Filing Flows

Filing Flows › Bob's Discount Furniture (BOBS) › Q3 2026 › vs Q2 2026

Bob's Discount Furniture (BOBS) Q3 2026 vs Q2 2026 (quarter over quarter)

Bob's Discount Furniture's revenue rose $60.9M (+10%) from $620M in Q2 2026 to $680M in Q3 2026. Gross margin 46.4% against 51.5% (-5.1 pts).

Bob's Discount Furniture, Q3 2026: revenue $680M (+10% year over year), operating margin 8.7%, net earnings $41.6M, operating cash flow $112M. The chart draws each line against Q2 2026, the increases inside each band.

Bob's Discount Furniture: what changed, Q3 2026 vs Q2 2026Bob's Discount Furniture: what changed, Q3 2026 vs Q2 2026Cost of revenue$63.9MWorking capital & other$62.7MOperating cash flow$47.3MFree cash flow (OCF − capex)$45.3MPre-tax earnings−$22.4MOperating profit−$19.4MOperating expenses$16.4MNet earnings−$16.1MSG&A$15.1MIncome tax−$6.3M

Margins

Q3 2026Q2 2026Change
Gross margin46.4%51.5%-5.1 pts
Operating margin8.7%12.7%-4.0 pts
Net margin6.1%9.3%-3.2 pts
Free cash flow margin11.9%5.8%+6.1 pts

Every line

LineQ3 2026Q2 2026Change%
Revenue$680M$620M$60.9M+10%
Gross profit$316M$319M−$3.0M-0.9%
Cost of revenue$364M$301M$63.9M+21%
Operating profit$59.1M$78.5M−$19.4M-25%
Operating expenses$257M$241M$16.4M+7%
Pre-tax earnings$57.1M$79.5M−$22.4M-28%
SG&A$250M$235M$15.1M+6%
Other operating costs$6.9M$5.6M$1.3M+24%
Net earnings$41.6M$57.8M−$16.1M-28%
Income tax$15.5M$21.8M−$6.3M-29%
Depreciation & amortization$20.5M$19.7M$842K+4%
Share-based compensation$815K$839K−$24K-3%
Working capital & other$48.6M−$14.0M$62.7M—
Operating cash flow$112M$64.3M$47.3M+74%
Free cash flow (OCF − capex)$81.3M$36.0M$45.3M+126%
Capital expenditures$30.3M$28.3M$2.0M+7%

Questions

How much did Bob's Discount Furniture's revenue grow quarter over quarter in Q3 2026?

Bob's Discount Furniture's revenue rose $60.9M (+10%) from $620M in Q2 2026 to $680M in Q3 2026. Gross margin 46.4% against 51.5% (-5.1 pts).

Q3 2026 results → · Compare in the interactive Sankey →