Filing Flows › Gibraltar Industries (ROCK) › Q3 2026 › vs Q2 2026
Gibraltar Industries (ROCK) Q3 2026 vs Q2 2026 (quarter over quarter)
Gibraltar Industries's revenue fell $30.0M (-6%) from $510M in Q2 2026 to $480M in Q3 2026. The biggest changes: Residential −$26.9M (-6%); Infrastructure −$3.6M (-14%); Agtech +$494K (+0.8%). Gross margin 24.0% against 25.9% (-1.9 pts).
Gibraltar Industries, Q3 2026: revenue $480M (+54% year over year), operating margin 10.3%, net earnings $11.7M, operating cash flow $1.2M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 24.0% | 25.9% | -1.9 pts |
| Operating margin | 10.3% | 11.7% | -1.5 pts |
| Net margin | 2.4% | 1.6% | +0.8 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Residential | $399M | $426M | −$26.9M | -6% |
| Agtech | $59.3M | $58.8M | $494K | +0.8% |
| Infrastructure | $21.3M | $24.9M | −$3.6M | -14% |
| Revenue | $480M | $510M | −$30.0M | -6% |
| Gross profit | $115M | $132M | −$17.0M | -13% |
| Cost of revenue | $365M | $377M | −$12.9M | -3% |
| Operating profit | $49.3M | $59.8M | −$10.6M | -18% |
| Operating expenses | $65.8M | $72.3M | −$6.5M | -9% |
| Pre-tax earnings | $21.5M | $18.8M | $2.7M | +15% |
| Other expense, net | $27.7M | $41.0M | −$13.3M | -32% |
| Net earnings | $11.7M | $8.2M | $3.5M | +43% |
| Income tax | $9.8M | $10.6M | −$791K | -7% |
| Operating cash sources | $33.5M | $31.3M | $2.2M | +7% |
| Depreciation & amortization | $19.9M | $19.8M | $74K | +0.4% |
| Share-based compensation | $1.9M | $3.3M | −$1.4M | -43% |
| Working capital & other | $32.3M | $27.5M | $4.7M | +17% |
| Operating cash flow | $1.2M | $3.8M | −$2.6M | -68% |
| Capital expenditures | $4.3M | $5.2M | −$850K | -16% |
| Negative free cash flow (OCF − capex) | $3.1M | $1.4M | $1.7M | +119% |
Questions
How much did Gibraltar Industries's revenue grow quarter over quarter in Q3 2026?
Gibraltar Industries's revenue fell $30.0M (-6%) from $510M in Q2 2026 to $480M in Q3 2026.
What drove Gibraltar Industries's revenue change in Q3 2026?
Residential −$26.9M (-6%); Infrastructure −$3.6M (-14%); Agtech +$494K (+0.8%).