Gibraltar Q1 adjusted EPS misses estimates, reaffirms guidance

Gibraltar Industries, Inc.

Gibraltar Industries, Inc.

ROCK

0.00


Overview

  • US building products maker's Q1 net sales rose 44.6% yr/yr, driven by acquisitions

  • Adjusted EPS for Q1 fell 50% and missed analyst expectations

  • Company reaffirmed 2026 guidance and raised OmniMax synergy target to $26 mln


Outlook

  • Gibraltar Industries reaffirms 2026 net sales guidance of $1.76-$1.83 bln

  • Company expects 2026 adjusted EBITDA of $310-$326 mln, with margin of 17.6%-17.8%

  • Company plans to realize $16 mln in synergy savings from OmniMax integration in 2026


Result Drivers

  • ACQUISITIONS DRIVE SALES - Co said Q1 net sales growth was driven by acquisitions of OmniMax, Lane Supply and Metal Roofing, while organic growth was slightly down

  • HIGHER INTEREST AND MATERIAL COSTS - Co said adjusted EPS was down 50% due to increased interest expense and unfavorable price/material economics from a significant rise in aluminum prices

  • SLOWER RESIDENTIAL MARKET AND WEATHER IMPACTS - Co cited a slower residential end market, accelerating commodity inflation, and disruptive weather events as challenges in the quarter


Company press release: ID:nBw96nrx2a


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Sales

$356.30 mln

Q1 Adjusted EPS

Miss

$0.45

$0.63 (3 Analysts)

Q1 EPS

-$0.40


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