Filing Flows › Traeger (COOK) › Q3 2026 › vs Q3 2025
Traeger (COOK) Q3 2026 vs Q3 2025 (year over year)
Traeger's revenue fell $50.7M (-40%) from $125M in Q3 2025 to $74.7M in Q3 2026. The biggest changes: Grills −$36.8M (-48%); Accessories −$8.0M (-34%); Consumables −$5.8M (-23%).
Traeger, Q3 2026: revenue $74.7M (-40% year over year), operating margin -26.5%, net loss $28.5M, operating cash flow $9.8M. The chart draws each line against Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Free cash flow margin | 11.3% | 5.1% | +6.2 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Grills | $39.7M | $76.6M | −$36.8M | -48% |
| Consumables | $19.4M | $25.3M | −$5.8M | -23% |
| Accessories | $15.5M | $23.5M | −$8.0M | -34% |
| Revenue | $74.7M | $125M | −$50.7M | -40% |
| Net loss | $28.5M | $89.8M | −$61.3M | -68% |
| Costs & expenses | $103M | $216M | −$112M | -52% |
| Operating costs | $94.5M | $209M | −$114M | -55% |
| Interest & other, net | $7.8M | $6.8M | $1.0M | +15% |
| Income tax | $977K | −$307K | $1.3M | — |
| Cost of revenue | $49.7M | $76.8M | −$27.2M | -35% |
| Sales & marketing | $14.3M | $20.0M | −$5.7M | -29% |
| General & admin | $19.9M | $22.2M | −$2.2M | -10% |
| Other operating costs | $10.6M | $89.7M | −$79.2M | -88% |
| Operating cash sources | $38.4M | $97.4M | −$59.0M | -61% |
| Depreciation & amortization | $8.8M | $8.8M | $0 | 0% |
| Share-based compensation | $3.1M | $3.3M | −$262K | -8% |
| Working capital & other | $26.5M | $85.2M | −$58.7M | -69% |
| Net loss absorbed | $28.5M | $89.8M | −$61.3M | -68% |
| Operating cash flow | $9.8M | $7.6M | $2.3M | +30% |
| Free cash flow (company-reported) | $8.4M | $6.4M | $2.1M | +32% |
| Purchase of property, plant, and equipment | $1.4M | $1.2M | $227K | +20% |
Questions
How much did Traeger's revenue grow year over year in Q3 2026?
Traeger's revenue fell $50.7M (-40%) from $125M in Q3 2025 to $74.7M in Q3 2026.
What drove Traeger's revenue change in Q3 2026?
Grills −$36.8M (-48%); Accessories −$8.0M (-34%); Consumables −$5.8M (-23%).