ERock EROC

Revenue: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Cost of revenue: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Gross profit: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them. Q2 FY25 and Q2 FY26: not printed by the filing, worked out from its own lines.

SG&A: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Operating income: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Pre-tax income: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Income tax: Q1 FY25 and Q1 FY26: 6 months less the 3 months printed beside them.

Net income: Q1 FY26: 6 months less the 3 months printed beside them.

EPS, diluted: Q1 FY26: quarter's net income to common over its shares, to the cent.

Diluted shares: Q1 FY26: share-days: the 6-month average less the second quarter's.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Companies in Industrials nearest ERock's size, closest first.

Company	Market cap	PE	Its 10y median PE	Fwd PE	P/S	Revenue growth	Net margin
EROCERock	$1.8B	n/m	n/a		n/m	n/m	n/m
KALUKaiser Aluminum	$1.8B	8.3×	23.2×		0.4×	+40%	4.8%
ALGAlamo	$1.8B	17.5×	19.8×		1.1×	+4%	6.1%
EFOREverforth	$1.8B	22.5×	19.8×		0.5×	−1%	2.1%
GICGLOBAL INDUSTRIAL	$1.7B	19.8×	17.5×		1.2×	+8%	6.1%
ICFIICF International	$1.7B	19.5×	23.2×		0.9×	−8%	4.9%
BLBDBlue Bird	$1.8B	7.0×	21.6×		1.1×	+13%	17.5%
EPACEnerpac Tool	$1.8B	20.2×	31.2×		2.9×	+4%	14.7%
SPBSpectrum Brands	$1.8B	24.4×	22.8×		0.6×	+1%	2.8%
ALGTAllegiant Travel CO	$1.8B	47.0×	12.7×		0.6×	+12%	0.9%
AMNAMN Healthcare Services	$1.9B	17.9×	18.6×		0.5×	+24%	3.1%
Peer median	$1.8B	19.7×	20.7×		0.8×	+6%	4.9%

Investors we follow who held ERock at the end of Jun 30, 2026, from their 13F filings.

• Dan LoebThird Point0.0% of portfolionew

Each number over time

• Revenue

Its groups

• Electrical Equipment & Parts
• Industrials

Industry

Electrical Equipment & Parts

Sector

Industrials