Gibraltar Industries Misses Q3 2026 Estimates as Revenue Rises 54% to $479.6M
Revenue of $479.6M vs. $487.6M expected and adjusted EPS of $1.01 vs. $1.20; revenue up 54% from a year earlier.
Gibraltar Industries (ROCK) missed estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $479.6 million, up 54% from a year earlier, below the $487.6 million estimate, and adjusted EPS was $1.01, down 11% from a year earlier, below the $1.20 estimate.
Shares fell 5.6% in premarket trading as of 7:33 a.m. ET, to $41.15 from a $43.58 close.
Q3 2026 scorecard
| Parameters | Expected | Actual | Beat/Miss |
|---|---|---|---|
| Adjusted EPS | $1.20 | $1.01 | Miss by 16% |
| Revenue | $487.6M | $479.6M | Miss by 1.6% |
| Change | YoY | QoQ |
|---|---|---|
| Adjusted EPS | ▼ 11% | ▼ 9.0% |
| Revenue | ▲ 54% | ▼ 5.9% |
By our calculation, revenue was $8.0 million below the estimate and adjusted EPS was $0.19 below it. The QoQ column compares with the previous quarter's revenue of $509.5 million and adjusted EPS of $1.11. The YoY column compares with $310.9 million and $1.14 in the same quarter a year earlier.
Track record
- EPS record. Adjusted EPS beat the estimate in 4 of the last 8 reports, including this one.
- Revenue record. Revenue beat the estimate in 4 of the last 8 reports.
- Revenue trend. Revenue over the last 5 reports, oldest first: $310.9 million, $268.7 million, $356.3 million, $509.5 million and $479.6 million.
What to watch
- Next-quarter estimates. Consensus calls for EPS of $1.04 and revenue of $436.8 million next quarter, based on 3 analysts.
- Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 54% increase to $479.6 million.
- Estimate record. Whether Gibraltar Industries extends a record of beating EPS estimates in 4 of its last 8 reports.
- Related coverage. See our reports on Arrow Electronics, MACOM Technology Solutions, Sphere Entertainment and Southern.
Sources: Results are from Gibraltar Industries's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Gibraltar Industries's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.
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