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How Gibraltar Industries (ROCK) makes money

Gibraltar Industries (ROCK) made $480M of revenue in the third quarter 2026 (Q3 2026), +54% from a year earlier. Residential brought in $399M (83%); Agtech brought in $59.3M (12%); Infrastructure brought in $21.3M (4%). Of every dollar of revenue, 24¢ was left as gross profit, 10¢ was left as operating profit, 2¢ was left as net earnings.

Drawing the Sankey…

Gibraltar Industries revenue by segment, Q3 2026Gibraltar Industries revenue by segment, Q3 2026Residential$399MAgtech$59.3MInfrastructure$21.3M
Gibraltar Industries: revenue by line, Q2 2025 to Q3 2026Gibraltar Industries: revenue by line, Q2 2025 to Q3 2026ResidentialAgtechInfrastructureResidential: $399M latest$399MAgtech: $59.3M latest$59.3MInfrastructure: $21.3M latestQ2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Residential went from 74% of revenue in Q2 2025 to 83% in Q3 2026, the largest shift in the mix.
Gibraltar Industries revenue by quarterGibraltar Industries revenue by quarter$290MQ1 2025$310MQ2 2025$311MQ3 2025$269MQ4 2025$356MQ1 2026$510MQ2 2026$480MQ3 2026
Gibraltar Industries: where each dollar of revenue goesGibraltar Industries: where each dollar of revenue goesCost of revenue76¢Gross profit24¢Operating expenses14¢Operating profit10¢Income tax2¢Net earnings2¢Operating cash flow0¢

Revenue by segment, Q3 2026

SegmentRevenueShareQ/QY/Y
Residential$399M83.2%-6%+73%
Agtech$59.3M12.4%+0.8%+3%
Infrastructure$21.3M4.4%-14%-8%

Where each dollar of revenue goes

LineQ3 2026% of revenue
Revenue$480M100.0%
Cost of revenue$365M76.0%
Gross profit$115M24.0%
Operating expenses$65.8M13.7%
Operating profit$49.3M10.3%
Income tax$9.8M2.1%
Net earnings$11.7M2.4%
Operating cash flow$1.2M0.3%

Revenue, quarter by quarter

QuarterRevenueY/Y
Q3 2026$480M+54%
Q2 2026$510M+65%
Q1 2026$356M+45%
Q4 2025$269M+16%
Q3 2025$311M+12%
Q2 2025$310M+13%
Q1 2025$290M-0.9%

From Gibraltar Industries' 10-Q filed Nov 5, 2026 (on EDGAR).

Questions

How does Gibraltar Industries make money?

Gibraltar Industries (ROCK) made $480M of revenue in the third quarter 2026 (Q3 2026), +54% from a year earlier. Residential brought in $399M (83%); Agtech brought in $59.3M (12%); Infrastructure brought in $21.3M (4%). Of every dollar of revenue, 24¢ was left as gross profit, 10¢ was left as operating profit, 2¢ was left as net earnings.

What is Gibraltar Industries' biggest business?

Residential: $399M in the third quarter 2026, 83% of revenue, +73% from a year earlier.

What is Gibraltar Industries' profit margin?

Net earnings were $11.7M, 2.4% of revenue, in the third quarter 2026; the operating margin was 10.3%.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.