RDW
Redwire Corporation
RDW has the edge over SHIM overall, supported by stronger fundamentals and stronger modeled upside.
SHIM
Shimmick Corporation Common Stock
SHIM 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.
SHIM Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Under pressure | |
| Under pressure | |
| Weak |
SHIM's revenue, profitability, cash flow and balance sheet are all currently under pressure.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
SHIM PE Valuation
SHIM has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 8.7x next year's earnings.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
SHIM Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect SHIM to return to profit, with revenue growing.
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.
SHIM Earnings Per Share
SHIM and RDW do not have enough comparable growth data to identify a winner.
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 SHIM 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.
SHIM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $135.8M | -4.3% |
| Q2 2026 | $106.6M | -17% |
| Q1 2026 | $88M | -28% |
| Q4 2025 | $100.4M | -3% |
| Q3 2025 | $141.9M | -15% |
| Q2 2025 | $128.4M | +42% |
| Q1 2025 | $122.1M | +1.7% |
| Q4 2024 | $103.6M | -25% |
SHIM's revenue has slid since its 2022 peak: $136M last quarter, down 4.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.6% | +4.9 points |
| Q2 2026 | -2.5% | +3 points |
| Q1 2026 | -2.6% | +4.6 points |
| Q4 2025 | -0.2% | +39 points |
| Q3 2025 | -2.2% | -3 points |
| Q2 2025 | -5.5% | +47 points |
| Q1 2025 | -7.3% | +19 points |
| Q4 2024 | -39% | -28 points |
SHIM 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.
SHIM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $9M | +$37.8M |
| Q2 2026 | -$17.1M | -$13M |
| Q1 2026 | -$8.1M | +$30.6M |
| Q4 2025 | $109K | -100% |
| Q3 2025 | -$28.7M | -379% |
| Q2 2025 | -$4.2M | +$42.7M |
| Q1 2025 | -$38.7M | +$879K |
| Q4 2024 | $44.4M | +$68.6M |
SHIM has the edge over RDW on cash flow, with more consistent year-over-year improvement.
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 | — |
SHIM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -14% | -3.6M shares |
| 1 year | -14% | -3.6M shares |
SHIM has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
SHIM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.0x | High |
| Q2 2026 | 15.2x | High |
| Q4 2023 | -2.0x | Net Cash |
| Q3 2023 | -1.4x | Net Cash |
SHIM's net debt is about 4.0 years of its operating earnings (EBITDA).
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).
SHIM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 35.7 | Neutral |
| Stochastic | 8.9 | Oversold |
SHIM's weekly RSI is 36 (neutral) and its Stochastic is 9 (oversold).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
SHIM PE vs Industrials Sector
SHIM has no meaningful PE right now: it lost money over the past year.
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 |
SHIM has stronger trend alignment. RDW is above 0 of 5 weekly averages versus SHIM above 0 of 4.
SHIM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.67 | 12% below |
| 20 week MA | $3.33 | 30% below |
| 50 week MA | $3.63 | 36% below |
| 100 week MA | $2.91 | 20% below |
SHIM is in a downtrend: it's below all four of its weekly moving averages, and 20% below its 100-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 SHIM on returns for 2026, with the stronger performance.
SHIM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2023 | $6.70 | $6.60 | -1.5% |
| 2024 | $6.60 | $3.15 | -52% |
| 2025 | $3.15 | $3.19 | +1.3% |
| 2026 YTD | $3.19 | $2.34 | -27% |
SHIM has finished lower in two of the last three years. It's down 27% so far in 2026.