Gibraltar Industries (NASDAQ:ROCK) Posts Quarterly Earnings Results, Misses Expectations By $0.04 EPS

07 May 2026, 21:20 by Doug Wharley · The Cerbat Gem

Gibraltar Industries (NASDAQ:ROCK – Get Free Report) released its earnings results on Thursday. The construction company reported $0.45 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.04), FiscalAI reports. Gibraltar Industries had a positive return on equity of 12.05% and a negative net margin of 3.76%.The company had revenue of $356.29 million during the quarter, compared to analysts’ expectations of $350.15 million. During the same quarter in the previous year, the company earned $0.95 EPS. The firm’s quarterly revenue was up 44.6% compared to the same quarter last year. Gibraltar Industries updated its FY 2026 guidance to 3.650-4.050 EPS.

Here are the key takeaways from Gibraltar Industries’ conference call:

Q1 adjusted net sales rose 44.6% to $356M largely from the February 2 close of Omnimax; management expects Omnimax to add about $570M to 2026 net sales and ~$120M to adjusted EBITDA for the year.
Input-cost inflation—notably a ~16% aluminum spike—plus a $14.6M net interest impact drove adjusted EPS down ~50% in Q1, though price increases across brands were implemented and are expected to improve price/cost realization in Q2.
Integration progress is underway: the IMO completed 500+ milestones, the synergy target was raised to $26M with $16.3M already realized in 2026, and commercial 80/20, digital, and SKU-harmonization initiatives are expected to accelerate EBITDA gains in H2.
Balance-sheet actions: Gibraltar used eBOS proceeds to pay down debt, ending Q1 with ~$1.2B net debt and 3.9x leverage (including expected synergies), and reiterated a deleveraging roadmap targeting ~2.5x leverage within ~24 months while assuming a ~$25M Q2 renewables settlement.

Gibraltar Industries Stock Down 0.8%

Shares of NASDAQ:ROCK traded down $0.31 during trading on Thursday, reaching $37.59. The stock had a trading volume of 844,095 shares, compared to its average volume of 322,091. The stock has a fifty day simple moving average of $40.69 and a two-hundred day simple moving average of $49.35. The firm has a market capitalization of $1.11 billion, a price-to-earnings ratio of -25.06, a P/E/G ratio of 0.67 and a beta of 1.26. Gibraltar Industries has a 52 week low of $35.25 and a 52 week high of $75.08.

Analysts Set New Price Targets

Separately, Zacks Research raised Gibraltar Industries from a “strong sell” rating to a “hold” rating in a research note on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold”.

Check Out Our Latest Research Report on Gibraltar Industries

Insider Transactions at Gibraltar Industries

In other Gibraltar Industries news, CEO William T. Bosway acquired 4,500 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was acquired at an average price of $38.29 per share, with a total value of $172,305.00. Following the transaction, the chief executive officer owned 228,085 shares of the company’s stock, valued at approximately $8,733,374.65. This trade represents a 2.01% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director James S. Metcalf purchased 12,444 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were acquired at an average price of $40.35 per share, with a total value of $502,115.40. Following the completion of the acquisition, the director owned 15,500 shares of the company’s stock, valued at approximately $625,425. The trade was a 407.20% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders bought 19,444 shares of company stock worth $775,070 over the last quarter. 0.90% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Gibraltar Industries

Several institutional investors and hedge funds have recently added to or reduced their stakes in ROCK. Dimensional Fund Advisors LP lifted its position in shares of Gibraltar Industries by 0.8% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,698,746 shares of the construction company’s stock worth $83,987,000 after acquiring an additional 13,444 shares during the period. State Street Corp boosted its stake in Gibraltar Industries by 5.8% during the fourth quarter. State Street Corp now owns 1,363,153 shares of the construction company’s stock worth $67,394,000 after buying an additional 74,427 shares in the last quarter. Barrow Hanley Mewhinney & Strauss LLC increased its holdings in Gibraltar Industries by 3.4% in the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 986,324 shares of the construction company’s stock valued at $48,764,000 after buying an additional 32,764 shares during the period. Boston Partners raised its stake in shares of Gibraltar Industries by 3,483.6% in the 4th quarter. Boston Partners now owns 923,711 shares of the construction company’s stock valued at $45,993,000 after buying an additional 897,935 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its holdings in shares of Gibraltar Industries by 694.4% during the 3rd quarter. Alliancebernstein L.P. now owns 536,668 shares of the construction company’s stock worth $33,703,000 after acquiring an additional 469,111 shares during the period. 98.39% of the stock is currently owned by institutional investors.

Gibraltar Industries Company Profile

(Get Free Report)

Gibraltar Industries, Inc (NASDAQ: ROCK) is a leading manufacturer of building products and infrastructure solutions for the residential, commercial, industrial and utility markets. The company designs, engineers and markets a broad portfolio of highly engineered products to reinforce structures, improve energy efficiency and enhance safety and durability. Gibraltar’s Building Products segment includes metal roofing, siding, ventilation and structural support systems for homes and light commercial facilities, while its Infrastructure Solutions segment supplies transmission and distribution hardware, storm response equipment and renewable energy supports to utility and civil markets.