EXPD
Expeditors International of Washington, Inc.
EXPD has the edge over RDW overall, supported by lower modeled downside and stronger modeled upside.
RDW
Redwire Corporation
RDW offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
EXPD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Stable | |
| Strong |
EXPD's revenue, profitability and balance sheet are currently healthy, and its cash flow 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.
EXPD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 14x | $110 | -44% |
| Fair | 22x | $171 | -13% |
| Forward | 22x | $196 | — |
| Current | 25x | $196 | — |
| Expensive | 26x | $202 | +3.2% |
Historical ranges are pointers, not guarantees.
EXPD's PE is in its expensive range at 25x. If earnings grow as analysts expect, today's price would be 22x 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.
EXPD Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for EXPD, with profitability improving. However, they disagree widely on these estimates.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
EXPD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $8.75 | +11% |
| Q3 2026 | $7.89 | +29% |
| Q2 2026 | $6.88 | +12% |
| Q1 2026 | $6.19 | +2.8% |
| Q4 2025 | $5.95 | +4% |
| Q3 2025 | $6.13 | +19% |
| Q2 2025 | $6.12 | +31% |
| Q1 2025 | $6.02 | +27% |
| Q4 2024 | $5.72 | +14% |
EXPD 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.
EXPD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.1B | +42% |
| Q2 2026 | $3.5B | +32% |
| Q1 2026 | $2.8B | +4.4% |
| Q4 2025 | $2.9B | -3.3% |
| Q3 2025 | $2.9B | -3.5% |
| Q2 2025 | $2.7B | +8.7% |
| Q1 2025 | $2.7B | +21% |
| Q4 2024 | $3B | +30% |
EXPD's revenue is recovering but still below its 2021 peak: $4.1B last quarter, up 42% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | +0.9 points |
| Q2 2026 | 10% | +0.6 points |
| Q1 2026 | 11% | +0.6 points |
| Q4 2025 | 8.8% | -1.4 points |
| Q3 2025 | 10% | -0.1 points |
| Q2 2025 | 9.3% | +0.2 points |
| Q1 2025 | 10% | +0.2 points |
| Q4 2024 | 10% | +1.4 points |
EXPD 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 EXPD on sales, with stronger typical year-over-year growth.
| 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.
EXPD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $194.3M | +2.1% |
| Q2 2026 | $166.6M | +2% |
| Q1 2026 | $296.6M | -10% |
| Q4 2025 | $270.3M | +13% |
| Q3 2025 | $190.3M | +145% |
| Q2 2025 | $163.3M | +37% |
| Q1 2025 | $329.5M | +34% |
| Q4 2024 | $239.7M | +62% |
EXPD 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.
EXPD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1% | -1.3M shares |
| 1 year | -3.8% | -5.2M shares |
| 3 years | -12% | -17.9M shares |
| 5 years | -24% | -41.4M shares |
| Available history | -25% | -44.1M shares |
EXPD has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $197.3M |
| Q2 2026 | $354.9M |
| Q1 2026 | $287.6M |
| Q4 2025 | $46.5M |
| Q3 2025 | $212.3M |
| Q2 2025 | $231.1M |
| Q1 2025 | $177.4M |
| Q4 2024 | $252.2M |
EXPD spent $886M buying back its own shares over the past year, up 1.5% 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 | — |
EXPD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.8x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.2x | Net Cash |
| Q4 2025 | -1.2x | Net Cash |
| Q3 2025 | -1.0x | Net Cash |
| Q2 2025 | -1.0x | Net Cash |
| Q1 2025 | -1.1x | Net Cash |
| Q4 2024 | -1.0x | Net Cash |
EXPD has more cash than debt.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
EXPD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 61.6 | Neutral |
| Stochastic | 66.5 | Neutral |
EXPD's weekly RSI is 62 (neutral) and its Stochastic is 66 (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).
EXPD PE vs Industrials Sector
| Metric | EXPD | Sector median | Relative |
|---|---|---|---|
| PE | 25x | 24x | 3% above |
| PE % | 74 | 58 | 16 pts above |
EXPD is trading at 25x 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.
EXPD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $193.1 | 1.4% above |
| 20 week MA | $186.3 | 5% above |
| 50 week MA | $166.5 | 18% above |
| 100 week MA | $142.0 | 38% above |
| 200 week MA | $130.2 | 50% above |
EXPD 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.
EXPD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $77.5 | $94.6 | +22% |
| 2021 | $94.6 | $130.8 | +38% |
| 2022 | $130.8 | $107.3 | -18% |
| 2023 | $107.3 | $127.2 | +19% |
| 2024 | $127.2 | $111.4 | -12% |
| 2025 | $111.4 | $152.2 | +37% |
| 2026 YTD | $152.2 | $195.7 | +29% |
EXPD 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.