OSK
Oshkosh Corporation
OSK has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has the edge over OSK overall, supported by stronger fundamentals and stronger modeled upside.
OSK Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Strong |
OSK's cash flow and balance sheet are currently healthy, and its revenue and profitability 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.
OSK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 10x | $83.08 | -41% |
| Forward | 12x | $140 | — |
| Fair | 15x | $118 | -16% |
| Current | 18x | $140 | — |
| Expensive | 23x | $182 | +30% |
Historical ranges are pointers, not guarantees.
OSK's PE is in its expensive range at 18x. 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.
OSK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for OSK, 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.
OSK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $11.69 | +48% |
| Q3 2026 | $7.92 | -23% |
| Q2 2026 | $8.74 | -12% |
| Q1 2026 | $8.98 | -4.1% |
| Q4 2025 | $10.02 | -3.2% |
| Q3 2025 | $10.25 | -0.5% |
| Q2 2025 | $9.96 | -3.7% |
| Q1 2025 | $9.36 | -10% |
| Q4 2024 | $10.35 | +14% |
OSK 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.
OSK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.8B | +5.7% |
| Q2 2026 | $2.9B | +6.7% |
| Q1 2026 | $2.3B | +0.2% |
| Q4 2025 | $2.7B | +3.5% |
| Q3 2025 | $2.7B | -1.9% |
| Q2 2025 | $2.7B | -4% |
| Q1 2025 | $2.3B | -9.1% |
| Q4 2024 | $2.6B | +5.3% |
OSK's revenue has grown year over year for four quarters in a row: $2.8B last quarter, up 5.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.9% | -2.7 points |
| Q2 2026 | 8.3% | -2.3 points |
| Q1 2026 | 3.5% | -4 points |
| Q4 2025 | 7.9% | -0.7 points |
| Q3 2025 | 9.7% | 0 points |
| Q2 2025 | 11% | +1.5 points |
| Q1 2025 | 7.6% | -2.6 points |
| Q4 2024 | 8.6% | -0.1 points |
OSK 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 OSK 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.
OSK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $274.7M | -39% |
| Q2 2026 | $347.6M | +896% |
| Q1 2026 | -$189.1M | +$246.1M |
| Q4 2025 | $540.3M | -23% |
| Q3 2025 | $450.1M | +65% |
| Q2 2025 | $34.9M | +$285.4M |
| Q1 2025 | -$435.2M | +$20.7M |
| Q4 2024 | $703.3M | +84% |
OSK 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.
OSK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -502K shares |
| 1 year | -3.6% | -2.3M shares |
| 3 years | -5.6% | -3.7M shares |
| 5 years | -10% | -7M shares |
| Available history | -9.7% | -6.7M shares |
OSK has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $82.4M |
| Q2 2026 | $91.6M |
| Q1 2026 | $47.3M |
| Q4 2025 | $118.7M |
| Q3 2025 | $90.6M |
| Q2 2025 | $40M |
| Q1 2025 | $28.7M |
| Q4 2024 | $50.4M |
OSK spent $340M buying back its own shares over the past year, up 62% 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 | — |
OSK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.6x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 0.9x | Very low |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 1.1x | Healthy |
| Q4 2024 | 0.6x | Very low |
OSK'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.
OSK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.8 | Neutral |
| Stochastic | 45.5 | Neutral |
OSK's weekly RSI is 50 (neutral) and its Stochastic is 45 (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).
OSK PE vs Industrials Sector
| Metric | OSK | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 26% below |
| PE % | 69 | 58 | 11 pts above |
OSK is trading at 18x earnings, a 26% discount 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.
OSK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $133.2 | 5.4% above |
| 20 week MA | $143.2 | 2% below |
| 50 week MA | $144.3 | 2.7% below |
| 100 week MA | $128.5 | 9.3% above |
| 200 week MA | $114.3 | 23% above |
OSK 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.
OSK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $94.9 | $85.6 | -9.8% |
| 2021 | $85.6 | $110.2 | +29% |
| 2022 | $110.2 | $87.4 | -21% |
| 2023 | $87.4 | $108.4 | +24% |
| 2024 | $108.4 | $94.4 | -13% |
| 2025 | $94.4 | $130.6 | +38% |
| 2026 YTD | $130.6 | $140.4 | +7.5% |
OSK has finished lower in three of the last six years. It's up 7.5% 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 OSK on returns for 2026, with the stronger performance.