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 (EPS) guidance of 3.650-4.050 for the period, compared to the consensus 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.

Analyst Upgrades and Downgrades

ROCK has been the topic of a number of research analyst reports. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Gibraltar Industries in a research report on Monday, December 29th. Zacks Research downgraded Gibraltar Industries from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 22nd. Finally, CJS Securities upgraded Gibraltar Industries to a “strong-buy” rating in a research report on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold”.

Gibraltar Industries Trading Down 0.4%

ROCK opened at $49.03 on Friday. The company has a fifty day moving average price of $52.08 and a two-hundred day moving average price of $57.03. Gibraltar Industries has a 1-year low of $42.86 and a 1-year high of $75.08. The company has a market cap of $1.45 billion, a P/E ratio of 612.95, a price-to-earnings-growth ratio of 0.76 and a beta of 1.32.

Gibraltar Industries (NASDAQ:ROCK) last issued its earnings results on Thursday, February 26th. The construction company reported $0.76 EPS for the quarter, beating 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 during the quarter, compared to the consensus estimate of $265.13 million. During the same period last year, the business posted $1.01 EPS. The firm’s revenue for the quarter 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. On average, research analysts forecast that Gibraltar Industries will post 4.91 EPS for the current fiscal year.

Key Stories Impacting Gibraltar Industries

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

• Positive Sentiment: Q4 results slightly beat estimates — EPS $0.76 vs. consensus $0.74 and revenue $268.7M vs. $265.1M; revenue grew ~16% year-over-year, showing underlying top-line momentum. Zacks: Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Company set FY‑2026 sales guidance of roughly $1.76B–$1.83B and targeted $24M of synergies tied to the OmniMax acquisition — this provides a clear revenue runway and cost-savings expectations from the deal. Seeking Alpha: Guidance & OmniMax Synergies
• Neutral Sentiment: Management hosted an earnings call and released a slide deck and press release with detail on segment performance and the acquisition integration plan — useful for modeling future margins but not immediately decisive. Business Wire: Q4 Results & FY‑2026 Guidance
• Neutral Sentiment: Some outlets reported the quarter as a beat while others framed it as a miss—coverage mix may create short-term volatility as investors parse non-GAAP adjustments and segment detail. Investing.com: Mixed Coverage
• Negative Sentiment: FY‑2026 EPS guidance of $3.65–$4.05 is below consensus (~$4.33), and below some analyst expectations cited elsewhere — the lower EPS range is the main driver of investor concern. Business Wire: Guidance Details
• Negative Sentiment: Q4 EPS is materially below last year’s $1.01 (now $0.76), indicating margin pressure and transition costs; investors may worry about near-term profitability while integration proceeds. Earnings Snapshot
• Negative Sentiment: Short interest rose ~20.5% in February (≈656k shares, ~2.2% of float; ~2.9 days to cover) — increased bearish positioning can amplify downward moves on weak guidance or headlines.

Hedge Funds Weigh In On Gibraltar Industries

Large investors have recently modified their holdings of the company. Invesco Ltd. grew its position in Gibraltar Industries by 5.5% in the 4th quarter. Invesco Ltd. now owns 147,068 shares of the construction company’s stock valued at $7,271,000 after purchasing an additional 7,672 shares during the period. Vident Advisory LLC lifted its stake in shares of Gibraltar Industries by 9.7% in the fourth quarter. Vident Advisory LLC now owns 11,856 shares of the construction company’s stock valued at $586,000 after buying an additional 1,046 shares in the last quarter. EP Wealth Advisors LLC acquired a new position in shares of Gibraltar Industries during the fourth quarter valued at about $377,000. XTX Topco Ltd acquired a new position in shares of Gibraltar Industries during the fourth quarter valued at about $298,000. Finally, nVerses Capital LLC bought a new stake in shares of Gibraltar Industries during the fourth quarter worth about $240,000. 98.39% of the stock is currently owned by institutional investors.

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.