earnings
confidence high
sentiment neutral
materiality 0.75
Gibraltar Q2 net sales +65% to $509.5M; GAAP EPS $0.92, adj. EPS $1.11; reiterates FY guidance
GIBRALTAR INDUSTRIES, INC.
- Net sales from continuing ops $509.5M (+64.6% YoY), driven by OmniMax acquisition and 5% organic growth.
- GAAP diluted EPS $0.92 (down 7.1%); adjusted EPS $1.11 (down 1.8%); adjusted EBITDA $88.0M (+59.7%).
- Residential segment net sales $425.9M (+84.9%); adjusted EBITDA margin 19.0% (up 340 bps sequentially).
- OmniMax integration synergy commitment raised $3.2M to $29.4M; awarded national supply agreement for >600 new locations.
- Reiterated FY 2026 guidance: net sales $1.76B-$1.83B, adjusted EBITDA $310M-$326M, adjusted EPS $3.65-$4.05.