Gibraltar Industries (ROCK)
NASDAQ:ROCK
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.02Last Year’s EPS
1.13Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Mixed/Neutral — The call highlighted strong top-line growth and rapid integration progress driven by the OmniMax acquisition, realized synergies, and early Q2 demand improvement. However, these positives were offset by meaningful margin and EPS pressure from commodity inflation, elevated interest expense and high leverage, negative free cash flow in Q1, and some backlog/project timing headwinds. Management reaffirmed 2026 guidance and outlined a clear deleveraging plan, but execution and inflation/interest-rate dynamics remain material risks to near-term profitability and cash generation.Company Guidance
Significant Revenue Growth Driven by M&A
Adjusted net sales of $356 million in Q1, up 44.6% YoY, driven by two months of OmniMax contribution and metal roofing/structures acquisitions; OmniMax contributed ~$89 million to residential sales in the quarter.
Adjusted EBITDA Expansion
Adjusted EBITDA increased 16.1% in Q1, with operating performance accelerating in March (adjusted EBITDA margins moving to the high teens in March).
Residential Segment Scale-Up
Residential net sales of $281 million, up 56% YoY (includes OmniMax $89M and metal roofing acquisitions $18M); adjusted operating EBITDA margin of 15.6% in Q1 with margin acceleration in March and positive price/material economics expected in Q2 after price increases.
Acquisition and Synergy Progress
OmniMax acquisition closed Feb 2, 2026; synergy commitment increased by $2M to $26M with $16.3M realized in 2026 adjusted EBITDA to date and over 50% of the 2026 synergy plan executed.
2026 Guidance Reaffirmed
Reconfirmed full-year 2026 guidance for continuing operations: net sales $1.76B–$1.83B (vs $1.14B in 2025), adjusted operating income $222M–$238M (vs $151M), adjusted EBITDA $310M–$326M (vs $185M).
OmniMax Run-Rate Contribution Outlook
Expected 2026 contribution from OmniMax (11 months): ~ $570 million to adjusted net sales, ~$70 million to adjusted operating income and ~$120 million to adjusted EBITDA.
Early Q2 Demand Improvement
Management reported April shipments and bookings were on plan and ahead of 2025 levels; March showed improving customer order activity and consistent demand into early May.
Deleveraging Plan and Liquidity
Applied $70 million proceeds from eBOS divestiture to debt repayment; ended the quarter with $20M cash on hand, $467M revolver availability, total liquidity ~$487M; deleveraging target ~2.5x net leverage by Q1 2028.
Agtech Acquisition Performance
Agtech net sales grew ~23.6% YoY (~$10M) driven by the Lane Supply acquisition; backlog of $84M supports the full-year plan despite removal of one project.
Integration Execution
Integration management office executed 500+ milestones across 22 teams in ~90 days; moving from organization transition to 11 high-value work streams and transformation phase with plans for 2027 business cases.
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 |
|---|---|---|---|
May 07, 2026 | $37.90 | $37.59 | -0.82% |
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% |
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 Aug 05, 2026, Before Open (Confirmed).
What is Gibraltar Industries (ROCK) earnings time?
Gibraltar Industries (ROCK) earnings time is at Aug 05, 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 (Q2) is 1.02.