Q3 EPS Forecast for Gibraltar Industries Raised by Analyst

Key Points

• Sidoti raised Gibraltar Industries’ Q3 2026 EPS forecast to $1.23 from $1.21 and projects full-year 2026 EPS of $3.88, above the current consensus estimate of $3.80.
• Gibraltar’s latest quarter exceeded expectations, with EPS of $1.11 versus $1.02 anticipated and revenue of $509.6 million versus $472.1 million. Management maintained 2026 guidance of $3.65–$4.05 EPS and $1.76–$1.83 billion in sales.
• The stock has a “Moderate Buy” consensus rating, although analysts remain divided; acquisition-related debt and the company’s negative net margin remain key risks despite recent insider purchases and strong institutional ownership.

Gibraltar Industries, Inc. (NASDAQ:ROCK - Free Report) - Sidoti boosted their Q3 2026 earnings per share (EPS) estimates for Gibraltar Industries in a research note issued on Thursday, August 6th. Sidoti analyst J. Romero now anticipates that the construction company will earn $1.23 per share for the quarter, up from their prior forecast of $1.21. The consensus estimate for Gibraltar Industries' current full-year earnings is $3.80 per share. Sidoti also issued estimates for Gibraltar Industries' Q4 2026 earnings at $1.09 EPS, FY2026 earnings at $3.88 EPS, Q2 2027 earnings at $1.46 EPS, Q3 2027 earnings at $1.68 EPS, Q4 2027 earnings at $1.47 EPS and FY2027 earnings at $5.09 EPS.

Gibraltar Industries (NASDAQ:ROCK - Get Free Report) last announced its earnings results on Wednesday, August 5th. The construction company reported $1.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.09. Gibraltar Industries had a positive return on equity of 11.23% and a negative net margin of 10.43%.The business had revenue of $509.55 million for the quarter, compared to analysts' expectations of $472.09 million. During the same quarter last year, the firm earned $1.13 EPS. The business's revenue for the quarter was down 100.0% on a year-over-year basis. Gibraltar Industries has set its FY 2026 guidance at 3.650-4.050 EPS.

A number of other equities analysts also recently commented on the stock. Zacks Research upgraded shares of Gibraltar Industries from a "strong sell" rating to a "hold" rating in a report on Tuesday, April 28th. Longbow Research started coverage on shares of Gibraltar Industries in a research report on Tuesday, July 7th. They issued a "buy" rating on the stock. Seaport Research Partners reissued a "buy" rating and set a $55.00 target price on shares of Gibraltar Industries in a research report on Tuesday, May 12th. Finally, Weiss Ratings restated a "sell (d)" rating on shares of Gibraltar Industries in a research note on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Gibraltar Industries has a consensus rating of "Moderate Buy".

Gibraltar Industries Price Performance

Shares of ROCK stock opened at $50.78 on Friday. Gibraltar Industries has a 1-year low of $33.56 and a 1-year high of $75.08. The stock's 50-day moving average is $42.59 and its 200 day moving average is $43.27. The company has a market cap of $1.51 billion, a P/E ratio of -10.08, a PEG ratio of 0.96 and a beta of 1.22. The company has a debt-to-equity ratio of 1.37, a current ratio of 1.46 and a quick ratio of 0.87.

Insiders Place Their Bets

In other Gibraltar Industries news, VP Katherine Bolanowski purchased 1,400 shares of the company's stock in a transaction dated Thursday, May 21st. The shares were acquired at an average price of $35.63 per share, for a total transaction of $49,882.00. Following the completion of the purchase, the vice president owned 17,389 shares of the company's stock, valued at approximately $619,570.07. The trade was a 8.76% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Joseph A. Lovechio bought 1,000 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was bought at an average price of $34.62 per share, with a total value of $34,620.00. Following the completion of the purchase, the chief financial officer directly owned 13,390 shares in the company, valued at $463,561.80. This represents a 8.07% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders acquired 22,135 shares of company stock valued at $823,380. 0.90% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Gibraltar Industries

A number of large investors have recently made changes to their positions in the stock. EverSource Wealth Advisors LLC lifted its position in Gibraltar Industries by 73.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 481 shares of the construction company's stock worth $28,000 after acquiring an additional 203 shares during the period. Caitong International Asset Management Co. Ltd increased its holdings in shares of Gibraltar Industries by 822.2% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 498 shares of the construction company's stock valued at $25,000 after purchasing an additional 444 shares during the period. Hantz Financial Services Inc. lifted its holdings in shares of Gibraltar Industries by 240.0% during the fourth quarter. Hantz Financial Services Inc. now owns 510 shares of the construction company's stock worth $25,000 after purchasing an additional 360 shares during the period. Advisory Services Network LLC purchased a new stake in Gibraltar Industries in the third quarter valued at approximately $38,000. Finally, Kestra Advisory Services LLC purchased a new stake in Gibraltar Industries in the fourth quarter valued at approximately $39,000. 98.39% of the stock is owned by hedge funds and other institutional investors.

Key Gibraltar Industries News

Here are the key news stories impacting Gibraltar Industries this week:

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. Gibraltar reported adjusted earnings of $1.11 per share, above the $1.02 consensus estimate, while revenue reached $509.6 million versus expectations of $472.1 million. Gibraltar Industries Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Sales growth and acquisition contributions were encouraging. Reports highlighted approximately 65% sales growth, strong organic performance in the materials business and contributions from the OmniMax acquisition. Management also pointed to expected synergy capture and additional upside from OmniMax. Why Gibraltar Industries Stock Soared
• Positive Sentiment: Full-year guidance was maintained. Gibraltar reiterated 2026 sales guidance of approximately $1.76 billion to $1.83 billion and EPS guidance of $3.65 to $4.05, broadly consistent with analyst expectations. Gibraltar Reiterates 2026 Guidance
• Positive Sentiment: Deleveraging is a stated priority. Management is targeting net leverage of roughly 2.5 times by the first quarter of 2028, which could improve financial flexibility if execution remains on track.
• Neutral Sentiment: Quarterly comparisons are affected by the reclassification of the Renewables business as discontinued operations, making reported year-over-year sales trends less directly comparable.
• Negative Sentiment: EPS declined from $1.13 in the year-earlier quarter despite the beat, while the company continues to report a negative net margin, factors that may limit enthusiasm.
• Negative Sentiment: The earnings-driven rally may have prompted profit-taking, while acquisition-related debt and the path toward lower leverage remain execution risks.

Gibraltar Industries Company Profile

Gibraltar Industries, Inc NASDAQ: ROCK is a leading manufacturer of building products and infrastructure solutions for the residential, commercial, industrial and utility markets. The company designs, engineers and markets a broad portfolio of highly engineered products to reinforce structures, improve energy efficiency and enhance safety and durability. Gibraltar's Building Products segment includes metal roofing, siding, ventilation and structural support systems for homes and light commercial facilities, while its Infrastructure Solutions segment supplies transmission and distribution hardware, storm response equipment and renewable energy supports to utility and civil markets.

In the Building Products segment, Gibraltar offers metal and composite solutions such as roof and siding panels, deck and solar shading supports, chimney and venting systems, railings and fencing.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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