $286.2M | +61% |
| Q2 2026 | $273.6M | +42% |
| Q1 2026 | $73.3M | +47% |
| Q4 2025 | $114.8M | +1.3% |
| Q3 2025 | $177.7M | +18% |
| Q2 2025 | $192.3M | +37% |
| Q1 2025 | $49.7M | -44% |
| Q4 2024 | $113.3M | -35% |
AYI 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.
AYI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.6% | +197K shares |
| 1 year | -1.5% | -490K shares |
| 3 years | -3.1% | -1M shares |
| 5 years | -15% | -5.4M shares |
| Available history | -21% | -8.4M shares |
AYI has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $57.3M |
| Q2 2026 | $126.9M |
| Q1 2026 | $75.9M |
| Q4 2025 | $27.1M |
| Q3 2025 | $27.2M |
| Q2 2025 | $68.7M |
| Q1 2025 | $15.9M |
| Q4 2024 | $6.7M |
AYI spent $287M buying back its own shares over the past year, up 142% 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 | — |
AYI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.3x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.7x | Very low |
| Q2 2025 | 1.0x | Very low |
| Q1 2025 | 1.1x | Healthy |
| Q4 2024 | -0.7x | Net Cash |
AYI's net debt is less than a year of its operating earnings (EBITDA).
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
AYI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.1 | Neutral |
| Stochastic | 41.4 | Neutral |
AYI's weekly RSI is 54 (neutral) and its Stochastic is 41 (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).
AYI PE vs Industrials Sector
| Metric | AYI | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 24x | 20% below |
| PE % | 47 | 58 | 11 pts below |
AYI is trading at 19x earnings, a 20% 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.
AYI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $315.0 | 4.9% above |
| 20 week MA | $327.8 | 0.7% above |
| 50 week MA | $317.1 | 4.2% above |
| 100 week MA | $311.0 | 6.2% above |
| 200 week MA | $264.5 | 25% above |
AYI has the edge over RDW on trend strength, trading above more of its moving averages.
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.
AYI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $137.7 | $119.0 | -14% |
| 2021 | $119.0 | $209.0 | +76% |
| 2022 | $209.0 | $166.4 | -20% |
| 2023 | $166.4 | $204.8 | +23% |
| 2024 | $204.8 | $297.7 | +45% |
| 2025 | $297.7 | $373.3 | +25% |
| 2026 YTD | $373.3 | $330.3 | -12% |
AYI has finished higher in four of the last six years. It's down 12% 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 AYI on returns for 2026, with the stronger performance.