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Side-by-side financial comparison of INSTEEL INDUSTRIES INC (IIIN) and GIBRALTAR INDUSTRIES, INC. (ROCK). Click either name above to swap in a different company.
GIBRALTAR INDUSTRIES, INC. is the larger business by last-quarter revenue ($225.0M vs $159.9M, roughly 1.4× INSTEEL INDUSTRIES INC). On growth, GIBRALTAR INDUSTRIES, INC. posted the faster year-over-year revenue change (24.9% vs 23.3%). GIBRALTAR INDUSTRIES, INC. produced more free cash flow last quarter ($26.2M vs $-2.2M). Over the past eight quarters, INSTEEL INDUSTRIES INC's revenue compounded faster (12.0% CAGR vs -12.3%).
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.
Gibraltar Industries, Inc. is a leading manufacturer and distributor of specialized building, infrastructure, and renewable energy products. Its offerings include ventilation systems, roofing accessories, solar mounting solutions, and landscape and garden products, serving residential, commercial construction, and clean energy markets primarily across North America, with a focus on innovative, sustainable solutions for its customers.
IIIN vs ROCK — Head-to-Head
Income Statement — Q1 2026 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $159.9M | $225.0M |
| Net Profit | $7.6M | — |
| Gross Margin | 11.3% | 25.3% |
| Operating Margin | 6.0% | 7.9% |
| Net Margin | 4.7% | — |
| Revenue YoY | 23.3% | 24.9% |
| Net Profit YoY | 602.4% | — |
| EPS (diluted) | $0.39 | — |
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 | $225.0M | ||
| Q3 25 | $177.4M | $310.9M | ||
| Q2 25 | $179.9M | $309.5M | ||
| Q1 25 | $160.7M | $290.0M | ||
| Q4 24 | $129.7M | $180.1M | ||
| Q3 24 | $134.3M | $277.1M | ||
| Q2 24 | $145.8M | $273.6M | ||
| Q1 24 | $127.4M | $292.5M |
| Q4 25 | $7.6M | — | ||
| Q3 25 | $14.6M | $-89.1M | ||
| Q2 25 | $15.2M | $26.0M | ||
| Q1 25 | $10.2M | $21.1M | ||
| Q4 24 | $1.1M | — | ||
| Q3 24 | $4.7M | $34.0M | ||
| Q2 24 | $6.6M | $32.2M | ||
| Q1 24 | $6.9M | $24.9M |
| Q4 25 | 11.3% | 25.3% | ||
| Q3 25 | 16.1% | 26.6% | ||
| Q2 25 | 17.1% | 28.4% | ||
| Q1 25 | 15.3% | 26.8% | ||
| Q4 24 | 7.3% | 29.0% | ||
| Q3 24 | 9.1% | 29.4% | ||
| Q2 24 | 10.6% | 30.5% | ||
| Q1 24 | 12.3% | 28.9% |
| Q4 25 | 6.0% | 7.9% | ||
| Q3 25 | 10.8% | 12.8% | ||
| Q2 25 | 11.0% | 12.8% | ||
| Q1 25 | 8.3% | 8.8% | ||
| Q4 24 | 1.1% | 13.3% | ||
| Q3 24 | 4.5% | 15.6% | ||
| Q2 24 | 6.0% | 14.9% | ||
| Q1 24 | 7.0% | 10.8% |
| Q4 25 | 4.7% | — | ||
| Q3 25 | 8.2% | -28.6% | ||
| Q2 25 | 8.4% | 8.4% | ||
| Q1 25 | 6.4% | 7.3% | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 3.5% | 12.3% | ||
| Q2 24 | 4.5% | 11.8% | ||
| Q1 24 | 5.4% | 8.5% |
| Q4 25 | $0.39 | — | ||
| Q3 25 | $0.74 | $-2.98 | ||
| Q2 25 | $0.78 | $0.87 | ||
| Q1 25 | $0.52 | — | ||
| Q4 24 | $0.06 | — | ||
| Q3 24 | $0.24 | $1.11 | ||
| Q2 24 | $0.34 | $1.05 | ||
| Q1 24 | $0.35 | — |
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 | $115.7M |
| Total DebtLower is stronger | — | $0 |
| Stockholders' EquityBook value | $358.8M | $950.4M |
| Total Assets | $456.1M | $1.4B |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $15.6M | $115.7M | ||
| Q3 25 | $38.6M | $89.4M | ||
| Q2 25 | $53.7M | $43.3M | ||
| Q1 25 | $28.4M | $25.1M | ||
| Q4 24 | $36.0M | $269.5M | ||
| Q3 24 | $111.5M | $228.9M | ||
| Q2 24 | $97.7M | $179.1M | ||
| Q1 24 | $83.9M | $146.7M |
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
| Q4 25 | $358.8M | $950.4M | ||
| Q3 25 | $371.5M | $951.8M | ||
| Q2 25 | $356.2M | $1.0B | ||
| Q1 25 | $341.4M | $1.0B | ||
| Q4 24 | $331.6M | $1.0B | ||
| Q3 24 | $350.9M | $1.0B | ||
| Q2 24 | $346.0M | $975.7M | ||
| Q1 24 | $340.6M | $940.2M |
| Q4 25 | $456.1M | $1.4B | ||
| Q3 25 | $462.6M | $1.4B | ||
| Q2 25 | $471.9M | $1.5B | ||
| Q1 25 | $421.9M | $1.4B | ||
| Q4 24 | $404.7M | $1.4B | ||
| Q3 24 | $422.6M | $1.4B | ||
| Q2 24 | $414.6M | $1.4B | ||
| Q1 24 | $397.2M | $1.3B |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $35.5M |
| Free Cash FlowOCF − Capex | $-2.2M | $26.2M |
| FCF MarginFCF / Revenue | -1.4% | 11.7% |
| Capex IntensityCapex / Revenue | 0.9% | 4.1% |
| Cash ConversionOCF / Net Profit | -0.09× | — |
| TTM Free Cash FlowTrailing 4 quarters | $439.0K | $120.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-701.0K | $35.5M | ||
| Q3 25 | $-17.0M | $73.0M | ||
| Q2 25 | $28.5M | $44.9M | ||
| Q1 25 | $-3.3M | $13.7M | ||
| Q4 24 | $19.0M | $19.9M | ||
| Q3 24 | $16.2M | $64.7M | ||
| Q2 24 | $18.8M | $36.5M | ||
| Q1 24 | $1.4M | $53.2M |
| Q4 25 | $-2.2M | $26.2M | ||
| Q3 25 | $-18.7M | $64.8M | ||
| Q2 25 | $26.9M | $27.3M | ||
| Q1 25 | $-5.5M | $2.3M | ||
| Q4 24 | $16.3M | $14.1M | ||
| Q3 24 | $14.5M | $60.5M | ||
| Q2 24 | $15.5M | $33.5M | ||
| Q1 24 | $-580.0K | $48.8M |
| Q4 25 | -1.4% | 11.7% | ||
| Q3 25 | -10.6% | 20.8% | ||
| Q2 25 | 15.0% | 8.8% | ||
| Q1 25 | -3.5% | 0.8% | ||
| Q4 24 | 12.6% | 7.8% | ||
| Q3 24 | 10.8% | 21.8% | ||
| Q2 24 | 10.7% | 12.2% | ||
| Q1 24 | -0.5% | 16.7% |
| Q4 25 | 0.9% | 4.1% | ||
| Q3 25 | 1.0% | 2.6% | ||
| Q2 25 | 0.9% | 5.7% | ||
| Q1 25 | 1.4% | 3.9% | ||
| Q4 24 | 2.1% | 3.3% | ||
| Q3 24 | 1.3% | 1.5% | ||
| Q2 24 | 2.2% | 1.1% | ||
| Q1 24 | 1.5% | 1.5% |
| Q4 25 | -0.09× | — | ||
| Q3 25 | -1.17× | — | ||
| Q2 25 | 1.88× | 1.73× | ||
| Q1 25 | -0.32× | 0.65× | ||
| Q4 24 | 17.56× | — | ||
| Q3 24 | 3.48× | 1.90× | ||
| Q2 24 | 2.86× | 1.13× | ||
| Q1 24 | 0.20× | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
