Gibraltar Industries, Inc. (ROCK) AI Stock Analysis

Gibraltar Industries, Inc. is a manufacturer and distributor of building products catering to renewable energy, residential, agtech, and infrastructure sectors across North America and Asia. The company operates through four segments: Renewables, Residential, Agtech, and Infrastructure. Renewables designs, manufactures, and installs solar racking systems and electrical balance of systems. The Residential segment provides roof and foundation ventilation products, solar-powered units, electronic package locker systems, and mailboxes. Agtech designs and manufactures greenhouses and botanical extraction systems for institutional and commercial growers. Infrastructure supplies expansion joints, structural bearings, rubber seals, elastomeric concrete, and bridge cable protection systems.

Gibraltar's revenue expanded from $1.34B in FY2021 to a peak of $1.39B in FY2022 before declining to $1.14B in FY2025, which represented a 13.2% drop year-over-year. Despite the top-line contraction, gross margin improved from 21.6% in FY2021 to 26.9% in FY2025, and operating margin rose from 7.2% to 10.8%. Net income reached $97.6M in FY2025, down from $137.3M in FY2024. Over the 5-year period from FY2020 to FY2025, revenue posted a CAGR of 1.9%. In the latest quarter ended June 30, 2026, revenue increased 64.6% year-over-year, while quarterly earnings dropped 68.6%. TTM revenue stands at $1.45B with an operating margin of 12.3% and EPS of $2.02.

As of June 30, 2026, Gibraltar held $15.1M in cash and short-term investments against $1.37B in total debt, leading to net debt of $1.35B. Total assets stood at $2.79B and shareholders' equity was $890.8M, resulting in a debt-to-equity ratio of 1.54 and a current ratio of 1.46. In FY2025, the company generated $167.0M in operating cash flow and $120.9M in free cash flow. Capital expenditures totaled $46.1M, while share buybacks amounted to $63.9M, contributing to a 9.8% reduction in share count over 5 years.

Gibraltar closed at $37.89 on October 16, 2026, giving it a market capitalization of $1.12B and an enterprise value of $2.62B. The stock trades at a trailing P/E of 18.8x and a forward P/E of 8.8x, both below the median of its US-listed Industrials peers (24.8x and 17.2x, respectively). Its price-to-sales multiple of 0.8x is also below the peer median of 1.5x, while EV/EBITDA of 16.4x is higher than the peer median of 13.9x. The stock has dropped 42.8% over the past 1 year and 48.9% over 5 years, trailing the S&P 500 (SPY), which gained 16.8% and 83.0% over the same periods.

Wall Street coverage includes 2 Strong Buy ratings, 1 Buy rating, and 0 Hold or Sell ratings. The mean price target is $75.25, representing a 98.6% upside compared to the last close of $37.89. For the fiscal year ending December 31, 2026, analysts estimate revenue of $1.79B and EPS of $3.82, a 2.6% decline. For next fiscal year, 4 analysts estimate revenue of $1.91B and EPS of $4.81. Over the last four quarters, the company has beaten EPS expectations 2 times. The next earnings date is October 29, 2026.

This page is an AI-written research summary of Gibraltar Industries, Inc. (ROCK). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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