NYSE$IIIN

Insteel Industries Inc · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

Insteel Industries Inc reported lower net earnings for Q3 2026 amid higher costs despite revenue growth from increased selling prices and shipments.

Insteel Industries reported net earnings of $9.0 million ($0.46 per share) for the third quarter of fiscal 2026 ended June 27, 2026, down from $15.2 million ($0.78 per share) in the prior-year quarter. Net sales rose 9.9% to $197.7 million driven by an 8.0% increase in average selling prices and 1.7% higher shipments, but gross margin narrowed to 10.2% due to inflationary cost pressures. The company maintained a debt-free balance sheet with $22.9 million in cash and generated $13.7 million in operating cash flow.

  • Net earnings fell to $9.0 million ($0.46/share) from $15.2 million ($0.78/share) year-over-year as higher costs offset pricing and volume gains.
  • Net sales increased 9.9% to $197.7 million on 8.0% higher average selling prices and 1.7% shipment growth.
  • Gross profit declined to $20.1 million (10.2% margin) from $30.8 million (17.1% margin) due to raw material, freight and operating cost inflation.
  • Ended quarter with $22.9 million net cash, no debt, and repurchased 75,000 shares for $1.9 million.

Headline financials

Total Revenue

$198M

Previous: $180M+9.9%
EPS (adj)

$0.46

Previous: $0.78-41.0%
Gross Margin

10.2%

No prior period
Net Cash Balance

$22.9M

No prior period
ASP Growth

8.0%

No prior period
Operating Cash Flow

$13.7M

No prior period
Shipments Growth

1.7%

No prior period
Free Cash Flow

$10.5M

No prior period
Net Income

$9.02M

No prior period
Operating Income

$11.5M

No prior period
Gross Profit

$20.1M

No prior period
Cash & Equivalents

$22.9M

No prior period
Total Assets

$474M

No prior period

Revenue & EPS history

Insteel · Revenue · Quarterly

$198M

Q3 2026+9.9%vs Q3 2025
Beat estimate in 3 of 16 quarters(19%)
ActualEstimate

Forward guidance

Demand conditions remain generally favorable with positive customer sentiment and healthy publicly funded infrastructure activity; profitability headwinds from higher costs are viewed as temporary.

Tailwinds

  • Fundamental demand drivers intact across markets
  • Resilience in publicly funded construction and infrastructure projects
  • Investments supporting cost and productivity improvements

Headwinds

  • Data center project schedule delays in private non-residential construction
  • Ongoing monitoring of raw material pricing, transportation costs and trade policy

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.1%

Avg return

Earnings day

-1.5%

Avg return

5 days after

+2.1%

Avg return

30 days after

54%

36 / 67 earnings

Positive

+23.1%

Q3 2018

Best reaction

-21.7%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026-21.6%-32.5%-29.9%
Q1 2026-5.0%+0.4%+11.5%
Q4 2025-18.8%-16.2%-14.9%
Q3 2025+4.1%+3.4%+9.8%
Q2 2025+13.8%+21.7%+39.7%
Q1 2025+8.7%+11.6%+25.6%
Q4 2024-7.3%-8.2%+2.1%
Q3 2024+0.3%+2.6%+0.2%
Q2 2024-5.1%-5.9%-6.1%
Q1 2024-4.8%-5.7%-2.3%
Q4 2023-6.8%-10.9%+7.5%
Q3 2023+3.8%+0.5%-3.3%
Q2 2023-0.6%-0.9%+11.5%
Q1 2023-10.2%-8.0%-4.2%
Q4 2022-8.7%-8.9%+0.6%
Q3 2022-21.7%-24.6%-22.0%
Q2 2022+6.7%+4.5%-0.6%
Q1 2022+1.8%-2.3%-2.1%
Q4 2021-4.7%+1.0%+17.1%
Q3 2021+6.4%+9.4%+19.6%
Q2 2021+9.4%+18.0%+16.4%
Q1 2021+4.0%+3.4%+16.6%
Q4 2020+3.0%+0.3%+20.6%
Q3 2020-0.4%-0.4%-3.1%
Q2 2020+12.5%+6.3%-0.4%
Q1 2020+20.0%+19.8%+2.5%
Q4 2019-2.5%+0.0%+6.8%
Q3 2019-9.5%-7.8%-11.1%
Q2 2019-17.6%-11.9%-10.9%
Q1 2019-10.6%-13.6%-9.9%
Q4 2018-20.2%-21.6%-18.7%
Q3 2018+23.1%+26.0%+19.6%
Q2 2018+1.2%+8.1%+10.9%
Q1 2018+8.9%+8.7%+4.4%
Q4 2017-0.5%-0.5%-3.8%
Q3 2017-18.9%-18.4%-23.4%
Q2 2017-3.1%+1.0%-10.0%
Q1 2017-5.2%+0.5%+7.4%
Q4 2016-14.8%-20.3%+3.0%
Q3 2016+10.3%+10.6%+6.0%
Q2 2016-5.3%
Q1 2016+18.5%
Q4 2015+14.5%
Q3 2015+0.2%
Q2 2015-3.6%
Q1 2015+2.1%
Q4 2014+2.8%
Q3 2014+4.7%
Q2 2014+13.6%
Q1 2014-1.4%
Q4 2013+4.3%
Q3 2013-3.9%
Q2 2013+6.8%
Q1 2013+6.7%
Q4 2012-4.5%
Q3 2012-0.4%
Q2 2012+1.1%
Q1 2011-0.1%
Q1 2012+6.6%
Q4 2009+8.3%
Q2 2011+8.3%
Q4 2011+8.3%
Q3 2010+0.2%
Q4 2010+0.2%
Q3 2011+0.2%
Q2 2010+5.4%
Q1 2010-5.4%

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