One-glance verdict
Within fair range
$30.73 our estimate vs market $46.16
Wall Street consensus: $75.25 (144.8% higher than our fair-value estimate)
50% above our estimate
Fundamentals snapshot
Gibraltar Industries, Inc.
ROCK · NMS · Industrials · Building Products & Equipment
Current price
$46.16
52-week range
$33.56 - $75.08
Market cap
$1.37B
Balance sheet
Stretched
40.89x Strong cushion
Net debt $1.35B. Interest coverage shows how many times profit covers the interest bill.
What stands out
3 Rewards
2 Risks
3 rewards · 2 risks
- Reward Revenue grew 23.5% last year.
- Reward Returns 6.2% on equity, ahead of 33% of its peers.
- Risk Stock trades 29.0% above its 5-year average P/E.
- Risk Insider ownership is only 1.0% (peer median: 2.7%).
What this company does
Gibraltar Industries, Inc.
Gibraltar Industries sells essential products for housing, farming, and infrastructure, such as gutters for homes, large greenhouses for growing vegetables, and parts for bridges. The company makes most of its money from its residential segment, selling items to home improvement stores and contractors for construction and repairs. Because it serves these fundamental needs, its business is closely tied to the health of the construction and modern farming markets.
How the company got here
Gibraltar started in 1972 as a steel processing company called Gibraltar Steel. Over the years, it shifted its focus by acquiring companies in different areas, moving away from being just a metal processor. A major change was changing its name to Gibraltar Industries in 2004 to show it had become a more diversified company involved in making building products. Recently, the company decided to focus more on its building-related businesses and sold off its renewable energy division.
What it actually does
Gibraltar Industries makes and sells a variety of products for homes, farms, and large construction projects like roads and bridges. Think of things like the vents on your roof, the mailbox at the end of your driveway, or the gutters that carry rain away from your house. They also build large structures like commercial greenhouses for growing produce and provide specialized parts for bridges and highways.
Residential
This is Gibraltar's largest business area, making up a significant majority of its sales. It creates products for home building and remodeling, which are sold through big retail stores and to professional contractors. This includes everything from roof ventilation and metal roofing accessories to mailboxes, package delivery boxes, and retractable awnings for patios.
Agtech
This segment focuses on providing high-tech greenhouse solutions for growing fruits, vegetables, and flowers on a large scale. They handle the entire process from design and manufacturing to construction of these controlled environment growing facilities. Customers are typically commercial growers, research institutions, and retailers who need specialized environments to cultivate plants.
Infrastructure
This part of the company produces highly specialized components used in major construction projects like bridges, highways, and airports. They make things like expansion joints (which allow bridges to expand and contract with temperature changes) and structural bearings that support heavy loads. These products are sold to construction contractors and fabricators working on large public and commercial projects.
What management is betting on now
The company's main focus is to grow its building products businesses, especially for the residential market. A key part of this strategy was acquiring another company, OmniMax, to strengthen its offerings in roofing and rain-related products. Management is also concentrating on improving its efficiency and profitability through internal programs designed to streamline how they work. By selling its renewables business, Gibraltar is betting that a tighter focus on its core building and structures markets will lead to better financial results.
Price history
How the share price has moved
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Loading price history…
Earnings history
Last 8 quarters — what happened
Click any quarter to read the call summary and what the numbers say.
FY2024 Q3
$59.06M
FY2024 Q4
$13.78M
FY2025 Q1
$2.25M
FY2025 Q2
$27.34M
FY2025 Q3
$64.77M
FY2025 Q4
$26.22M
FY2026 Q1
$-47.16M
FY2026 Q2
$-1.43M
Revenue
$509.55M
Net income
$8.19M
Diluted EPS
0.28
Operating cash flow
$3.77M
Free cash flow
$-1.43M
Fetching…
Sources
Revenue
$356.29M
Net income
$-67.47M
Diluted EPS
-2.26
Operating cash flow
$-41.17M
Free cash flow
$-47.16M
Fetching…
Sources
Revenue
$225.03M
Net income
$-2.45M
Diluted EPS
-0.06
Operating cash flow
$35.45M
Free cash flow
$26.22M
Fetching…
Sources
Revenue
$310.94M
Net income
$-89.06M
Diluted EPS
-2.98
Operating cash flow
$72.99M
Free cash flow
$64.77M
Fetching…
Sources
Revenue
$309.52M
Net income
$26.00M
Diluted EPS
0.87
Operating cash flow
$44.87M
Free cash flow
$27.34M
Fetching…
Sources
Revenue
$290.01M
Net income
$21.12M
Diluted EPS
0.69
Operating cash flow
$13.68M
Free cash flow
$2.25M
Fetching…
Sources
Revenue
$302.06M
Net income
$46.16M
Diluted EPS
4.46
Operating cash flow
$19.93M
Free cash flow
$13.78M
Fetching…
Sources
Revenue
$361.20M
Net income
$34.04M
Diluted EPS
1.11
Operating cash flow
$64.68M
Free cash flow
$59.06M
Fetching…
Sources
Is it cheap or expensive?
Fair value $30.73 vs current price $46.16
Wall Street consensus is the average analyst price target: $75.25 (144.8% higher than our fair-value estimate).
Our most-likely fair value is $30.73 a share — about 33.4% away from today's price of $46.16, so the stock currently looks fairly priced.
Is it drowning in debt?
Stretched
Net debt $1.4B. Interest coverage 40.9x.
Net debt
$1.35B
Interest coverage
40.89x
Gibraltar Industries, Inc.'s profit covers its interest bill about 40.9 times over. which is stronger than every peer shown here.
Stretched
Worse cushion
Baseline
Better cushion
ROCK
BASELINE
Gibraltar Industries, Inc.
Total debt $1.37B Interest coverage 40.89x This is the baseline the peer rows are being compared against.
Total debt $408.40M Interest coverage 33.62x -18% vs ROCK Carries about 1.2x less debt cushion than ROCK.
Total debt $5.24B Interest coverage 2.87x -93% vs ROCK Carries about 14.2x less debt cushion than ROCK.
Total debt $842.48M Interest coverage 2.12x -95% vs ROCK Carries about 19.3x less debt cushion than ROCK.
Total debt $288.03M Interest coverage 6.04x -85% vs ROCK Carries about 6.8x less debt cushion than ROCK.
Total debt $1.34B Interest coverage 4.69x -89% vs ROCK Carries about 8.7x less debt cushion than ROCK.
What you should know
The case for and against ROCK
3 Rewards
2 Risks
Rewards
-
Revenue grew 23.5% last year.
-
Returns 6.2% on equity, ahead of 33% of its peers.
-
Free cash flow was positive in 10/10 years.
Risks
-
Stock trades 29.0% above its 5-year average P/E.
-
Insider ownership is only 1.0% (peer median: 2.7%).
The numbers
All the key metrics, grouped by purpose
Tap any ? icon to learn what it means.
Valuation
How expensive the stock looks
P/E (TTM)
22.85x
Forward P/E
9.60x
P/B
1.54x
P/S
0.95x
EV/EBITDA
13.52x
PEG ratio
0.63x
Profitability
How much profit each dollar creates
Gross margin
25.4%
Operating margin
12.3%
Net margin
-10.4%
ROE
6.2%
ROA
4.5%
Health
Liquidity and balance-sheet strength
Debt / equity
1.54x
Current ratio
1.46x
Quick ratio
0.61x
Total debt
$1.37B
Total cash
$15.15M
Growth
How the business has been compounding
Revenue TTM
$1.40B
Revenue 5Y CAGR
-4.1%
EPS TTM
2.02
EPS 5Y CAGR
—
Cash flow
How much cash the business throws off
Operating CF TTM
$71.04M
Free CF TTM
$120.59M
FCF margin
8.6%
Dividend
Shareholder payout
Yield
—
Payout ratio
0.0%
Last ex-div date
2008-12-30