Gibraltar Industries Inc
Assessment
Our Rating
A journalistic assessment by our editorial team at the time of the deep dive — it rates the company, not the entry point. Not investment advice and not a solicitation to buy or sell.
The business works in principle, but one material question is open. As long as it stays open, our findings do not carry a quality verdict.
Why this colour
The core business holds up: profitable in every year from 2023 through 2025, positive free cash flow, covenants met and $470 million of revolver availability. The open operating question is whether the growth bought on credit earns enough to carry interest and repayment — so far OmniMax has delivered 6.5 cents of operating profit per revenue dollar. Yellow rather than red because no covenant has been breached, interest coverage is adequate and a debt-reduction step has been agreed; a failed D.S. Brown sale or a guidance cut would change the picture. The decision is yours.
What the thesis turns on
Assessment: Opportunities & Risks
Gibraltar Industries is a textbook case of the fresh-start trap: a profitable roofline building-products business that is winning share, according to the company — and an overhaul that has cost real equity. The solar business fetched only about $80 million after about $243 million of write-downs, and the OmniMax deal turned a debt-free balance sheet into $1.25 billion of loans. Buying the stock is a bet that OmniMax and the D.S. Brown proceeds bring leverage down fast enough. Not investment advice.
Core business & market position
Continuing operations profitable every year from 2023 through 2025 (most recently $97.6 million), free cash flow of $91.0 million in 2025. Building products grew 12.7 percent organically in the second quarter of 2026 in what the company called a flat-to-down market.
Portfolio overhaul
Solar business sold for about $80 million combined after about $243 million of write-downs, plus a $25 million warranty settlement; net losses for the company as a whole in 2025 (−$44.4 million) and the first half of 2026 (−$59.3 million).
Debt & balance sheet
$1,246.0 million of loans against $15.1 million of cash (06/30/2026), interest expense of $21.0 million in the second quarter of 2026; tangible equity about −$809 million (own calculation). Covenants met at 06/30/2026, $470.3 million of revolver availability.
OmniMax integration
Since closing, $270.9 million of revenue and $17.5 million of operating profit (through 06/30/2026); cost synergy target raised to $29.4 million (+$3.2 million), 2026 guidance reaffirmed on 08/05/2026. Whether the return covers the interest is not yet proven.
Deleveraging
Sale of D.S. Brown for $208 million agreed (10/14/2026), proceeds earmarked for debt repayment; the unit being sold had the highest adjusted EBITDA margin in 2025, at 27.3 percent. Closing expected before the end of 2026.
Worth Noting
This analysis was triggered by our in-house Reddit hype scanner; per ApeWisdom (retrieved 11/03/2026), rank 92 with 3 mentions in 24 hours. Shares sold short about 1.97 million (fundamental data, retrieved 11/03/2026), about 6.6% of the 29,683,889 shares outstanding (own calculation). Price references: $59.15 (11/14/2025), $47.14 (11/17/2025), $61.54 (11/07/2025, highest close of the twelve months), $41.61 (11/02/2026).
The 10-Q for 09/30/2026 had not been filed as of 11/03/2026; the most recent periodic report is the 10-Q for 06/30/2026. Own calculations: net debt = $1,246.0 million loan principal minus $15.1 million cash; tangible equity = 890.8 minus 939.1 goodwill minus 620.1 customer relationships minus 140.7 other intangibles; enterprise value = market value $1.235 billion plus net debt $1.231 billion.
This analysis covers the common stock of Gibraltar Industries, Inc. (Nasdaq: ROCK, CIK 0000912562); filings until October 2004 are listed under Gibraltar Steel Corp at the SEC. Not to be confused with other companies named Gibraltar. Market value from 29,683,889 shares × $41.61 (11/02/2026).
Stock Watch
This analysis is as of November 3, 2026. Stock Watch will tell you what's changed at ROCK since then.
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Price history
Chart
Interactive price chart (TradingView).
52-week range: 31.70 $ to 61.50 $ · Last price: 32.50 $ (As of: November 6, 2026)
Key figures
Key figures at a glance
Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 11/07/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Comparison
Industry comparison
The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.
Industry: Building Products & Equipment
| Company | Market cap ($B) | P/E | EV/EBITDA | Gross Margin % | EBIT Margin % | Sales Growth (Year) % | Perf. 1Y % |
|---|---|---|---|---|---|---|---|
| Gibraltar Industries Inc ROCK | 1.0 | 15.5 | 12.4 | 24.4 | 6.1 | -13.2 | -45.5 |
| Trane Technologies plc TT | 88.8 | 29.1 | 20.4 | 35.0 | 15.5 | 7.5 | -6.9 |
| Johnson Controls International PLC JCI | 86.4 | 39.0 | 28.3 | 37.1 | 14.0 | 2.8 | 11.8 |
| Carrier Global Corp CARR | 44.4 | 33.7 | 198.0 | 24.4 | 6.6 | -3.3 | -4.9 |
| Masco Corporation MAS | 16.6 | 20.7 | 14.1 | 36.6 | 16.5 | -3.4 | 34.7 |
| Carlisle Companies Incorporated CSL | 15.2 | 22.2 | 14.2 | 34.7 | 17.4 | 0.3 | 16.6 |
| Lennox International Inc LII | 12.2 | 15.0 | 12.4 | 32.6 | 14.3 | -2.7 | -28.0 |
| Madison Air Solutions Corporation MAIR | 11.0 | 52.1 | 18.4 | 39.1 | 19.8 | 34.1 | – |
| Owens Corning Inc OC | 9.9 | – | 16.2 | 25.2 | 7.3 | -8.0 | 18.7 |
| Median of companies shown | 15.2 | 25.7 | 16.2 | 34.7 | 14.3 | -2.7 | 3.4 |
Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →
Fiscal years
Annual Figures
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Revenue, operating income and net income per fiscal year $M
Revenue Operating income Net income
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 1,008 | 73 | 34 | 1.05 | 123 | 461 | 918 |
| 2017 | 987 | 93 | 63 | 1.94 | 70 | 532 | 991 |
| 2018 | 1,002 | 94 | 64 | 1.96 | 98 | 597 | 1,062 |
| 2019 | 898 | 81 | 65 | 1.99 | 130 | 674 | 984 |
| 2020 | 1,033 | 107 | 65 | 1.96 | 89 | 744 | 1,212 |
| 2021 | 1,340 | 97 | 76 | 2.29 | 23 | 825 | 1,215 |
| 2022 | 1,390 | 130 | 82 | 2.56 | 103 | 822 | 1,211 |
| 2023 | 1,378 | 151 | 111 | 3.59 | 218 | 915 | 1,256 |
| 2024 | 1,309 | 143 | 137 | 4.46 | 174 | 1,048 | 1,419 |
| 2025 | 1,136 | 123 | 98 | 3.25 | 167 | 950 | 1,394 |
Quarters
Quarterly Figures
Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
None of the selected stocks reports this metric. Pick another metric or switch between annual and quarterly.
· Total · per year
These companies report in different currencies — switch on “Indexed” or pick a margin for a fair comparison.
The figures could not be loaded right now.
Source: fundamental data
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 1.50 | 137.20 | 302 | -8.10 | 15.30 | 20 | 14 |
| 2025: Q1 | 0.69 | -14.50 | 290 | 20.30 | 7.30 | 14 | 2 |
| 2025: Q2 | 0.87 | -16.60 | 310 | 13.10 | 8.40 | 45 | 27 |
| 2025: Q3 | -2.98 | -369.40 | 311 | -13.90 | -28.60 | 73 | 65 |
| 2025: Q4 | -0.08 | -105.30 | 225 | -25.50 | 62.00 | 36 | 27 |
| 2026: Q1 | -2.26 | -426.70 | 356 | 22.90 | -18.90 | -41 | -47 |
| 2026: Q2 | 0.28 | -67.80 | 510 | 64.60 | 1.60 | 4 | -1 |
| 2026: Q3 | 0.39 | 113.10 | 480 | 54.30 | 2.40 | 1 | -3 |
What Do These Terms Mean?
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Screening
Appears in These Scanners
This stock currently matches 11 of our scanner strategies — each hit links to the scanner.
Quality & Balance Sheet
- CEO Buys
- Insider Buying (Net)
- Institutional + Insiders Building Positions
- Institutions + CEO Buying
- Pros 80%
Research
Risk & Weakness
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. Scanners marked in red are red-flag signals (risk/short scanners) — appearing there is not a seal of approval. View all scanners
Outlook
Analysts & Price Target
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Distribution of Recommendations
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 3.80 | 3.75 – 3.88 | 1,790 | -3.0% | 4 |
| 12/31/2027 | 4.74 | 4.46 – 5.09 | 1,906 | 24.6% | 4 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Valuation
What is priced in?
Free cash flow over the past twelve months is negative, which rules out a serious reverse calculation. Any growth rate only makes a negative cash flow more negative; no present value comes out of it. What the price reflects here is therefore not a stream of cash flows, but the expectation that there will be one at all.
A simplified model calculation — not a forecast and not a recommendation.
AI classification
AI Rating
Geprüft am 03.11.2026 gegen die vier jüngsten Quartalsberichte (10-Q zum 30.06.2026, 31.03.2026, 30.09.2025, 30.06.2025) und die beiden jüngsten Geschäftsberichte (10-K für 2025 und 2024) von Gibraltar Industries: Die Begriffe „artificial intelligence“, „AI“, „machine learning“ und „generative“ kommen in keinem der sechs Berichte vor — weder als Produkt, noch als Umsatzquelle, noch als Risikohinweis. Beschrieben wird ein Hersteller von Bauprodukten (Dachzubehör, Regenrinnen, Metalldächer, Briefkästen), Gewächshaus- und Überdachungsbauten sowie Brückenbauteilen; als Werkzeuge nennt der Geschäftsbericht 80/20-Methode, Lean-Abläufe und „digitale Systeme“ ohne KI-Bezug. Damit bleibt es bei „neutral“ (dokumentierter Negativ-Befund).
View the full file — quotes, sources, reviewed filings
„The Company's focus is on deploying effective tools to drive growth, improve operating performance, and develop the organization utilizing 80/20 and lean quote-to-cash initiatives along with digital systems for speed, agility and responsiveness."
Der Schwerpunkt des Unternehmens liegt darauf, wirksame Werkzeuge einzusetzen, um Wachstum voranzutreiben, die operative Leistung zu verbessern und die Organisation weiterzuentwickeln — mit 80/20- und schlanken Angebots-bis-Zahlungs-Initiativen sowie digitalen Systemen für Tempo, Beweglichkeit und Reaktionsfähigkeit.
10-K · 2026-02-26 · View SEC filing
„The Company is a leading manufacturer and provider of products and services for the residential, agtech, and infrastructure markets, and it operates and reports its results through three reporting segments: Residential, Agtech, and Infrastructure."
Das Unternehmen ist ein führender Hersteller und Anbieter von Produkten und Dienstleistungen für die Märkte Wohnbau, Agrartechnik und Infrastruktur und berichtet seine Ergebnisse in drei Segmenten: Residential, Agtech und Infrastructure.
10-Q · 2026-08-05 · View SEC filing
Filings Reviewed: 10-Q 2026-08-05 · 10-Q 2026-05-07 · 10-Q 2025-10-30 · 10-Q 2025-08-06 · 10-K 2026-02-26 · 10-K 2025-02-19
Rated on November 3, 2026 · How the Rating Is Built
Growth
Growth Score
Ten checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years -6.5%
- More than 10% revenue growth is expected for the coming year 6.2%
- Share count grows by less than 3% a year -2.3%
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") -2.6%
- Gross margin at 40% or higher and without meaningful erosion 26.9%
- Goodwill from acquisitions does not grow faster than revenue 29.8%
- Net debt below twice EBITDA 12 m net cash
- Operating cash flow covers the profits of the last three years 214 m
- Return on capital at 15% or higher, or up versus two years ago 12.0%
- Insiders hold at least 10% or are net buyers 1.0%
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Quality check
AAQS
8/10The AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).
- Sales growth 10Y > 5% 1.3%
- Exp. sales growth 3Y > 5% 29.6%
- EBIT growth 10Y > 5% 6.0%
- Exp. EBIT growth 3Y > 5% 20.7%
- Net debt < 4x EBIT -0.1x
- EBIT positive, 10Y straight 10
- Max. EBIT decline < 50% 18.6%
- Return on equity > 15% 24.9%
- ROCE > 15% 11.9%
- Expected return > 10% 35.4%
View stocks with the full AAQS score · Read the methodology at AlleAktien
Source: fundamental data
Insiders
Insider Transactions
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Lovechio Joseph A | VP and CFO | Other | 638 | 47.85 | 30,528 |
The company
About the Company
Gibraltar Industries, Inc. stellt Produkte und Dienstleistungen für die Märkte Wohnen, Agtech und Infrastruktur in den USA und international her und bereit.
- CEO Insider Trades (12 Mo.)
- buying own stock
- Employees
- 2,300
- Headquarters
- Buffalo, NY
- Address
- 3556 Lake Shore Road, 14219-0228 Buffalo, United States
- Phone
- 716 826 6500
- Website
- gibraltar1.com
- IPO Date
- 11/04/1993
- ISIN
- US3746891072
- Stock Split
- 3:2 on 11/01/2004
Management
| Name | Title | Birth Year |
|---|---|---|
| William T. Bosway | Chairman of the Board, President & CEO | 1966 |
| Katherine E. Bolanowski | General Counsel, VP & Secretary | 1984 |
| Janet A. Catlett | VP & Chief Human Resources Officer | 1977 |
| Jeffrey J. Watorek | VP & Treasurer | 1980 |
| John T. Neil | President & GM of Metal Roofing | – |
| Christopher Lok | Chief Digital Information Officer | – |
| Kerri Winter | General Manager of Mail & Package | – |
| John T. Krause | Chief Executive Officer of Building Products segmen | 1971 |
| Ronnie Jones | President of Lane Supply | – |
| Burkhard Metzger | President of Prospiant | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Filings
Company Filings (8-K)
An 8-K is the filing a US company must use to disclose material events immediately — takeovers, changes at the top, major contracts or payment troubles, for instance. The links open the original document at the US Securities and Exchange Commission (SEC).
- 11/05/2026 GIBRALTAR INDUSTRIES, INC. (ROCK): Results of Operations and Financial Condition; Financial Statements and Exhibits SEC ↗
- 11/05/2026 GIBRALTAR INDUSTRIES, INC. (ROCK): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers; Regulation FD Disclosure; Financial Statements and Exhibits SEC ↗
- 10/15/2026 GIBRALTAR INDUSTRIES, INC. (ROCK): Entry into a Material Definitive Agreement; Regulation FD Disclosure; Financial Statements and Exhibits SEC ↗
- 08/05/2026 GIBRALTAR INDUSTRIES, INC. (ROCK): Results of Operations and Financial Condition; Financial Statements and Exhibits SEC ↗
- 07/16/2026 GIBRALTAR INDUSTRIES, INC. (ROCK): Other Events; Financial Statements and Exhibits SEC ↗
Data as of: November 6, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.