LMB
Limbach Holdings, Inc.
LMB has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has the edge over LMB overall, supported by stronger fundamentals and stronger modeled upside.
LMB Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Healthy | |
| Stable |
LMB's revenue and cash flow are currently healthy, and its profitability and balance sheet are 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.
LMB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $56.65 | — |
| Cheap | 16x | $39.79 | -30% |
| Current | 22x | $56.65 | — |
| Fair | 26x | $66.46 | +17% |
| Expensive | 39x | $101 | +77% |
Historical ranges are pointers, not guarantees.
LMB's PE is in its fair range at 22x. If earnings grow as analysts expect, today's price would be 12x 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.
LMB Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for LMB, with profitability holding steady. However, they disagree widely on these estimates.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over LMB on the outlook, with more favorable profitability expectations.
LMB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.73 | +85% |
| Q3 2026 | $2.55 | -16% |
| Q2 2026 | $2.49 | -15% |
| Q1 2026 | $2.74 | -1.4% |
| Q4 2025 | $3.23 | +26% |
| Q3 2025 | $3.03 | +39% |
| Q2 2025 | $2.92 | +35% |
| Q1 2025 | $2.78 | +31% |
| Q4 2024 | $2.57 | +46% |
LMB 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.
LMB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $230.5M | +25% |
| Q2 2026 | $173.5M | +22% |
| Q1 2026 | $138.9M | +4.3% |
| Q4 2025 | $186.9M | +30% |
| Q3 2025 | $184.6M | +38% |
| Q2 2025 | $142.2M | +16% |
| Q1 2025 | $133.1M | +12% |
| Q4 2024 | $143.7M | +0.7% |
LMB's revenue has grown year over year for nine quarters in a row: $230M last quarter, up 25% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.5% | -0.7 points |
| Q2 2026 | 4.2% | -3.3 points |
| Q1 2026 | 0.8% | -5.1 points |
| Q4 2025 | 9.4% | +0.3 points |
| Q3 2025 | 7.2% | -0.9 points |
| Q2 2025 | 7.5% | +0.8 points |
| Q1 2025 | 5.9% | +0.5 points |
| Q4 2024 | 9.1% | +4 points |
LMB 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.
LMB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $19.5M | +52% |
| Q2 2026 | $18.1M | +1466% |
| Q1 2026 | -$8.2M | -74800% |
| Q4 2025 | $27.9M | +55% |
| Q3 2025 | $12.8M | +180% |
| Q2 2025 | $1.2M | -91% |
| Q1 2025 | $11K | +$6.5M |
| Q4 2024 | $18M | +34% |
LMB 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.
LMB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -39.8K shares |
| 1 year | -0.9% | -107K shares |
| 3 years | +1.8% | +211K shares |
| 5 years | +14% | +1.5M shares |
| Available history | +57% | +4.3M shares |
LMB has the edge over RDW on shareholder dilution, with a more favorable share count trend.
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 | — |
LMB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.0x | Moderate |
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 0.7x | Very low |
| Q4 2025 | 0.4x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.2x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
LMB's net debt is about 2.0 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.
LMB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.4 | Neutral |
| Stochastic | 47.5 | Neutral |
LMB's weekly RSI is 46 (neutral) and its Stochastic is 47 (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).
LMB PE vs Industrials Sector
| Metric | LMB | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 24x | 7.7% below |
| PE % | 35 | 58 | 23 pts below |
LMB is trading at 22x 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.
LMB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $50.8 | 11% above |
| 20 week MA | $55.3 | 2.4% above |
| 50 week MA | $71.3 | 21% below |
| 100 week MA | $87.0 | 35% below |
| 200 week MA | $65.1 | 13% below |
LMB 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.
LMB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $3.23 | $13.0 | +302% |
| 2021 | $13.0 | $9.04 | -30% |
| 2022 | $9.04 | $10.3 | +14% |
| 2023 | $10.3 | $45.5 | +343% |
| 2024 | $45.5 | $85.9 | +89% |
| 2025 | $85.9 | $79.3 | -7.7% |
| 2026 YTD | $79.3 | $56.7 | -29% |
LMB has finished higher in four of the last six years, three of them by more than 50%. It's down 29% 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 LMB on returns for 2026, with the stronger performance.