Gibraltar Q4 sales rise on metal roofing and structures acquisitions; adjusted EPS beats

Gibraltar Industries

26/02/2026 12:47

Overview

Building products provider's Q4 net sales rose 16%, driven by metal roofing acquisitions

Adjusted EPS for Q4 beat analyst expectations

Adjusted net income for Q4 missed analyst estimates

Outlook

Gibraltar expects 2026 net sales between $1.76 bln and $1.83 bln

Company anticipates 2026 adjusted EBITDA margin of 17.6%-17.8%

Gibraltar projects 2026 adjusted EPS between $3.65 and $4.05

Result Drivers

METAL ROOFING ACQUISITIONS - Net sales growth driven by metal roofing and structures acquisitions

AGTECH PROJECT DELAYS - Agtech volume affected by funding delay of large project, shifting into 2026

INFRASTRUCTURE BACKLOG - Infrastructure sales boosted by strong engineering backlog and bid activity

Company press release: ID:nBw9CvjFja

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
$268.70 mln
Q4 Adjusted EPS
Beat
$0.76
$0.74 (3 Analysts)
Q4 Adjusted Net Income
Miss
$22.70 mln
$24.93 mln (3 Analysts)
Q4 Net Income
$11.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "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 $68.00, about 38.2% above its February 25 closing price of $49.21

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 14 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)