ROCK
Gibraltar Industries, Inc.

Gibraltar Industries, Inc.ROCK

Industrials · Building Products & Equipment
32.47USD
+2.46%
Nov 09, 2026
ROCK overview ready
Residential roofing and exterior envelope components supplier
Gibraltar is a direct residential building-products supplier, now substantially concentrated in roofing accessories, rainwater-management products, ventilation, metal roofing, and related exterior-envelope components after acquiring OmniMax.
Primary theme is improving
Building Products is improving (+17.5pp vs SPY over 21 sessions; 5 of 6 members ahead of SPY).
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably….
Mixed fundamentals
Ev / ebitda is strong, while free cash flow yield is weak.
Primary risk
Exposure to residential construction cyclicality.
Market Nov 6Filing Sep 30Price action Nov 8Research Nov 3

Conviction Level

PriceAction3.4BusinessPerformance5.0BusinessQuality7.2Valuation5.8ThemeMomentum7.0Mixed — Revenue is growing at a steady pace (+54% year over year). Reported earnings improved faster than operating income, so most of the improvement did not come from operations. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
Building ProductsImproving
vs SPY
+17.5pp
Theme return
+12.5%
Beating SPY
5 of 6
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$964.6M
Avg Volume (60D)
456.2K
60 sessions
Revenue Growth YoY
+11.0%
FY2025 vs FY2024
Gross Margin
+24.2%
Trailing twelve months
Operating Margin
+7.4%
Trailing twelve months
Free Cash Flow Yield
-2.6%
Distance from 200DMA
-24.0%
P/E
N/M
EV / EBITDA
11.9x
EV / Sales
1.3x
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Mixed

Revenue is growing at a steady pace (+54% year over year). Reported earnings improved faster than operating income, so most of the improvement did not come from operations.

Latest reported: Q3 FY2026, ended Sep 30
Revenue growthGrowing
+54%
$480M in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +16%
  2. +45%
  3. +65%
  4. +54%
Earnings growthTurned profitable
$0.39
Diluted EPS $0.39 vs -$2.98 a year earlier · GAAP
Too few comparable EPS quarters: a loss or a turn to profit has no meaningful percentage.
Operating marginContracting
10.3%
-2.6 pp YoY · gross margin 24.0% (-2.6 pp)
Earnings improved more than operations did
The business is consuming cash

Business Quality

7.2 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Both valuation perspectives agree this company is fair.
Gibraltar Industries, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
Gibraltar is a direct residential building-products supplier, now substantially concentrated in roofing accessories, rainwater-management products, ventilation, metal roofing, and related exterior-envelope components after acquiring OmniMax.
Opportunity
Moderate opportunity
Replacement-cycle and repair-and-remodel demand for roofing systems, drainage, ventilation, metal roofing, and other exterior-envelope products used to maintain, weatherproof, and upgrade aging housing stock.
Key risk
Exposure to residential construction cyclicality.

Economic classification

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Business & Markets

Industrials · Building Products & Equipment
What they do

Gibraltar Industries manufactures and supplies building products primarily for residential construction, along with agtech and infrastructure products, operating through three segments: Residential, Agtech, and Infrastructure.

How it earns

The company generates revenue mainly through transactional sales of building products and solutions to residential, agricultural, and infrastructure customers.

Products & services
Roof and foundation ventilation products
Mail and package delivery systems
Roof edgings and flashings
Soffits and trim
Drywall corner beads
Metal roofing and accessories
Rain dispersion products
Customers & end markets
Residential construction and remodeling contractors
Agricultural operations and commercial greenhouse operators
Infrastructure project developers and contractors
Market position

A leading manufacturer focused principally on residential building products with meaningful niche operations in agtech and infrastructure segments.

Demand drivers
High cyclicality

Business is closely tied to residential construction and remodeling cycles which are sensitive to economic conditions.