RDW
Redwire Corporation
RDW offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
TWIN
Twin Disc, Incorporated
TWIN has the edge over RDW overall, supported by stronger valuation and lower modeled downside.
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.
TWIN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
TWIN'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.
TWIN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 9.3x | $24.63 | — |
| Cheap | 12x | $32.01 | +30% |
| Fair | 17x | $45.35 | +84% |
| Expensive | 30x | $80.55 | +227% |
Historical ranges are pointers, not guarantees.
TWIN's PE is in its cheap range at 9.3x.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
TWIN Forward outlook
There aren't enough analyst estimates for TWIN 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.
TWIN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $2.66 | +13200% |
| Q2 2026 | $2.38 | +$2.52 |
| Q1 2026 | $1.84 | +513% |
| Q4 2025 | $1.50 | +121% |
| Q3 2025 | $0.02 | -97% |
| Q2 2025 | -$0.14 | -118% |
| Q1 2025 | $0.30 | -66% |
| Q4 2024 | $0.68 | -15% |
TWIN 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.
TWIN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $88.7M | +11% |
| Q2 2026 | $114.4M | +18% |
| Q1 2026 | $96.7M | +19% |
| Q4 2025 | $90.2M | +0.3% |
| Q3 2025 | $80M | +9.7% |
| Q2 2025 | $96.7M | +15% |
| Q1 2025 | $81.2M | +9.5% |
| Q4 2024 | $89.9M | +23% |
TWIN's revenue has grown year over year for 22 quarters in a row: $89M last quarter, up 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.2% | +2.4 points |
| Q2 2026 | 6.8% | +1.3 points |
| Q1 2026 | 6% | +3.6 points |
| Q4 2025 | 2.3% | -0.8 points |
| Q3 2025 | 2.8% | +3 points |
| Q2 2025 | 5.5% | -0.1 points |
| Q1 2025 | 2.4% | -2.5 points |
| Q4 2024 | 3.1% | -1.6 points |
TWIN 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.
TWIN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $5.7M | +$16.7M |
| Q2 2026 | $17.2M | +96% |
| Q1 2026 | $1.8M | +93% |
| Q4 2025 | $1.2M | -79% |
| Q3 2025 | -$11M | -$4.2M |
| Q2 2025 | $8.7M | -15% |
| Q1 2025 | $906K | -78% |
| Q4 2024 | $5.9M | +30% |
TWIN 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 | — |
TWIN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -32K shares |
| 1 year | +4.8% | +673K shares |
| 3 years | +7.1% | +972K shares |
| 5 years | +10% | +1.3M shares |
| Available history | +11% | +1.5M shares |
TWIN 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.
TWIN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 1.0x | Very low |
| Q4 2025 | 1.1x | Healthy |
| Q3 2025 | 1.1x | Healthy |
| Q2 2025 | 0.6x | Very low |
| Q1 2025 | 1.1x | Healthy |
| Q4 2024 | 0.4x | Very low |
TWIN's net debt is less than a year of its operating earnings (EBITDA), down from 1.1 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).
TWIN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.1 | Neutral |
| Stochastic | 23.8 | Neutral |
TWIN's weekly RSI is 56 (neutral) and its Stochastic is 24 (neutral).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
TWIN PE vs Industrials Sector
| Metric | TWIN | Sector median | Relative |
|---|---|---|---|
| PE | 9.3x | 24x | 62% below |
| PE % | 1 | 58 | 57 pts below |
TWIN is trading at 9.3x earnings, a 62% discount 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.
TWIN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $25.2 | 2.1% below |
| 20 week MA | $24.2 | 1.8% above |
| 50 week MA | $20.1 | 22% above |
| 100 week MA | $15.3 | 61% above |
| 200 week MA | $14.2 | 73% above |
TWIN 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's yearly returns have swung widely, from +501% in 2024 to −74% in 2022. It's up 12% so far in 2026.
TWIN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.4 | $7.46 | -28% |
| 2021 | $7.46 | $11.2 | +50% |
| 2022 | $11.2 | $9.10 | -19% |
| 2023 | $9.10 | $16.2 | +78% |
| 2024 | $16.2 | $11.3 | -30% |
| 2025 | $11.3 | $17.0 | +50% |
| 2026 YTD | $17.0 | $24.6 | +45% |
TWIN has the edge over RDW on returns for 2026, with the stronger performance.