ROCK
Gibraltar Industries, Inc.50.90
+0.09+0.18%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.50BP/E (TTM)
11.41Basic EPS (TTM)
4.46Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
8-K
Q2 sales up 13%, EPS gains
Gibraltar Industries reported Q2 2025 results from continuing operations, with net sales up 13.1% to $309.5 million and adjusted EPS rising 10.8% to $1.13, fueled by metal roofing acquisitions and building accessories gains that offset residential construction softness. Backlog surged 43% year-over-year, signaling robust demand in agtech and infrastructure. Acquisitions drive growth. Full-year guidance holds steady at $1.15-1.20 billion in sales and $4.20-4.45 adjusted EPS, though integration costs pose risks.
10-Q
Q2 FY2025 results
Gibraltar Industries posted Q2 net sales of $309.5M, up 13.1% y/y from $273.6M, fueled by $50.0M from Q1 acquisitions in Residential and Agtech, though organic sales dipped 4% on delayed Agtech projects. Gross margin slipped to 28.4% from 30.5%, hit by product mix, while operating income edged down to $39.5M from $40.8M as SG&A rose with integration costs. Acquisitions added $86.6M goodwill and $89.4M intangibles amortized over 5-20 years, boosting backlog 43% to $278M. Cash fell to $43.3M after $193M buys and $60M repurchases, but $395M revolver availability and zero debt keep liquidity solid. Acquisitions drive growth. Renewables sale looms as a portfolio pivot.
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