RDW
Redwire Corporation
RDW has the edge over WLFC overall, supported by stronger modeled upside and stronger fundamentals.
WLFC
Willis Lease Finance Corporation
WLFC 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.
WLFC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Strong | |
| Weak |
WLFC's revenue and cash flow are currently healthy, and its profitability is stable, but its balance sheet is weak.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
WLFC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 4.8x | $16.10 | -65% |
| Fair | 9.2x | $31.00 | -33% |
| Expensive | 14x | $48.27 | +4.1% |
| Current | 14x | $46.35 | — |
| Forward | 14x | $46.35 | — |
Historical ranges are pointers, not guarantees.
WLFC's PE is 14x, but its earnings don't support one, so it isn't a reliable read right now.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over WLFC on the outlook, with more favorable earnings and profitability expectations.
WLFC Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong decline | |
| Growth | |
| Strongly weakening | |
| Limited | |
| Moderate |
Analysts expect WLFC's revenue to grow, but its earnings and profitability to decline.
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.
WLFC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.25 | -3.7% |
| Q3 2026 | $3.37 | -39% |
| Q2 2026 | $3.98 | -29% |
| Q1 2026 | $5.48 | +13% |
| Q4 2025 | $5.13 | +0.4% |
| Q3 2025 | $5.55 | +18% |
| Q2 2025 | $5.59 | +30% |
| Q1 2025 | $4.85 | +68% |
| Q4 2024 | $5.11 | +146% |
WLFC 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.
WLFC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $246.3M | +34% |
| Q2 2026 | $194M | -0.8% |
| Q1 2026 | $194.3M | +23% |
| Q4 2025 | $193.6M | +27% |
| Q3 2025 | $183.4M | +25% |
| Q2 2025 | $195.5M | +29% |
| Q1 2025 | $157.7M | +32% |
| Q4 2024 | $152.8M | +34% |
WLFC's revenue is growing: $246M last quarter, up 34% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 4.7% | -16 points |
| Q2 2026 | 18% | +3.1 points |
| Q1 2026 | 17% | +2.2 points |
| Q4 2025 | 7.3% | -12 points |
| Q3 2025 | 21% | -2.3 points |
| Q2 2025 | 14% | -21 points |
| Q1 2025 | 15% | -7.7 points |
| Q4 2024 | 19% | +4.5 points |
WLFC 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.
WLFC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $102.7M | +78% |
| Q2 2026 | $74.8M | -21% |
| Q1 2026 | $53.1M | +58% |
| Q4 2025 | $66.2M | +20% |
| Q3 2025 | $57.8M | -33% |
| Q2 2025 | $94.5M | +38% |
| Q1 2025 | $33.5M | -44% |
| Q4 2024 | $55.1M | -8% |
WLFC 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 | — |
WLFC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -72K shares |
| 1 year | +4% | +848K shares |
| 3 years | +13% | +2.5M shares |
| 5 years | +15% | +2.9M shares |
| Available history | +20% | +3.6M shares |
WLFC has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | $65,000 |
| Q2 2022 | $3.4M |
| Q1 2022 | $1.8M |
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
WLFC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 11.7x | High |
| Q2 2026 | 9.7x | High |
| Q1 2026 | 9.7x | High |
| Q4 2025 | 12.4x | High |
| Q3 2025 | 9.9x | High |
| Q2 2025 | 12.8x | High |
| Q1 2025 | 9.3x | High |
| Q4 2024 | 9.5x | High |
WLFC's net debt is about 12 years of its operating earnings (EBITDA), up from 9.9 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).
WLFC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.2 | Neutral |
| Stochastic | 27.3 | Neutral |
WLFC's weekly RSI is 42 (neutral) and its Stochastic is 27 (neutral).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
WLFC PE vs Industrials Sector
| Metric | WLFC | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 24x | 43% below |
| PE % | 78 | 58 | 20 pts above |
WLFC is trading at 14x earnings, a 43% discount to the Industrials sector's median of 24x, though its earnings don't support one.
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.
WLFC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $44.0 | 5.2% above |
| 20 week MA | $54.9 | 16% below |
| 50 week MA | $58.0 | 20% below |
| 100 week MA | $54.9 | 16% below |
| 200 week MA | $39.5 | 17% above |
WLFC 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 WLFC on returns for 2026, with the stronger performance.
WLFC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $19.8 | $11.0 | -45% |
| 2021 | $11.0 | $12.3 | +12% |
| 2022 | $12.3 | $18.8 | +52% |
| 2023 | $18.8 | $16.3 | -13% |
| 2024 | $16.3 | $67.3 | +313% |
| 2025 | $67.3 | $45.6 | -32% |
| 2026 YTD | $45.6 | $46.4 | +1.7% |
WLFC's yearly returns have swung widely, from +313% in 2024 to −45% in 2020. It's up 1.7% so far in 2026.