Gibraltar Industries (NASDAQ:ROCK) Issues FY 2026 Earnings Guidance

Gibraltar Industries (NASDAQ:ROCK) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 3.650-4.050 for the period, compared to the consensus estimate of 3.770. The company issued revenue guidance of $1.8 billion-$1.8 billion, compared to the consensus revenue estimate of $1.8 billion.

Gibraltar Industries Stock Performance

Shares of NASDAQ ROCK opened at $37.90 on Thursday. Gibraltar Industries has a fifty-two week low of $36.71 and a fifty-two week high of $75.08. The firm has a market capitalization of $1.12 billion, a PE ratio of -25.27, a price-to-earnings-growth ratio of 0.68 and a beta of 1.26. The stock’s 50-day simple moving average is $40.96 and its 200-day simple moving average is $49.55.

Gibraltar Industries (NASDAQ:ROCK) last announced its quarterly earnings results on Thursday, May 7th. The construction company reported $0.45 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.04). The business had revenue of $356.29 million during the quarter, compared to analyst estimates of $350.15 million. Gibraltar Industries had a negative net margin of 3.76% and a positive return on equity of 12.05%. The business’s revenue for the quarter was up 44.6% compared to the same quarter last year. During the same period last year, the company earned $0.95 earnings per share. Gibraltar Industries has set its FY 2026 guidance at 3.650-4.050 EPS. On average, sell-side analysts forecast that Gibraltar Industries will post 3.77 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Separately, Zacks Research upgraded shares of Gibraltar Industries from a “strong sell” rating to a “hold” rating in a report on Tuesday, April 28th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Gibraltar Industries presently has an average rating of “Hold”.

Insider Activity

In related news, Director James S. Metcalf purchased 12,444 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The shares were purchased at an average price of $40.35 per share, for a total transaction of $502,115.40. Following the transaction, the director directly owned 15,500 shares of the company’s stock, valued at approximately $625,425. The trade was a 407.20% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO William T. Bosway acquired 1,000 shares of Gibraltar Industries stock in a transaction on Friday, March 13th. The shares were bought at an average cost of $41.37 per share, with a total value of $41,370.00. Following the completion of the purchase, the chief executive officer owned 230,585 shares in the company, valued at $9,539,301.45. The trade was a 0.44% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 19,444 shares of company stock valued at $775,070 in the last quarter. Insiders own 0.90% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of ROCK. Royal Bank of Canada grew its position in Gibraltar Industries by 7.3% in the 1st quarter. Royal Bank of Canada now owns 12,879 shares of the construction company’s stock valued at $756,000 after buying an additional 875 shares during the last quarter. Jones Financial Companies Lllp purchased a new position in Gibraltar Industries during the 1st quarter worth $248,000. Goldman Sachs Group Inc. lifted its stake in shares of Gibraltar Industries by 26.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 194,359 shares of the construction company’s stock worth $11,401,000 after acquiring an additional 40,656 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Gibraltar Industries by 12.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 86,935 shares of the construction company’s stock valued at $5,100,000 after acquiring an additional 9,354 shares in the last quarter. Finally, Jane Street Group LLC boosted its holdings in shares of Gibraltar Industries by 150.5% in the first quarter. Jane Street Group LLC now owns 102,703 shares of the construction company’s stock valued at $6,025,000 after acquiring an additional 61,702 shares in the last quarter. Institutional investors and hedge funds own 98.39% of the company’s stock.

Gibraltar Industries Company Profile

Gibraltar Industries, Inc (NASDAQ: ROCK) is a leading manufacturer of building products and infrastructure solutions for the residential, commercial, industrial and utility markets. The company designs, engineers and markets a broad portfolio of highly engineered products to reinforce structures, improve energy efficiency and enhance safety and durability. Gibraltar’s Building Products segment includes metal roofing, siding, ventilation and structural support systems for homes and light commercial facilities, while its Infrastructure Solutions segment supplies transmission and distribution hardware, storm response equipment and renewable energy supports to utility and civil markets.

In the Building Products segment, Gibraltar offers metal and composite solutions such as roof and siding panels, deck and solar shading supports, chimney and venting systems, railings and fencing.