Gibraltar Industries (NASDAQ:ROCK) Issues FY 2026 Earnings Guidance

Gibraltar Industries (NASDAQ:ROCK) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 3.650-4.050 for the period, compared to the consensus earnings per share estimate of 4.330. The company issued revenue guidance of $1.8 billion-$1.8 billion, compared to the consensus revenue estimate of $1.2 billion.

Gibraltar Industries Trading Down 0.2%

Shares of Gibraltar Industries stock traded down $0.09 on Thursday, hitting $49.13. The stock had a trading volume of 165,711 shares, compared to its average volume of 324,875. The stock has a market cap of $1.45 billion, a price-to-earnings ratio of 613.33, a P/E/G ratio of 0.78 and a beta of 1.32. Gibraltar Industries has a 52-week low of $42.86 and a 52-week high of $75.08. The company’s 50 day moving average price is $52.13 and its 200 day moving average price is $57.09.

Gibraltar Industries (NASDAQ:ROCK) last released its quarterly earnings results on Thursday, February 26th. The construction company reported $0.76 EPS for the quarter, topping the consensus estimate of $0.74 by $0.02. Gibraltar Industries had a return on equity of 12.58% and a net margin of 0.35%.The company had revenue of $268.69 million for the quarter, compared to analyst estimates of $265.13 million. During the same quarter in the previous year, the company posted $1.01 earnings per share. The firm’s revenue was up 16.0% compared to the same quarter last year. Gibraltar Industries has set its FY 2026 guidance at 3.650-4.050 EPS. Analysts predict that Gibraltar Industries will post 4.91 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. Weiss Ratings reiterated a “sell (d+)” rating on shares of Gibraltar Industries in a research report on Monday, December 29th. CJS Securities upgraded shares of Gibraltar Industries to a “strong-buy” rating in a research note on Thursday, December 11th. Finally, Zacks Research cut shares of Gibraltar Industries from a “hold” rating to a “strong sell” rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold”.

Key Headlines Impacting Gibraltar Industries

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

• Positive Sentiment: Q4 results: Gibraltar reported Q4 revenue growth (~+16% y/y) and delivered $0.76 EPS, a small beat versus the consensus of $0.74; revenue of $268.7M also topped estimates—these execution items support near‑term earnings confidence. Gibraltar (NASDAQ:ROCK) Exceeds Q4 CY2025 Expectations
• Positive Sentiment: Revenue guidance: Management issued revenue guidance that management framed as higher than prior expectations (company cited a roughly $1.8B revenue target), which — if sustained — could imply top‑line momentum across its building products and infrastructure businesses. Gibraltar Reports Fourth Quarter and Full Year 2025 Results and Issues Full Year 2026 Guidance
• Neutral Sentiment: Press materials & investor access: The company posted its press release, slide deck and conference‑call materials — useful for investors wanting details on segment performance and margin assumptions. View Press Release / Slide Deck
• Neutral Sentiment: Conflicting headlines: Some outlets framed the quarter as a miss while others emphasized the beat — signaling market uncertainty about which metrics matter most (GAAP vs adjusted, continuing vs discontinued ops). Investors should read the 10‑Q/earnings deck for reconciliations. Gibraltar Industries misses fourth quarter estimates
• Negative Sentiment: EPS guidance shortfall: Management set FY‑2026 EPS guidance at $3.65–$4.05, which is below the consensus (reported ~$4.33), creating downward pressure on the stock because investors had expected a stronger margin/earnings outlook. Gibraltar Reports Fourth Quarter and Full Year 2025 Results and Issues Full Year 2026 Guidance
• Negative Sentiment: Profitability and y/y EPS drop: GAAP EPS fell from $1.01 in the prior‑year quarter to $0.76 this Q4 and net margin remains very thin (~0.35%), suggesting near‑term earnings vulnerability even with revenue growth. Gibraltar Q4 earnings snapshot / MarketBeat
• Negative Sentiment: Rising short interest: Short interest increased ~20.5% in February (to ~656K shares, ~2.2% of float), which can amplify downward moves and suggests some investors are betting on further downside. (Company filings/market data cited in reports.)

Institutional Investors Weigh In On Gibraltar Industries

Institutional investors have recently added to or reduced their stakes in the business. Boston Partners grew its holdings in Gibraltar Industries by 3,483.6% in the fourth quarter. Boston Partners now owns 923,711 shares of the construction company’s stock valued at $45,993,000 after purchasing an additional 897,935 shares during the last quarter. Alliancebernstein L.P. boosted its position in shares of Gibraltar Industries by 694.4% in the 3rd quarter. Alliancebernstein L.P. now owns 536,668 shares of the construction company’s stock worth $33,703,000 after buying an additional 469,111 shares in the last quarter. Jane Street Group LLC purchased a new stake in shares of Gibraltar Industries in the 4th quarter worth about $4,700,000. Qube Research & Technologies Ltd grew its stake in Gibraltar Industries by 75.6% in the 2nd quarter. Qube Research & Technologies Ltd now owns 184,555 shares of the construction company’s stock valued at $10,889,000 after acquiring an additional 79,460 shares during the last quarter. Finally, State Street Corp increased its holdings in Gibraltar Industries by 5.8% during the 4th quarter. State Street Corp now owns 1,363,153 shares of the construction company’s stock valued at $67,394,000 after acquiring an additional 74,427 shares in the last quarter. Hedge funds and other institutional investors own 98.39% of the company’s stock.

Gibraltar Industries Company Profile

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.