GIBRALTAR INDUSTRIES (ROCK) Company Report

Gibraltar Industries, Inc. announced preliminary estimated unaudited consolidated financial results for the fourth quarter and full year ended December 31, 2025, with revenue and EPS expected to be below previous guidance ranges.
For Q4 2025, estimated Net Sales are $261 million to $271 million and Adjusted EPS is $0.72 to $0.77; for FY 2025, estimated Net Sales are $1,128 million to $1,138 million and Adjusted EPS is $3.88 to $3.93.
The company noted that residential segment participation gains partially offset slower market conditions, and Agtech large project volume continued to shift out of 2025.
Gibraltar is entering 2026 with residential channel inventory in a better position, total backlog up over 100%, and a cash balance of $115 million.
The previously announced acquisition of Omnimax remains on track and is expected to close during the first quarter of 2026.

Jan 21, 2026, 12:47 PM

8-K

Gibraltar Announces Preliminary Fourth Quarter and 2025 Results

ROCK

Earnings

Guidance Update

Profit Warning

Gibraltar Industries reported preliminary estimated unaudited consolidated financial results for the fourth quarter and full year ended December 31, 2025, with revenue and EPS expected to be below previous guidance ranges.
For Q4 2025, estimated net sales are $261 - $271 million and adjusted EPS is $0.72 - $0.77, while full-year 2025 estimated net sales are $1,128 - $1,138 million and adjusted EPS is $3.88 - $3.93.
The company noted that Agtech large project volume shifted out of 2025, but it is entering 2026 with residential channel inventory in a better position, total backlog up over 100%, and a cash balance of $115 million. The Omnimax acquisition is also on track to close in Q1 2026.

Jan 21, 2026, 12:30 PM

Press Release

Gibraltar Industries Discusses OmniMax Acquisition and Financial Outlook

ROCK

M&A

Guidance Update

New Projects/Investments

Gibraltar Industries provided an overview of its recently announced OmniMax acquisition, emphasizing the operational similarities between the two companies, which are expected to ease integration.
The company targets $35 million in cost synergies by 2028, with $20 million anticipated in year one post-close, requiring an estimated $2-$3 million in cash costs to achieve.
The combined residential business, post-acquisition, is projected to generate $1 billion to $1.1 billion in revenue within a $9 billion addressable market in North America.
Gibraltar aims to reduce its net leverage ratio from nearly four times at close (excluding synergies) to 2 to 2.5 times within 24 months after the OmniMax acquisition.
The company is in the "late innings" of selling its renewables business, with expectations for the sale to conclude "sooner than later" and no change in expected sale price proceeds.

Jan 14, 2026, 4:00 PM

Transcript

Gibraltar Industries discusses OmniMax acquisition, synergy targets, and leverage reduction

ROCK

M&A

Guidance Update

New Projects/Investments

Gibraltar Industries' management discussed the recently announced OmniMax acquisition, which was announced on November 17th, highlighting its strategic fit within their residential building products business.
The company targets $35 million in cost synergies by 2028, with $20 million expected in year one post-close, and projects net leverage to be close to four times at close (excluding synergies), aiming for 2-2.5 times within 24 months.
The AgTech business is expected to achieve double-digit margins in 2026 and closer to mid-teens operating margin in 2027, while the infrastructure business continues to run well.
The sale of the renewables business is in its "late innings" and is progressing, with completion expected sooner rather than later.

Jan 14, 2026, 4:00 PM

Transcript

Gibraltar Industries Discusses OmniMax Acquisition and Market Outlook

ROCK

M&A

Guidance Update

New Projects/Investments

Gibraltar Industries' presentation primarily focused on its recently announced acquisition of OmniMax, a strategic move to expand its residential building products business.
The company targets $35 million in cost synergies by 2028 from the OmniMax acquisition, with $20 million anticipated in the first year post-close.
Pro forma leverage at the close of the OmniMax acquisition is estimated to be around four times, with a goal to reduce it to 2-2.5 times within 24 months.
Management expects the residential repair market to be flat in 2026 compared to 2025, with potential for accelerated growth from 2027 onwards.
The company also noted its portfolio will continue to simplify over the next two years.

Jan 14, 2026, 4:00 PM

Transcript

Gibraltar Industries Announces Acquisition of OmniMax International

ROCK

M&A

Debt Issuance

New Projects/Investments

Gibraltar Industries, Inc. (ROCK) has agreed to acquire OmniMax International for a cash purchase price of $1.335 billion.
OmniMax is projected to have $565 million in adjusted net sales and $110 million in adjusted EBITDA for 2025.
The acquisition is anticipated to be immediately accretive to EBITDA margin and cash flow, with $35 million in expected cost synergies and approximately $100 million in cash tax benefits.
Gibraltar has secured committed financing, including up to $1.3 billion in new term loan facilities and an upsized $500 million revolving credit facility.
The transaction is expected to close in the first half of 2026, subject to customary closing conditions and regulatory approvals.

Nov 17, 2025, 2:11 PM

8-K

Gibraltar Industries Announces Acquisition of OmniMax International

ROCK

M&A

New Projects/Investments

Guidance Update

Gibraltar Industries has entered into an agreement to acquire OmniMax International for $1.335 billion in cash, representing an effective multiple of 8.4 times based on OmniMax's expected 2025 adjusted EBITDA, cost synergies, and cash tax benefits.
The acquisition is expected to be immediately accretive to adjusted EBITDA margin and adjusted EPS in the first fiscal year post-close.
The deal targets $35 million in cost synergies by the end of year three post-close, with approximately 50% expected in year one, and anticipates approximately $100 million in cash tax benefits.
OmniMax is expected to generate $565 million in adjusted net sales and $110 million in adjusted EBITDA for 2025. The combined company is projected to have over $1.7 billion in adjusted consolidated revenue and over $300 million in adjusted EBITDA for 2025. Gibraltar also expects to deleverage from 3.7 times at closing to 2.0-2.5 times within 24 months.

Nov 17, 2025, 1:30 PM

Transcript

Gibraltar Industries to Acquire OmniMax International

ROCK

M&A

New Projects/Investments

Guidance Update

Gibraltar Industries has agreed to acquire OmniMax International for $1.335 billion in cash.
The purchase price represents an effective multiple of 8.4 times based on OmniMax's expected 2025 adjusted EBITDA, planned cost synergies, and cash tax benefits.
The transaction is expected to be immediately accretive to adjusted EBITDA margin and adjusted EPS in the first fiscal year post-close.
Gibraltar anticipates generating $35 million in cost synergies by the end of year three post-close, and the combined company's adjusted consolidated revenue is projected to exceed $1.7 billion for 2025.
The deal is expected to close in the first half of 2026 and aims to deleverage the business from 3.7 times at closing to 2.0-2.5 times within 24 months.

Nov 17, 2025, 1:30 PM

Transcript

Gibraltar Announces Acquisition of OmniMax International

ROCK

M&A

New Projects/Investments

Gibraltar Industries announced on November 17, 2025, its plan to acquire OmniMax International for a base purchase price of $1.335 billion in cash.
The transaction is anticipated to close in the first half of 2026, subject to customary closing conditions and regulatory approvals.
The combined entity is expected to generate $1.728 billion in adjusted revenue and $310 million in adjusted EBITDA for 2025.
The acquisition is expected to be immediately accretive to adjusted EBITDA margin and cash flow, and accretive to adjusted EPS in the first fiscal full year post close.
Gibraltar anticipates achieving $35 million of cost synergies by the end of Year 3 and aims to reduce net leverage from an expected 3.7x post-transaction to 2.0x - 2.5x within 24 months.

Nov 17, 2025, 1:30 PM

Presentation

Gibraltar Industries to Acquire OmniMax International for $1.335 Billion

ROCK

M&A

New Projects/Investments

Revenue Acceleration/Inflection

Gibraltar Industries has entered into an agreement to acquire OmniMax International for $1.335 billion in cash.
The purchase price represents an effective multiple of 8.4 times based on OmniMax's expected 2025 adjusted EBITDA, planned cost synergies, and cash/tax benefits.
The transaction is expected to be immediately accretive to adjusted EBITDA margin and adjusted EPS in the first fiscal year post-close.
Gibraltar anticipates achieving $35 million in cost synergies by the end of year three post-close and expects to deleverage from 3.7 times at closing to 2.0-2.5 times within 24 months.
For 2025, OmniMax is expected to generate $565 million in adjusted net sales and $110 million in adjusted EBITDA , contributing to a combined company adjusted consolidated revenue of over $1.7 billion and adjusted EBITDA of over $300 million.