Filing Flows › Gibraltar Industries (ROCK) › Q2 2026 › vs Q2 2025
Gibraltar Industries (ROCK) Q2 2026 vs Q2 2025 (year over year)
Gibraltar Industries's revenue rose $200M (+65%) from $310M in Q2 2025 to $510M in Q2 2026. The biggest changes: Residential +$196M (+85%); Agtech +$4.7M (+9%); Infrastructure −$304K (-1%). Gross margin 25.9% against 28.4% (-2.5 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 Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Gross margin | 25.9% | 28.4% | -2.5 pts |
| Operating margin | 11.7% | 12.8% | -1.0 pts |
| Net margin | 1.6% | 8.4% | -6.8 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Residential | $426M | $230M | $196M | +85% |
| Agtech | $58.8M | $54.1M | $4.7M | +9% |
| Infrastructure | $24.9M | $25.2M | −$304K | -1% |
| Revenue | $510M | $310M | $200M | +65% |
| Gross profit | $132M | $87.8M | $44.2M | +50% |
| Cost of revenue | $377M | $222M | $156M | +70% |
| Operating profit | $59.8M | $39.5M | $20.3M | +51% |
| Operating expenses | $72.3M | $48.3M | $23.9M | +50% |
| Pre-tax earnings | $18.8M | $35.8M | −$17.0M | -47% |
| Other expense, net | $41.0M | $3.7M | $37.3M | 11× |
| Net earnings | $8.2M | $26.0M | −$17.8M | -69% |
| Income tax | $10.6M | $9.8M | $807K | +8% |
| Operating cash sources | $31.3M | $38.7M | −$7.4M | -19% |
| Depreciation & amortization | $19.8M | $9.3M | $10.5M | +113% |
| Share-based compensation | $3.3M | $3.4M | −$89K | -3% |
| Working capital & other | $27.5M | −$6.2M | $33.7M | — |
| Operating cash flow | $3.8M | $44.9M | −$41.1M | -92% |
| Capital expenditures | $5.2M | $18.2M | −$13.0M | -71% |
| Negative free cash flow (OCF − capex) | $1.4M | −$26.7M | $28.1M | — |
Questions
How much did Gibraltar Industries's revenue grow year over year in Q2 2026?
Gibraltar Industries's revenue rose $200M (+65%) from $310M in Q2 2025 to $510M in Q2 2026.
What drove Gibraltar Industries's revenue change in Q2 2026?
Residential +$196M (+85%); Agtech +$4.7M (+9%); Infrastructure −$304K (-1%).