--- title: "Gibraltar Reports Second Quarter 2026 Results | ROCK Stock News" type: "News" locale: "en" url: "https://longbridge.com/en/news/294961305.md" description: "Gibraltar Industries reported Q2 2026 results with net sales up 64.6% to $509.5 million, driven by the OmniMax acquisition and organic growth in its Residential segment. Adjusted EPS was $1.11, and adjusted EBITDA rose 59.7%. The company reiterated full-year guidance, citing strong integration progress and a new national supply agreement. Discontinued Renewables operations were fully divested." datetime: "2026-08-05T03:30:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294961305.md) - [en](https://longbridge.com/en/news/294961305.md) - [zh-HK](https://longbridge.com/zh-HK/news/294961305.md) generator: "portal-rs" --- # Gibraltar Reports Second Quarter 2026 Results | ROCK Stock News See more from StockTitan in Google Search and AI answers.Adds StockTitan as a preferred source · opens Google Add on Google *Continuing Operations Net Sales +65%; with Organic Growth +5% Driven By Residential* *Continuing Operations EPS: GAAP $0.92, Adjusted $1.11* *OmniMax integration on track; Reiterating full year 2026 guidance* BUFFALO, N.Y.--(BUSINESS WIRE)--Gibraltar Industries, Inc. (Nasdaq: ROCK), a leading manufacturer and provider of products and services for the residential, agtech, and infrastructure markets, today reported its financial results for the three-month and six-month period ended June 30, 2026. As a reminder, Gibraltar reclassified its Renewables business as discontinued operations on June 30, 2025. Subsequently, the electrical balance-of-systems (eBOS) and racking and foundations businesses were sold on February 20, and July 15, 2026, respectively, completing Gibraltar’s divestiture of Renewables. “We delivered solid second quarter results with our Residential business driving good organic growth and participation gains in a flat-to-down market. Our building products business grew 12.7% organically - if you assume we owned OmniMax in Q2 2025, the combined business actually grew 15.5%, showing the strength of this combination in the marketplace. In line with our long-term strategic plan, our Residential business overall continues to become a larger part of our portfolio and represented 83% of total revenue in the quarter, with segment EBITDA margin improving sequentially 340 basis points to 19.0%. OmniMax integration continues to accelerate as our leadership team and integration management office drive our top 11 critical workstreams and synergy capture. We are also excited to announce we were recently awarded an additional 630 locations now making us the supplier of trims and flashings to more than 1,700 locations across the country for one of our customers – validating our ability to support our customers locally on a national basis with a value proposition that makes sense for them. We believe the addition of OmniMax to our product portfolio was instrumental in receiving this award,” stated Chairman and CEO Bill Bosway. “Including a full quarter of OmniMax, total Gibraltar net sales increased 64.6% on organic growth of 5%, adjusted EBITDA increased 59.7%, and we delivered adjusted EPS of $1.11. As expected, we generated cash in our continuing operations during the quarter.” **Second Quarter 2026 Results from Continuing Operations** Three Months Ended June 30, 2026 2025 Change Net Sales $509.5 $309.5 64.6% Net Income $27.3 $29.4 (7.1)% Adjusted Net Income $33.0 $33.6 (1.8)% Adjusted EBITDA $88.0 $55.1 59.7% GAAP Earnings Per Share – Diluted $0.92 $0.99 (7.1)% Adjusted EPS – Diluted $1.11 $1.13 (1.8)% **Net Sales** - Driven primarily by the OmniMax acquisition as well as by organic growth in Residential and Agtech segments **GAAP Income / EPS** - Includes pretax expenses of $5.8 million, or $0.15 per share, related to OmniMax acquisition integration and restructuring costs **Adjusted Net Income / EPS** - $33.0 million, or $1.11 per share, including the interest expense impact of $20.6 million - Price management actions and participation gains offset ongoing commodity and fuel inflation primarily related to ongoing geopolitical issues Adjusted measures are further described in the appended reconciliation of adjusted financial measures. **Second Quarter Segment Results** ***Residential*** *($Millions)* Three Months Ended June 30, **2026 GAAP** **2025 GAAP** Change **2026 Adjusted** **2025 Adjusted** Change Net Sales $425.9 $230.3 84.9% $425.9 $230.3 84.9% Operating Income $60.5 $43.6 38.8% $63.6 $45.0 41.3% Operating Margin 14.2% 18.9% (470) bps 14.9% 19.5% (460) bps EBITDA N/A N/A N/A $80.9 $48.8 65.8% EBITDA Margin N/A N/A N/A 19.0% 21.2% (220) bps **Net Sales** - OmniMax and metal roofing acquisitions contributed $184 million offset by slowness in mail and package - Building Products organic revenue increased 12.7% - if assumed OmniMax was owned in Q2 2025, the combined business grew 15.5% - Driven by price/mix and participation gains that more than offset a flat-to-down market with new business in the Midwest, Northeast and Texas. **Operating Income / EBITDA** - Adjusted EBITDA margin expanded 340 basis points sequentially - Executed price actions to offset ongoing commodity and fuel inflation **OmniMax Integration** - Integration management office executing 11 critical workstreams to drive integration and synergies - Completed Phase 2 of organization optimization - Raised synergy commitment an additional $3.2 million to $29.4 million with $17.0 million anticipated to be realized in full-year 2026 - Awarded national agreement to supply trims and flashings to over 600 locations – starting in Q4 – additional participation gains in Midwest, Northeast and Texas – demonstrating the power of a combined Gibraltar and OmniMax ***Agtech*** *($Millions)* Three Months Ended June 30, **2026 GAAP** **2025 GAAP** Change **2026 Adjusted** **2025 Adjusted** Change Net Sales $58.8 $54.1 8.7% $58.8 $54.1 8.7% Operating Income $5.9 $(0.5) NMF $5.9 $3.0 96.7% Operating Margin 10.0% (0.9)% NMF 10.1% 5.6% 450 bps EBITDA N/A N/A N/A $8.1 $5.1 58.8% EBITDA Margin N/A N/A N/A 13.8% 9.5% 430 bps Net sales were driven by strength in structures and commercial greenhouse applications. Solid backlog of $66.2 million is down 34% with timing of projects later in the year compared to prior year. Strong quoting activity continues across end markets. Adjusted operating and EBITDA margin driven by volume, business mix, and 80/20 operating initiatives. ***Infrastructure*** *($Millions)* Three Months Ended June 30, **2026 GAAP** **2025 GAAP** Change **2026 Adjusted** **2025 Adjusted** Change Net Sales $24.9 $25.2 (1.2)% $24.9 $25.2 (1.2)% Operating Income $5.8 $7.1 (18.3)% $5.8 $7.1 (18.3)% Operating Margin 23.5% 28.1% (460) bps 23.5% 28.1% (460) bps EBITDA N/A N/A N/A $6.3 $7.9 (20.3) % EBITDA Margin N/A N/A N/A 25.4% 31.2% (580) bps Sales decreased $0.3 million related to customer project timing. Order backlog increased 2% with strong engineering bid / quoting activity. Margin was impacted by lower volume and product mix. **Balance Sheet and Cash Flow** Gibraltar’s policy with respect to cash allocation will be to keep a minimum amount of cash on hand, use the revolver as needed to fund seasonal working capital and pay down debt with excess cash flow. During the quarter, Gibraltar generated $44.5 million from continuing operations; discontinued operations used $40.8 million in cash. Net debt on the balance sheet was $1.2 billion and revolving credit facility availability was $470 million at quarter-end. **Reiterating 2026 Outlook Range for Continuing Operations** Mr. Bosway added, “Despite the impact of the current macroeconomic and geopolitical environment and a slow Residential end market, we reiterate our full year 2026 outlook. We will continue to execute our 11 integration workstreams, implement synergy initiatives, and focus on participation gains with customers in our Residential business as we drive towards Residential representing an even larger part of the portfolio. The additional business we were recently awarded in our Residential segment demonstrates the power of a combined Gibraltar and OmniMax in the marketplace. We also expect Agtech and Infrastructure to deliver their respective plans for the second half of the year.” For the Twelve Months Ended December 31, 2026 2025 Net Sales *(in billions)* $1.76 - $1.83 $1.14 Adjusted EBITDA *(in millions)* $310 - $326 $185 Adjusted EBITDA Margin 17.6% - 17.8% 16.3% GAAP EPS – Diluted $2.40 - $2.80 $3.25 Adjusted EPS – Diluted $3.65 - $4.05 $3.92 **Second Quarter 2026 Conference Call Details** Gibraltar will host a conference call today starting at 9:00 a.m. ET to review its results for the second quarter of 2026. Interested parties may access the webcast through the Investors section of the Company’s website at www.gibraltar1.com, where related presentation materials will also be posted prior to the conference call. The call also may be accessed by dialing (877) 407-3088 or (201) 389-0927. For interested individuals unable to join the live conference call, a webcast replay will be available on the Company’s website for one year. **About Gibraltar** Gibraltar is a leading manufacturer and provider of products and services for the residential, agtech, and infrastructure markets. Gibraltar’s mission, to make life better for people and the planet, is fueled by advancing the disciplines of engineering, science, and technology. Gibraltar is innovating to reshape critical markets in comfortable living and productive growing throughout North America. For more please visit www.gibraltar1.com. **Forward-Looking Statements** Certain information set forth in this news release, other than historical statements, contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 that are based, in whole or in part, on current expectations, estimates, forecasts, and projections about the Company’s business, and management’s beliefs about future operations, results, and financial position. These statements are not guarantees of future performance and are subject to a number of risk factors, uncertainties, and assumptions. Actual events, performance, or results could differ materially from the anticipated events, performance, or results expressed or implied by such forward-looking statements. Factors that could cause actual results to differ materially from current expectations include, among other things, the ability of Gibraltar to successfully integrate OmniMax and/or to achieve expected cost and operational synergies from the OmniMax transaction; tariffs and retaliatory tariffs imposed by the United States or other countries on imported goods, including raw materials used in the manufacturing of the Company’s products; changes to economic conditions and customer demand for the Company’s products; the availability and pricing of principal raw materials and component parts, supply chain challenges causing project delays and field operations inefficiencies and disruptions, the loss of any key customers, adverse effects of inflation, the ability to continue to improve operating margins, the ability to generate order flow and sales and increase backlog; the ability to translate backlog into net sales, other general economic conditions and conditions in the particular markets in which we operate, changes in spending due to laws and government incentives, such as the Infrastructure Investment and Jobs Act, changes in customer demand and capital spending, competitive factors and pricing pressures, the ability to develop and launch new products in a cost-effective manner, the ability to realize synergies from newly acquired businesses, disruptions to IT systems, the impact of trade and regulation, rebates, credits and incentives and variations in government spending and ability to derive expected benefits from restructuring, productivity initiatives, liquidity enhancing actions, and other cost reduction actions. Before making any investment decisions regarding the company, we strongly advise you to read the section entitled “Risk Factors” in the most recent annual report on Form 10-K which can be accessed under the “SEC Filings” link of the “Investor Info” page of the website at www.Gibraltar1.com. The Company undertakes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required by applicable law or regulation. **Adjusted Financial Measures** To supplement Gibraltar’s consolidated financial statements presented on a GAAP basis, Gibraltar also presented certain adjusted financial measures in this news release and its quarterly conference call, including adjusted net sales, adjusted operating income and margin, adjusted net income, adjusted earnings per share (EPS), free cash flow and adjusted earnings before interest, taxes, depreciation and amortization (Adjusted EBITDA) and Adjusted EBITDA margin, each a non-GAAP financial measure. Unless otherwise indicated, the consolidated financial statements, disclosures and related information disclosed herein relate to the Company's continuing operations, which exclude its Renewables business which was classified as a discontinued operation as of June 30, 2025. The Company has recast prior period amounts to reflect discontinued operations. Adjusted net income, operating income and margin exclude special charges consisting of restructuring costs (primarily comprised of exit activities costs and impairment of assets associated with 80/20 simplification, lean initiatives and / or discontinued products), acquisition related costs (legal and consulting fees, and integration costs for recent business acquisitions), and portfolio management. These special charges are excluded since they may not be considered directly related to the Company’s ongoing business operations. The aforementioned exclusions along with other adjustments to other income below operating profit are excluded from adjusted EPS. Adjusted EBITDA and Adjusted EBITDA margin further excludes interest, taxes, depreciation, amortization and stock compensation expense. In evaluating its business, the Company considers and uses these non-GAAP financial measures as supplemental measures of its operating performance. Free cash flow is operating cash flow less capital expenditures and the related margin is free cash flow divided by net sales. The Company believes that the presentation of adjusted measures and free cash flow provides meaningful supplemental data to investors, as well as management, that are indicative of the Company’s core operating results and facilitates comparison of operating results across reporting periods as well as comparison with other companies. Adjusted EBITDA and free cash flow are also useful measures of the Company’s ability to service debt and adjusted EBITDA is one of the measures used for determining the Company’s debt covenant compliance. Adjustments to the most directly comparable financial measures presented on a GAAP basis are quantified in the reconciliation of adjusted financial measures provided in the supplemental financial schedules that accompany this news release. These adjusted measures should not be viewed as a substitute for the Company’s GAAP results and may be different than adjusted measures used by other companies and the Company’s presentation of non-GAAP financial measures should not be construed as an inference that the Company’s future results will be unaffected by unusual or non-recurring items. Reconciliations of non-GAAP measures related to full-year 2026 guidance have not been provided due to the unreasonable efforts it would take to provide such reconciliations due to the high variability, complexity and uncertainty with respect to forecasting and quantifying certain amounts that are necessary for such reconciliations. GIBRALTAR INDUSTRIES, INC. CONSOLIDATED STATEMENTS OF OPERATIONS (in thousands, except per share data) (unaudited) Three Months Ended June 30, Six Months Ended June 30, 2026 2025 2026 2025 Net sales $ 509,547 $ 309,517 $ 865,834 $ 555,874 Cost of sales 377,470 221,682 654,886 398,186 Gross profit 132,077 87,835 210,948 157,688 Selling, general, and administrative expense 72,258 48,329 155,585 89,527 Operating income 59,819 39,506 55,363 68,161 Interest expense (income), net 20,965 354 33,989 (1,283 ) Other expense (income), net 895 (105 ) 81 (29 ) Income before taxes from continuing operations 37,959 39,257 21,293 69,473 Provision for income taxes 10,626 9,819 6,012 16,920 Income from continuing operations 27,333 29,438 15,281 52,553 Discontinued operations: Loss before taxes from discontinued operations (22,582 ) (5,381 ) (82,453 ) (8,544 ) Benefit of income taxes from discontinued operations (3,439 ) (1,947 ) (7,892 ) (3,114 ) Loss from discontinued operations (19,143 ) (3,434 ) (74,561 ) (5,430 ) Net income (loss) $ 8,190 $ 26,004 $ (59,280 ) $ 47,123 Net earnings per share – Basic: Income from continuing operations $ 0.92 $ 0.99 $ 0.51 $ 1.75 Loss from discontinued operations (0.64 ) (0.12 ) (2.50 ) (0.18 ) Net income (loss) $ 0.28 $ 0.87 $ (1.99 ) $ 1.57 Weighted average shares outstanding – Basic 29,770 29,717 29,781 30,027 Net earnings per share – Diluted: Income from continuing operations $ 0.92 $ 0.99 $ 0.51 $ 1.74 Loss from discontinued operations (0.64 ) (0.12 ) (2.50 ) (0.18 ) Net income (loss) $ 0.28 $ 0.87 $ (1.99 ) $ 1.56 Weighted average shares outstanding – Diluted 29,809 29,806 29,835 30,133 GIBRALTAR INDUSTRIES, INC. CONSOLIDATED BALANCE SHEETS (in thousands, except per share data) June 30, 2026 December 31, 2025 (unaudited) **Assets** Current assets: Cash and cash equivalents $ 15,147 $ 115,724 Trade receivables, net of allowance of $3,004 and $2,558, respectively 259,987 120,327 Costs in excess of billings, net 23,772 26,799 Inventories, net 268,010 116,770 Prepaid expenses and other current assets 74,430 56,904 Assets of discontinued operations 71,098 192,362 Total current assets 712,444 628,886 Property, plant, and equipment, net 190,518 130,456 Operating lease assets 164,046 55,355 Goodwill 939,052 415,032 Customer relationships, net 620,097 109,092 Other intangibles, net 140,721 34,464 Other assets 19,407 20,318 $ 2,786,285 $ 1,393,603 **Liabilities and Stockholders’ Equity** Current liabilities: Accounts payable $ 210,672 $ 108,216 Accrued expenses 199,671 155,807 Billings in excess of costs 6,328 8,879 Liabilities of discontinued operations 72,304 93,120 Total current liabilities 488,975 366,022 Long-term debt 1,218,076 — Deferred income taxes 12,936 5,116 Non-current operating lease liabilities 151,202 46,199 Other non-current liabilities 24,344 25,868 Stockholders’ equity: Preferred stock, $0.01 par value; authorized 10,000 shares; none outstanding — — Common stock, $0.01 par value; authorized 100,000 shares; 34,698 and 34,482 shares issued and outstanding, respectively 347 345 Additional paid-in capital 358,365 353,018 Retained earnings 772,183 831,463 Accumulated other comprehensive loss (5,952 ) (3,683 ) Treasury stock, at cost; 5,015 and 4,935 shares, respectively (234,191 ) (230,745 ) Total stockholders’ equity 890,752 950,398 $ 2,786,285 $ 1,393,603 GIBRALTAR INDUSTRIES, INC. CONSOLIDATED STATEMENTS OF CASH FLOWS (in thousands) (unaudited) Six Months Ended June 30, 2026 2025 **Cash Flows from Operating Activities** Net (loss) income $ (59,280 ) $ 47,123 Loss from discontinued operations (74,561 ) (5,430 ) Income from continuing operations 15,281 52,553 Adjustments to reconcile income from continuing operations to net cash (used in) provided by operating activities: Depreciation and amortization 35,718 16,100 Stock compensation expense 5,147 6,237 Provision for deferred income taxes 921 — Other, net 4,071 442 Changes in operating assets and liabilities net of effects from acquisitions: Trade receivables and costs in excess of billings (90,134 ) (25,240 ) Inventories (23,500 ) (12,864 ) Other current assets and other assets (10,027 ) (6,168 ) Accounts payable 75,232 18,281 Accrued expenses and other non-current liabilities (2,714 ) (711 ) Net cash provided by operating activities of continuing operations 9,995 48,630 Net cash (used in) provided by operating activities of discontinued operations (47,397 ) 9,928 Net cash (used in) provided by operating activities (37,402 ) 58,558 **Cash Flows from Investing Activities** Acquisitions, net of cash acquired (1,339,657 ) (192,946 ) Purchases of property, plant, and equipment, net (11,193 ) (28,960 ) Net proceeds from sale of business — 352 Net cash used in investing activities of continuing operations (1,350,850 ) (221,554 ) Net cash provided by (used in) investing activities of discontinued operations 74,944 (974 ) Net cash used in investing activities (1,275,906 ) (222,528 ) **Cash Flows from Financing Activities** Proceeds from long-term debt 1,321,000 — Long-term debt payments (75,000 ) — Payment of debt issuance costs (29,311 ) — Purchase of common stock at market prices (3,928 ) (62,499 ) Net cash provided by (used in) financing activities 1,212,761 (62,499 ) Effect of exchange rate changes on cash (30 ) 280 Net decrease in cash and cash equivalents (100,577 ) (226,189 ) Cash and cash equivalents at beginning of year 115,724 269,480 Cash and cash equivalents at end of period $ 15,147 $ 43,291 GIBRALTAR INDUSTRIES, INC. Reconciliation of GAAP and Adjusted Financial Measures (in thousands, except per share data) (unaudited) Three Months Ended June 30, 2026 Income before taxes Provision for income taxes Net income from continuing operations Net income from continuing operations per share - diluted As Reported in GAAP Statements $ 37,959 $ 10,626 $ 27,333 $ 0.92 Restructuring Charges (1) 2,268 624 1,644 0.06 Acquisition Related Costs (2) 3,902 (147 ) 4,049 0.13 Adjusted Financial Measures $ 44,129 $ 11,103 $ 33,026 $ 1.11 Residential Agtech Infrastructure Corporate Consolidated Operating Margin 14.2 % 10.0 % 23.5 % n/a 11.7 % Restructuring Charges (1) 0.5 % — % — % n/a 0.4 % Acquisition Related Costs (2) 0.2 % — % — % n/a 0.8 % Adjusted Operating Margin 14.9 % 10.1 % 23.5 % n/a 13.0 % Income from Operations $ 60,503 $ 5,907 $ 5,847 $ (12,438 ) $ 59,819 Restructuring Charges (1) 1,979 24 — 265 2,268 Acquisition Related Costs (2) 1,102 — — 2,800 3,902 Adjusted Income from Operations $ 63,584 $ 5,931 $ 5,847 $ (9,373 ) $ 65,989 Net Sales $ 425,852 $ 58,832 $ 24,863 $ — $ 509,547 (1) Comprised primarily of exit activities costs (2) Represents acquisition related expenses including due diligence and integration costs of recent business combinations GIBRALTAR INDUSTRIES, INC. Reconciliation of GAAP and Adjusted Financial Measures (in thousands, except per share data) (unaudited) Three Months Ended June 30, 2025 Income before taxes Provision for income taxes Net income from continuing operations Net income from continuing operations per share - diluted As Reported in GAAP Statements $ 39,257 $ 9,819 $ 29,438 $ 0.99 Restructuring Charges (1) 1,582 337 1,245 0.04 Acquisition Related Costs (2) 3,849 893 2,956 0.10 Adjusted Financial Measures $ 44,688 $ 11,049 $ 33,639 $ 1.13 Residential Agtech Infrastructure Corporate Consolidated Operating Margin 18.9 % (0.9 )% 28.1 % n/a 12.8 % Restructuring Charges (1) 0.5 % 0.7 % — % n/a 0.5 % Acquisition Related Costs (2) — % 5.9 % — % n/a 1.2 % Adjusted Operating Margin 19.5 % 5.6 % 28.1 % n/a 14.5 % Income from Operations $ 43,611 $ (494 ) $ 7,083 $ (10,694 ) $ 39,506 Restructuring Charges (1) 1,218 364 — — 1,582 Acquisition Related Costs (2) 132 3,170 — 547 3,849 Adjusted Income from Operations $ 44,961 $ 3,040 $ 7,083 $ (10,147 ) $ 44,937 Net Sales $ 230,258 $ 54,092 $ 25,167 $ — $ 309,517 (1) Comprised primarily of exit activities costs for discontinued products (2) Represents acquisition related expenses including due diligence and integration costs of recent business combinations GIBRALTAR INDUSTRIES, INC. Reconciliation of GAAP and Adjusted Financial Measures (in thousands, except per share data) (unaudited) Six Months Ended June 30, 2026 Income before taxes Provision for income taxes Net income from continuing operations Net income from continuing operations per share - diluted As Reported in GAAP Statements $ 21,293 $ 6,012 $ 15,281 $ 0.51 Restructuring Charges (1) 4,578 1,259 3,319 0.11 Acquisition Related Costs (2) 36,543 8,619 27,924 0.94 Adjusted Financial Measures $ 62,414 $ 15,890 $ 46,524 $ 1.56 Residential Agtech Infrastructure Corporate Consolidated Operating Margin 11.4 % 8.1 % 21.7 % n/a 6.4 % Restructuring Charges (1) 0.6 % 0.1 % — % n/a 0.5 % Acquisition Related Costs (2) 1.3 % 0.1 % — % n/a 4.2 % Adjusted Operating Margin 13.4 % 8.3 % 21.7 % n/a 11.2 % Income from Operations $ 80,749 $ 9,234 $ 9,564 $ (44,184 ) $ 55,363 Restructuring Charges (1) 4,218 79 — 281 4,578 Acquisition Related Costs (2) 9,630 149 — 26,868 36,647 Adjusted Income from Operations $ 94,597 $ 9,462 $ 9,564 $ (17,035 ) $ 96,588 Net Sales $ 707,287 $ 114,462 $ 44,085 $ — $ 865,834 (1) Comprised primarily of exit activities costs (2) Represents acquisition related expenses including due diligence and integration costs of recent business combinations GIBRALTAR INDUSTRIES, INC. Reconciliation of GAAP and Adjusted Financial Measures (in thousands, except per share data) (unaudited) Six Months Ended June 30, 2025 Income before taxes Provision for income taxes Net income from continuing operations Net income from continuing operations per share - diluted As Reported in GAAP Statements $ 69,473 $ 16,920 $ 52,553 $ 1.74 Restructuring Charges (1) 2,818 637 2,181 0.07 Acquisition Related Costs (2) 8,104 1,891 6,213 0.21 Adjusted Financial Measures $ 80,395 $ 19,448 $ 60,947 $ 2.02 Residential Agtech Infrastructure Corporate Consolidated Operating Margin 18.3 % 2.9 % 26.5 % n/a 12.3 % Restructuring Charges (1) 0.6 % 0.4 % — % n/a 0.5 % Acquisition Related Costs (2) — % 4.6 % — % n/a 1.4 % Adjusted Operating Margin 18.9 % 8.0 % 26.5 % n/a 14.2 % Income from Operations $ 74,871 $ 2,891 $ 12,341 $ (21,942 ) $ 68,161 Restructuring Charges (1) 2,355 432 — 31 2,818 Acquisition Related Costs (2) 132 4,589 — 3,394 8,115 Adjusted Income from Operations $ 77,358 $ 7,912 $ 12,341 $ (18,517 ) $ 79,094 Net Sales $ 410,252 $ 99,132 $ 46,490 $ — $ 555,874 (1) Comprised primarily of exit activities costs for discontinued products (2) Represents acquisition related expenses including due diligence and integration costs of recent business combinations GIBRALTAR INDUSTRIES, INC. Reconciliation of GAAP and Adjusted Financial Measures (in thousands, except per share data) (unaudited) Year Ended December 31, 2025 Income before taxes Provision for income taxes Net income from continuing operations Net income from continuing operations per share - diluted As Reported in GAAP Statements $ 126,576 $ 29,020 $ 97,556 $ 3.25 Restructuring Charges (1) 8,318 1,988 6,330 0.22 Acquisition Related Costs (2) (3) 17,544 3,836 13,708 0.45 Adjusted Financial Measures $ 152,438 $ 34,844 $ 117,594 $ 3.92 Residential Agtech Infrastructure Corporate Consolidated Operating Margin 16.6 % 4.5 % 23.9 % n/a 10.8 % Restructuring Charges (1) 0.9 % 0.6 % — % n/a 0.7 % Acquisition Related Costs (2) — % 2.1 % — % n/a 1.6 % Adjusted Operating Margin 17.6 % 7.1 % 23.9 % n/a 13.3 % Income from Operations $ 137,195 $ 9,804 $ 22,042 $ (46,290 ) $ 122,751 Restructuring Charges (1) 7,034 1,253 — 31 8,318 Acquisition Related Costs (2) 669 4,580 — 14,521 19,770 Adjusted Income from Operations $ 144,898 $ 15,637 $ 22,042 $ (31,738 ) $ 150,839 Net Sales $ 824,079 $ 219,301 $ 92,121 $ — $ 1,135,501 (1) Comprised primarily of exit activities costs (2) Represents acquisition related expenses including due diligence and integration costs of recent business combinations (3) Includes one-time gain of $2.2M from an acquisition-related item GIBRALTAR INDUSTRIES, INC. Reconciliation of Adjusted Financial Measures (in thousands) (unaudited) Three Months Ended June 30, 2026 Consolidated Residential Agtech Infrastructure Net Sales $ 509,547 $ 425,852 $ 58,832 $ 24,863 Net Income from Continuing Operations 27,333 Provision for Income Taxes 10,626 Interest Expense 20,965 Other Expense 895 Operating Profit 59,819 60,503 5,907 5,847 Adjusted Measures\* 6,170 3,081 24 — Adjusted Operating Profit 65,989 63,584 5,931 5,847 Adjusted Operating Margin 13.0 % 14.9 % 10.1 % 23.5 % Adjusted Other Expense 895 — — — Depreciation & Amortization 19,815 16,456 1,996 389 Stock Compensation Expense 3,288 1,005 207 73 Less: SLT Related Stock Compensation Expense (206 ) (172 ) — — Adjusted Stock Compensation Expense 3,082 833 207 73 Adjusted EBITDA $ 87,991 $ 80,873 $ 8,134 $ 6,309 Adjusted EBITDA Margin 17.3 % 19.0 % 13.8 % 25.4 % Cash Flow - Operating Activities 44,548 Purchase of PPE, Net (5,196 ) Free Cash Flow 39,352 Free Cash Flow - % of Net Sales 7.7 % \*Adjusted Measures details are presented on the corresponding Reconciliation of GAAP and Adjusted Financial Measures GIBRALTAR INDUSTRIES, INC. Reconciliation of Adjusted Financial Measures (in thousands) (unaudited) Three Months Ended June 30, 2025 Consolidated Residential Agtech Infrastructure Net Sales $ 309,517 $ 230,258 $ 54,092 $ 25,167 Net Income from Continuing Operations 29,438 Provision for Income Taxes 9,819 Interest Expense 354 Other Income (105 ) Operating Profit 39,506 43,611 (494 ) 7,083 Adjusted Measures\* 5,431 1,350 3,534 — Adjusted Operating Profit 44,937 44,961 3,040 7,083 Adjusted Operating Margin 14.5 % 19.5 % 5.6 % 28.1 % Adjusted Other Income (105 ) — — — Depreciation & Amortization 9,294 3,239 4,539 699 Less: Acquisition-related amortization (2,650 ) — (2,650 ) — Adjusted Depreciation & Amortization 6,644 3,239 1,889 699 Adjusted Stock Compensation Expense 3,377 621 187 76 Adjusted EBITDA $ 55,063 $ 48,821 $ 5,116 $ 7,858 Adjusted EBITDA Margin 17.8 % 21.2 % 9.5 % 31.2 % Cash Flow - Operating Activities 43,545 Purchase of PPE, Net (18,203 ) Free Cash Flow 25,342 Free Cash Flow - % of Net Sales 8.2 % \*Adjusted Measures details are presented on the corresponding Reconciliation of GAAP and Adjusted Financial Measures GIBRALTAR INDUSTRIES, INC. Reconciliation of Adjusted Financial Measures (in thousands) (unaudited) Six Months Ended June 30, 2026 Consolidated Residential Agtech Infrastructure Net Sales $ 865,834 $ 707,287 $ 114,462 $ 44,085 Net Income from Continuing Operations 15,281 Provision for Income Taxes 6,012 Interest Expense 33,989 Other Expense 81 Operating Profit 55,363 80,749 9,234 9,564 Adjusted Measures\* 41,225 13,848 228 — Adjusted Operating Profit 96,588 94,597 9,462 9,564 Adjusted Operating Margin 11.2 % 13.4 % 8.3 % 21.7 % Adjusted Other Expense 227 — — — Depreciation & Amortization 35,718 28,585 4,084 1,102 Stock Compensation Expense 5,147 1,652 415 128 Less: SLT Related Stock Compensation Expense (206 ) (172 ) — — Adjusted Stock Compensation Expense 4,941 1,480 415 128 Adjusted EBITDA $ 137,020 $ 124,662 $ 13,961 $ 10,794 Adjusted EBITDA Margin 15.8 % 17.6 % 12.2 % 24.5 % Cash Flow - Operating Activities 9,995 Purchase of PPE, Net (11,193 ) Free Cash Flow (1,198 ) Free Cash Flow - % of Adjusted Net Sales (0.1 )% \*Adjusted Measures details are presented on the corresponding Reconciliation of GAAP and Adjusted Financial Measures GIBRALTAR INDUSTRIES, INC. Reconciliation of Adjusted Financial Measures (in thousands) (unaudited) Six Months Ended June 30, 2025 Consolidated Residential Agtech Infrastructure Net Sales $ 555,874 $ 410,252 $ 99,132 $ 46,490 Net Income from Continuing Operations 52,553 Provision for Income Taxes 16,920 Interest Income (1,283 ) Other Income (29 ) Operating Profit 68,161 74,871 2,891 12,341 Adjusted Measures\* 10,933 2,487 5,021 — Adjusted Operating Profit 79,094 77,358 7,912 12,341 Adjusted Operating Margin 14.2 % 18.9 % 8.0 % 26.5 % Adjusted Other Income (18 ) — — — Depreciation & Amortization 16,100 5,766 7,299 1,400 Less: Acquisition-related amortization (4,069 ) — (4,069 ) — Adjusted Depreciation & Amortization 12,031 5,766 3,230 1,400 Stock Compensation Expense 6,237 1,073 322 139 Less: SLT Related Stock Compensation Expense (82 ) — — — Adjusted Stock Compensation Expense 6,155 1,073 322 139 Adjusted EBITDA $ 97,298 $ 84,197 $ 11,464 $ 13,880 Adjusted EBITDA Margin 17.5 % 20.5 % 11.6 % 29.9 % Cash Flow - Operating Activities 48,630 Purchase of PPE, Net (28,960 ) Free Cash Flow 19,670 Free Cash Flow - % of Net Sales 3.5 % \*Adjusted Measures details are presented on the corresponding Reconciliation of GAAP and Adjusted Financial Measures GIBRALTAR INDUSTRIES, INC. Reconciliation of Adjusted Financial Measures (in thousands) (unaudited) Year Ended December 31, 2025 Consolidated Residential Agtech Infrastructure Net Sales $ 1,135,501 $ 824,079 $ 219,301 $ 92,121 Net Income from Continuing Operations 97,556 Provision for Income Taxes 29,020 Interest Income (1,747 ) Other Income (2,078 ) Operating Profit 122,751 137,195 9,804 22,042 Adjusted Measures\* 28,088 7,703 5,833 — Adjusted Operating Profit 150,839 144,898 15,637 22,042 Adjusted Operating Margin 13.3 % 17.6 % 7.1 % 23.9 % Adjusted Other Expense 148 — — — Depreciation & Amortization 29,849 13,351 10,368 2,845 Less: Acquisition-related amortization (3,500 ) — (3,500 ) — Adjusted Depreciation & Amortization 26,349 13,351 6,868 2,845 Stock Compensation Expense 8,339 2,591 729 274 Less: SLT Related Stock Compensation Expense (82 ) — — — Adjusted Stock Compensation Expense 8,257 2,591 729 274 Adjusted EBITDA $ 185,297 $ 160,840 $ 23,234 $ 25,161 Adjusted EBITDA Margin 16.3 % 19.5 % 10.6 % 27.3 % Cash Flow - Operating Activities 137,107 Purchase of PPE, Net (46,130 ) Free Cash Flow 90,977 Free Cash Flow - % of Net Sales 8.0 % \*Adjusted Measures details are presented on the corresponding Reconciliation of GAAP and Adjusted Financial Measures View source version on businesswire.com: https://www.businesswire.com/news/home/20260805038893/en/ Alliance Advisors Investor Relations Jody Burfening/Carolyn Capaccio (212) 838-3777 rock@allianceadvisors.com Source: Gibraltar Industries, Inc. ### Related Stocks - [ROCK.US](https://longbridge.com/en/quote/ROCK.US.md) ## Related News & Research - [Gibraltar Industries, Inc. $ROCK Position Lifted by Quantinno Capital Management LP](https://longbridge.com/en/news/295768921.md) - [Gibraltar to Attend Seaport Research Partners 2026 Annual Summer Investor Conference | ROCK Stock News](https://longbridge.com/en/news/295951610.md) - [2 Software Stocks That Whale Rock Is Betting Will Survive the Apocalypse](https://longbridge.com/en/news/296683622.md) - [NUTEX HEALTH OPENS WEST LITTLE ROCK EMERGENCY HOSPITAL IN ARKANSAS | NUTX Stock News](https://longbridge.com/en/news/296206295.md) - [Granite Ridge Resources, Inc. 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