Filing Flows › Gibraltar Industries (ROCK) › Q2 2026 › vs Q1 2026
Gibraltar Industries (ROCK) Q2 2026 vs Q1 2026 (quarter over quarter)
Gibraltar Industries's revenue rose $153M (+43%) from $356M in Q1 2026 to $510M in Q2 2026. The biggest changes: Residential +$144M (+51%); Infrastructure +$5.6M (+29%); Agtech +$3.2M (+6%). Gross margin 25.9% against 22.1% (+3.8 pts).
Gibraltar Industries, Q2 2026: revenue $510M (+65% year over year), operating margin 11.7%, net earnings $8.2M, operating cash flow $3.8M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Gross margin | 25.9% | 22.1% | +3.8 pts |
| Operating margin | 11.7% | -1.3% | +13.0 pts |
| Net margin | 1.6% | -18.9% | +20.5 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Residential | $426M | $281M | $144M | +51% |
| Agtech | $58.8M | $55.6M | $3.2M | +6% |
| Infrastructure | $24.9M | $19.2M | $5.6M | +29% |
| Revenue | $510M | $356M | $153M | +43% |
| Gross profit | $132M | $78.9M | $53.2M | +67% |
| Cost of revenue | $377M | $277M | $100M | +36% |
| Operating profit | $59.8M | −$4.5M | $64.3M | — |
| Operating expenses | $72.3M | $83.3M | −$11.1M | -13% |
| Pre-tax earnings | $18.8M | −$72.1M | $90.9M | — |
| Other expense, net | $41.0M | $67.6M | −$26.6M | -39% |
| Net earnings | $8.2M | −$67.5M | $75.7M | — |
| Income tax | $10.6M | −$4.6M | $15.2M | — |
| Operating cash sources | $31.3M | −$49.7M | $81.0M | — |
| Depreciation & amortization | $19.8M | $15.9M | $3.9M | +25% |
| Share-based compensation | $3.3M | $1.9M | $1.4M | +77% |
| Working capital & other | $27.5M | −$8.5M | $36.1M | — |
| Operating cash flow | $3.8M | −$41.2M | $44.9M | — |
| Capital expenditures | $5.2M | $6.0M | −$801K | -13% |
| Negative free cash flow (OCF − capex) | $1.4M | $47.2M | −$45.7M | -97% |
Questions
How much did Gibraltar Industries's revenue grow quarter over quarter in Q2 2026?
Gibraltar Industries's revenue rose $153M (+43%) from $356M in Q1 2026 to $510M in Q2 2026.
What drove Gibraltar Industries's revenue change in Q2 2026?
Residential +$144M (+51%); Infrastructure +$5.6M (+29%); Agtech +$3.2M (+6%).