vs
Side-by-side financial comparison of INSTEEL INDUSTRIES INC (IIIN) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $159.9M, roughly 1.4× INSTEEL INDUSTRIES INC). STAG Industrial, Inc. runs the higher net margin — 27.6% vs 4.7%, a 22.9% gap on every dollar of revenue. On growth, INSTEEL INDUSTRIES INC posted the faster year-over-year revenue change (23.3% vs 9.1%). Over the past eight quarters, INSTEEL INDUSTRIES INC's revenue compounded faster (12.0% CAGR vs 8.7%).
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.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
IIIN vs STAG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $159.9M | $224.2M |
| Net Profit | $7.6M | $62.0M |
| Gross Margin | 11.3% | — |
| Operating Margin | 6.0% | — |
| Net Margin | 4.7% | 27.6% |
| Revenue YoY | 23.3% | 9.1% |
| Net Profit YoY | 602.4% | — |
| EPS (diluted) | $0.39 | $0.32 |
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.
| Q1 26 | — | $224.2M | ||
| Q4 25 | $159.9M | $220.9M | ||
| Q3 25 | $177.4M | $211.1M | ||
| Q2 25 | $179.9M | $207.6M | ||
| Q1 25 | $160.7M | $205.6M | ||
| Q4 24 | $129.7M | $199.3M | ||
| Q3 24 | $134.3M | $190.7M | ||
| Q2 24 | $145.8M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $7.6M | $83.5M | ||
| Q3 25 | $14.6M | $48.6M | ||
| Q2 25 | $15.2M | $50.0M | ||
| Q1 25 | $10.2M | $91.4M | ||
| Q4 24 | $1.1M | $51.0M | ||
| Q3 24 | $4.7M | $41.9M | ||
| Q2 24 | $6.6M | $59.8M |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 16.1% | — | ||
| Q2 25 | 17.1% | — | ||
| Q1 25 | 15.3% | — | ||
| Q4 24 | 7.3% | — | ||
| Q3 24 | 9.1% | — | ||
| Q2 24 | 10.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 6.0% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | 4.7% | 37.8% | ||
| Q3 25 | 8.2% | 23.0% | ||
| Q2 25 | 8.4% | 24.1% | ||
| Q1 25 | 6.4% | 44.5% | ||
| Q4 24 | 0.8% | 25.6% | ||
| Q3 24 | 3.5% | 21.9% | ||
| Q2 24 | 4.5% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.39 | — | ||
| Q3 25 | $0.74 | — | ||
| Q2 25 | $0.78 | — | ||
| Q1 25 | $0.52 | — | ||
| Q4 24 | $0.06 | — | ||
| Q3 24 | $0.24 | — | ||
| Q2 24 | $0.34 | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $358.8M | $3.6B |
| Total Assets | $456.1M | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $15.6M | $14.9M | ||
| Q3 25 | $38.6M | $17.3M | ||
| Q2 25 | $53.7M | $15.4M | ||
| Q1 25 | $28.4M | $9.3M | ||
| Q4 24 | $36.0M | $36.3M | ||
| Q3 24 | $111.5M | $70.0M | ||
| Q2 24 | $97.7M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $358.8M | $3.6B | ||
| Q3 25 | $371.5M | $3.4B | ||
| Q2 25 | $356.2M | $3.4B | ||
| Q1 25 | $341.4M | $3.5B | ||
| Q4 24 | $331.6M | $3.5B | ||
| Q3 24 | $350.9M | $3.3B | ||
| Q2 24 | $346.0M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $456.1M | $7.2B | ||
| Q3 25 | $462.6M | $6.9B | ||
| Q2 25 | $471.9M | $6.8B | ||
| Q1 25 | $421.9M | $6.8B | ||
| Q4 24 | $404.7M | $6.8B | ||
| Q3 24 | $422.6M | $6.6B | ||
| Q2 24 | $414.6M | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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 | — |
| Free Cash FlowOCF − Capex | $-2.2M | — |
| FCF MarginFCF / Revenue | -1.4% | — |
| Capex IntensityCapex / Revenue | 0.9% | 3.9% |
| Cash ConversionOCF / Net Profit | -0.09× | — |
| TTM Free Cash FlowTrailing 4 quarters | $439.0K | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-701.0K | $104.5M | ||
| Q3 25 | $-17.0M | $143.5M | ||
| Q2 25 | $28.5M | $111.9M | ||
| Q1 25 | $-3.3M | $103.5M | ||
| Q4 24 | $19.0M | $104.9M | ||
| Q3 24 | $16.2M | $128.0M | ||
| Q2 24 | $18.8M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $-2.2M | $43.8M | ||
| Q3 25 | $-18.7M | $95.5M | ||
| Q2 25 | $26.9M | $62.3M | ||
| Q1 25 | $-5.5M | $57.2M | ||
| Q4 24 | $16.3M | $37.6M | ||
| Q3 24 | $14.5M | $86.7M | ||
| Q2 24 | $15.5M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | -1.4% | 19.8% | ||
| Q3 25 | -10.6% | 45.2% | ||
| Q2 25 | 15.0% | 30.0% | ||
| Q1 25 | -3.5% | 27.8% | ||
| Q4 24 | 12.6% | 18.8% | ||
| Q3 24 | 10.8% | 45.5% | ||
| Q2 24 | 10.7% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 0.9% | 27.4% | ||
| Q3 25 | 1.0% | 22.7% | ||
| Q2 25 | 0.9% | 23.9% | ||
| Q1 25 | 1.4% | 22.5% | ||
| Q4 24 | 2.1% | 33.8% | ||
| Q3 24 | 1.3% | 21.6% | ||
| Q2 24 | 2.2% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | -0.09× | 1.25× | ||
| Q3 25 | -1.17× | 2.95× | ||
| Q2 25 | 1.88× | 2.24× | ||
| Q1 25 | -0.32× | 1.13× | ||
| Q4 24 | 17.56× | 2.06× | ||
| Q3 24 | 3.48× | 3.06× | ||
| Q2 24 | 2.86× | 2.04× |
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% |
STAG
Segment breakdown not available.
