Julio Romero

Walter Liptak

Dan Moore

Daniel Moore

- Gibraltar Industries reported **13% adjusted net sales growth** for Q3 2025 from continuing operations, with adjusted EPS and operating income down less than 1% and adjusted EBITDA flat to prior year, while generating **$57 million in cash from operations**.  **[0000912562_2216069_1]** 
- The Residential segment's adjusted net sales increased by **9.8%**, driven by metal roofing acquisitions, despite a **1% organic revenue decline** and a **10% drop in Q3 shingle shipments** in the broader U.S. roofing market.  **[0000912562_2216069_1]** **[0000912562_2216069_2]** 
- Agtech net sales grew **38.8%** in Q3 2025, primarily due to the Lane Supply acquisition, with year-to-date total bookings **up 121%** and average backlog **up 110%**, though a large Controlled Environment Agriculture (CEA) project delay impacted revenue.  **[0000912562_2216069_2]** **[0000912562_2216069_3]** 
- The company reaffirmed its full-year 2025 guidance for continuing operations, expecting net sales between **$1.15 billion and $1.175 billion** and adjusted EPS between **$4.20 and $4.30**, representing an approximate **10% to 12% increase**.  **[0000912562_2216069_5]** 
- The sale process for the renewables business is progressing and is targeted for completion by year-end 2025, and the company continues to pursue M&A opportunities, particularly in the building products segment.  **[0000912562_2216069_1]** **[0000912562_2216069_9]** **[0000912562_2216069_13]**

Gibraltar Industries Reports Q3 2025 Financial Results and Reaffirms Full-Year Guidance

- Gibraltar reported **Adjusted Net Sales of $311 million** for Q3 2025, an increase of **13%**, driven by Structures and Metal Roofing acquisitions and building accessories growth.  **[0000912562_2215573:8]** 
- Adjusted Earnings Per Share (EPS) for Q3 2025 was **$1.14**, a **1% decrease** compared to the prior year.  **[0000912562_2215573:8]** 
- The company's order backlog increased by **50%**, with Agtech and Infrastructure bookings showing a strong start in Q4.  **[0000912562_2215573:8]** 
- Gibraltar updated its **2025 guidance**, narrowing the Adjusted Net Sales range to **$1.150-$1.175 billion** and Adjusted EPS to **$4.20-$4.30**.  **[0000912562_2215573:12]**

Gibraltar Reports Q3 2025 Earnings and Updates Full-Year Guidance

- Gibraltar Industries reported **Q3 2025 net sales of $310.9 million**, reflecting a **12% GAAP increase** and a **13% adjusted increase** from the prior year.  **[912562_0000912562-25-000052_exhibit991q32025earningsre.htm:0]** 
- Diluted EPS from continuing operations for Q3 2025 was **$1.11**, up **1%** on a GAAP basis, while Adjusted Diluted EPS was **$1.14**, a **0.9% decrease**.  **[912562_0000912562-25-000052_exhibit991q32025earningsre.htm:0]** 
- The company's backlog increased **50% to $257 million**, and operating cash flow grew **39% to $57 million** during the quarter.  **[912562_0000912562-25-000052_exhibit991q32025earningsre.htm:0]** 
- Gibraltar narrowed its full-year 2025 outlook, projecting net sales between **$1.15 billion and $1.175 billion**, GAAP EPS between **$3.67 and $3.77**, and Adjusted EPS between **$4.20 and $4.30**.  **[912562_0000912562-25-000052_exhibit991q32025earningsre.htm:0]**

Gibraltar Industries Announces Third Quarter 2025 Financial Results

- Gibraltar Industries reported **Third Quarter 2025** financial results with **net sales of $310.9 million**, representing a **12% GAAP increase**, and **adjusted net sales also at $310.9 million**, a **13% increase**.  **[912562_3fccd4cf6299481d93d02b58721a20da_0]** 
- For the quarter ended September 30, 2025, **GAAP diluted EPS was $1.11**, up **1%**, while **adjusted diluted EPS was $1.14**, down **0.9%**.  **[912562_3fccd4cf6299481d93d02b58721a20da_0]** 
- The company's backlog increased **50% to $257 million**, and operating cash flow grew **39% to $57 million**.  **[912562_3fccd4cf6299481d93d02b58721a20da_0]** 
- Gibraltar narrowed its **2025 full-year outlook**, expecting net sales between **$1.15 billion and $1.175 billion**, GAAP EPS between **$3.67 and $3.77**, and adjusted EPS between **$4.20 and $4.30**.  **[912562_3fccd4cf6299481d93d02b58721a20da_0]** 
- As of **June 30, 2025**, the Renewables business was reclassified as discontinued operations to focus on building products and structures.  **[912562_3fccd4cf6299481d93d02b58721a20da_0]**

Gibraltar Announces Third Quarter 2025 Financial Results

- Gibraltar Industries (ROCK) announced its plan to **exit its renewables business by year-end 2025**, shifting its portfolio focus to building products, which will represent approximately **70%** of its operations.  **[912562_2147322_0]** **[912562_2147322_1]** 
- The company intends to deploy capital through **share buybacks** and **M&A** primarily within its existing building products segments.  **[912562_2147322_0]** 
- The residential segment, making up **95%** of its residential business, includes building accessories (trims, flashings, ventilation, and metal roofing), mail and package, and home improvement.  **[912562_2147322_1]** 
- Gibraltar is expanding its metal roofing business, a **$3 billion market** in the U.S., by focusing on custom job packs sold direct-to-contractor, effectively increasing its total addressable market to **$6 billion**.  **[912562_2147322_3]** **[912562_2147322_4]** 
- The company reports **outpacing the market** in its trims, flashings, and ventilation business, growing **2%** in the first half of 2025 while the market was down **4-5%**, and also outperforming in the mail business.  **[912562_2147322_9]**

GIBRALTAR INDUSTRIES (ROCK)