QDDresearch

Gibraltar Industries, Inc. ROCK

IndustrialsHomebuilding & Construction SuppliesUnited States of America

Last close 41.61 USD on Nov 2, 2026, −15.8% year to date

Quant rating

Quant rating C Rank 289 of 486 in Industrials
  1. Growth C 256 of 486
  2. Valuation B 73 of 486
  3. Quality C 311 of 486
  4. Revisions C 271 of 486
  5. Momentum C 331 of 486

Wall Street consensus Buy (2.00)Average target 75.25 USD +80.8%

Historical valuation

Multiples use consensus estimates for the next twelve months. The dashed line is the 5-year average.

Growth and profitability fiscal year ends December 31

Growth and profitability by fiscal year
202520242023202220215Y avg
Revenue (mil)1,1361,0231,0471,3901,340–
Revenue growth11.0%−2.3%−24.7%3.7%29.8%1.9%
EPS (basic, normalized)3.924.254.113.402.78–
EPS growth−7.8%3.4%20.9%22.3%––
Gross margin27.1%29.5%27.4%23.4%22.1%25.9%
Net margin8.6%13.2%8.7%5.9%5.6%8.4%
ROE9.8%13.8%10.5%10.0%9.5%10.7%
Balance sheet, last quarter
Cash & short-term investments (mil)15.1
Current ratio1.46x
Long-term debt (mil)1,218
Net debt (mil)1,203
Total equity (mil)891
Net debt / equity1.35x
Net debt / EBITDA6.49x

Estimates and valuation

Consensus estimates and implied multiples
Sales (mil)EBITDA (mil)EPS
Fiscal yearMean est.GrowthEV/SalesMean est.GrowthEV/EBITDAMean est.GrowthP/E
2025 actual 1,136+11.0%2.1x 185−6.4%13.2x 3.92−7.8%10.6x
2026 1,790+57.6%1.4x 311+67.6%7.9x 3.80−3.0%10.9x
2027 1,906+6.5%1.3x 344+10.7%7.1x 4.74+24.6%8.8x
2028 2,106+10.5%1.2x 389+13.1%6.3x 5.60+18.2%7.4x

Estimate revisions

Change in consensus estimates over 1, 3 and 6 months
SalesEPS
Fiscal yearEstimate (mil)1M3M6MEstimate1M3M6M
20261,790+0.2%+1.5%+13.8%3.80−1.4%−0.2%−5.2%
20271,906+0.2%+1.5%+0.9%4.74−1.5%−0.9%+0.1%
20282,106+2.8%+5.4%–5.600.0%0.0%–

Earnings surprises EPS beat in 2 of the last 4 quarters

Reported results versus consensus, last 10 fiscal quarters
Quarter endedMar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales reported (mil)293353361302290310311269356510
Sales mean (mil)296374360308297381318265323472
Surprise−1.3%−5.5%+0.2%−1.9%−2.3%−18.8%−2.1%+1.3%+10.4%+7.9%
EPS reported0.801.181.271.010.951.131.140.760.451.11
EPS mean0.721.251.250.910.811.181.210.740.631.02
Surprise+10.6%−5.3%+1.3%+11.4%+17.8%−4.5%−5.8%+2.2%−28.6%+9.1%

Peer comparison Homebuilding & Construction Supplies

Peers in the same industry group, by market capitalization
CompanyMarket capNet debt/EBITDANet marginP/BFY1 P/EFY2 P/EFY1 EV/EBITDAFY2 EV/EBITDA
ROCK Gibraltar Industries, Inc.1.2B6.49x8.6%1.39x10.9x8.8x7.9x7.1x
ASSAb Assa Abloy AB42.6B1.95x9.6%3.70x24.9x21.8x14.9x13.4x
SGOB Compagnie de Saint Gobain SA38.9B–6.2%1.36x11.4x10.5x6.6x6.3x
MAS Masco Corporation16.1B2.04x10.7%−35.86x17.7x17.8x12.1x12.4x
WMS Advanced Drainage Systems Inc10.5B1.69x14.0%5.32x21.6x18.5x11.6x10.6x
ZWS Zurn Elkay Water Solutions Corp7.4B0.44x11.3%4.36x24.1x22.0x14.7x13.7x
Mean2.52x10.1%−3.29x18.4x16.6x11.3x10.6x
Median1.95x10.2%2.54x19.7x18.2x11.8x11.5x

Technical analysis

  • 1M+3.6%
  • 3M−1.5%
  • 1Y−33.3%
  • 3Y−36.2%

Financial statements in millions of USD

Income statement, Gibraltar Industries, Inc., fiscal years, most recent first
202520242023202220212020
Total revenue1,1361,0231,0471,3901,3401,033
Cost of revenue8277227611,0651,044775
Gross profit308302286325296258
Selling, general & administrative expenses163154157185182145
Research & development––––––
Interest expense (income), operating––––––
Unusual expense (income)22.27.79.010.317.56.2
Other operating expenses000000
Operating income12314012113097.0107
Net interest income (expense)1.76.2−2.0−4.0−1.6−0.7
Gain (loss) on sale of assets––––––
Other non-operating income (expense)2.125.15.0−14.64.21.3
Net income before taxes12717112411199.6108
Provision for taxes29.035.932.229.125.024.5
Minority interest––––––
Equity in affiliates––––––
U.S. GAAP adjustment––––––
Net income before extraordinary items97.613591.482.474.583.3
Extraordinary items−1422.319.101.1−18.7
Net income−44.413711182.475.664.6
EBIT, normalized145147130140114113
EBITDA, normalized175166148167146134
Basic EPS, normalized3.924.254.113.402.78–

Disclaimer

The financial data presented in this report is delayed and obtained from sources QDD Research believes to be reliable, including stock exchanges, SEDAR, and EDGAR. However, no representation or warranty is made as to the accuracy, completeness, or timeliness of the information. QDD Research accepts no liability for any errors, omissions, or financial losses arising from the use of this data.

This report is generated using a fully systematic and quantitative approach. All factor scores and the overall quant rating (ranging from D to A+) are derived from algorithmic models and are based solely on objective financial metrics. These scores are intended for informational purposes only and should not be interpreted as investment advice or a recommendation to buy, sell, or hold any securities.

QDD Research is not a registered investment advisor or broker-dealer and does not provide personalized financial advice. The content is not tailored to the specific investment goals, financial situation, or risk profile of any individual investor. We strongly encourage readers to consult with a licensed broker or investment advisor before making any investment decisions based on the information contained in this report.

Live quote provided by TradingView. Report data updated Nov 2, 2026 after market close.