Overview

* Gibraltar Q2 2025 adjusted net sales up 14% yr/yr, driven by acquisitions

* Adjusted EPS for Q2 2025 rises 11%, despite GAAP EPS decline due to costs

* Company generated $44 mln operating cash flow, backlog up 43% yr/yr

Outlook

* Gibraltar expects 2025 net sales between $1.15 bln and $1.20 bln

* Company sees 2025 GAAP EPS between $3.67 and $3.91

* Gibraltar anticipates 2025 adjusted EPS between $4.20 and $4.45

Result Drivers

* METAL ROOFING ACQUISITIONS - Strong performance from recently acquired metal roofing businesses drove net sales growth

* BUILDING ACCESSORIES GAINS - Participation gains in building accessories offset market softness in mail and package business

* AGTECH ACQUISITION - Lane Supply acquisition boosted Agtech sales, despite project delays affecting revenue timing

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Adj $309.50

Sales mln

Q2 Adj $1.13

EPS

Q2 Adj $33.60

Net mln

Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

* Wall Street's median 12-month price target for Gibraltar Industries Inc ( ROCK ) is $90.00, about 28.4% above its August 5 closing price of $64.42

* The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)