Gibraltar Industries (NASDAQ:ROCK) Updates Q4 2025 Earnings Guidance

Gibraltar Industries (NASDAQ:ROCK) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 0.720-0.770 for the period, compared to the consensus estimate of 1.010. The company issued revenue guidance of $261.0 million-$271.0 million, compared to the consensus revenue estimate of $285.8 million. Gibraltar Industries also updated its FY 2025 guidance to 3.880-3.930 EPS.

Gibraltar Industries Stock Performance

Shares of NASDAQ ROCK opened at $51.15 on Friday. The company has a market cap of $1.51 billion, a P/E ratio of 639.45, a P/E/G ratio of 0.69 and a beta of 1.26. Gibraltar Industries has a 52-week low of $42.86 and a 52-week high of $75.08. The firm’s fifty day moving average is $50.74 and its two-hundred day moving average is $59.01.

Gibraltar Industries (NASDAQ:ROCK) last issued its quarterly earnings data on Thursday, October 30th. The construction company reported $1.14 earnings per share for the quarter, missing analysts’ consensus estimates of $1.22 by ($0.08). Gibraltar Industries had a net margin of 0.35% and a return on equity of 12.58%. The firm had revenue of $310.94 million for the quarter, compared to analysts’ expectations of $317.50 million. During the same quarter in the previous year, the business earned $1.27 EPS. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. Gibraltar Industries has set its FY 2025 guidance at 4.200-4.300 EPS. As a group, analysts forecast that Gibraltar Industries will post 4.91 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have issued reports on ROCK shares. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Gibraltar Industries in a research note on Monday, December 29th. Zacks Research upgraded shares of Gibraltar Industries from a “strong sell” rating to a “hold” rating in a research report on Tuesday, October 28th. Finally, CJS Securities upgraded shares of Gibraltar Industries to a “strong-buy” rating in a research report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold”.

More Gibraltar Industries News

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

• Neutral Sentiment: Analyst/peer context — A head‑to‑head analysis comparing Gibraltar to peers such as TopBuild provides framing on relative exposure to residential and infrastructure end markets, but is not an immediate catalyst for the share move. Head-To-Head Analysis: Gibraltar Industries (NASDAQ:ROCK) & TopBuild (NYSE:BLD)
• Negative Sentiment: Company cut FY‑2025 and Q4 guidance — Gibraltar revised FY‑2025 EPS to roughly $3.880–3.930 (well below the ~4.20 consensus) and lowered revenue and Q4 EPS/revenue targets, signaling weaker demand and pushing downward revisions to sales, EBITDA and earnings. This guidance reset is the primary driver of the selloff. Gibraltar trades lower after revising down earnings estimates
• Negative Sentiment: Preliminary results missed prior guidance — The company’s preliminary unaudited Q4 and full‑year results came in below earlier guidance, prompting the guidance cuts and a sharp market reaction as investors reassess the cadence of recovery and margin outlook. Gibraltar Announces Preliminary Fourth Quarter and 2025 Results
• Negative Sentiment: Legal/investigation risk — Plaintiff/claims firms (Kaplan Fox) have launched an investigation into potential securities‑law violations, which raises the prospect of litigation, management distraction and additional disclosures. That increases downside risk and likely adds to volatility. Kaplan Fox Announces an Investigation Into Gibraltar Industries, Inc. (ROCK) for Potential Securities Law Violations Kaplan Fox is Investigating Gibraltar Industries, Inc. (ROCK) for Potential Securities Law Violations
• Negative Sentiment: Market reaction and coverage — Multiple outlets report the share plunge and cite the combination of missed preliminary results, lowered guidance and elevated uncertainty as the reason for heavy selling and higher volume. Expect elevated volatility while analysts update models and legal developments unfold. Gibraltar Lowers 2025 Guidance on Market Softness, Stock Down Gibraltar stock plunges after preliminary results fall short of guidance

Institutional Trading of Gibraltar Industries

Institutional investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC boosted its position in shares of Gibraltar Industries by 73.0% during the second quarter. EverSource Wealth Advisors LLC now owns 481 shares of the construction company’s stock valued at $28,000 after buying an additional 203 shares during the period. Advisory Services Network LLC bought a new stake in shares of Gibraltar Industries during the 3rd quarter worth approximately $38,000. Osaic Holdings Inc. boosted its holdings in Gibraltar Industries by 16.8% during the 2nd quarter. Osaic Holdings Inc. now owns 1,348 shares of the construction company’s stock valued at $79,000 after acquiring an additional 194 shares during the period. State of Wyoming boosted its holdings in Gibraltar Industries by 220.6% during the 2nd quarter. State of Wyoming now owns 3,036 shares of the construction company’s stock valued at $179,000 after acquiring an additional 2,089 shares during the period. Finally, Tower Research Capital LLC TRC grew its position in Gibraltar Industries by 861.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,306 shares of the construction company’s stock valued at $195,000 after acquiring an additional 2,962 shares during the last quarter. Institutional investors own 98.39% of the company’s stock.

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.