Gibraltar Industries (ROCK)
NASDAQ:ROCK
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.63Last Year’s EPS
0.95Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced view: strong strategic progress and material scale expansion from the OmniMax acquisition, higher backlog, improved company-level EBITDA margin guidance and an upgraded synergy plan underpin constructive medium-term prospects. Offsetting these positives are near-term headwinds including a soft residential market, Q1 earnings and cash flow pressure, sizable acquisition-related charges and elevated leverage/interest expense that will depress GAAP results in 2026. Integration is progressing well operationally, but some logistics synergies were delayed to 2027. Overall, the positive strategic and operational developments are tempered by meaningful near-term financial pressure and execution/timing risks.Company Guidance
Quarterly and Full-Year Growth
Q4 adjusted net sales grew 17% (in line with prior range); Q4 adjusted EPS was $0.76. For fiscal 2025, adjusted net sales grew 12% to $1.14 billion and adjusted EPS was $3.92.
Strong Backlog and Bookings
Consolidated bookings remained strong with backlog up over 102% year-over-year at quarter end. Agtech backlog increased ~239% with organic backlog up ~187%.
Profitability Metrics
Q4 adjusted operating margin was 10.8% and adjusted EBITDA margin was 13.6%. For full-year 2025, adjusted operating margin was 13.3% and adjusted EBITDA margin was 16.3%.
Cash Generation & Liquidity
Generated $32 million in operating cash flow in the quarter and $137 million for the year; year-end cash of $116 million and $394 million available on revolver. Full-year free cash flow was ~8% of sales.
OmniMax Acquisition Closed and Scale Expanded
OmniMax acquisition closed Feb 2, 2026. Adjusted 2025 OmniMax revenue (pro-forma) ~ $566 million and adjusted EBITDA ~ $109 million. With OmniMax, 2026 combined net sales guidance is $1.76B–$1.83B (approx. 57% growth at midpoint) with ~5% organic growth; Residential will be >80% of total business in 2026.
Synergy Upside and Early Integration Wins
Original synergy plan of $20 million was updated to $24 million run-rate synergies for 2026, including commercial synergies; approximately $15 million of synergies will flow to 2026 EBITDA with the balance in 2027. Integration Management Office (IMO) and 20 IPTs are operational with daily tracking and early cross-selling activity underway.
Margin Expansion Expected at Company Level in 2026
2026 adjusted EBITDA margin guidance is 17.6%–17.8% vs 16.3% in 2025 (approx. +140 basis points). Management estimates combined contribution of ~ $70 million to adjusted operating income and ~$120 million to adjusted EBITDA from OmniMax plus synergies (includes intangible amortization impact).
Deleveraging Roadmap
Financing completed with two term loans ($1.3B aggregate) and $500M revolver; sale proceeds from eBOS ($70M) applied to debt. Company expects net debt < $1.1B end of 2026 and targets ~2.5x adjusted EBITDA leverage within ~24 months (by Q1 2028).
Active Portfolio Management
Completed sale of Terrasmart eBOS for $70M (Feb 2026); renewables racking/foundations sale process ongoing with proceeds expected to be applied to debt reduction.
ROCK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ROCK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $49.21 | $49.03 | -0.37% |
Oct 30, 2025 | $67.13 | $64.04 | -4.60% |
Aug 06, 2025 | $64.42 | $61.99 | -3.77% |
Apr 30, 2025 | $52.83 | $52.95 | +0.23% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Gibraltar Industries (ROCK) report earnings?
Gibraltar Industries (ROCK) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Gibraltar Industries (ROCK) earnings time?
Gibraltar Industries (ROCK) earnings time is at May 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ROCK EPS forecast?
ROCK EPS forecast for the fiscal quarter 2026 (Q1) is 0.63.