Gibraltar Industries, Inc.
- Open
- 45.20
- Day high
- 45.67
- Day low
- 44.34
- Prev close
- 45.10
- Volume
- 167K
- Mkt cap
- $1.3B
- P/E (TTM)
- 145.9
- EPS (TTM)
- $0.31
- P/B
- 1.5
- P/S
- 1.1
- Yield
- —
- Per share
- —
- ▲Insiders net buying $823K over the last 3 months (4 open-market buys, 0 sales)
- ◆Cluster buying — multiple insiders bought within days
- 🏛Institutions mixed (13F)
Gibraltar Industries, Inc. (ROCK) is a Industrials company listed on NASDAQ. The stock is down 26% over the past year. Over the trailing 3 months, insiders filed 4 open-market buys and 0 sales (SEC Form 4).
Gibraltar Industries, Inc. (ROCK) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ROCK earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.49 | $0.45 | -8.2% | $356M | +1.8% |
| Feb 26, 2026 | $0.74 | $0.40 | -46.6% | $225M | -15.1% |
| Oct 30, 2025 | $1.22 | $1.14 | -6.6% | $311M | +8.3% |
| Apr 30, 2025 | $0.86 | $0.95 | +10.5% | $290M | -23.5% |
| Feb 19, 2025 | $0.95 | $1.01 | +6.3% | $302M | -1.0% |
| Oct 30, 2024 | $1.25 | $1.27 | +1.6% | $361M | +16.3% |
| Jul 31, 2024 | $1.25 | $1.18 | -5.6% | $353M | -5.5% |
| May 1, 2024 | $0.72 | $0.80 | +11.1% | $293M | -1.3% |
| Feb 21, 2024 | $0.86 | $0.85 | -1.2% | $329M | -0.8% |
| Nov 2, 2023 | $1.19 | $1.38 | +16.0% | $391M | -0.1% |
| Aug 2, 2023 | $0.92 | $1.18 | +28.3% | $365M | +3.1% |
| May 3, 2023 | $0.55 | $0.70 | +27.3% | $293M | -1.9% |
ROCK insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 27, 2026 | Bosway William Tdirector, officer: President and CEO | Buy | 19,735 | $37.44 |
| May 22, 2026 | Bolanowski Katherineofficer: General Counsel, VP, Secretary | Buy | 144 | $35.66 |
| May 22, 2026 | Bolanowski Katherineofficer: General Counsel, VP, Secretary | Buy | 1,256 | $35.63 |
| May 21, 2026 | Lovechio Joseph Aofficer: VP and CFO | Buy | 1,000 | $34.62 |
| May 8, 2026 | Barberio Mark Gdirector | Grant | 3,059 | $37.59 |
| May 8, 2026 | Pope Atlee Valentinedirector | Grant | 3,059 | $37.59 |
| May 8, 2026 | METCALF JAMES Sdirector | Grant | 3,059 | $37.59 |
| May 8, 2026 | Mizell Gwendolyn Gdirector | Grant | 3,059 | $37.59 |
| May 8, 2026 | Nish James Bdirector | Grant | 3,059 | $37.59 |
| May 8, 2026 | Myers Linda Kristinedirector | Grant | 3,059 | $37.59 |
| May 8, 2026 | Shah Manish Hdirector | Grant | 3,059 | $37.59 |
| Apr 27, 2026 | Catlett Janet Anneofficer: VP, CHRO | Tax | 169 | $39.57 |
| Apr 10, 2026 | Shah Manish Hdirector | Grant | 426 | — |
| Mar 16, 2026 | Bosway William Tdirector, officer: President and CEO | Buy | 1,000 | $41.37 |
| Mar 12, 2026 | METCALF JAMES Sdirector | Buy | 12,444 | $40.35 |
Source: ROCK SEC Form 4 filings, latest May 27, 2026. For informational purposes only — not investment advice.
See the full ROCK insider & 13F page →Gibraltar Industries, Inc. company profile
Overview
Gibraltar Industries, Inc. (NYSE:ROCK) is a diversified manufacturer and distributor of building products founded in 1972 and headquartered in Buffalo, New York. The company went public in 1993 and has evolved from its origins into a multi-segment industrial company serving renewable energy, residential construction, agricultural technology, and infrastructure markets across North America and Asia. Gibraltar operates through four distinct business segments, each targeting different end markets with specialized building products and engineered solutions.
Business
Gibraltar Industries operates as a manufacturer and distributor of specialized building products across four primary business segments, each serving distinct markets with engineered solutions. The Renewables segment represents approximately 20-25% of total revenue and focuses on the solar energy market. This division designs, engineers, manufactures, and installs solar racking systems and electrical balance of systems. Solar racking systems are the mounting structures that hold solar panels in place on rooftops or ground installations, while electrical balance of systems include the inverters, wiring, and other components that convert and manage the electricity generated by solar panels. The segment has developed tracker technology, including their TareTrack one-p system, which allows solar panels to follow the sun's movement throughout the day to maximize energy capture. The Residential segment generates roughly 50-55% of total revenue and serves the residential construction and home improvement markets. This segment offers roof and foundation ventilation products, mail and package delivery solutions (including electronic parcel locker systems for multi-family housing), roof edgings and flashings, metal roofing products, gutters and rain management systems, and exterior retractable awnings. These products are essential components in residential construction, helping manage moisture, provide proper ventilation, and enhance curb appeal. The Agtech segment accounts for approximately 10-15% of revenue and focuses on controlled environment agriculture. This division designs, engineers, manufactures, and installs greenhouse facilities and botanical extraction systems. Controlled environment agriculture allows growers to produce crops year-round in climate-controlled facilities, optimizing growing conditions for higher yields and quality. The segment serves institutional and commercial growers of food and plants, including large-scale produce operations. The Infrastructure segment represents about 10-15% of revenue and serves transportation infrastructure markets. This segment manufactures expansion joints, structural bearings, rubber seals, elastomeric concrete, and bridge cable protection systems. These products are critical components in bridge and highway construction, allowing structures to expand and contract with temperature changes while maintaining structural integrity.
Revenue model
Gibraltar Industries generates revenue primarily through product sales across its four business segments, with different customer bases and market dynamics driving each segment's performance. The company's business model centers on manufacturing specialized building products and selling them through various distribution channels. In the Residential segment, Gibraltar sells to home improvement retailers, wholesalers, distributors, and contractors. Revenue comes from direct product sales of ventilation systems, mailboxes, roofing accessories, and other residential building components. The company has been expanding its geographic footprint, currently serving only 40% of the top 32 markets, indicating significant growth potential through market expansion. The Renewables segment operates on a project-based model, selling solar racking systems and electrical components to solar developers and installation companies. Revenue is generated through both product sales and installation services for utility-scale and commercial solar projects. This segment's performance is heavily influenced by federal and state renewable energy policies, tax incentives, and regulatory frameworks. The Agtech segment follows a project-based approach similar to Renewables, designing and constructing complete greenhouse facilities for commercial growers. Revenue comes from both the initial facility construction and ongoing maintenance services. Projects can range from several million to tens of millions of dollars, with recent contracts including a $45 million facility expansion. The Infrastructure segment sells engineered products to state departments of transportation, construction contractors, and engineering firms working on bridge and highway projects. Revenue benefits significantly from federal infrastructure spending, including the Infrastructure Investment and Jobs Act. Several factors influence Gibraltar's margins and profitability. Commodity prices for steel, aluminum, and other raw materials directly impact costs, with the company implementing pricing strategies and supply chain optimization to mitigate volatility. Regulatory changes in renewable energy policy, particularly solar tax credits and trade policies, significantly affect the Renewables segment's demand and pricing power. Construction market cycles influence residential and infrastructure demand, with housing starts, existing home sales, and government infrastructure spending serving as key leading indicators. Competition varies by segment, with the company leveraging its specialized engineering capabilities and customer relationships to maintain pricing power in niche markets.
Competitive moat
Gibraltar Industries operates in specialized niche markets where it has developed moderate competitive advantages, though these moats vary significantly across its business segments. The company's strongest competitive position lies in its engineering expertise and customization capabilities, particularly in the Renewables and Agtech segments. In solar racking, Gibraltar has developed proprietary tracker technology and maintains deep relationships with solar developers who value engineered solutions over commodity products. The complexity of solar installations and the critical nature of structural integrity create switching costs for customers who have validated Gibraltar's systems. Similarly, in Agtech, the company's ability to design and construct complete controlled environment agriculture facilities creates project-based competitive advantages, as customers rely on Gibraltar's expertise for multi-million dollar installations. The Infrastructure segment benefits from specialized product knowledge and long-standing relationships with state transportation departments. The technical specifications required for bridge components and the approval processes create barriers to entry, though this market is relatively mature with established competitors. However, Gibraltar's competitive position is more vulnerable in the Residential segment, which represents over half of its revenue. While the company has built distribution relationships and offers a broad product portfolio, many residential building products are relatively commoditized. The company's strategy of geographic expansion suggests there are markets where competitors have established positions, and home improvement retailers have significant bargaining power. The company faces potential disruption from several sources. In Renewables, changes in federal and state energy policies could dramatically alter market dynamics, while new entrants with lower-cost manufacturing could pressure margins. Trade policies and tariffs on imported materials create ongoing uncertainty. In Residential, larger building product companies with greater scale and distribution reach could encroach on Gibraltar's market position. The Agtech segment, while growing rapidly, remains relatively small and could face competition from larger agricultural equipment manufacturers expanding into controlled environment solutions. Overall, Gibraltar's moat is moderate and segment-dependent, with the strongest competitive advantages in specialized engineering applications and the weakest position in commodity-like residential products.
Risks & safety
Gibraltar Industries demonstrates a strong margin of safety with solid financial fundamentals and conservative capital structure. Liquidity and Solvency: • Cash position of $25.1 million as of Q1 2025, down from $269.5 million in Q4 2024 due to recent acquisitions • Current ratio of 1.71, indicating adequate short-term liquidity • Debt-to-equity ratio of just 4.6%, representing minimal financial leverage • Strong free cash flow generation of $154.3 million in 2024 (11.8% of revenue) • No significant debt maturities or solvency concerns Valuation Metrics: • Trading at 21.0x trailing earnings, reasonable for industrial company with growth prospects • EV/EBITDA of 13.0x, moderate valuation relative to industrial peers • Price-to-book ratio of 1.76, suggesting reasonable asset valuation • Graham number of $22.89 versus current price of $52.95, indicating potential overvaluation by traditional value metrics Other Considerations: • Diversified revenue streams across four segments reduce concentration risk • Recent acquisitions (Lane Supply for $120 million, metal roofing acquisitions for $90 million) funded through cash, maintaining conservative balance sheet • Cyclical exposure to construction and renewable energy markets creates earnings volatility • Strong operational cash flow provides flexibility for continued investment and acquisitions
Recent development
Over the past few years, Gibraltar Industries has pursued a multi-pronged strategy focused on organic growth, strategic acquisitions, and operational improvements across its business segments. The company has made significant investments in geographic expansion, particularly in the Residential segment where it currently serves only 40% of the top 32 markets. Recent initiatives include opening new locations like the Boise, Idaho facility and pursuing both organic expansion and tuck-in acquisitions to increase market penetration. The company completed two metal roofing acquisitions for $90 million and acquired Lane Supply for $120 million in 2024, immediately expanding its addressable market and capabilities. In the Renewables segment, Gibraltar has pivoted toward advanced tracker technology, launching its TareTrack one-p system that allows solar panels to follow the sun for improved energy capture. This technological advancement represents a shift from fixed racking systems to more sophisticated tracking solutions, positioning the company for higher-value projects. However, the segment has faced headwinds from trade investigations, regulatory uncertainty, and supply chain challenges that have impacted near-term performance. The Agtech segment has emerged as a significant growth driver, with the company securing major contracts including a $45 million facility expansion and multiple projects with commercial growers. Gibraltar has focused on controlled environment agriculture, capitalizing on growing demand for year-round produce production and sustainable farming practices. The segment's bookings have increased dramatically, with new contracts up 226% in recent quarters. Gibraltar has also implemented comprehensive operational improvement initiatives under its "80/20" program, focusing on eliminating low-margin products and customers while investing in higher-return opportunities. The company has pursued digital transformation initiatives, upgraded ERP systems, and improved supply chain management to enhance operational efficiency and margins across all segments. The company has maintained a disciplined approach to capital allocation, approving a new $200 million share repurchase program while continuing to invest in organic growth and strategic acquisitions. Management has emphasized maintaining financial flexibility while pursuing growth opportunities in attractive end markets.
ROCK company profile · for informational purposes only — not investment advice.
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