JCI
Johnson Controls International plc
JCI has the edge over RDW overall, supported by lower modeled downside and stronger fundamentals.
RDW
Redwire Corporation
RDW offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
JCI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Stable |
JCI's revenue, profitability and cash flow are currently healthy, and its balance sheet 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.
JCI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 20x | $95.28 | -33% |
| Forward | 22x | $143 | — |
| Fair | 30x | $139 | -2.7% |
| Current | 31x | $143 | — |
| Expensive | 36x | $169 | +18% |
Historical ranges are pointers, not guarantees.
JCI's PE is in its fair range at 31x. If earnings grow as analysts expect, today's price would be 22x 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.
JCI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect earnings and revenue growth for JCI, 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.
JCI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.34 | +36% |
| Q3 2026 | $4.67 | -7.2% |
| Q2 2026 | $5.68 | +70% |
| Q1 2026 | $5.53 | +48% |
| Q4 2025 | $5.25 | +102% |
| Q3 2025 | $5.03 | +100% |
| Q2 2025 | $3.35 | +40% |
| Q1 2025 | $3.73 | +51% |
| Q4 2024 | $2.60 | -15% |
JCI 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.
JCI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $7.1B | +10% |
| Q2 2026 | $6.6B | +9.3% |
| Q1 2026 | $6.1B | +8.2% |
| Q4 2025 | $5.8B | +6.8% |
| Q3 2025 | $6.4B | +120% |
| Q2 2025 | $6.1B | -16% |
| Q1 2025 | $5.7B | -15% |
| Q4 2024 | $5.4B | -11% |
JCI's revenue has grown year over year for five quarters in a row: $7.1B last quarter, up 10% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | +9.4 points |
| Q2 2026 | 15% | +3.3 points |
| Q1 2026 | 12% | +3.2 points |
| Q4 2025 | 12% | +4.7 points |
| Q3 2025 | 5.5% | -1.4 points |
| Q2 2025 | 12% | -6 points |
| Q1 2025 | 8.8% | +14 points |
| Q4 2024 | 7.5% | +0.9 points |
JCI 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 JCI 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.
JCI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.1B | +29% |
| Q2 2026 | $1.5B | +117% |
| Q1 2026 | $604M | +32% |
| Q4 2025 | $531M | +299% |
| Q3 2025 | $838M | +1.5% |
| Q2 2025 | $693M | -25% |
| Q1 2025 | $456M | +$792M |
| Q4 2024 | $133M | +$471M |
JCI 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.
JCI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -2M shares |
| 1 year | -6.6% | -43.1M shares |
| 3 years | -11% | -76.4M shares |
| 5 years | -15% | -110M shares |
| Available history | -21% | -163M shares |
JCI has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $655M |
| Q2 2026 | $264M |
| Q1 2026 | $215M |
| Q4 2025 | — |
| Q3 2025 | $5B |
| Q2 2025 | $310M |
| Q1 2025 | $330M |
| Q4 2024 | $330M |
JCI spent $1.1B buying back its own shares over the past year, down 81% 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 | — |
JCI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.1x | Moderate |
| Q2 2026 | 2.5x | Moderate |
| Q1 2026 | 2.7x | Moderate |
| Q4 2025 | 3.0x | Moderate |
| Q3 2025 | 3.4x | Elevated |
| Q2 2025 | 3.8x | Elevated |
| Q1 2025 | 2.9x | Moderate |
| Q4 2024 | 3.8x | Elevated |
JCI's net debt is about 2.1 years of its operating earnings (EBITDA), down from 3.4 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.
JCI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.6 | Neutral |
| Stochastic | 35.5 | Neutral |
JCI's weekly RSI is 50 (neutral) and its Stochastic is 35 (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).
JCI PE vs Industrials Sector
| Metric | JCI | Sector median | Relative |
|---|---|---|---|
| PE | 31x | 24x | 27% above |
| PE % | 56 | 58 | 2 pts below |
JCI is trading at 31x earnings, a 27% 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.
JCI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $147.5 | 3.3% below |
| 20 week MA | $145.8 | 2.2% below |
| 50 week MA | $137.7 | 3.5% above |
| 100 week MA | $117.3 | 22% above |
| 200 week MA | $90.8 | 57% above |
JCI 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.
JCI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $41.1 | $45.9 | +12% |
| 2021 | $45.9 | $78.1 | +70% |
| 2022 | $78.1 | $64.1 | -18% |
| 2023 | $64.1 | $57.6 | -10% |
| 2024 | $57.6 | $79.8 | +38% |
| 2025 | $79.8 | $122.1 | +53% |
| 2026 YTD | $122.1 | $142.6 | +17% |
JCI 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.