10-K · February 26, 2026
Gibraltar reported FY2025 net sales of $1,135,501,000, an 11.0% increase versus 2024 driven largely by 2025 acquisitions, but consolidated gross margin compressed to 26.9% from 29.5% and income from continuing…
Earnings analysis · 10-Q
ROCK earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Gibraltar Industries, Inc. reported a notable year-over-year revenue increase of 44.6%, reaching $356.3 million in Q1 2026, primarily driven by the acquisition of OmniMax. Despite the revenue growth, the company…
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Gibraltar Industries, Inc. reported a notable year-over-year revenue increase of 44.6%, reaching $356.3 million in Q1 2026, primarily driven by the acquisition of OmniMax. Despite the revenue growth, the company incurred a diluted EPS loss of $0.45, missing consensus estimates, attributed to increased SG&A expenses and operational challenges in specific segments.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-0.45
What stood out
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Strong Revenue Growth
Revenue surged 44.6% to $356.3 million from $246.4 million in Q1 2025.
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Residential Segment Outperformance
The Residential segment grew 56.3% to $281.4 million, benefitting significantly from the OmniMax acquisition.
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Continued Positive Cash Flow
Despite an operational loss, cash from financing activities was $1.22 billion due to debt raised for acquisition.
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Increment in SG&A Expenses
SG&A expenses increased 102.3% to $83.3 million, reflecting costs associated with recent acquisitions.
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Decrease in Backlog
Consolidated backlog dropped 10% to $168 million, signaling softness in certain market segments.
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Interest Expense Increase
Interest expense grew to $13 million from income of $1.6 million in Q1 2025 due to new debt.
What to watch
-
Significant Net Loss
The company reported a net loss of $67.5 million compared to income of $21.1 million in Q1 2025.
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Decreased Operative Margins
Operating margin collapsed to -1.3% from 11.6% a year earlier due to cost pressures and inefficiencies.
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High Acquisition Debt
The company incurred $1.33 billion in debt for the OmniMax acquisition, raising concerns over future liquidity.
Management's outlook
Reiterating full-year 2026 guidance for revenue and EPS.
Earlier filings 4
10-Q · October 30, 2024
Gibraltar reported Q3 net sales of $361.196M, down from $390.744M in Q3 2023. Gross profit fell to $93.526M and income from operations to $43.998M; diluted EPS was $1.11 for the quarter. Balance sheet liquidity…
10-Q · May 1, 2024
Gibraltar reported Q1 net sales of $292,506,000 (down slightly from $293,267,000) while gross profit rose to $84,388,000 and income from operations increased to $31,736,000. Diluted EPS improved to $0.81 (from $0.68)…
10-Q · August 3, 2022
Gibraltar reported Q2 net sales of $366.9M and improved operating income to $40.1M, driving diluted EPS from continuing operations to $0.90 (vs $0.80 prior-year quarter). Despite the revenue and operating-profit…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.