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Gibraltar Industries (ROCK) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Gibraltar Industries (ROCK) Q3 2026 earnings results →
Q3 2026 Revenue up 54% year over year to $480M · 2¢ of every $1 of revenue kept as net profit · operating margin 10.3%
Gibraltar Industries made $480M in Q3 2026 (+54% Y/Y): Residential $399M, Agtech $59.3M, Infrastructure $21.3M. Operating margin 10.3%, net earnings $11.7M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $479.6M in Q3 2026, up 54% year over year and down 6% from the previous quarter. Residential was the largest line at 83% of revenue. Residential added $168.7M year over year (up 73%), 100% of the total change. Infrastructure declined 8%.
Gross margin was 24.0%, down 2.6 points from Q3 2025. Operating profit was $49.3M, a 10.3% margin (down 2.6 points year over year). Of the extra revenue versus Q3 2025, 6% reached operating profit, below the 13% margin then. Operating expenses grew 54% against revenue growth of 54%. Net earnings were $11.7M. The effective tax rate was 45.6%.
Operating cash flow was $1.2M (down 98% year over year), 10% of net earnings. Non-cash charges added back $19.9M of depreciation and amortization and $1.9M of share-based compensation. Working capital and other items used $32.3M. Capital expenditures of $4.3M exceeded it, leaving free cash flow of −$3.1M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $480M | +54% | 10.3% | $11.7M | $1.2M |
| Q2 2026 | 10-Q | Aug 5, 2026 | $510M | +65% | 11.7% | $8.2M | $3.8M |
| Q1 2026 | 10-Q | May 7, 2026 | $356M | +45% | -1.3% | −$67.5M | −$41.2M |
| Q4 2025 | 10-K | Feb 26, 2026 | $269M | +16% | 5.5% | −$2.4M | $35.5M |
| Q3 2025 | 10-Q | Oct 30, 2025 | $311M | +12% | 12.8% | −$89.1M | $73.0M |
| Q2 2025 | 10-Q | Aug 6, 2025 | $310M | +13% | 12.8% | $26.0M | $44.9M |
| Q1 2025 | 10-Q | Apr 30, 2025 | $290M | -0.9% | 8.8% | $21.1M | $13.7M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Gibraltar Industries
Gibraltar is a leading manufacturer and provider of products and services for the residential, agtech, and infrastructure markets. Gibraltar’s mission, to make life better for people and the planet, is fueled by advancing the disciplines of engineering, science, and technology. Gibraltar is innovating to reshape critical markets in comfortable living and productive growing throughout North America. For more please visit www.gibraltar1.com.
In its own words, from its 8-K, filed Aug 5, 2026.
Gibraltar Industries against its Steel Works, Blast Furnaces & Rolling & Finishing Mills peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +54% against the peers' median +54%. Operating margin: 10.3% against the peers' median 4.9%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ROCK Gibraltar Industries | Q3 2026 | $480M | +54% | 10.3% |
| WS Worthington Steel | Q1 FY27 | $2.7B | +212% | 2.1% |
| WOR Worthington Enterprises | Q1 FY27 | $344M | +13% | 3.8% |
| FRD Friedman Industries | Q2 FY27 | $287M | +88% | 12.8% |
| IIIN Insteel Industries | Q4 FY26 | $209M | +18% | 4.9% |
Source: Gibraltar Industries 10-Q on SEC EDGAR · CIK 912562 · Steel Works, Blast Furnaces & Rolling & Finishing Mills
Guidance and outlook
13F: who owns ROCK and who is buying
More on ROCK
- How Gibraltar Industries makes money: revenue by segment
- Gibraltar Industries next earnings date and what analysts expect
- Gibraltar Industries stock forecast, price target and fair value
- Who owns Gibraltar Industries stock: holders, funds and Congress trades
- Gibraltar Industries guidance and outlook
- Is Gibraltar Industries a takeover target? LBO and rumors
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Gibraltar Industries guidance history: guided vs reported
- Gibraltar Industries gross margin by quarter
- Gibraltar Industries operating margin by quarter
- Gibraltar Industries net income by quarter
- Gibraltar Industries free cash flow by quarter
- Gibraltar Industries capital expenditures by quarter
- Gibraltar Industries Residential revenue by quarter
- Gibraltar Industries Agtech revenue by quarter
- Gibraltar Industries Infrastructure revenue by quarter