Gibraltar Industries (NASDAQ:ROCK) Issues Q4 2025 Earnings Guidance

Gibraltar Industries (NASDAQ:ROCK) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 0.720-0.770 for the period, compared to the consensus earnings per share estimate of 1.010. The company issued revenue guidance of $261.0 million-$271.0 million, compared to the consensus revenue estimate of $285.8 million. Gibraltar Industries also updated its FY 2025 guidance to 3.880-3.930 EPS.

Gibraltar Industries Stock Down 11.6%

Shares of ROCK opened at $48.37 on Thursday. The stock has a market cap of $1.43 billion, a P/E ratio of 604.70, a P/E/G ratio of 0.78 and a beta of 1.26. Gibraltar Industries has a 12-month low of $42.86 and a 12-month high of $75.08. The business’s fifty day moving average is $50.90 and its 200 day moving average is $59.06.

Gibraltar Industries (NASDAQ:ROCK) last posted its quarterly earnings data on Thursday, October 30th. The construction company reported $1.14 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.22 by ($0.08). The company had revenue of $310.94 million for the quarter, compared to analysts’ expectations of $317.50 million. Gibraltar Industries had a return on equity of 12.58% and a net margin of 0.35%.The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the business posted $1.27 EPS. Gibraltar Industries has set its FY 2025 guidance at 4.200-4.300 EPS. On average, analysts expect that Gibraltar Industries will post 4.91 EPS for the current year.

Analysts Set New Price Targets

ROCK has been the subject of several research analyst reports. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Gibraltar Industries in a research note on Monday, December 29th. CJS Securities upgraded shares of Gibraltar Industries to a “strong-buy” rating in a research report on Thursday, December 11th. Finally, Zacks Research raised Gibraltar Industries from a “strong sell” rating to a “hold” rating in a research note on Tuesday, October 28th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Gibraltar Industries presently has an average rating of “Hold”.

Key Headlines Impacting Gibraltar Industries

Here are the key news stories impacting Gibraltar Industries this week:

• Neutral Sentiment: Third‑party comparison pieces note relative positioning vs. peers (TopBuild) but do not change the immediate fundamentals; useful for longer‑term competitive context. Head-To-Head Analysis: Gibraltar Industries (NASDAQ:ROCK) & TopBuild (NYSE:BLD)
• Negative Sentiment: Gibraltar issued preliminary, unaudited Q4 and full‑year results and revised guidance downward; management now guides FY‑2025 EPS to roughly 3.880–3.930 vs. the prior consensus ~4.20, and cut Q4 EPS guidance to 0.720–0.770 vs. consensus ~1.01. Lower revenue ranges were also provided, signaling weaker end‑market demand than expected. Gibraltar Announces Preliminary Fourth Quarter and 2025 Results
• Negative Sentiment: Market outlets report the stock plunged after the preliminary results and guidance shortfall—selling driven by the EPS/revenue cuts and the gap vs. analyst expectations, which increases downside risk to near‑term estimates. Gibraltar stock plunges after preliminary results fall short of guidance
• Negative Sentiment: Coverage summaries note the same headline: shares are falling after Gibraltar revised down earnings and revenue outlooks, and analysts will likely re‑model forecasts and target prices higher risk of downgrades. Why Gibraltar (ROCK) Shares Are Plunging Today
• Negative Sentiment: Additional press highlights the stock trading lower after the company revised down earnings estimates—this will likely pressure short‑term sentiment and could trigger analyst revisions. Gibraltar trades lower after revising down earnings estimates

Hedge Funds Weigh In On Gibraltar Industries

A number of hedge funds have recently added to or reduced their stakes in ROCK. Creative Planning purchased a new stake in Gibraltar Industries during the third quarter valued at $328,000. Holocene Advisors LP bought a new stake in shares of Gibraltar Industries during the 2nd quarter valued at $287,000. Mackenzie Financial Corp purchased a new position in Gibraltar Industries during the third quarter valued at $263,000. Benjamin Edwards Inc. increased its position in Gibraltar Industries by 9.6% in the second quarter. Benjamin Edwards Inc. now owns 4,277 shares of the construction company’s stock worth $252,000 after buying an additional 374 shares in the last quarter. Finally, Jones Financial Companies Lllp bought a new position in shares of Gibraltar Industries in the first quarter worth about $248,000. 98.39% of the stock is currently owned by hedge funds and other institutional investors.

About Gibraltar Industries

Gibraltar Industries, Inc (NASDAQ: ROCK) is a leading manufacturer of building products and infrastructure solutions for the residential, commercial, industrial and utility markets. The company designs, engineers and markets a broad portfolio of highly engineered products to reinforce structures, improve energy efficiency and enhance safety and durability. Gibraltar’s Building Products segment includes metal roofing, siding, ventilation and structural support systems for homes and light commercial facilities, while its Infrastructure Solutions segment supplies transmission and distribution hardware, storm response equipment and renewable energy supports to utility and civil markets.

In the Building Products segment, Gibraltar offers metal and composite solutions such as roof and siding panels, deck and solar shading supports, chimney and venting systems, railings and fencing.