Gibraltar Industries, Inc. (NASDAQ: ROCK) reported fourth‑quarter 2025 results that included net sales of $268.7 million, a 16% year‑over‑year increase, and full‑year net sales of $1.135 billion, up 11% from 2024. Adjusted earnings per share were $0.76, slightly above the consensus estimate of $0.74, while adjusted EBITDA for the quarter fell 7.6% to $36.6 million, reflecting integration costs and a shift in product mix. The company’s GAAP earnings for the quarter were a loss of $0.08 per share, and GAAP net income was a $44.4 million loss.
The revenue beat is nuanced: Gibraltar’s $268.7 million in sales exceeded the consensus estimate of $265.13 million but fell short of the higher consensus estimate of approximately $270.4 million. Compared with Q4 2024, which saw net sales of $231.6 million and adjusted EBITDA of $39.6 million, the company achieved a 16% revenue growth and a 7.6% decline in adjusted EBITDA, underscoring the impact of integration expenses and a softer end‑market in the building‑accessories segment.
Segment performance highlighted the strength of the Residential business, driven by metal‑roofing and structures acquisitions, while the building‑accessories segment experienced softness. Agtech sales surged 46.6% thanks to the Lane Supply acquisition, and Infrastructure sales grew 24.3%. Management noted that the Residential business will represent about 80% of the company’s total business following the OmniMax acquisition, which closed on February 2, 2026.
Bill Bosway, Chairman and CEO, said, "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." He added, "With OmniMax, the Residential business will represent about 80% of the company's total business."
The company reiterated its 2026 outlook, projecting net sales between $1.76 billion and $1.83 billion, adjusted EBITDA margins of 17.6%–17.8%, and adjusted EPS of $3.65–$4.05. These guidance figures represent a substantial upside over analyst expectations and signal confidence in the company’s strategic transformation toward a higher‑margin residential focus.
Investors reacted positively to the earnings release, citing the strong 2026 guidance and the continued execution of Gibraltar’s portfolio simplification and acquisition strategy as key drivers of confidence.
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