Monitor integration of OmniMax International and execution of 2026 guidance, particularly the margin expansion and revenue growth targets, which could drive stock performance if achieved.
Price Chart
Executive Summary
Gibraltar Industries reported Q4 and full-year 2025 results with revenue growth but declining adjusted earnings, driven by acquisition costs and business mix. The company issued 2026 guidance that includes the acquisition of OmniMax International, projecting higher sales and margins but lower EPS compared to 2025.
Key Financial Metrics
Key Facts
- 2025 revenue up 11% to $1.14 billion, adjusted EPS up 3% to $3.92
- Q4 adjusted EBITDA and adjusted EPS down 8% and 15% respectively
- 2026 guidance: sales $1.76-$1.83 billion, adjusted EPS $3.65-$4.05
- 2026 GAAP EPS guidance $2.40-$2.80 vs $3.25 in 2025
- OmniMax International acquisition closed on February 2, 2026
Financial Impact
2026 revenue expected to grow ~55% to $1.76-$1.83 billion, adjusted EBITDA margin to improve to 17.6%-17.8%, but GAAP EPS to decline to $2.40-$2.80 from $3.25 in 2025
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Residential | $824.1M | +16.6% |
| Agtech | $219.3M | +4.5% |
| Infrastructure | $92.1M | +23.9% |
Risk Factors
- Failure to achieve expected synergies from OmniMax acquisition
- Soft end markets and inventory management challenges in residential segment
- Execution risk in delivering improved margins while growing revenue
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000912562-26-000022 |
| Document: 0000912562-26-000022-index-headers.html | 0000912562-26-000022 |
| Document: 0000912562-26-000022-index.html | 0000912562-26-000022 |
| Document: 0000912562-26-000022.txt | 0000912562-26-000022 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | 8-K | $39.25 $39.27 | ▲ +0.05% | ▲ +1.07% | $38.10 (−2.93%) |
Aug 5, 2026 11w ago | 8-K | $54.86 $49.10 | ▼ −10.50% | ▼ −10.85% | $38.10 (−30.55%) |
Jul 16, 2026 14w ago | 8-K | $44.89 $44.38 | ▼ −1.14% | ▲ +0.53% | $38.10 (−15.13%) |
May 27, 2026 21w ago | Insider Cluster | $39.50 $38.03 | ▼ −3.72% | ▼ −4.93% | $38.10 (−3.54%) |
May 22, 2026 22w ago | Insider Cluster | $37.18 $37.74 | ▲ +1.51% | ▼ −0.17% | $38.10 (+2.47%) |
May 7, 2026 24w ago | 8-K | $37.59 $38.22 | ▼ −1.68% | ▼ −0.17% | $38.10 (−1.36%) |
Apr 3, 2026 29w ago | 8-K | $38.29 $41.55 | ▲ +8.51% | ▲ +4.38% | $38.10 (−0.50%) |
Mar 10, 2026 32w ago | Insider Cluster | $41.48 $41.76 | ▲ +0.68% | ▲ +1.58% | $38.10 (−8.15%) |
Mar 10, 2026 32w ago | Insider Cluster | $41.48 $41.76 | ▲ +0.68% | ▲ +1.58% | $38.10 (−8.15%) |
Feb 26, 2026 34w ago | 8-K | $49.03 $41.23 | ▼ −15.91% | ▼ −14.78% | $38.10 (−22.29%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers