Gibraltar Industries, Inc. (ROCK) Earnings
Gibraltar Industries, Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $1.02. ROCK has beaten EPS estimates in 7 of its last 12 reported quarters (average surprise -12.7% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.49 | $0.45 | -8.2% | $356M | +1.8% |
| Feb 26, 2026 | $0.74 | $0.40 | -46.6% | $225M | -15.1% |
| Oct 30, 2025 | $1.22 | $1.14 | -6.6% | $311M | +8.3% |
| Apr 30, 2025 | $0.86 | $0.95 | +10.5% | $290M | -23.5% |
| Feb 19, 2025 | $0.95 | $1.01 | +6.3% | $302M | -1.0% |
| Oct 30, 2024 | $1.25 | $1.27 | +1.6% | $361M | +16.3% |
| Jul 31, 2024 | $1.25 | $1.18 | -5.6% | $353M | -5.5% |
| May 1, 2024 | $0.72 | $0.80 | +11.1% | $293M | -1.3% |
| Feb 21, 2024 | $0.86 | $0.85 | -1.2% | $329M | -0.8% |
| Nov 2, 2023 | $1.19 | $1.38 | +16.0% | $391M | -0.1% |
| Aug 2, 2023 | $0.92 | $1.18 | +28.3% | $365M | +3.1% |
| May 3, 2023 | $0.55 | $0.70 | +27.3% | $293M | -1.9% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Three core initiatives: streamline supply base, develop digital solutions, optimize codes and specs. Made progress in expanding geographic presence, cross-selling, and private label programs. • Integration: Combined business evolved from organization transition to integration discipline, delivered 500+ milestones, completed phase one of organization structural work, integrated corporate supply chain team, and combined 2026 financial plan. • 2026 Synergy savings: Raised commitment to $26 million, with 16.3 million realized, and identified additional costs. • Commercial team coming together with strong leadership for execution.
Guidance
• Continuing operations: Expect consolidated net sales between $1.76 billion and $1.83 billion, adjusted operating income between $222 million and $238 million, adjusted EBITDA between $310 million and $326 million, Gap EPS between $2.40 and $2.80, and adjusted EPS between 365 and 405. • Deleveraging roadmap: Priority to deleverage over two years through EBITDA delivery, synergy realization, working capital optimization, etc., targeting leverage ratio of approximately two and a half times adjusted EBITDA in 24 months ended first quarter of 2028.
Segment performance
AgTech net sales grew about 10 million or 23.6% driven by the lane supply acquisition, offsetting organic volume decreasing approximately 3% in the quarter. Adjusted operating and EBITDA margin decreased. Infrastructure net sales decreased 2.1 million, or 10%, due to two separate weather events in March impacting production schedules. Backlog decreased 3%, and segment adjusted operating EBITDA margins declined.
Risks & headwinds
• Weather events affecting infrastructure production schedules. • Uncertainty related to Middle East conflict impacting consumer sentiment and mortgage rates. • Dependence on timely renewal of contracts for cost savings in supply chain.
Analyst Q&A
Q: About inventory levels and monthly volume growth.
A: Inventory better aligned with demand; distribution may see more demand materialize sooner; April and May have had good demand start.
Q: On cost and margin, OmniMax's pricing.
A: OmniMax has centralized pricing discipline, helping Gibraltar accelerate price actions; first quarter dealt with inflation, pricing in place for Q2.
Q: On integration cost and 80-20 initiative.
A: Supply chain team working on savings, 80-20 initiative includes product line simplification and logistics harmonization.
Q: On residential distribution vs retail uplift.
A: More uplift in distribution, closer to contractors; branches see real-time demand differently.
Q: On infrastructure weather impact.
A: Two weather events caused production delays, shipments pushed to April, but back on track.
Q: On synergy realization timing.
A: Synergies start flowing in Q2 and accelerate in Q3 and Q4, with 16.3 million realized in 2026 adjusted EBITDA