DCI
Donaldson Company, Inc.
DCI has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has a slight edge over DCI overall, supported by stronger modeled upside and stronger valuation.
DCI Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
DCI's profitability, cash flow and balance sheet are currently healthy, 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.
DCI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 21x | $79.58 | -8.5% |
| Fair | 23x | $88.63 | +1.9% |
| Current | 23x | $86.99 | — |
| Expensive | 28x | $107 | +23% |
Historical ranges are pointers, not guarantees.
DCI's PE is in its fair range at 23x.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
DCI Forward outlook
There aren't enough analyst estimates for DCI to show an outlook.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
DCI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $3.85 | +26% |
| Q2 2026 | $3.72 | +25% |
| Q1 2026 | $3.20 | -6.4% |
| Q4 2025 | $3.21 | -6.7% |
| Q3 2025 | $3.05 | -9.8% |
| Q2 2025 | $2.98 | -7.5% |
| Q1 2025 | $3.42 | +12% |
| Q4 2024 | $3.44 | +17% |
DCI 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.
DCI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.1B | +8% |
| Q2 2026 | $995.1M | +5.9% |
| Q1 2026 | $896.3M | +3% |
| Q4 2025 | $935.4M | +3.9% |
| Q3 2025 | $980.7M | +4.8% |
| Q2 2025 | $940.1M | +1.3% |
| Q1 2025 | $870M | -0.8% |
| Q4 2024 | $900.1M | +6.4% |
DCI's revenue has grown year over year for six quarters in a row: $1.1B last quarter, up 8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 17% | +1.2 points |
| Q2 2026 | 16% | +6.3 points |
| Q1 2026 | 13% | -1.2 points |
| Q4 2025 | 16% | +1.4 points |
| Q3 2025 | 15% | -0.2 points |
| Q2 2025 | 9.3% | -6.2 points |
| Q1 2025 | 14% | -0.4 points |
| Q4 2024 | 15% | -0.2 points |
DCI 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.
DCI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $185M | +25% |
| Q2 2026 | $112.1M | +54% |
| Q1 2026 | $18M | -75% |
| Q4 2025 | $111.2M | +132% |
| Q3 2025 | $147.5M | +39% |
| Q2 2025 | $73M | -39% |
| Q1 2025 | $71.5M | +8.8% |
| Q4 2024 | $47.9M | -58% |
DCI 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.
DCI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -200K shares |
| 1 year | -2.1% | -2.5M shares |
| 3 years | -4.6% | -5.7M shares |
| 5 years | -8% | -10.3M shares |
| Available history | -8.3% | -10.7M shares |
DCI has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $19.7M |
| Q4 2025 | $91.5M |
| Q3 2025 | $59.3M |
| Q2 2025 | $190.6M |
| Q1 2025 | $7.2M |
| Q4 2024 | $74.4M |
DCI spent $111M buying back its own shares over the past year, down 66% 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 | — |
DCI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.5x | Healthy |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.8x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.9x | Very low |
| Q1 2025 | 0.6x | Very low |
| Q4 2024 | 0.7x | Very low |
DCI's net debt is about 1.5 years of its operating earnings (EBITDA), up from less than a year 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.
DCI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.6 | Neutral |
| Stochastic | 13.8 | Oversold |
DCI's weekly RSI is 48 (neutral) and its Stochastic is 14 (oversold).
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).
DCI PE vs Industrials Sector
| Metric | DCI | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 24x | 6.1% below |
| PE % | 43 | 58 | 15 pts below |
DCI is trading at 23x 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.
DCI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $86.3 | 0.9% above |
| 20 week MA | $89.6 | 2.9% below |
| 50 week MA | $90.5 | 3.9% below |
| 100 week MA | $81.8 | 6.4% above |
| 200 week MA | $74.5 | 17% above |
DCI 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.
DCI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $58.0 | $56.6 | -2.5% |
| 2021 | $56.6 | $57.6 | +1.9% |
| 2022 | $57.6 | $59.7 | +3.6% |
| 2023 | $59.7 | $65.4 | +9.5% |
| 2024 | $65.4 | $68.0 | +4.1% |
| 2025 | $68.0 | $91.3 | +34% |
| 2026 YTD | $91.3 | $87.0 | -4.7% |
DCI has finished higher in five of the last six years. It's down 4.7% 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 DCI on returns for 2026, with the stronger performance.