Gibraltar Industries, Inc. (NASDAQ: ROCK) has reported its preliminary estimated unaudited consolidated financial results for the fourth quarter and the year ended December 31, 2025. The company's net sales for the fourth quarter are estimated to be in the range of $261 million to $271 million, compared to the previous guidance of $283 million to $308 million. For the entire year, the net sales are expected to be between $1,128 million and $1,138 million, as opposed to the previous guidance of $1,150 million to $1,175 million.
In terms of operating income, Gibraltar Industries anticipates a range of $13 million to $15 million for the fourth quarter, down from the previous guidance of $33 million to $37 million. For the full year, the estimated operating income is $121 million to $123 million, a decrease from the previous guidance of $141 million to $145 million.
Adjusted operating income for the fourth quarter is expected to be between $27 million and $29 million, lower than the previous guidance of $41 million to $45 million. The full-year estimate for adjusted operating income is $149 million to $151 million, down from the previous guidance of $163 million to $167 million.
Gibraltar Industries also provided estimates for adjusted EBITDA, with a range of $35 million to $37 million for the fourth quarter, compared to the previous guidance of $48 million to $53 million. For the entire year, the adjusted EBITDA is expected to be between $184 million and $186 million, as opposed to the previous guidance of $197 million to $202 million.
In terms of earnings per share (EPS), the company anticipates a range of $0.36 to $0.41 for the fourth quarter, down from the previous guidance of $0.82 to $0.92. For the full year, the estimated GAAP EPS is $3.21 to $3.26, a decrease from the previous guidance of $3.67 to $3.77. Adjusted EPS for the fourth quarter is expected to be between $0.72 and $0.77, compared to the previous guidance of $1.04 to $1.14. For the entire year, the adjusted EPS is estimated to be $3.88 to $3.93, down from the previous guidance of $4.20 to $4.30.
Despite these adjustments, the company's chairman and CEO, Bill Bosway, expressed confidence in the performance of the residential segment, citing participation gains in building accessories. He also highlighted strong bookings and backlog in the agtech segment, as well as solid performance in the infrastructure segment. Bosway mentioned that the company is entering 2026 with a strong backlog in agtech, solid performance in infrastructure, and a cash balance of over $115 million.
It's important to note that the preliminary financial information presented is subject to change and may be adjusted as a result of the company’s financial and operating closing procedures, customary audit procedures, and other developments. Following these announcements, the company's shares moved -2.16%, and are now trading at a price of $57.00. For more information, read the company's full 8-K submission here.
