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Gibraltar Industries (ROCK) Q3 FY2026 earnings: revenue $480 million, up 54.2% on the year

Gibraltar Industries, Inc. (ROCK) reported revenue of $480 million for Q3 FY2026, the quarter ended 30 September 2026, up 54.2% on the same quarter a year earlier. Net income was $12 million, and diluted earnings per share $0.39. The figures are the company's own, from the 10-Q it filed with the SEC on 5 November 2026.

Revenue
$480 million
+54.2% on the year · -5.9% on the quarter
Q4 FY2024Q3 FY2026
Operating margin
10.3%
12.8% a year earlier
Q4 FY2024Q3 FY2026
Net income
$12 million
+43.0% on the quarter
Q4 FY2024Q3 FY2026
Diluted EPS
$0.39
+39.3% on the quarter
Q4 FY2024Q3 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Guidance figures: 1 raised, 5 lowered, 5 new.

  • Net sales up 54% on OmniMax: Net sales were $479.6 million, up 54.3% from $310.9 million, mainly from the OmniMax acquisition; organic growth was 3.1% in Residential and 3.0% in Agtech.
  • Residential grew with OmniMax: Residential net sales were $399.0 million, up 73.3%. OmniMax contributed $160.7 million; assuming it was owned in Q3 2025, Building Products grew 4.1%.
  • Synergies realized in quarter: The integration office runs 11 core workstreams. Synergies realized were $7.8 million in the third quarter and $14.5 million year-to-date.
Read the earnings call summary

Income statement (profit and loss)

$ millionQ3 FY2026Q2 FY2026Q3 FY2025On the quarterOn the yearLast 8 quarters
Revenue480510311-5.9%+54.2%
Cost of revenue365377228-3.4%+59.7%
Gross profit11513282.7-12.9%+39.0%
Gross margin24.0%25.9%26.6%
Selling, general and administrative65.872.342.8-9.0%+53.7%
Operating income49.359.839.9-17.6%+23.3%
Operating margin10.3%11.7%12.8%
Pre-tax income30.538.041.9-19.8%-27.4%
Income tax9.810.68.7-7.4%+12.7%
Effective tax rate32.3%28.0%20.8%
Net income11.78.2-89.1+43.0%
Net margin2.4%1.6%-28.6%
Diluted EPS$0.39$0.28-$2.98+39.3%
$ million except per share.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow

$ millionQ3 FY2026Q2 FY2026Q3 FY2025On the quarterOn the yearLast 8 quarters
Operating cash flow1.23.873.0-67.8%-98.3%
Capital expenditure4.35.28.2-16.4%-47.1%
Free cash flow-3.1-1.464.8
Free cash flow margin-0.7%-0.3%20.8%
Cash from investing0.3-4.8-25.8
Cash from financing18.5-4.1-1.0
Depreciation and amortisation19.919.87.0+0.4%+184.1%
Share-based compensation1.93.31.2-42.6%+53.7%
Buybacks0.50.11.2+563.4%-62.0%
Diluted shares, weighted30m30m30m+0.3%+0.1%
Shares outstanding at period end34m34m34m0.0%+0.5%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet

$ millionQ3 FY2026Q2 FY2026Q3 FY2025On the quarterOn the yearLast 8 quarters
Shareholders' equity904891952+1.4%-5.1%
Debt1,2381,2180.0+1.7%
Operating lease liabilities14715148.2-2.7%+205.3%
Other liabilities395526438-24.9%-9.7%
Total liabilities and equity2,6842,7861,438-3.7%+86.7%
Fixed assets189191126-1.0%+50.2%
Goodwill940939403+0.1%+132.9%
Intangible assetsn/an/a154
Cash and equivalents35.215.189.4+132.3%-60.6%
Receivables215260166-17.2%+29.5%
Inventory277268122+3.4%+128.0%
Other assets1,0281,114377-7.7%+172.4%
Total assets2,6842,7861,438-3.7%+86.7%

Questions

What was Gibraltar Industries' revenue in Q3 FY2026?

Gibraltar Industries (ROCK) reported revenue of $480 million for Q3 FY2026, the quarter ended 30 September 2026, up 54.2% on the same quarter a year earlier.

How much did Gibraltar Industries earn in Q3 FY2026?

Net income for Q3 FY2026 was $12 million, and diluted earnings per share $0.39.

When did Gibraltar Industries report Q3 FY2026 results?

Gibraltar Industries filed its 10-Q for the quarter ended 30 September 2026 with the SEC on 5 November 2026.

Quarterly results, the last 20 quarters

Q4 FY2021 *Q1 FY2022Q2 FY2022Q3 FY2022Q4 FY2022 *Q1 FY2023Q2 FY2023Q3 FY2023Q4 FY2023 *Q1 FY2024Q2 FY2024 †Q3 FY2024 †Q4 FY2024 *Q1 FY2025 †Q2 FY2025Q3 FY2025Q4 FY2025 * †Q1 FY2026Q2 FY2026Q3 FY2026
Revenue334318367391314293365391329293274277302246310311269356510480
Cost of revenue269253277297245216268285246208190196224177222228204277377365
Gross profit65.864.890.394.669.076.996.710582.984.483.381.478.069.987.882.764.878.9132115
Gross margin20%20%25%24%22%26%27%27%25%29%30%29%26%28%28%27%24%22%26%24%
SG&A42.743.650.147.247.747.653.752.254.052.742.538.241.941.248.342.850.183.372.365.8
Operating income14.821.240.147.421.429.443.153.225.131.740.843.224.828.739.539.914.6-4.559.849.3
Operating margin4%7%11%12%7%10%12%14%8%11%15%16%8%12%13%13%5%-1%12%10%
Pre-tax income14.320.639.246.05.728.342.353.824.633.542.144.751.330.239.341.915.2-16.738.030.5
Tax rate31%25%25%25%42%25%27%27%21%26%26%24%10%24%25%21%22%n/a28%32%
Net income9.415.529.334.33.321.130.739.319.424.932.234.046.221.126.0-89.1-2.4-67.58.211.7
Net margin3%5%8%9%1%7%8%10%6%9%12%12%15%9%8%-29%-1%-19%2%2%
Diluted EPS$0.28$0.47$0.90$1.08$0.11$0.68$1.00$1.28$0.63$0.81$1.05$1.11$1.50$0.69$0.87-$2.98-$0.08-$2.26$0.28$0.39
Operating cash flow39.6-7.88.338.064.138.076.092.611.853.236.564.719.913.744.973.035.5-41.23.81.2
Capital expenditure4.44.46.94.44.42.23.12.77.04.44.35.66.110.817.58.2n/a6.05.24.3
Free cash flow35.2-12.21.433.659.735.973.089.94.848.832.159.113.82.927.364.8n/a-47.2-1.4-3.1
Buybacks0.33.550.04.731.47.521.30.40.11.40.09.51.262.40.11.20.13.90.10.5
Shares outstanding34m34m34m34m34m34m34m34m34m34m34m34m34m34m34m34m34m34m34m34m
Filing10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

10-Q for the period ended 30 September 2026, filed 5 November 2026: the filing.