Gibraltar Industries Reports 16% Sales Increase

By Chris Stiles • Thursday, February 26 12:22 • Permanent Link

Gibraltar Industries, Inc. (NASDAQ: ROCK) reported its financial results for the fourth quarter and full year 2025. The company's net sales increased by 16% to $268.7 million for the three months ended December 31, 2025, and by 11% to $1,135.5 million for the full year. However, adjusted EBITDA decreased by 8% to $36.6 million for the fourth quarter and increased by 4% to $185.3 million for the full year. Adjusted EPS declined by 14.6% to $0.76 for the quarter and increased by 2.6% to $3.92 for the full year.

The residential segment's net sales increased by 7.5% to $183.5 million for the fourth quarter, with an operating income decrease of 24.7% and an operating margin contraction of 510 basis points. The agtech segment's net sales increased by 46.6% to $62.6 million, with an operating income increase of 60.9% and an operating margin increase of 60 basis points. The infrastructure segment saw a net sales growth of 24.3% to $22.5 million, and the operating margin expanded by 160 basis points.

Looking ahead to 2026, Gibraltar projects consolidated net sales to range between $1.76 billion and $1.83 billion, compared to $1.14 billion in 2025. The adjusted EBITDA margin is anticipated to range between 17.6% and 17.8%, compared to 16.3% in 2025. The company expects GAAP EPS to range between $2.40 and $2.80, and adjusted EPS to range between $3.65 and $4.05, compared to $3.25 and $3.92 in 2025, respectively.

Gibraltar also announced the acquisition of Omnix International, which is expected to strengthen its residential business and support its growth in 2026. The agtech business is positioned for a solid year with a robust backlog, active design and bid activity, and expansion plans. Similarly, the infrastructure business is expected to deliver another strong year as engineering backlog and bid activity continue to grow.

The company will host a conference call to discuss these results and its outlook for the fourth quarter of 2025. Interested parties can access the webcast through the investors section of the company's website or by dialing the provided numbers. Today the company's shares have moved -2.16% to a price of $57.00. If you want to know more, read the company's complete 8-K report here.

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