earnings
confidence high
sentiment positive
materiality 0.65
Gibraltar Q1 adjusted EPS +18.8% to $0.95; record backlog $434M; new $200M buyback
GIBRALTAR INDUSTRIES, INC.
2026-Q1 EPS
reported $0.69
vs consensus $0.64
▲ beat
(+7.4%)
- Q1 adjusted EPS $0.95 (+18.8% YoY); GAAP EPS $0.69 (-14.8%); net sales $290M, flat adjusted.
- Backlog record $434M (+30% YoY); Agtech backlog up 226%.
- Acquired two metal roofing businesses for $90M cash; combined 2024 revenue $73M, EBITDA ~$13M, accretive.
- Board authorized new $200M share repurchase program over three years ending April 2028.
- Reiterated FY2025 guidance: net sales $1.40-1.45B; adjusted EPS $4.80-5.05.