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Insteel Industries Earnings Calls
| Release date | Apr 16, 2026 |
| EPS estimate | $0.80 |
| EPS actual | $0.270 |
| EPS Surprise | -66.25% |
| Revenue estimate | 178.233M |
| Revenue actual | 172.653M |
| Revenue Surprise | -3.13% |
| Release date | Jan 15, 2026 |
| EPS estimate | $0.330 |
| EPS actual | $0.390 |
| EPS Surprise | 18.18% |
| Revenue estimate | 161.97M |
| Revenue actual | 159.924M |
| Revenue Surprise | -1.26% |
| Release date | Oct 16, 2025 |
| EPS estimate | $0.750 |
| EPS actual | $0.740 |
| EPS Surprise | -1.33% |
| Revenue estimate | 161.3M |
| Revenue actual | 177.444M |
| Revenue Surprise | 10.01% |
| Release date | Jul 17, 2025 |
| EPS estimate | $0.680 |
| EPS actual | $0.780 |
| EPS Surprise | 14.71% |
| Revenue estimate | 176.027M |
| Revenue actual | 179.886M |
| Revenue Surprise | 2.19% |
Last 4 Quarters for Insteel Industries
Below you can see how IIIN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 17, 2025 |
| Price on release | $36.08 |
| EPS estimate | $0.680 |
| EPS actual | $0.780 |
| EPS surprise | 14.71% |
| Date | Price |
|---|---|
| Jul 11, 2025 | $39.60 |
| Jul 14, 2025 | $39.44 |
| Jul 15, 2025 | $38.59 |
| Jul 16, 2025 | $38.52 |
| Jul 17, 2025 | $36.08 |
| Jul 18, 2025 | $36.22 |
| Jul 21, 2025 | $37.09 |
| Jul 22, 2025 | $36.93 |
| Jul 23, 2025 | $37.55 |
| 4 days before | -8.89% |
| 4 days after | 4.07% |
| On release day | 0.388% |
| Change in period | -5.18% |
| Release date | Oct 16, 2025 |
| Price on release | $30.32 |
| EPS estimate | $0.750 |
| EPS actual | $0.740 |
| EPS surprise | -1.33% |
| Date | Price |
|---|---|
| Oct 10, 2025 | $36.90 |
| Oct 13, 2025 | $36.43 |
| Oct 14, 2025 | $37.12 |
| Oct 15, 2025 | $37.54 |
| Oct 16, 2025 | $30.32 |
| Oct 17, 2025 | $30.86 |
| Oct 20, 2025 | $31.15 |
| Oct 21, 2025 | $31.47 |
| Oct 22, 2025 | $31.11 |
| 4 days before | -17.83% |
| 4 days after | 2.61% |
| On release day | 1.78% |
| Change in period | -15.69% |
| Release date | Jan 15, 2026 |
| Price on release | $32.20 |
| EPS estimate | $0.330 |
| EPS actual | $0.390 |
| EPS surprise | 18.18% |
| Date | Price |
|---|---|
| Jan 09, 2026 | $33.15 |
| Jan 12, 2026 | $33.64 |
| Jan 13, 2026 | $33.54 |
| Jan 14, 2026 | $33.70 |
| Jan 15, 2026 | $32.20 |
| Jan 16, 2026 | $34.34 |
| Jan 20, 2026 | $33.85 |
| Jan 21, 2026 | $33.15 |
| Jan 22, 2026 | $34.06 |
| 4 days before | -2.87% |
| 4 days after | 5.78% |
| On release day | 6.65% |
| Change in period | 2.75% |
| Release date | Apr 16, 2026 |
| Price on release | $28.51 |
| EPS estimate | $0.80 |
| EPS actual | $0.270 |
| EPS surprise | -66.25% |
| Date | Price |
|---|---|
| Apr 10, 2026 | $36.43 |
| Apr 13, 2026 | $37.22 |
| Apr 14, 2026 | $37.59 |
| Apr 15, 2026 | $36.60 |
| Apr 16, 2026 | $28.51 |
| Apr 17, 2026 | $26.22 |
| Apr 20, 2026 | $24.95 |
| Apr 21, 2026 | $24.71 |
| Apr 22, 2026 | $25.02 |
| 4 days before | -21.74% |
| 4 days after | -12.24% |
| On release day | -8.03% |
| Change in period | -31.32% |
Insteel Industries Earnings Call Transcript Summary of Q1 2026
First-quarter 2026 highlights: Insteel reported a strong start to fiscal 2026 with net earnings of $7.276 million (39¢/share) versus $1.1 million (6¢/share) a year ago. Shipments rose 3.8% year-over-year despite normal seasonal softness; average selling prices increased 18.8% YOY. Gross profit improved to $18.1 million and gross margin expanded to 11.3% (from 7.3% a year ago). The company implemented price increases that took effect in January and expects those to support improved spreads and margins in Q2 as FIFO inventory consumption aligns with higher selling prices. Cash from operations used $0.7 million in Q1 versus providing $19 million last year, driven by a $34.5 million increase in inventories (partly due to meaningful offshore purchases) and a $14.1 million decline in receivables; reported inventories represent ~3.9 months of forward shipments. Net working capital increased materially over the past year; management expects inventories to moderate in Q2 but will continue offshore sourcing until domestic wire rod availability improves. Liquidity: $15.6 million cash on hand, no borrowings on a $100 million revolver. Capital allocation: $1/share special dividend ($19.4M) paid in December (ninth special dividend in 10 years), $745k of buybacks in Q1, and a full-year CapEx target of ~$20 million to support engineered structural mesh growth, cost reduction, and IT. Other notes: effective tax rate expected near ~23% for the year (Q1 was 21%); management cites IIJA and strong data center demand as key drivers of demand into 2026, but warns of uncertainties from trade/tariff policy (Section 232) and macroeconomic conditions. Risks and considerations for investors: reliance on offshore purchases raises working capital and inventory exposure; domestic wire rod capacity remains constrained after mill curtailments; tariff uncertainty could affect raw material costs and margin stability. Overall tone: constructive — management expects 2026 to be a strong year provided demand and tariffs evolve as anticipated.
