Inferra AI / Company / ROCK
Gibraltar Industries, Inc.
ROCK · Industrials
Last earnings Aug 5, 2026
Key results
Adjusted Change Net revenuequarter
$19.2
Infrastructure ($Millions) Three Months Ended March 31, 2026 GAAP 2025 GAAP Change 2026 Adjusted 2025 Adjusted Change Net Sales $19.2 $21.3 (9.9)% $19.2 $21.3 (9.9)% Operating Income $3.7 $5.3 (30.2)% $3.7 $5.3 (30.2)% Operating Margin 19.3% 24.7% (540) bps 19.3% 24.7% (540) bps EBITDA N A N A N A $4.5 $6.0 (25.0)% EBITDA Margin N A N A N A 23.3% 28.2% (490) bps Sales were impacted by two separate weather events in March that affected power supply to our facility, resulting in a portion of March orders being shipped in April.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Operating incomequarter
$3.7
Infrastructure ($Millions) Three Months Ended March 31, 2026 GAAP 2025 GAAP Change 2026 Adjusted 2025 Adjusted Change Net Sales $19.2 $21.3 (9.9)% $19.2 $21.3 (9.9)% Operating Income $3.7 $5.3 (30.2)% $3.7 $5.3 (30.2)% Operating Margin 19.3% 24.7% (540) bps 19.3% 24.7% (540) bps EBITDA N A N A N A $4.5 $6.0 (25.0)% EBITDA Margin N A N A N A 23.3% 28.2% (490) bps Sales were impacted by two separate weather events in March that affected power supply to our facility, resulting in a portion of March orders being shipped in April.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Operating marginquarter
19.3%
Infrastructure ($Millions) Three Months Ended March 31, 2026 GAAP 2025 GAAP Change 2026 Adjusted 2025 Adjusted Change Net Sales $19.2 $21.3 (9.9)% $19.2 $21.3 (9.9)% Operating Income $3.7 $5.3 (30.2)% $3.7 $5.3 (30.2)% Operating Margin 19.3% 24.7% (540) bps 19.3% 24.7% (540) bps EBITDA N A N A N A $4.5 $6.0 (25.0)% EBITDA Margin N A N A N A 23.3% 28.2% (490) bps Sales were impacted by two separate weather events in March that affected power supply to our facility, resulting in a portion of March orders being shipped in April.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
AI analysis
Q1 2026 · reported May 7, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Adjusted Change Net revenue | $19.2 | — | — |
| Operating income | $3.7 | — | — |
| Operating margin | 19.3% | — | — |
Guidance · company-stated
Direction: Raised
“htm EX-99.1 Document Gibraltar Reports First Quarter 2026 Results OmniMax integration accelerating Raising 2026 synergy commitment to $26M, $16M included in FY 2026 EBITDA Outlook Reaffirming full year 2026 guidance Buffalo, New York, May 7, 2026 Gibraltar Industries, Inc.”
“Reiterating 2026 Guidance Range For the Twelve Months Ended December 31, 2026 2025 Net Sales (in billions) $1.76 - $1.83 $1.14 Adjusted EBITDA (in millions) $310 - $326 $185 Adjusted EBITDA Margin 17.6% - 17.8% 16.3% GAAP EPS Diluted $2.40 - $2.80 $3.25 Adjusted EPS Diluted $3.65 - $4.05 $3.92 First Quarter 2026 Conference Call Details Gibraltar will host a conference call today starting at 9 00 a.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
We consumed cash in the quarter per our range of expectations and applied the $70 million of proceeds of the eBOS divestiture to debt reduction.
Balance Sheet and Cash Flow Gibraltar s policy with respect to cash allocation will be to keep a minimum ($20-25 million) of cash on hand, use the revolver as needed to fund seasonal builds and pay down debt with excess cash flow.
Company-stated claims
Forward-looking · expansion plans helped increase total backlog 239% · subscribers_users
“Customer growing capacity expansion plans helped increase total backlog 239% and organic backlog 187%.”
EX-99 · Feb 26, 2026Event summary
Gibraltar Reports First Quarter 2026 Results OmniMax integration accelerating Raising 2026 synergy commitment to $26M, $16M included in FY 2026 EBITDA Outlook Reaffirming full year 2026 guidance Buffalo
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Company outlook: “htm EX-99.1 Document Gibraltar Reports First Quarter 2026 Results OmniMax integration accelerating Raising 2026 synergy commitment to $26M, $16M included in FY 2026 EBITDA Outlook Reaffirming full year 2026 guidance Buffalo, New York, May 7, 2026 Gibraltar Industries, Inc.”
Revenue: “Reiterating 2026 Guidance Range For the Twelve Months Ended December 31, 2026 2025 Net Sales (in billions) $1.76 - $1.83 $1.14 Adjusted EBITDA (in millions) $310 - $326 $185 Adjusted EBITDA Margin 17.6% - 17.8% 16.3% GAAP EPS Diluted $2.40 - $2.80 $3.25 Adjusted EPS Diluted $3.65 - $4.05 $3.92 First Quarter 2026 Conference Call Details Gibraltar will host a conference call today starting at 9 00 a.”
Company outlook — Raised (“Raising”)
“htm EX-99.1 Document Gibraltar Reports First Quarter 2026 Results OmniMax integration accelerating Raising 2026 synergy commitment to $26M, $16M included in FY 2026 EBITDA Outlook Reaffirming full year 2026 guidance Buffalo, New York, May 7, 2026 Gibraltar Industries, Inc.”
Revenue — Reiterated (“Reiterating”)
“Reiterating 2026 Guidance Range For the Twelve Months Ended December 31, 2026 2025 Net Sales (in billions) $1.76 - $1.83 $1.14 Adjusted EBITDA (in millions) $310 - $326 $185 Adjusted EBITDA Margin 17.6% - 17.8% 16.3% GAAP EPS Diluted $2.40 - $2.80 $3.25 Adjusted EPS Diluted $3.65 - $4.05 $3.92 First Quarter 2026 Conference Call Details Gibraltar will host a conference call today starting at 9 00 a.”
Classified from the release's primary full-year outlook statement.
Capital allocation
We consumed cash in the quarter per our range of expectations and applied the $70 million of proceeds of the eBOS divestiture to debt reduction.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Balance Sheet and Cash Flow Gibraltar s policy with respect to cash allocation will be to keep a minimum ($20-25 million) of cash on hand, use the revolver as needed to fund seasonal builds and pay down debt with excess cash flow.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
The Company applied the $70 million in proceeds from the eBOS sale to debt reduction and, as a result, net debt on the balance sheet was $1.2 billion and revolving credit facility availability was $467 million at quarter-end.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Free cash flow is operating cash flow less capital expenditures and the related margin is free cash flow divided by net sales.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Adjusted EBITDA and free cash flow are also useful measures of the Company s ability to service debt and adjusted EBITDA is one of the measures used for determining the Company s debt covenant compliance.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
The Credit Agreement provides for (i) a senior secured revolving credit facility in an initial aggregate principal amount of up to $ 500 million (the "Revolving Credit Facility"), (ii) a senior secured term loan A facility in an initial aggregate principal amount of $ 650 million (the "Term Loan A Facility") and 15 Table of Contents (iii) a senior secured term loan B facility in an initial aggregate principal amount of $ 650 million (the "Term Loan B Facility").
SEC original ↗Gibraltar Industries, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Strategy & priorities
We are accelerating key initiatives and have raised our synergy commitment again, adding another $2 million for 2026 to a total of $26 million of which $16 million is planned to be realized in full-year 2026 adjusted EBITDA.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Our leadership team and Integration Management Office continue to integrate the business, identify and implement more synergy savings, execute price initiatives to deliver positive price material economics in the second quarter, and win more with customers as we displace competition and or expand presence through successful cross-selling initiatives.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
We are focused on what we can control in a dynamic end market environment.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Adjusted net income, operating income and margin exclude special charges consisting of restructuring costs (primarily comprised of exit activities costs and impairment of assets associated with 80 20 simplification, lean initiatives and or discontinued products), acquisition related costs (legal and consulting fees, and integration costs for recent business acquisitions), and portfolio management.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Discontinued Operations In June 2025, the Company committed to a plan to sell its Renewables business, which was the sole business in the Renewables segment, and represents a strategic shift that has a significant effect on the Company's operations and financial results, and as such, qualifies for reporting as discontinued operations.
SEC original ↗Gibraltar Industries, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Risks & headwinds
These statements are not guarantees of future performance and are subject to a number of risk factors, uncertainties, and assumptions.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Reconciliations of non-GAAP measures related to full-year 2026 guidance have not been provided due to the unreasonable efforts it would take to provide such reconciliations due to the high variability, complexity and uncertainty with respect to forecasting and quantifying certain amounts that are necessary for such reconciliations.
SEC original ↗Gibraltar Industries, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Legal Proceedings 35 Item 1A.
SEC original ↗Gibraltar Industries, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Earnings deck slides
0 decks with slide viewGibraltar Industries, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Gibraltar Industries, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Gibraltar Industries, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Gibraltar Industries, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Gibraltar Industries, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
28 documents- Q3 2026
- 8-KROCK
Oct 15, 2026
- Q2 2026
- 8-KROCK
- 10-QROCK
- 8-KROCK
Jul 16, 2026
- Q1 2026
- 8-KROCK
- 8-KROCK
- 10-QROCK
- 8-K/AROCK
- 8-KROCK
- Q4 2025
- 8-KROCK
Feb 26, 2026
- 10-KROCK
Feb 26, 2026
- 8-KROCK
Feb 23, 2026
- EX-99ROCK
- 8-KROCK
- EX-99ROCK
- 8-KROCK
Jan 22, 2026
- 8-KROCK
Jan 21, 2026
- Q3 2025
- 8-KROCK
Nov 17, 2025
- EX-99ROCK
- 8-KROCK
Oct 30, 2025
- 10-QROCK
- Q2 2025
- 8-KROCK
- 10-QROCK
- Q1 2025
- 8-KROCK
Jun 30, 2025
- 8-KROCK
- 8-KROCK
Apr 30, 2025
- 10-QROCK
- Q4 2024
- 10-KROCK
Feb 19, 2025
Earnings releases
6 documentsPresentations
5 documents
Transcripts
0 documentsNo transcripts for Gibraltar Industries, Inc. are held in this edition of the library.
Mentioned by
3 companiesOther tracked companies whose held documents mention Gibraltar Industries, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“58, up 16% year over year, and non-GAAP diluted earnings per share of $2.15, up 14% ROUND ROCK,… …1,964 12% $ 5,707 $ 5,539 3% Non-GAAP net income $ 1,540 $ 1,389 11% $ 3,834 $ 3,635 5% Adjusted free cash flow $ 716 $ 860 (17)% $ 2,623 $ 4,597 (4”
“sites through strategic land acquisitions ● Data center lease with AMD operational CASTLE ROCK, Colo., March 2 nd , 2026 (GLOBE NEWSWIRE) --… …compared to $38.5 million for the same twelve-month period in 2024. Riot has realized $23.2 million in cape”
Curbline Properties Corp. (CURB)
“NCIAL SUPPLEMENT QUARTER ENDED JUNE 30, 2026 Recent Acquisition University Station, ROUND ROCK, TEXAS CURBLINE PROPERTIES COMPANY & PORTFOLIO OVERVIEW Curbline… … $10,392 $10,473 $20,942 Weighte”
See also the earnings calendar for every tracked company’s next earnings date.