HLMN
Hillman Solutions Corp.
HLMN has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has the edge over HLMN overall, supported by stronger modeled upside and stronger fundamentals.
HLMN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Healthy | |
| Under pressure |
HLMN's revenue and cash flow are currently healthy, and its profitability is stable, but its balance sheet is under pressure.
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.
HLMN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 13x | $7.90 | — |
| Cheap | 42x | $5.03 | -36% |
| Current | 66x | $7.90 | — |
| Fair | 78x | $9.31 | +18% |
| Expensive | 337x | $40.48 | +412% |
Historical ranges are pointers, not guarantees.
HLMN's PE is in its fair range at 66x. If earnings grow as analysts expect, today's price would be 13x 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.
HLMN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for HLMN, with profitability holding steady.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over HLMN on the outlook, with more favorable profitability expectations.
HLMN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.63 | +422% |
| Q3 2026 | $0.12 | -40% |
| Q2 2026 | $0.21 | +75% |
| Q1 2026 | $0.18 | +80% |
| Q4 2025 | $0.20 | +122% |
| Q3 2025 | $0.20 | +400% |
| Q2 2025 | $0.12 | +300% |
| Q1 2025 | $0.10 | +$0.11 |
| Q4 2024 | $0.09 | +$0.14 |
HLMN 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.
HLMN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $457.5M | +7.7% |
| Q2 2026 | $442.3M | +9.8% |
| Q1 2026 | $370.1M | +3% |
| Q4 2025 | $365.1M | +4.5% |
| Q3 2025 | $424.9M | +8% |
| Q2 2025 | $402.8M | +6.2% |
| Q1 2025 | $359.3M | +2.6% |
| Q4 2024 | $349.6M | +0.5% |
HLMN's revenue has grown year over year for eight quarters in a row: $457M last quarter, up 7.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.3% | -2.5 points |
| Q2 2026 | 9.3% | +0.2 points |
| Q1 2026 | 1.9% | -2.2 points |
| Q4 2025 | 4.6% | +0.6 points |
| Q3 2025 | 11% | +4 points |
| Q2 2025 | 9% | +0.7 points |
| Q1 2025 | 4.2% | -0.5 points |
| Q4 2024 | 4% | +2.8 points |
HLMN 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.
HLMN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $51.1M | +464% |
| Q2 2026 | $70.2M | +125% |
| Q1 2026 | -$34.3M | -$13M |
| Q4 2025 | $16.1M | -27% |
| Q3 2025 | $9.1M | -77% |
| Q2 2025 | $31.2M | -27% |
| Q1 2025 | -$21.3M | -$15.2M |
| Q4 2024 | $22.1M | -58% |
HLMN 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.
HLMN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -833K shares |
| 1 year | -1.9% | -3.8M shares |
| 3 years | -0.3% | -517K shares |
| 5 years | +1056% | +179M shares |
HLMN has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5M |
| Q2 2026 | $13.3M |
| Q1 2026 | $10.1M |
| Q4 2025 | $9.3M |
| Q2 2020 | — |
| Q1 2020 | — |
HLMN spent $38M buying back its own shares over the past year.
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 | — |
HLMN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.7x | Elevated |
| Q2 2026 | 2.6x | Moderate |
| Q1 2026 | 2.8x | Moderate |
| Q4 2025 | 2.6x | Moderate |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.9x | Moderate |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 3.0x | Elevated |
HLMN's net debt is about 3.7 years of its operating earnings (EBITDA), up from 2.6 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.
HLMN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.9 | Neutral |
| Stochastic | 48.0 | Neutral |
HLMN's weekly RSI is 51 (neutral) and its Stochastic is 48 (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).
HLMN PE vs Industrials Sector
| Metric | HLMN | Sector median | Relative |
|---|---|---|---|
| PE | 66x | 24x | 173% above |
| PE % | 39 | 56 | 17 pts below |
HLMN is trading at 66x earnings, a 173% premium 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.
HLMN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $7.46 | 5.9% above |
| 20 week MA | $7.76 | 1.8% above |
| 50 week MA | $8.24 | 4.1% below |
| 100 week MA | $8.52 | 7.3% below |
| 200 week MA | $8.83 | 11% below |
HLMN 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.
HLMN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.95 | $10.2 | +2.9% |
| 2021 | $10.2 | $10.5 | +2.5% |
| 2022 | $10.5 | $6.82 | -35% |
| 2023 | $6.82 | $9.21 | +35% |
| 2024 | $9.21 | $9.80 | +6.4% |
| 2025 | $9.80 | $9.09 | -7.2% |
| 2026 YTD | $9.09 | $7.90 | -13% |
HLMN has finished higher in four of the last six years. It's down 13% 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 HLMN on returns for 2026, with the stronger performance.