Overview
Gibraltar Q2 2025 adjusted net sales up 14% yr/yr, driven by acquisitions
Adjusted EPS for Q2 2025 rises 11%, despite GAAP EPS decline due to costs
Company generated $44 mln operating cash flow, backlog up 43% yr/yr
Outlook
Gibraltar expects 2025 net sales between $1.15 bln and $1.20 bln
Company sees 2025 GAAP EPS between $3.67 and $3.91
Gibraltar anticipates 2025 adjusted EPS between $4.20 and $4.45
Result Drivers
METAL ROOFING ACQUISITIONS - Strong performance from recently acquired metal roofing businesses drove net sales growth
BUILDING ACCESSORIES GAINS - Participation gains in building accessories offset market softness in mail and package business
AGTECH ACQUISITION - Lane Supply acquisition boosted Agtech sales, despite project delays affecting revenue timing
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Adj Sales
$309.50 mln
Q2 Adj EPS
$1.13
Q2 Adj Net Income
$33.60 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 $90.00, about 28.4% above its August 5 closing price of $64.42
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 11 three months ago
Press Release: ID:nBw4NQSSma
(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.)