Equities Analysts Issue Forecasts for ROCK Q1 Earnings

Gibraltar Industries, Inc. (NASDAQ:ROCK) – Equities research analysts at Sidoti issued their Q1 2026 earnings per share (EPS) estimates for shares of Gibraltar Industries in a report issued on Monday, March 2nd. Sidoti analyst J. Romero forecasts that the construction company will post earnings per share of $0.49 for the quarter. The consensus estimate for Gibraltar Industries’ current full-year earnings is $4.91 per share. Sidoti also issued estimates for Gibraltar Industries’ Q2 2026 earnings at $1.01 EPS, Q3 2026 earnings at $1.20 EPS, Q4 2026 earnings at $1.08 EPS, FY2026 earnings at $3.78 EPS, Q1 2027 earnings at $0.51 EPS, Q2 2027 earnings at $1.40 EPS, Q3 2027 earnings at $1.59 EPS, Q4 2027 earnings at $1.46 EPS and FY2027 earnings at $4.97 EPS.

Gibraltar Industries (NASDAQ:ROCK) last issued its quarterly earnings results on Thursday, February 26th. The construction company reported $0.76 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.02. Gibraltar Industries had a positive return on equity of 12.05% and a negative net margin of 3.76%.The firm had revenue of $268.69 million for the quarter, compared to analysts’ expectations of $265.13 million. During the same period in the previous year, the firm posted $1.01 EPS. The business’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.

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

Gibraltar Industries Stock Performance

Shares of NASDAQ ROCK opened at $43.05 on Thursday. The firm’s 50 day moving average price is $51.67 and its 200-day moving average price is $56.53. Gibraltar Industries has a 52-week low of $42.86 and a 52-week high of $75.08. The company has a market cap of $1.27 billion, a PE ratio of -28.70, a P/E/G ratio of 0.78 and a beta of 1.34.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. Boston Partners lifted its position in Gibraltar Industries by 3,483.6% during 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. raised its position in Gibraltar Industries by 694.4% during the third quarter. Alliancebernstein L.P. now owns 536,668 shares of the construction company’s stock valued at $33,703,000 after purchasing an additional 469,111 shares during the period. Segall Bryant & Hamill LLC purchased a new position in shares of Gibraltar Industries in the 3rd quarter worth approximately $22,758,000. Robeco Schweiz AG bought a new position in shares of Gibraltar Industries during the 3rd quarter valued at approximately $11,304,000. Finally, Jane Street Group LLC purchased a new stake in Gibraltar Industries during the 4th quarter valued at $4,700,000. 98.39% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Gibraltar Industries

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

• Positive Sentiment: Sidoti projects FY2027 EPS of $4.97, slightly above the current consensus of $4.91, implying improvement into 2027 and signaling analyst expectations for margin recovery and revenue growth next year. Sidoti FY2027 estimate
• Neutral Sentiment: Sidoti published detailed quarterly cadence for 2026–2027 (Q1–Q4 2026, Q1–Q4 2027) that lays out when they expect earnings to normalize; these are useful for modeling but are routine analyst forecasts rather than company disclosures. Sidoti quarter-by-quarter estimates
• Neutral Sentiment: Reported short-interest data appears anomalous (shows zero shares and NaN change), so the published short-interest figures are unreliable and should not be used to infer large positioning moves. Short interest note
• Negative Sentiment: Sidoti’s FY2026 EPS estimate of $3.78 is materially below the consensus of $4.91, which could weigh on the stock near-term if investors reprice nearer-term earnings expectations. Note: Sidoti’s FY2026 estimate sits within Gibraltar’s own FY2026 guidance range of $3.65–$4.05, which may limit downside if investors focus on company guidance rather than consensus. Sidoti FY2026 estimate

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.