RDW
Redwire Corporation
RDW's outlook is improving, though it still trails on the overall score.
TDG
TransDigm Group Incorporated
TDG has the edge over RDW overall, supported by lower modeled downside and stronger valuation.
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.
TDG Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Weak |
TDG's revenue, profitability and cash flow are currently healthy, but its balance sheet is weak.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
TDG PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 34x | $1,203 | — |
| Cheap | 39x | $1,391 | +16% |
| Fair | 48x | $1,689 | +40% |
| Expensive | 57x | $2,012 | +67% |
Historical ranges are pointers, not guarantees.
TDG's PE is in its cheap range at 34x.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
TDG Forward outlook
There aren't enough analyst estimates for TDG to show an outlook.
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.
TDG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $35.51 | +11% |
| Q2 2026 | $32.96 | +9.3% |
| Q1 2026 | $32.04 | +8.1% |
| Q4 2025 | $31.08 | +9.6% |
| Q3 2025 | $32.08 | +25% |
| Q2 2025 | $30.15 | +12% |
| Q1 2025 | $29.64 | +18% |
| Q4 2024 | $28.37 | +20% |
TDG 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'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.
TDG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3B | +23% |
| Q2 2026 | $2.7B | +23% |
| Q1 2026 | $2.5B | +18% |
| Q4 2025 | $2.3B | +14% |
| Q3 2025 | $2.4B | +11% |
| Q2 2025 | $2.2B | +9.3% |
| Q1 2025 | $2.2B | +12% |
| Q4 2024 | $2B | +12% |
TDG's revenue has grown year over year for 22 quarters in a row: $3B last quarter, up 23% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 46% | -2 points |
| Q2 2026 | 45% | -1.7 points |
| Q1 2026 | 46% | +0.2 points |
| Q4 2025 | 46% | -2.9 points |
| Q3 2025 | 48% | +4.5 points |
| Q2 2025 | 46% | +0.8 points |
| Q1 2025 | 46% | +0.9 points |
| Q4 2024 | 49% | +4.6 points |
TDG 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.
TDG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $427M | -3.2% |
| Q2 2026 | $650M | +13% |
| Q1 2026 | $64M | -30% |
| Q4 2025 | $772M | +8.7% |
| Q3 2025 | $441M | -17% |
| Q2 2025 | $573M | +0.9% |
| Q1 2025 | $92M | -49% |
| Q4 2024 | $710M | +18% |
TDG 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 | — |
TDG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +200K shares |
| 1 year | -1% | -600K shares |
| 3 years | +0.7% | +400K shares |
| 5 years | -1.4% | -800K shares |
| Available history | +0.3% | +200K shares |
TDG has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $943M |
| Q2 2026 | $1.1B |
| Q1 2026 | $615M |
| Q4 2025 | $106M |
| Q3 2025 | — |
| Q2 2025 | $131M |
| Q1 2025 | $53M |
| Q4 2024 | $316M |
TDG spent $2.8B buying back its own shares over the past year, about six times what it spent the year before.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
TDG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 6.0x | High |
| Q2 2026 | 6.0x | High |
| Q1 2026 | 5.7x | High |
| Q4 2025 | 5.8x | High |
| Q3 2025 | 5.9x | High |
| Q2 2025 | 5.0x | High |
| Q1 2025 | 5.3x | High |
| Q4 2024 | 5.4x | High |
TDG's net debt is about 6.0 years of its operating earnings (EBITDA), up from 5.8 years a year ago.
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).
TDG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 45.9 | Neutral |
TDG's weekly RSI is 51 (neutral) and its Stochastic is 46 (neutral).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
TDG PE vs Industrials Sector
| Metric | TDG | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 24x | 41% above |
| PE % | 7 | 58 | 51 pts below |
TDG is trading at 34x earnings, a 41% 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.
TDG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,138.2 | 5.7% above |
| 20 week MA | $1,185.4 | 1.5% above |
| 50 week MA | $1,239.0 | 2.9% below |
| 100 week MA | $1,304.6 | 7.8% below |
| 200 week MA | $1,175.0 | 2.4% above |
TDG has the edge over RDW on trend strength, trading above more of its moving averages.
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 TDG on returns for 2026, with the stronger performance.
TDG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $564.0 | $606.7 | +7.6% |
| 2021 | $606.7 | $628.0 | +3.5% |
| 2022 | $628.0 | $620.3 | -1.2% |
| 2023 | $620.3 | $1,011.6 | +63% |
| 2024 | $1,011.6 | $1,290.9 | +28% |
| 2025 | $1,290.9 | $1,309.2 | +1.4% |
| 2026 YTD | $1,309.2 | $1,203.0 | -8.1% |
TDG has finished higher in five of the last six years. It's down 8.1% so far in 2026.