earnings
confidence high
sentiment neutral
materiality 0.60
Gibraltar Q2 sales down 3.3% but EPS up 5%; FY revenue guidance trimmed, EPS unchanged
GIBRALTAR INDUSTRIES, INC.
2025-Q2 EPS
reported $1.86
vs consensus $1.21
▲ beat
(+54.1%)
- Q2 GAAP net sales $353M (-3.3% YoY); adjusted EPS $1.18 (+2.6%) vs $1.15 prior year.
- Residential net sales $214.3M (-6.1%) on destocking; operating margin expanded 90 bps to 20.2%.
- Agtech bookings hit record $90M in Q2, backlog +32% YoY, positioning for H2 growth.
- Renewables sales up 2.5% GAAP (adjusted +8.2%) but operating margin fell 550 bps to 2.1%.
- FY net sales outlook lowered to $1.38-1.42B; EPS unchanged at $4.04-4.29 GAAP / $4.57-4.82 adjusted.