Gibraltar Q1 adjusted EPS misses estimates, reaffirms guidance

Gibraltar Industries

07/05/2026 12:39

Overview

US building products maker's Q1 net sales rose 44.6% yr/yr, driven by acquisitions

Adjusted EPS for Q1 fell 50% and missed analyst expectations

Company reaffirmed 2026 guidance and raised OmniMax synergy target to $26 mln

Outlook

Gibraltar Industries reaffirms 2026 net sales guidance of $1.76-$1.83 bln

Company expects 2026 adjusted EBITDA of $310-$326 mln, with margin of 17.6%-17.8%

Company plans to realize $16 mln in synergy savings from OmniMax integration in 2026

Result Drivers

ACQUISITIONS DRIVE SALES - Co said Q1 net sales growth was driven by acquisitions of OmniMax, Lane Supply and Metal Roofing, while organic growth was slightly down

HIGHER INTEREST AND MATERIAL COSTS - Co said adjusted EPS was down 50% due to increased interest expense and unfavorable price/material economics from a significant rise in aluminum prices

SLOWER RESIDENTIAL MARKET AND WEATHER IMPACTS - Co cited a slower residential end market, accelerating commodity inflation, and disruptive weather events as challenges in the quarter

Company press release: ID:nBw96nrx2a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
$356.30 mln
Q1 Adjusted EPS
Miss
$0.45
$0.63 (3 Analysts)
Q1 EPS
-$0.40


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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)