CSL
Carlisle Companies Incorporated
CSL has a slight edge over RDW overall, supported by lower modeled downside.
RDW
Redwire Corporation
RDW offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
CSL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Stable |
CSL's revenue and profitability are currently healthy, and its cash flow and balance sheet are 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.
CSL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $258 | -34% |
| Forward | 17x | $393 | — |
| Fair | 20x | $351 | -11% |
| Current | 22x | $393 | — |
| Expensive | 26x | $459 | +17% |
Historical ranges are pointers, not guarantees.
CSL's PE is in its expensive range at 22x. If earnings grow as analysts expect, today's price would be 17x 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.
CSL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for CSL, 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.
CSL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $23.69 | +34% |
| Q3 2026 | $17.70 | -0.7% |
| Q2 2026 | $17.44 | -3.6% |
| Q1 2026 | $17.02 | -37% |
| Q4 2025 | $17.12 | -38% |
| Q3 2025 | $17.82 | -37% |
| Q2 2025 | $18.09 | -36% |
| Q1 2025 | $27.05 | +57% |
| Q4 2024 | $27.82 | +83% |
CSL 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.
CSL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.5B | +8.6% |
| Q2 2026 | $1.6B | +8.3% |
| Q1 2026 | $1.1B | -4% |
| Q4 2025 | $1.1B | +0.4% |
| Q3 2025 | $1.3B | +1% |
| Q2 2025 | $1.4B | -0.1% |
| Q1 2025 | $1.1B | -0.1% |
| Q4 2024 | $1.1B | -0.4% |
CSL's revenue is recovering but still below its 2022 peak: $1.5B last quarter, up 8.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | -1.8 points |
| Q2 2026 | 22% | -0.7 points |
| Q1 2026 | 17% | +0.4 points |
| Q4 2025 | 17% | -3.1 points |
| Q3 2025 | 22% | -1.9 points |
| Q2 2025 | 23% | -2.9 points |
| Q1 2025 | 17% | -3.8 points |
| Q4 2024 | 20% | -2.5 points |
CSL 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 has the edge over CSL on sales, with more consistent year-over-year improvement.
| 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.
CSL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $277.3M | -30% |
| Q2 2026 | $200.1M | -23% |
| Q1 2026 | -$73M | -$45.8M |
| Q4 2025 | $346.1M | +3.6% |
| Q3 2025 | $393.4M | +34% |
| Q2 2025 | $258.3M | +63% |
| Q1 2025 | -$27.2M | -121% |
| Q4 2024 | $334M | -5.4% |
CSL 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.
CSL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.2% | -900K shares |
| 1 year | -7.7% | -3.3M shares |
| 3 years | -21% | -10.5M shares |
| 5 years | -25% | -13.4M shares |
| Available history | -31% | -17.9M shares |
CSL has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $350M |
| Q2 2026 | $250M |
| Q1 2026 | $250M |
| Q4 2025 | $300M |
| Q3 2025 | $300M |
| Q2 2025 | $300M |
| Q1 2025 | $400M |
| Q4 2024 | $419.8M |
CSL spent $1.1B buying back its own shares over the past year, down 19% 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 | — |
CSL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.9x | Healthy |
| Q2 2026 | 1.8x | Healthy |
| Q1 2026 | 1.8x | Healthy |
| Q4 2025 | 1.5x | Healthy |
| Q3 2025 | 1.5x | Healthy |
| Q2 2025 | 1.5x | Healthy |
| Q1 2025 | 1.3x | Healthy |
| Q4 2024 | 0.9x | Very low |
CSL's net debt is about 1.9 years of its operating earnings (EBITDA), up from 1.4 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.
CSL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 61.2 | Neutral |
| Stochastic | 76.1 | Neutral |
CSL's weekly RSI is 61 (neutral) and its Stochastic is 76 (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).
CSL PE vs Industrials Sector
| Metric | CSL | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 24x | 7.9% below |
| PE % | 67 | 58 | 9 pts above |
CSL is trading at 22x earnings, in line with 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.
CSL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $350.0 | 12% above |
| 20 week MA | $351.1 | 12% above |
| 50 week MA | $352.1 | 11% above |
| 100 week MA | $357.0 | 10% above |
| 200 week MA | $341.9 | 15% above |
CSL 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.
CSL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $163.0 | $157.4 | -3.5% |
| 2021 | $157.4 | $240.8 | +53% |
| 2022 | $240.8 | $237.9 | -1.2% |
| 2023 | $237.9 | $312.4 | +31% |
| 2024 | $312.4 | $372.0 | +19% |
| 2025 | $372.0 | $330.3 | -11% |
| 2026 YTD | $330.3 | $392.6 | +19% |
CSL has the edge over RDW on returns for 2026, with the stronger performance.
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's yearly returns have swung widely, from +501% in 2024 to −74% in 2022. It's up 12% so far in 2026.