earnings
confidence high
sentiment neutral
materiality 0.75
Gibraltar Q4 net sales +16%, adjusted EBITDA -7.6%; FY2026 guidance includes OmniMax
GIBRALTAR INDUSTRIES, INC.
2025-FY EPS reported
-$1.48
revenue$1,135,501,000
- Q4 net sales $268.7M, up 16% YoY; adjusted EBITDA $36.6M, down 7.6%; adjusted EPS $0.76, down 14.6%.
- Full-year 2025 net sales $1,135.5M, +11%; adjusted EBITDA $185.3M, +4.4%; adjusted EPS $3.92, +2.6%.
- Residential segment adjusted net sales +8.9% (metal roofing strength); Agtech +46.6% (Lane Supply acquisition); Infrastructure +24.3%.
- Consolidated backlog up 102% YoY; Agtech backlog up 239%.
- FY2026 guidance: net sales $1.76-1.83B, adj. EBITDA margin 17.6-17.8%, adj. EPS $3.65-4.05 (includes OmniMax closed Feb 2, 2026).