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Side-by-side financial comparison of INSTEEL INDUSTRIES INC (IIIN) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
INSTEEL INDUSTRIES INC is the larger business by last-quarter revenue ($159.9M vs $151.1M, roughly 1.1× STURM RUGER & CO INC). On growth, INSTEEL INDUSTRIES INC posted the faster year-over-year revenue change (23.3% vs 3.6%). STURM RUGER & CO INC produced more free cash flow last quarter ($12.3M vs $-2.2M). Over the past eight quarters, INSTEEL INDUSTRIES INC's revenue compounded faster (12.0% CAGR vs 5.1%).
Insteel Industries Inc is a leading U.S. manufacturer of steel reinforcing products including welded wire reinforcement and steel fibers. It primarily serves non-residential construction, infrastructure, and precast concrete segments across North America, delivering high-performance reinforcement solutions for various construction projects.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
IIIN vs RGR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $159.9M | $151.1M |
| Net Profit | $7.6M | — |
| Gross Margin | 11.3% | 17.8% |
| Operating Margin | 6.0% | 2.3% |
| Net Margin | 4.7% | — |
| Revenue YoY | 23.3% | 3.6% |
| Net Profit YoY | 602.4% | — |
| EPS (diluted) | $0.39 | $0.22 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $159.9M | $151.1M | ||
| Q3 25 | $177.4M | $126.8M | ||
| Q2 25 | $179.9M | $132.5M | ||
| Q1 25 | $160.7M | $135.7M | ||
| Q4 24 | $129.7M | $145.8M | ||
| Q3 24 | $134.3M | $122.3M | ||
| Q2 24 | $145.8M | $130.8M | ||
| Q1 24 | $127.4M | $136.8M |
| Q4 25 | $7.6M | — | ||
| Q3 25 | $14.6M | $1.6M | ||
| Q2 25 | $15.2M | $-17.2M | ||
| Q1 25 | $10.2M | $7.8M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $4.7M | $4.7M | ||
| Q2 24 | $6.6M | $8.3M | ||
| Q1 24 | $6.9M | $7.1M |
| Q4 25 | 11.3% | 17.8% | ||
| Q3 25 | 16.1% | 15.1% | ||
| Q2 25 | 17.1% | 3.9% | ||
| Q1 25 | 15.3% | 22.0% | ||
| Q4 24 | 7.3% | 22.8% | ||
| Q3 24 | 9.1% | 18.5% | ||
| Q2 24 | 10.6% | 22.3% | ||
| Q1 24 | 12.3% | 21.5% |
| Q4 25 | 6.0% | 2.3% | ||
| Q3 25 | 10.8% | -2.7% | ||
| Q2 25 | 11.0% | -15.6% | ||
| Q1 25 | 8.3% | 6.2% | ||
| Q4 24 | 1.1% | 7.8% | ||
| Q3 24 | 4.5% | 3.1% | ||
| Q2 24 | 6.0% | 6.9% | ||
| Q1 24 | 7.0% | 5.5% |
| Q4 25 | 4.7% | — | ||
| Q3 25 | 8.2% | 1.2% | ||
| Q2 25 | 8.4% | -13.0% | ||
| Q1 25 | 6.4% | 5.7% | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 3.5% | 3.9% | ||
| Q2 24 | 4.5% | 6.3% | ||
| Q1 24 | 5.4% | 5.2% |
| Q4 25 | $0.39 | $0.22 | ||
| Q3 25 | $0.74 | $0.10 | ||
| Q2 25 | $0.78 | $-1.05 | ||
| Q1 25 | $0.52 | $0.46 | ||
| Q4 24 | $0.06 | $0.62 | ||
| Q3 24 | $0.24 | $0.28 | ||
| Q2 24 | $0.34 | $0.47 | ||
| Q1 24 | $0.35 | $0.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.6M | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $358.8M | $283.8M |
| Total Assets | $456.1M | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $15.6M | $92.5M | ||
| Q3 25 | $38.6M | $80.8M | ||
| Q2 25 | $53.7M | $101.4M | ||
| Q1 25 | $28.4M | $108.3M | ||
| Q4 24 | $36.0M | $105.5M | ||
| Q3 24 | $111.5M | $96.0M | ||
| Q2 24 | $97.7M | $105.6M | ||
| Q1 24 | $83.9M | $115.3M |
| Q4 25 | $358.8M | $283.8M | ||
| Q3 25 | $371.5M | $279.6M | ||
| Q2 25 | $356.2M | $289.3M | ||
| Q1 25 | $341.4M | $321.5M | ||
| Q4 24 | $331.6M | $319.6M | ||
| Q3 24 | $350.9M | $314.9M | ||
| Q2 24 | $346.0M | $321.5M | ||
| Q1 24 | $340.6M | $332.0M |
| Q4 25 | $456.1M | $342.0M | ||
| Q3 25 | $462.6M | $342.3M | ||
| Q2 25 | $471.9M | $349.5M | ||
| Q1 25 | $421.9M | $379.0M | ||
| Q4 24 | $404.7M | $384.0M | ||
| Q3 24 | $422.6M | $373.5M | ||
| Q2 24 | $414.6M | $376.7M | ||
| Q1 24 | $397.2M | $385.0M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-701.0K | $15.5M |
| Free Cash FlowOCF − Capex | $-2.2M | $12.3M |
| FCF MarginFCF / Revenue | -1.4% | 8.2% |
| Capex IntensityCapex / Revenue | 0.9% | 2.1% |
| Cash ConversionOCF / Net Profit | -0.09× | — |
| TTM Free Cash FlowTrailing 4 quarters | $439.0K | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-701.0K | $15.5M | ||
| Q3 25 | $-17.0M | $12.9M | ||
| Q2 25 | $28.5M | $14.7M | ||
| Q1 25 | $-3.3M | $11.1M | ||
| Q4 24 | $19.0M | $20.0M | ||
| Q3 24 | $16.2M | $9.4M | ||
| Q2 24 | $18.8M | $18.7M | ||
| Q1 24 | $1.4M | $7.3M |
| Q4 25 | $-2.2M | $12.3M | ||
| Q3 25 | $-18.7M | $7.0M | ||
| Q2 25 | $26.9M | $9.1M | ||
| Q1 25 | $-5.5M | $10.0M | ||
| Q4 24 | $16.3M | $16.4M | ||
| Q3 24 | $14.5M | $2.6M | ||
| Q2 24 | $15.5M | $10.1M | ||
| Q1 24 | $-580.0K | $5.6M |
| Q4 25 | -1.4% | 8.2% | ||
| Q3 25 | -10.6% | 5.5% | ||
| Q2 25 | 15.0% | 6.9% | ||
| Q1 25 | -3.5% | 7.4% | ||
| Q4 24 | 12.6% | 11.2% | ||
| Q3 24 | 10.8% | 2.1% | ||
| Q2 24 | 10.7% | 7.7% | ||
| Q1 24 | -0.5% | 4.1% |
| Q4 25 | 0.9% | 2.1% | ||
| Q3 25 | 1.0% | 4.6% | ||
| Q2 25 | 0.9% | 4.2% | ||
| Q1 25 | 1.4% | 0.8% | ||
| Q4 24 | 2.1% | 2.5% | ||
| Q3 24 | 1.3% | 5.5% | ||
| Q2 24 | 2.2% | 6.6% | ||
| Q1 24 | 1.5% | 1.3% |
| Q4 25 | -0.09× | — | ||
| Q3 25 | -1.17× | 8.15× | ||
| Q2 25 | 1.88× | — | ||
| Q1 25 | -0.32× | 1.43× | ||
| Q4 24 | 17.56× | — | ||
| Q3 24 | 3.48× | 1.98× | ||
| Q2 24 | 2.86× | 2.27× | ||
| Q1 24 | 0.20× | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
