Gibraltar Q3 net sales up 12% driven by strength in metal roofing

Gibraltar Industries

30/10/2025 11:40

Overview

Gibraltar Q3 net sales up 12%, adjusted EPS down 1%

Adjusted net income missed analyst expectations

Backlog increased 50%, operating cash flow up 39%

Outlook

Gibraltar expects 2025 net sales between $1.15 bln and $1.175 bln

Company projects 2025 GAAP EPS of $3.67-$3.77

Adjusted EPS for 2025 expected to be $4.20-$4.30

Result Drivers

METAL ROOFING AND STRUCTURES - Net sales growth driven by strength in metal roofing and structures businesses

CEA PROJECT DELAY - Revenue impacted by delay of large controlled environment agriculture project

BACKLOG INCREASE - Backlog increased 50% indicating strong future demand

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Adjusted Net Income
Miss
$34 mln
$42.50 mln (3 Analysts)
Q3 Net Income
$33.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

Wall Street's median 12-month price target for Gibraltar Industries Inc is $83.00, about 19.1% above its October 29 closing price of $67.13

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBwpZSqHa

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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.)