ALSN Reddit Mentions | ChartExchange

As a better alternative, look at ALSN. It has much stronger fundamental setup. They not from the same sector, but they have some defense overlap and it beats RDW in almost every aspect. I compared them and now I'm thinking of getting ALSN myself.
**Long-Term Investment: ALSN = Buy; RDW = Speculative Buy**
ALSN looks like a profitable industrial compounder with defense/off-highway growth, while RDW is closer to a venture-style aerospace/defense bet that needs several more quarters of execution proof.
|Factor|RDW|ALSN|Edge|
|:-|:-|:-|:-|
|Current price / market cap|\~$13.43 / \~$2.96B|\~$122.97 / \~$10.15B|ALSN is larger and more established.|
|Profitability|Q2 net loss of **$41.0M**, adjusted EBITDA **-$3.2M**|Q2 net income **$181M**, adjusted EBITDA **$404M**|ALSN, decisively. ([ir.rdw.com](https://ir.rdw.com/news-events/press-releases/detail/240/redwire-corporation-reports-second-quarter-2026-financial))|
|Revenue growth|Q2 revenue **$117.1M**, +89.6% YoY|Q2 revenue **$1.566B**, +92% YoY, aided by Off-Highway acquisition|Similar headline growth, but ALSN is monetizing it better. ([ir.rdw.com](https://ir.rdw.com/news-events/press-releases/detail/240/redwire-corporation-reports-second-quarter-2026-financial))|
|2026 guidance|Revenue **$450M–$500M**|Sales **$5.8B–$6.0B**, adjusted EBITDA **$1.465B–$1.575B**, adjusted FCF **$745M–$865M**|ALSN guidance is much higher quality because it includes earnings/cash flow. ([ir.rdw.com](https://ir.rdw.com/news-events/press-releases/detail/240/redwire-corporation-reports-second-quarter-2026-financial))|
|Balance sheet|$557.7M cash/restricted cash; low debt, but cash was boosted by issuance|Nearly $400M cash, **$4.114B debt**, **$3.715B net debt**|RDW has less debt; ALSN has leverage but strong cash generation. ([ir.rdw.com](https://ir.rdw.com/news-events/press-releases/detail/240/redwire-corporation-reports-second-quarter-2026-financial))|
|Shareholder returns|Significant dilution/ATM overhang|Dividend + buybacks; $46M repurchased in Q2, $1.125B authorization remaining|ALSN. ([ir.rdw.com](https://ir.rdw.com/sec-filings/all-sec-filings/content/0001819810-26-000124/rdw-20260630.htm))|
|Main red flag|Dilution, negative FCF, internal-control weaknesses|Debt, cyclicality, Off-Highway integration risk|ALSN risks are more conventional and easier to model. ([ir.rdw.com](https://ir.rdw.com/news-events/press-releases/detail/240/redwire-corporation-reports-second-quarter-2026-financial))|