Revenue: As of FY2025 Q3, the actual value is USD 172.83 M, missing the estimate of USD 174.61 M.EPS: As of FY2025 Q3, the actual value is USD 0.43, missing the estimate of USD 0.565.EBIT: As of FY2025 Q3, the actual value is USD 27.26 M.<h3>Segment Revenue</h3><ul><li>Industrial: Revenue increased by 17.1% to $36.2 million for the three months ended September 30, 2025, and by 6.0% to $104.9 million for the nine months ended September 30, 2025.</li><li>Fire: Revenue increased by 1.2% to $32.0 million for the three months ended September 30, 2025, and by 4.2% to $96.7 million for the nine months ended September 30, 2025.</li><li>Agriculture: Revenue increased by 9.7% to $22.5 million for the three months ended September 30, 2025, but decreased by 0.3% to $62.1 million for the nine months ended September 30, 2025.</li><li>Construction: Revenue decreased by 20.6% to $17.7 million for the three months ended September 30, 2025, and by 11.0% to $58.4 million for the nine months ended September 30, 2025.</li><li>Municipal: Revenue increased by 8.5% to $26.3 million for the three months ended September 30, 2025, and by 10.6% to $78.2 million for the nine months ended September 30, 2025.</li><li>Petroleum: Revenue decreased by 12.3% to $6.1 million for the three months ended September 30, 2025, but increased by 9.2% to $20.0 million for the nine months ended September 30, 2025.</li><li>OEM: Revenue increased by 6.6% to $12.3 million for the three months ended September 30, 2025, and by 9.4% to $34.4 million for the nine months ended September 30, 2025.</li><li>Repair Parts: Revenue decreased by 1.8% to $19.7 million for the three months ended September 30, 2025, but increased by 7.5% to $61.1 million for the nine months ended September 30, 2025.</li></ul><h3>Operational Metrics</h3><ul><li>Net Income: Decreased by 12.2% to $11.3 million for the three months ended September 30, 2025, but increased by 34.8% to $39.3 million for the nine months ended September 30, 2025.</li><li>Gross Margin: Decreased to 29.2% for the three months ended September 30, 2025, from 31.3% in the same period in 2024. For the nine months ended September 30, 2025, gross margin decreased to 30.4% from 31.2% in the same period in 2024.</li><li>Operating Income: Decreased by 10.1% to $21.5 million for the three months ended September 30, 2025, but remained relatively stable at $70.5 million for the nine months ended September 30, 2025.</li></ul><h3>Cash Flow</h3><ul><li>Operating Cash Flow: Increased to $91.2 million for the nine months ended September 30, 2025, compared to $60.6 million for the same period in 2024.</li><li>Free Cash Flow: Not explicitly stated, but net cash used for investing activities was - $12.4 million, and net cash used for financing activities was - $60.8 million for the nine months ended September 30, 2025.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: The company plans to optimize its facilities, expecting annual savings between $2.0 million and $2.5 million in payroll and facility costs. It aims to maintain gross margin rates over the long term by monitoring tariffs and adjusting pricing accordingly.</li><li>Non-Core Business: The company closed two smaller facilities serving the agriculture market and transitioned another to support growth in the HVAC, municipal, and fire markets.</li><li>Priority: The company emphasizes reducing debt, having reduced it by $45 million in the first three quarters of 2025, and expects strong incoming orders to continue, positioning it well for the remainder of 2025 and into 2026.</li></ul>

Gorman-Rupp Company (The) | 10-Q: FY2025 Q3 Revenue Misses Estimate at USD 172.83 M