JBTM
JBT Marel Corporation
JBTM has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has the edge over JBTM overall, supported by stronger valuation and stronger modeled upside.
JBTM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
JBTM'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.
JBTM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $41.41 | -67% |
| Forward | 14x | $125 | — |
| Fair | 28x | $104 | -17% |
| Current | 33x | $125 | — |
| Expensive | 41x | $153 | +22% |
Historical ranges are pointers, not guarantees.
JBTM's PE is in its expensive range at 33x. If earnings grow as analysts expect, today's price would be 14x 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.
JBTM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect JBTM'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 JBTM on the outlook, with more favorable revenue expectations.
JBTM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.08 | +140% |
| Q3 2026 | $3.78 | +$6.02 |
| Q2 2026 | $3.70 | +$5.99 |
| Q1 2026 | $3.23 | +$4.64 |
| Q4 2025 | -$0.98 | -137% |
| Q3 2025 | -$2.24 | -142% |
| Q2 2025 | -$2.29 | -112% |
| Q1 2025 | -$1.41 | -108% |
| Q4 2024 | $2.65 | -86% |
JBTM 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.
JBTM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $994M | -0.7% |
| Q2 2026 | $981M | +4.9% |
| Q1 2026 | $936M | +9.6% |
| Q4 2025 | $1B | +116% |
| Q3 2025 | $1B | +121% |
| Q2 2025 | $934.8M | +132% |
| Q1 2025 | $854.1M | +118% |
| Q4 2024 | $467.6M | +5.2% |
JBTM has the edge over RDW on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 10% | -0.1 points |
| Q2 2026 | 4.7% | -0.5 points |
| Q1 2026 | 7.3% | +11 points |
| Q4 2025 | 7.2% | +3.8 points |
| Q3 2025 | 10% | -0.1 points |
| Q2 2025 | 5.2% | -1.5 points |
| Q1 2025 | -3.9% | -11 points |
| Q4 2024 | 3.4% | -9.6 points |
JBTM 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.
JBTM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $73M | +29% |
| Q2 2026 | $77M | -8% |
| Q1 2026 | $93M | +546% |
| Q4 2025 | $83.5M | -30% |
| Q3 2025 | $56.5M | -13% |
| Q2 2025 | $83.7M | +654% |
| Q1 2025 | $14.4M | +$14.5M |
| Q4 2024 | $118.7M | +$149M |
JBTM 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.
JBTM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -600K shares |
| 1 year | -1.3% | -700K shares |
| 3 years | +61% | +19.5M shares |
| 5 years | +61% | +19.5M shares |
| Available history | +61% | +19.5M shares |
JBTM has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $94M |
| Q4 2023 | $5.1M |
| Q3 2023 | — |
| Q4 2022 | $4.9M |
| Q3 2022 | $500,000 |
| Q4 2019 | — |
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 | — |
JBTM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2024 | 0.2x | Very low |
| Q3 2024 | 0.6x | Very low |
| Q2 2024 | 1.0x | Very low |
| Q1 2024 | 0.9x | Very low |
| Q4 2023 | 0.8x | Very low |
| Q3 2023 | 1.2x | Healthy |
| Q2 2023 | 4.1x | High |
| Q1 2023 | 4.2x | High |
JBTM'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.
JBTM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 52.6 | Neutral |
| Stochastic | 51.7 | Neutral |
JBTM's weekly RSI is 53 (neutral) and its Stochastic is 52 (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).
JBTM PE vs Industrials Sector
| Metric | JBTM | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 24x | 38% above |
| PE % | 73 | 58 | 15 pts above |
JBTM is trading at 33x earnings, a 38% 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.
JBTM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $112.7 | 11% above |
| 20 week MA | $120.7 | 3.7% above |
| 50 week MA | $133.2 | 6% below |
| 100 week MA | $130.0 | 3.7% below |
| 200 week MA | $117.0 | 7% above |
JBTM 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.
JBTM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $114.8 | $117.8 | +2.6% |
| 2021 | $117.8 | $153.0 | +30% |
| 2022 | $153.0 | $89.2 | -42% |
| 2023 | $89.2 | $99.5 | +11% |
| 2024 | $99.5 | $128.4 | +29% |
| 2025 | $128.4 | $155.1 | +21% |
| 2026 YTD | $155.1 | $125.2 | -19% |
JBTM has finished higher in five of the last six years. It's down 19% 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 JBTM on returns for 2026, with the stronger performance.