ROCK
Gibraltar Industries, Inc.50.90
+0.09+0.18%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
1.50BP/E (TTM)
11.41Basic EPS (TTM)
4.46Dividend Yield
0%Recent Filings
10-K
FY2025 10-K excerpt
Gibraltar Industries' 10-K for FY2025 ended December 31, 2025 lacks financial statements, quarterly breakdowns, or MD&A details, so topline, profitability, and Q4 metrics remain undisclosed. No y/y or q/q deltas, segment performance, EPS figures, liquidity, or capital allocation trends are provided in the filing excerpt. Gibraltar repurchased shares as a large accelerated filer. No annual guidance disclosed. Supply chain disruptions pose a key risk to potential quarterly momentum. Filing incomplete.
8-K
Q4 results; 2026 guidance issued
Gibraltar reported Q4 2025 continuing ops results in line with guidance: net sales $268.7M up 16%, adjusted EBITDA $36.6M down 8%, adjusted EPS $0.76 down 15%, with $32M operating cash flow. Acquisitions drove Residential and Agtech growth, yet soft markets and inventory rightsizing pressured margins. OmniMax closed February 2, 2026. 2026 guidance: sales $1.76B-$1.83B, adjusted EBITDA margin 17.6-17.8%. Integration risks loom.
8-K
Sells eBOS for $70M
Gibraltar Industries sold its Renewables electrical balance-of-systems business to a GameChange Energy Technologies subsidiary for $70 million in cash on February 20, 2026, netting approximately $70 million after adjustments. Proceeds target debt reduction, streamlining focus on building products and structures. Another Renewables sale looms. Strategic pivot sharpens portfolio.
8-K
Gibraltar closes $1.335B OmniMax deal
Gibraltar closed its $1.335B cash acquisition of OmniMax International's equity on February 2, 2026, funded by $1.3B term loans ($650M Term A due 2031, $650M Term B due 2033) and $500M revolver. The deal terminated Gibraltar's prior credit facility, adding a leading roofing accessories maker to its residential portfolio. Leverage covenant starts at 5.25x, stepping down to 4.25x.
8-K
HSR clearance for acquisition
Gibraltar cleared a key antitrust hurdle for its acquisition of Arundel Square Garden, LLC's equity from Barnsbury Estate, with the FTC granting early HSR Act termination on January 16, 2026. Signed November 16, 2025, the deal awaits customary closing conditions. Risks loom: deal could flop. Forward-looking statements highlight integration uncertainties.
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