ROCK
Gibraltar Industries, Inc.
Price as of Jul 20, 2026
ROCK earnings
Gibraltar Industries, Inc. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| 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% |
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
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-08-05.