Analysts Are Updating Their Gibraltar Industries, Inc. (NASDAQ:ROCK) Estimates After Its Third-Quarter Results

It's shaping up to be a tough period for Gibraltar Industries, Inc. (NASDAQ:ROCK), which a week ago released some disappointing quarterly results that could have a notable impact on how the market views the stock. Results look to have been somewhat negative - revenue fell 2.1% short of analyst estimates at US$311m, and statutory earnings of US$1.11 per share missed forecasts by 4.9%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.NasdaqGS:ROCK Earnings and Revenue Growth November 2nd 2025 Taking into account the latest results, the current consensus, from the three analysts covering Gibraltar Industries, is for revenues of US$1.24b in 2026. This implies a chunky 11% reduction in Gibraltar Industries' revenue over the past 12 months. Statutory earnings per share are predicted to rise 2.4% to US$4.69. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.25b and earnings per share (EPS) of US$4.73 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates. View our latest analysis for Gibraltar Industries There were no changes to revenue or earnings estimates or the price target of US$85.67, suggesting that the company has met expectations in its recent result. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values Gibraltar Industries at US$90.00 per share, while the most bearish prices it at US$81.00. This is a very narrow spread of estimates, implying either that Gibraltar Industries is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions. Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 8.7% by the end of 2026. This indicates a significant reduction from annual growth of 3.5% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 5.2% per year. It's pretty clear that Gibraltar Industries' revenues are expected to perform substantially worse than the wider industry. The Bottom Line The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Gibraltar Industries' revenue is expected to perform worse than the wider industry. The consensus price target held steady at US$85.67, with the latest estimates not enough to have an impact on their price targets. With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Gibraltar Industries going out to 2027, and you can see them free on our platform here. You can also see our analysis of Gibraltar Industries' Board and CEO remuneration and experience, and whether company insiders have been buying stock.