Gibraltar Industries Inc
NASDAQ:ROCK

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Gibraltar Industries Inc
NASDAQ:ROCK
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Price: 40.53 USD 5.35% Market Closed
Market Cap: $1.2B

Gibraltar Industries Inc
Investor Relations

At its core, Gibraltar Industries Inc. operates within the ever-evolving landscape of building products, drawing its strength from a diverse portfolio that ambitiously spans various segments, including renewable energy, residential, and infrastructure markets. The company’s journey is a tale of strategic evolution, where it has expertly maneuvered through different industry shifts to cement itself as a key player, particularly in the building products sector. Beginning as a modest operation, Gibraltar has methodically expanded its reach and capabilities by acquiring firms that complement its growth strategy. This calculated expansion has allowed Gibraltar to fortify its market position, particularly in offering metal roofing and ventilation products, shaking hands with the essence of sustainable living and energy-efficient solutions.

Gibraltar's revenue engine is fueled by its innovative approach to addressing both modern and traditional construction needs. The company derives its financial vitality not merely from the sale of goods, but through its strong emphasis on practical and sustainable business solutions. It capitalizes on the growing demand for renewable energy infrastructure, especially solar racking systems, tapping into the global shift towards cleaner energy sources. This adaptability enables Gibraltar to serve a wide array of customers ranging from homeowners needing residential ventilation systems, to large-scale projects requiring custom-engineered building components. The company’s capacity to balance both direct sales and project-based offerings showcases its versatility, solidifying Gibraltar Industries as a robust entity capable of driving growth even amidst market volatilities.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 26, 2026
AI Summary
Q4 2025

OmniMax Acquisition: Gibraltar closed its acquisition of OmniMax International on February 2, 2026, a move that will make its Residential segment over 80% of the business in 2026.

2025 Results: Fourth quarter and full-year results were in line with guidance, with 17% net sales growth in Q4 despite softness in residential markets.

2026 Guidance: Projected 2026 revenue is $1.76–$1.83 billion, driven by a $570 million contribution from OmniMax and 5% organic growth; adjusted EPS guidance is $3.65–$4.05.

Synergy Upside: Initial synergy target from the OmniMax deal raised to $24 million (from $20 million), with $15 million expected to be realized in 2026 EBITDA.

Deleveraging Focus: Proceeds from recent divestitures are being used to pay down debt, targeting a net leverage ratio of 2.5x EBITDA by early 2028.

Cash Flow: Free cash flow is expected to be about 8% of sales in 2026, with Q1 limited but ramping up during the year.

End-Market Trends: Residential markets are expected to remain soft in H1 2026 with potential improvement in H2; channel inventory is more balanced, but market headwinds persist.

Key Financials
Net Sales (Q4 2025, adjusted)
17% growth
Adjusted Operating Margin (Q4 2025)
10.8%
Adjusted EBITDA Margin (Q4 2025)
13.6%
Adjusted EPS (Q4 2025)
$0.76
Operating Cash Flow (Q4 2025)
$32 million
Free Cash Flow as % of Sales (Q4 2025)
9%
Net Sales (2025, adjusted)
$1.14 billion
Operating Margin (2025, adjusted)
13.3%
EBITDA Margin (2025, adjusted)
16.3%
Adjusted EPS (2025)
$3.92
Operating Cash Flow (2025)
$137 million
Cash (Year End 2025)
$116 million
Free Cash Flow as % of Sales (2025)
8%
Revenue Guidance (2026)
$1.76–$1.83 billion
OmniMax Contribution to 2026 Revenue
$570 million
Organic Growth Guidance (2026)
5%
Adjusted Operating Margin (2026 Guidance)
12.6%–13%
Adjusted EBITDA Margin (2026 Guidance)
17.6%–17.8%
GAAP EPS (2026 Guidance)
$2.40–$2.80
Adjusted EPS (2026 Guidance)
$3.65–$4.05
Free Cash Flow as % of Sales (2026 Guidance)
8%
Synergies from OmniMax (2026)
$24 million run rate, $15 million realized in 2026 EBITDA
Interest Expense (2026 Guidance)
Greater than $70 million
Special Charges (2026)
$50 million
Tax Rate (2026 Guidance)
26%
Net Debt Year-End 2026
Below $1.1 billion
Target Leverage Ratio
2.5x adjusted EBITDA
Earnings Call Recording
Other Earnings Calls

Management

Mr. William T. Bosway
Chairman of the Board, President & CEO
No Bio Available
Ms. Katherine E. Bolanowski
General Counsel, VP & Secretary
No Bio Available
Ms. Janet A. Catlett
VP & Chief Human Resources Officer
No Bio Available
Mr. Jeffrey J. Watorek
VP & Treasurer
No Bio Available
Mr. Joseph Allen Lovechio
Chief Financial Officer
No Bio Available
Mr. John T. Neil
President & GM of Building Products
No Bio Available
Mr. Christopher Lok
Chief Digital Information Officer
No Bio Available
Ms. Kerri Winter
President & General Manager of Mail & Package
No Bio Available
Ms. Lori A. Rizzo
VP & Corporate Controller
No Bio Available
Mr. Ed McKiernan
President of Renewables Group
No Bio Available

Contacts

Address
NEW YORK
Buffalo
PO Box 2028, 3556 Lake Shore Rd
Contacts
+17168266500.0
www.gibraltar1.com
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