ROCK News & Events

Reports Q4 revenue $268.69M, consensus $265.13M. "Fourth quarter results were in line with our previously announced range with net sales up 16%, adjusted EBITDA and adjusted EPS down 8% and 15% respectively, operating cash flow of $32 million, and an ending cash balance of $116 million." stated chairman and CEO Bill Bosway. "For the year, net sales were up 11%, adjusted EBITDA up 4%, and adjusted EPS up 3%."

Sees FY26 revenue $1.76B-$1.83B. Sees FY26 adjsuted EBITDA margin 17.6%-17.8%. The company said, "With the addition of OmniMax International, which closed on February 2, 2026, we anticipate that our Residential business will represent approximately 80% of Gibraltar's overall business in 2026, and we start the year in a stronger position to support customers and outperform in a market that continues to be relatively soft. Channel inventory appears to be better aligned with demand, but we expect customers to continue to manage inventory and execute less restocking than typical in the first quarter 2026. As a result, we have taken a conservative view of our Residential business' organic growth in establishing our guidance for Gibraltar going into the year."

Gibraltar Industries announced that it has sold its renewables electrical balance-of-systems business to a subsidiary of GameChange Energy Technologies for $70M in cash, subject to customary post-closing adjustments. This sale supports Gibraltar's plan to simplify and focus its asset portfolio on the building products and structures end-markets. The company is also currently in the process of selling its Renewables racking and foundations business. Gibraltar intends to use the proceeds from both the eBOS and racking and foundations transactions for the reduction of debt.

Consensus $4.20. Cuts FY25 revenue view to $1.13B-$1.14B from $1.15B-$1.18B, consensus $1.17B. Cuts FY25 adjusted EBITDA view to $184M-$186M from $197M-$202M. Chairman and CEO Bill Bosway stated, "Our residential business continued to outperform the market with participation gains in building accessories to help offset volume declines in our end markets. We believe channel inventory has been adjusted and is better aligned with end customer demand entering 2026. We expect that price increases and additional cost reduction initiatives implemented in the fourth quarter should benefit results in 2026. We like our momentum in building accessories and look forward to further strengthening our business with the previously announced acquisition of Omnimax, which remains on track in terms of expected performance and is now expected to close during the first quarter of 2026. The mail and package business has solid order flow entering 2026. We enter 2026 with a strong backlog in Agtech, solid performance in Infrastructure, and over $115 million in cash. We look forward to sharing additional details when we report final results."