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ROCKGibraltar Industries, Inc.
$43.15$1.3B
Overview & Verdict
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ROCK logoGibraltar Industries, Inc.(ROCK)Earnings, Financials & Key Ratios

ROCK•NASDAQ
$43.15
13.3× P/E·Price updated Jul 7, 2026
SectorIndustrialsIndustryConstructionSub-IndustryBuilding envelope and openings
AboutGibraltar Industries, Inc. manufactures and distributes building products for the renewable energy, residential, agtech, and infrastructure markets in North America and Asia. It operates through four segments: Renewables, Residential, Agtech, and Infrastructure. The Renewables segment designs, engineers, manufactures, and installs solar racking and electrical balance of systems. The Residential segment offers roof and foundation ventilation products and accessories, such as solar powered units; mail and electronic package solutions, including single mailboxes, cluster style mail and parcel boxes for single and multi-family housing, and electronic package locker systems; roof edgings and flashings; soffits and trims; drywall corner beads; metal roofing products and accessories; rain dispersion products comprising gutters and accessories; and exterior retractable awnings. This segment also provides electronic parcel lockers, rooftop safety kits, chimney caps, heat trace coils and exterior products, remote-controlled deck awnings for sun protection, and solar-powered ventilation products. The Agtech segment offers growing and processing solutions, including the designing, engineering, manufacturing, and installation of greenhouses; and botanical extraction systems. The Infrastructure segment offers expansion joints, structural bearings, rubber pre-formed seals and other sealants, elastomeric concrete, and bridge cable protection systems. It serves solar developers, institutional and commercial growers of food and plants, home improvement retailers, wholesalers, distributors, and contractors. Gibraltar Industries, Inc. was founded in 1972 and is headquartered in Buffalo, New York.Show more
  • Revenue$1.14B-13.2%
  • EBITDA$153M-10.4%
  • Net Income$98M-29.0%
  • EPS (Diluted)3.25-27.1%
  • Gross Margin26.88%-2.4%
  • EBITDA Margin13.44%+3.3%
  • Operating Margin10.81%-1.1%
  • Net Margin8.59%-18.1%
  • ROE9.76%-30.2%

ROCK Price & Volume

Gibraltar Industries, Inc. (ROCK) stock price & volume — 10-year historical chart

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Aggressive Acquisition Strategy Strains Balance Sheet Stability

Investment Thesis • Updated 2026Q1

VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Vulnerable
Cash Flow:Deteriorating
Primary Risk:Aggressive inorganic leverage expansion

Key Thesis Takeaways

  • Gibraltar Industries is currently navigating a high-risk transition as it pivots toward project-based Agtech and Renewables, a shift that has introduced significant earnings volatility and operational margin compression.
  • While the company historically maintained a conservative profile, the recent $1.3 billion acquisition-related cash outflow in 2026Q1 has fundamentally altered its risk-reward profile.
  • Investors should monitor whether the company can stabilize its operating income, which recently turned to a $4.5 million loss, before committing capital to this increasingly leveraged construction play.

Verdict Logic

the company's rapid accumulation of $932.2 million in goodwill and the recent shift to a negative $67.5 million net income in 2026Q1 suggest that the current inorganic growth strategy carries excessive execution risk.

ROCK Growth Metrics

Gibraltar Industries, Inc. (ROCK) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years0.87%
5 Years1.92%
3 Years-6.52%
TTM-2.05%

Profit CAGR

10 Years15.32%
5 Years8.61%
3 Years5.79%
TTM-93.28%

EPS CAGR

10 Years15.95%
5 Years10.64%
3 Years8.28%
TTM-93.1%

Return on Capital

10 Years12.17%
5 Years12.64%
3 Years13.04%
Last Year11.2%

ROCK Recent Earnings

Gibraltar Industries, Inc. (ROCK) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
May 7, 2026
Metric
Actual
Est
EPS
$0.45-8.2%
$0.49
Rev
$356M+1.8%
$350M
Q1 2026
Feb 26, 2026
Metric
Actual
Est
EPS
$0.76+2.7%
$0.74
Rev
$269M+1.3%
$265M
Q4 2025
Oct 30, 2025
Metric
Actual
Est
EPS
$1.14-6.6%
$1.22
Rev
$311M+8.3%
$287M
Q3 2025
Aug 6, 2025
Metric
Actual
Est
EPS
$1.13-2.6%
$1.16
Rev
$310M-23.2%
$403M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 7, 2026
$0.45vs $0.49-8.2%
$356Mvs $350M+1.8%
Q1 2026Feb 26, 2026
$0.76vs $0.74+2.7%
$269Mvs $265M+1.3%
Q4 2025Oct 30, 2025
$1.14vs $1.22-6.6%
$311Mvs $287M+8.3%
Q3 2025Aug 6, 2025
$1.13vs $1.16-2.6%
$310Mvs $403M-23.2%
Based on last 12 quarters of dataView full earnings history →

Latest ROCK News

Recent stock market news and headlines for Gibraltar Industries, Inc. (ROCK)

Business Wire·Jul 1, 2026
Gibraltar to Present at CJS Securities Annual New Ideas Summer Conference

BUFFALO, N.Y.--(BUSINESS WIRE)---- $ROCK #ROCK--Gibraltar Industries, Inc. (Nasdaq: ROCK), a leading manufacturer and provider of products and services for the residential, agtech and infrastructure markets, today announced that Chairman and Chief Executive Officer Bill Bosway and Chief Financial Officer Joe Lovechio are scheduled to present at the CJS Securities Annual New Ideas Conference on Thursday, July 9, 2026 at 9:20 a.m. ET and hold meetings with investors that day. About Gibraltar Gibraltar is a leadi.

GlobeNewsWire·Jun 23, 2026
Trident Intersects 1.32 g/t over 132.0m including 2.85 g/t over 40.3m from 22.0m Depth at its Preview SW Deposit, Located 2.5km Southeast of the Contact Lake Deposit, Confirming Both High-Grade and Bulk-Tonnage Potential of the La Ronge Gold Belt, Saskatchewan

Vancouver, BC, June 23, 2026 (GLOBE NEWSWIRE) -- Trident Resources Corp. (TSXV: ROCK ) (OTCQB: TRDTF ) (Frankfurt: 6BP0) (“Trident” or the “Company”) is pleased to announce inaugural assay results from eleven diamond drill holes completed during the 2026 winter drill program at the Preview South West Deposit, part of the Company's Contact Lake Gold Project in northern Saskatchewan. Preview Southwest is a cornerstone asset and target area within Trident's emerging district-scale exploration strategy in the La Ronge Gold Belt, one of Canada's up and coming premier mining jurisdictions. Together with the Contact Lake Deposit and several additional prospective target areas within a defined structural corridor, Preview Southwest forms part of a growing regional portfolio of deposits and targets that demonstrate the potential for significant resource expansion and new discoveries.

Peers Comparison

Key metrics vs top competitors for Gibraltar Industries, Inc. (ROCK)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
ROCK logoROCKGibraltar Industries, Inc.Current
$43.15$1.28B13.28-13.24%8.59%9.76%—
TREX logoTREXTrex Company, Inc.
$47.11$4.89B26.471.98%16.25%18.85%—
AAON logoAAONAAON, Inc.
$109.94$9.01B85.2220.11%7.3%13.4%—
NCI logoNCINeo-Concept International Group Holdings Limited
$11.51$5.84M138.81-41.76%———
BLDR logoBLDRBuilders FirstSource, Inc.
$78.42$8.67B20.16-7.38%1.97%6.92%—
IBP logoIBPInstalled Building Products, Inc.
$222.19$5.99B22.881%8.65%37.46%—

Compare ROCK vs Peers

Gibraltar Industries, Inc. (ROCK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs TREX

Most directly comparable listed peer for ROCK.

Scale Benchmark

vs NUE

Larger-name benchmark to compare ROCK against a more recognizable public peer.

Peer Set

Compare Top 5

vs TREX, AAON, NCI, BLDR

ROCK SEC Filings & Documents

Gibraltar Industries, Inc. (ROCK) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 8, 2026·SEC

Material company update

May 7, 2026·SEC

Material company update

Apr 3, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 26, 2026·SEC

FY 2025

Feb 19, 2025·SEC

FY 2024

Feb 21, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 7, 2026·SEC

FY 2025

Oct 30, 2025·SEC

FY 2025

Aug 6, 2025·SEC

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ROCK Frequently Asked Questions

Gibraltar Industries, Inc. (ROCK) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Gibraltar Industries, Inc.'s revenue?

Gibraltar Industries, Inc. (ROCK) reported $1.20B in revenue for fiscal year 2025. This represents a 250% increase from $343.0M in 1996.

How fast is Gibraltar Industries, Inc. growing?

Gibraltar Industries, Inc. (ROCK) saw revenue decline by 13.2% over the past year.

Is ROCK profitable?

Yes, Gibraltar Industries, Inc. (ROCK) is profitable, generating $9.0M in net income for fiscal year 2025 (8.6% net margin).

Dividend & Returns
What is ROCK's return on equity?

Gibraltar Industries, Inc. (ROCK) has a return on equity (ROE) of 9.8%. This is below average, suggesting room for improvement.

What is Gibraltar Industries, Inc.'s free cash flow?

Gibraltar Industries, Inc. (ROCK) generated $71.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in ROCK back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →