RDW
Redwire Corporation
RDW has a slight edge over SAIA overall, supported by stronger fundamentals.
SAIA
Saia, Inc.
SAIA has lower modeled downside risk, despite its lower overall score.
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.
SAIA Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
SAIA's revenue, profitability, cash flow and balance sheet are all currently healthy.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
SAIA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 21x | $217 | -35% |
| Forward | 24x | $331 | — |
| Fair | 31x | $327 | -1.3% |
| Current | 31x | $331 | — |
| Expensive | 39x | $415 | +25% |
Historical ranges are pointers, not guarantees.
SAIA's PE is in its fair range at 31x. If earnings grow as analysts expect, today's price would be 24x next year's earnings, in its cheap range.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
SAIA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for SAIA, with profitability improving.
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.
SAIA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.82 | +31% |
| Q3 2026 | $10.55 | -0.4% |
| Q2 2026 | $10.36 | -4.3% |
| Q1 2026 | $9.52 | -21% |
| Q4 2025 | $9.52 | -30% |
| Q3 2025 | $10.59 | -24% |
| Q2 2025 | $10.83 | -24% |
| Q1 2025 | $11.99 | -13% |
| Q4 2024 | $13.51 | +1.9% |
SAIA has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
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 SAIA on sales, with stronger typical year-over-year growth.
| 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.
SAIA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $982.5M | +17% |
| Q2 2026 | $956.5M | +17% |
| Q1 2026 | $806.2M | +2.4% |
| Q4 2025 | $790M | +0.1% |
| Q3 2025 | $839.6M | -0.3% |
| Q2 2025 | $817.1M | -0.7% |
| Q1 2025 | $787.6M | +4.3% |
| Q4 2024 | $789M | +5% |
SAIA's revenue has grown year over year for four quarters in a row: $982M last quarter, up 17% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 12% | -1.7 points |
| Q2 2026 | 13% | +0.9 points |
| Q1 2026 | 8.3% | -0.6 points |
| Q4 2025 | 8.1% | -4.8 points |
| Q3 2025 | 14% | -0.7 points |
| Q2 2025 | 12% | -4.6 points |
| Q1 2025 | 8.9% | -6.7 points |
| Q4 2024 | 13% | -2.1 points |
SAIA has the edge over RDW on profitability, with a higher operating margin.
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.
SAIA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $111.1M | +27% |
| Q2 2026 | $56.7M | +$60.6M |
| Q1 2026 | $73.5M | +$167.3M |
| Q4 2025 | $37.5M | +$41M |
| Q3 2025 | $87.6M | +$99.2M |
| Q2 2025 | -$3.9M | +$90.1M |
| Q1 2025 | -$93.8M | +$256.9M |
| Q4 2024 | -$3.5M | -106% |
SAIA has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
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 | — |
SAIA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -18K shares |
| 1 year | +0.1% | +25K shares |
| 3 years | +0.1% | +36K shares |
| 5 years | +0.4% | +102K shares |
| Available history | +1.4% | +380K shares |
SAIA has the edge over RDW on shareholder dilution, with a more favorable share count trend.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
SAIA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.0x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.4x | Very low |
| Q4 2024 | 0.3x | Very low |
SAIA has more cash than debt.
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).
SAIA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.2 | Neutral |
| Stochastic | 19.1 | Oversold |
SAIA's weekly RSI is 41 (neutral) and its Stochastic is 19 (oversold).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
SAIA PE vs Industrials Sector
| Metric | SAIA | Sector median | Relative |
|---|---|---|---|
| PE | 31x | 24x | 30% above |
| PE % | 52 | 58 | 6 pts below |
SAIA is trading at 31x earnings, a 30% premium to the Industrials sector's median of 24x.
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.
SAIA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $335.8 | 1.5% below |
| 20 week MA | $362.3 | 8.7% below |
| 50 week MA | $379.9 | 13% below |
| 100 week MA | $357.1 | 7.3% below |
| 200 week MA | $384.1 | 14% below |
SAIA is in a downtrend: it's below all five of its weekly moving averages, and 14% below its 200-week average.
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 SAIA on returns for 2026, with the stronger performance.
SAIA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $92.4 | $185.5 | +101% |
| 2021 | $185.5 | $323.5 | +74% |
| 2022 | $323.5 | $214.4 | -34% |
| 2023 | $214.4 | $438.2 | +104% |
| 2024 | $438.2 | $475.3 | +8.5% |
| 2025 | $475.3 | $331.0 | -30% |
| 2026 YTD | $331.0 | $331.0 | 0% |
SAIA has finished higher in four of the last six years, three of them by more than 50%. It's roughly flat so far in 2026.