
Gibraltar Industries, Inc. (NASDAQ:ROCK – Free Report) – Equities researchers at Sidoti raised their Q3 2026 EPS estimates for Gibraltar Industries in a research note issued to investors on Thursday, August 6th. Sidoti analyst J. Romero now expects that the construction company will earn $1.23 per share for the quarter, up from their previous estimate of $1.21. The consensus estimate for Gibraltar Industries’ current full-year earnings is $3.80 per share. Sidoti also issued estimates for Gibraltar Industries’ Q4 2026 earnings at $1.09 EPS, FY2026 earnings at $3.88 EPS, Q2 2027 earnings at $1.46 EPS, Q3 2027 earnings at $1.68 EPS, Q4 2027 earnings at $1.47 EPS and FY2027 earnings at $5.09 EPS.
Gibraltar Industries (NASDAQ:ROCK – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The construction company reported $1.11 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.09. The company had revenue of $509.55 million for the quarter, compared to the consensus estimate of $472.09 million. Gibraltar Industries had a positive return on equity of 11.23% and a negative net margin of 10.43%.The firm’s revenue for the quarter was down 100.0% compared to the same quarter last year. During the same period last year, the firm earned $1.13 EPS. Gibraltar Industries has set its FY 2026 guidance at 3.650-4.050 EPS.
Check Out Our Latest Report on ROCK
Gibraltar Industries Stock Down 7.4%
Shares of ROCK opened at $50.78 on Friday. Gibraltar Industries has a 52 week low of $33.56 and a 52 week high of $75.08. The company has a quick ratio of 0.87, a current ratio of 1.46 and a debt-to-equity ratio of 1.37. The company has a market capitalization of $1.51 billion, a price-to-earnings ratio of -10.08, a PEG ratio of 0.96 and a beta of 1.22. The stock’s 50-day moving average price is $42.59 and its 200-day moving average price is $43.27.
Institutional Investors Weigh In On Gibraltar Industries
Institutional investors have recently added to or reduced their stakes in the stock. Osaic Holdings Inc. grew its position in Gibraltar Industries by 16.8% during the 2nd quarter. Osaic Holdings Inc. now owns 1,348 shares of the construction company’s stock worth $79,000 after purchasing an additional 194 shares during the last quarter. EverSource Wealth Advisors LLC raised its holdings in shares of Gibraltar Industries by 73.0% in the second quarter. EverSource Wealth Advisors LLC now owns 481 shares of the construction company’s stock valued at $28,000 after buying an additional 203 shares during the last quarter. Gabelli Funds LLC raised its holdings in shares of Gibraltar Industries by 0.6% in the fourth quarter. Gabelli Funds LLC now owns 35,951 shares of the construction company’s stock valued at $1,777,000 after buying an additional 208 shares during the last quarter. State of Alaska Department of Revenue boosted its stake in shares of Gibraltar Industries by 1.6% during the fourth quarter. State of Alaska Department of Revenue now owns 16,702 shares of the construction company’s stock worth $825,000 after buying an additional 267 shares during the period. Finally, California State Teachers Retirement System grew its holdings in shares of Gibraltar Industries by 1.0% during the second quarter. California State Teachers Retirement System now owns 28,132 shares of the construction company’s stock worth $1,660,000 after buying an additional 287 shares during the last quarter. Institutional investors and hedge funds own 98.39% of the company’s stock.
Insider Buying and Selling
In other Gibraltar Industries news, CEO William T. Bosway purchased 19,735 shares of the stock in a transaction on Tuesday, May 26th. The shares were bought at an average price of $37.44 per share, for a total transaction of $738,878.40. Following the completion of the transaction, the chief executive officer owned 250,320 shares of the company’s stock, valued at $9,371,980.80. This trade represents a 8.56% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, VP Katherine Bolanowski acquired 1,400 shares of the company’s stock in a transaction on Thursday, May 21st. The stock was acquired at an average cost of $35.63 per share, for a total transaction of $49,882.00. Following the completion of the acquisition, the vice president owned 17,389 shares of the company’s stock, valued at $619,570.07. This trade represents a 8.76% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders acquired 22,135 shares of company stock valued at $823,380. 0.90% of the stock is owned by company insiders.
Key Headlines Impacting Gibraltar Industries
Here are the key news stories impacting Gibraltar Industries this week:
- Positive Sentiment: Q2 earnings and revenue exceeded expectations. Gibraltar reported adjusted earnings of $1.11 per share, above the $1.02 consensus estimate, while revenue reached $509.6 million versus expectations of $472.1 million. Gibraltar Industries Beats Q2 Earnings and Revenue Estimates
- Positive Sentiment: Sales growth and acquisition contributions were encouraging. Reports highlighted approximately 65% sales growth, strong organic performance in the materials business and contributions from the OmniMax acquisition. Management also pointed to expected synergy capture and additional upside from OmniMax. Why Gibraltar Industries Stock Soared
- Positive Sentiment: Full-year guidance was maintained. Gibraltar reiterated 2026 sales guidance of approximately $1.76 billion to $1.83 billion and EPS guidance of $3.65 to $4.05, broadly consistent with analyst expectations. Gibraltar Reiterates 2026 Guidance
- Positive Sentiment: Deleveraging is a stated priority. Management is targeting net leverage of roughly 2.5 times by the first quarter of 2028, which could improve financial flexibility if execution remains on track.
- Neutral Sentiment: Quarterly comparisons are affected by the reclassification of the Renewables business as discontinued operations, making reported year-over-year sales trends less directly comparable.
- Negative Sentiment: EPS declined from $1.13 in the year-earlier quarter despite the beat, while the company continues to report a negative net margin, factors that may limit enthusiasm.
- Negative Sentiment: The earnings-driven rally may have prompted profit-taking, while acquisition-related debt and the path toward lower leverage remain execution risks.
About Gibraltar Industries
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.
In the Building Products segment, Gibraltar offers metal and composite solutions such as roof and siding panels, deck and solar shading supports, chimney and venting systems, railings and fencing.
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