Gibraltar Industries (ROCK)
Market Price (4/30/2026): $37.54 | Market Cap: $1.1 BilSector: Industrials | Industry: Building Products
Gibraltar Industries (ROCK)
Market Price (4/30/2026): $37.54Market Cap: $1.1 BilSector: IndustrialsIndustry: Building Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 10% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -42% Attractive yieldFCF Yield is 11% Low stock price volatilityVol 12M is 47% Megatrend and thematic driversMegatrends include Sustainable Infrastructure, Renewable Energy Transition, and Sustainable & Green Buildings. Themes include Renewable Energy Equipment, Show more. | Weak multi-year price returns2Y Excs Rtn is -88%, 3Y Excs Rtn is -97% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.1% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.1% Key risksROCK key risks include [1] the complex integration of its OmniMax acquisition and [2] a significant new market concentration, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 10% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -42% |
| Attractive yieldFCF Yield is 11% |
| Low stock price volatilityVol 12M is 47% |
| Megatrend and thematic driversMegatrends include Sustainable Infrastructure, Renewable Energy Transition, and Sustainable & Green Buildings. Themes include Renewable Energy Equipment, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -88%, 3Y Excs Rtn is -97% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.1% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.1% |
| Key risksROCK key risks include [1] the complex integration of its OmniMax acquisition and [2] a significant new market concentration, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Gibraltar Industries (ROCK) stock has lost about 25% since 12/31/2025 because of the following key factors:
1. Gibraltar Industries missed analyst expectations for its fourth-quarter 2025 earnings and provided a lower-than-anticipated outlook for full-year 2026. The company reported adjusted earnings per share (EPS) of $0.76 for Q4 2025, falling short of the forecasted $1.02. Revenue also missed projections, coming in at $268.7 million against the anticipated $287.01 million. This earnings miss led to a 7.58% drop in the stock's pre-market trading. Furthermore, the initial adjusted EPS guidance for full-year 2026 was set between $3.65 and $4.05, below the analyst consensus of $4.91.
2. The company experienced organic revenue decline in its largest Residential segment due to market corrections. In the fourth quarter of 2025, Gibraltar's Residential segment saw its organic revenue decline by 4%. This was primarily attributed to significant channel inventory corrections within the residential roofing market. Additionally, the company noted ongoing funding delays for a large controlled environment agriculture (CEA) project in the United States.
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1. Gibraltar Industries missed analyst expectations for its fourth-quarter 2025 earnings and provided a lower-than-anticipated outlook for full-year 2026. The company reported adjusted earnings per share (EPS) of $0.76 for Q4 2025, falling short of the forecasted $1.02. Revenue also missed projections, coming in at $268.7 million against the anticipated $287.01 million. This earnings miss led to a 7.58% drop in the stock's pre-market trading. Furthermore, the initial adjusted EPS guidance for full-year 2026 was set between $3.65 and $4.05, below the analyst consensus of $4.91.
2. The company experienced organic revenue decline in its largest Residential segment due to market corrections. In the fourth quarter of 2025, Gibraltar's Residential segment saw its organic revenue decline by 4%. This was primarily attributed to significant channel inventory corrections within the residential roofing market. Additionally, the company noted ongoing funding delays for a large controlled environment agriculture (CEA) project in the United States.
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Stock Movement Drivers
Fundamental Drivers
The -24.1% change in ROCK stock from 12/31/2025 to 4/29/2026 was primarily driven by a -26.5% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4292026 | Change |
|---|---|---|---|
| Stock Price ($) | 49.44 | 37.53 | -24.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,142 | 1,179 | 3.2% |
| P/S Multiple | 1.3 | 0.9 | -26.5% |
| Shares Outstanding (Mil) | 30 | 30 | 0.0% |
| Cumulative Contribution | -24.1% |
Market Drivers
12/31/2025 to 4/29/2026| Return | Correlation | |
|---|---|---|
| ROCK | -24.1% | |
| Market (SPY) | 5.2% | 31.4% |
| Sector (XLI) | 9.9% | 41.7% |
Fundamental Drivers
The -40.2% change in ROCK stock from 9/30/2025 to 4/29/2026 was primarily driven by a -43.8% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 4292026 | Change |
|---|---|---|---|
| Stock Price ($) | 62.80 | 37.53 | -40.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,108 | 1,179 | 6.4% |
| P/S Multiple | 1.7 | 0.9 | -43.8% |
| Shares Outstanding (Mil) | 30 | 30 | 0.0% |
| Cumulative Contribution | -40.2% |
Market Drivers
9/30/2025 to 4/29/2026| Return | Correlation | |
|---|---|---|
| ROCK | -40.2% | |
| Market (SPY) | 8.0% | 35.4% |
| Sector (XLI) | 10.9% | 41.3% |
Fundamental Drivers
The -36.0% change in ROCK stock from 3/31/2025 to 4/29/2026 was primarily driven by a -43.1% change in the company's P/S Multiple.| (LTM values as of) | 3312025 | 4292026 | Change |
|---|---|---|---|
| Stock Price ($) | 58.66 | 37.53 | -36.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,075 | 1,179 | 9.7% |
| P/S Multiple | 1.7 | 0.9 | -43.1% |
| Shares Outstanding (Mil) | 30 | 30 | 2.5% |
| Cumulative Contribution | -36.0% |
Market Drivers
3/31/2025 to 4/29/2026| Return | Correlation | |
|---|---|---|
| ROCK | -36.0% | |
| Market (SPY) | 29.3% | 48.1% |
| Sector (XLI) | 31.4% | 53.2% |
Fundamental Drivers
The -22.6% change in ROCK stock from 3/31/2023 to 4/29/2026 was primarily driven by a -15.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312023 | 4292026 | Change |
|---|---|---|---|
| Stock Price ($) | 48.50 | 37.53 | -22.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,390 | 1,179 | -15.2% |
| P/S Multiple | 1.1 | 0.9 | -13.1% |
| Shares Outstanding (Mil) | 31 | 30 | 4.9% |
| Cumulative Contribution | -22.6% |
Market Drivers
3/31/2023 to 4/29/2026| Return | Correlation | |
|---|---|---|
| ROCK | -22.6% | |
| Market (SPY) | 81.5% | 45.1% |
| Sector (XLI) | 75.6% | 54.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ROCK Return | -7% | -31% | 72% | -25% | -16% | -19% | -44% |
| Peers Return | 55% | -11% | 62% | 9% | 11% | 13% | 204% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 4% | 90% |
Monthly Win Rates [3] | |||||||
| ROCK Win Rate | 33% | 25% | 67% | 50% | 50% | 50% | |
| Peers Win Rate | 63% | 43% | 63% | 55% | 53% | 70% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ROCK Max Drawdown | -11% | -44% | 0% | -26% | -25% | -24% | |
| Peers Max Drawdown | -3% | -37% | -8% | -12% | -14% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: WMS, WTS, UFPI, GFF, TT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/29/2026 (YTD)
How Low Can It Go
| Event | ROCK | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -63.2% | -25.4% |
| % Gain to Breakeven | 172.0% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -44.0% | -33.9% |
| % Gain to Breakeven | 78.6% | 51.3% |
| Time to Breakeven | 140 days | 148 days |
| 2018 Correction | ||
| % Loss | -39.8% | -19.8% |
| % Gain to Breakeven | 66.1% | 24.7% |
| Time to Breakeven | 351 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -85.4% | -56.8% |
| % Gain to Breakeven | 586.0% | 131.3% |
| Time to Breakeven | 2,423 days | 1,480 days |
Compare to WMS, WTS, UFPI, GFF, TT
In The Past
Gibraltar Industries's stock fell -63.2% during the 2022 Inflation Shock from a high on 1/19/2021. A -63.2% loss requires a 172.0% gain to breakeven.
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About Gibraltar Industries (ROCK)
Gibraltar Industries, Inc. manufactures and distributes building products for the renewable energy, residential, agtech, and infrastructure markets in North America and Asia. It operates through four segments: Renewables, Residential, Agtech, and Infrastructure. The Renewables segment designs, engineers, manufactures, and installs solar racking and electrical balance of systems. The Residential segment offers roof and foundation ventilation products and accessories, such as solar powered units; mail and electronic package solutions, including single mailboxes, cluster style mail and parcel boxes for single and multi-family housing, and electronic package locker systems; roof edgings and flashings; soffits and trims; drywall corner beads; metal roofing products and accessories; rain dispersion products comprising gutters and accessories; and exterior retractable awnings. This segment also provides electronic parcel lockers, rooftop safety kits, chimney caps, heat trace coils and exterior products, remote-controlled deck awnings for sun protection, and solar-powered ventilation products. The Agtech segment offers growing and processing solutions, including the designing, engineering, manufacturing, and installation of greenhouses; and botanical extraction systems. The Infrastructure segment offers expansion joints, structural bearings, rubber pre-formed seals and other sealants, elastomeric concrete, and bridge cable protection systems. It serves solar developers, institutional and commercial growers of food and plants, home improvement retailers, wholesalers, distributors, and contractors. Gibraltar Industries, Inc. was founded in 1972 and is headquartered in Buffalo, New York.
AI Analysis | Feedback
1. It's like a **diversified Owens Corning**, supplying building materials and components not just for homes, but also for solar farms, greenhouses, and bridges.
2. It's like a **specialized industrial component supplier** for construction and infrastructure, similar to a focused version of **Illinois Tool Works (ITW)**.
AI Analysis | Feedback
- Solar Racking and Balance of Systems: Designs, engineers, manufactures, and installs solar racking and electrical balance of systems.
- Residential Ventilation and Roofing Products: Offers roof and foundation ventilation products, roof edgings, flashings, soffits, trims, and metal roofing products.
- Mail and Electronic Package Solutions: Provides single mailboxes, cluster mail and parcel boxes, and electronic package locker systems.
- Greenhouse and Agtech Solutions: Designs, engineers, manufactures, and installs greenhouses and botanical extraction systems.
- Infrastructure Construction Products: Supplies expansion joints, structural bearings, rubber pre-formed seals, elastomeric concrete, and bridge cable protection systems.
- Exterior Retractable Awnings: Manufactures remote-controlled retractable awnings for sun protection.
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Major Customers of Gibraltar Industries (ROCK)
Gibraltar Industries primarily sells its products to other companies. Based on the provided description, its major customers fall into the following categories:
- Solar developers
- Institutional and commercial growers of food and plants
- Home improvement retailers
- Wholesalers
- Distributors
- Contractors
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Bill Bosway, Chairman of the Board of Directors, and Chief Executive Officer
Bill Bosway was appointed Chief Executive Officer and Director of Gibraltar in January 2019. He joined Gibraltar with 29 years of experience in Fortune 500 industrial companies. Prior to joining Gibraltar, he served as President & CEO of Dover's Refrigeration & Food Equipment business. Before Dover, he was Group Vice President of Refrigeration and Solutions at Emerson Electric, leading global research and innovation, advanced manufacturing and engineering, supply chain, and quality organizations for the $4 billion climate technologies business.
Joe Lovechio, Chief Financial Officer
Joe Lovechio was appointed Gibraltar's Chief Financial Officer in August 2024. Prior to joining Gibraltar, he served as Chief Financial Officer, North America Region for Whirlpool Corporation, where he spent 20 years. He holds a BBA in Finance from the University of Notre Dame and an MBA in Finance and Accounting from The University of Chicago Booth School of Business.
John Krause, Chief Executive Officer, Gibraltar Building Products
John T. Krause holds the position of Chief Executive Officer for Gibraltar's Building Products segment. He joined Gibraltar in February 2026 after the acquisition of OmniMax, where he had led the organization as Chief Executive Officer since September 2023. Krause brings over 25 years of executive leadership experience across general management, marketing, finance, business transformation, and manufacturing operations. Prior to OmniMax, he was Senior Vice President and General Manager of JELD-WEN's North American business.
Janet Catlett, Chief Human Resources Officer
Janet Catlett serves as Gibraltar Industries' Chief Human Resources Officer.
Katie Bolanowski, General Counsel, Vice President & Secretary
Katie Bolanowski holds the role of General Counsel, Vice President & Secretary at Gibraltar Industries.
AI Analysis | Feedback
The key risks for Gibraltar Industries (ROCK) are primarily driven by its exposure to cyclical end markets, sensitivity to raw material costs, and the competitive and evolving nature of some of its key segments.
- Cyclicality of End Markets and Dependence on Government Spending/Policy: Gibraltar Industries operates in sectors highly sensitive to economic cycles and government initiatives. The Residential segment is directly tied to the housing market, which is impacted by interest rates, consumer confidence, and overall economic conditions. The Infrastructure segment's demand is largely dependent on government budgets and infrastructure spending programs. Similarly, the Renewables segment can be significantly influenced by government incentives, subsidies, and regulatory policies supporting solar energy development. Downturns or shifts in policy in any of these areas could materially impact the company's revenue and profitability.
- Volatility in Raw Material Costs: As a manufacturer of building products, solar racking, and other engineered solutions, Gibraltar Industries is a significant consumer of raw materials such as steel, aluminum, rubber, and various polymers. Fluctuations in the prices of these commodities can directly impact the company's cost of goods sold and, consequently, its gross margins and profitability. The ability to pass on these increased costs to customers may be limited by competitive pressures.
- Intense Competition and Potential for Technological Disruption in Evolving Markets: The company faces competition across all its segments. In particular, the Renewables and Agtech segments operate in markets that can be subject to rapid technological advancements and evolving industry standards. For instance, new solar racking technologies or significant shifts in greenhouse and botanical extraction methods could require substantial investment in R&D or lead to the obsolescence of existing products, potentially impacting market share and profitability.
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Here are the addressable market sizes for Gibraltar Industries' main products and services:
- Solar Racking: The North American solar module racking market was valued at approximately USD 2.1 billion in 2024.
- Solar Electrical Balance of Systems (BoS): The North American Solar PV Balance of System market was valued at approximately USD 10.80 billion in 2024.
- Residential Ventilation Systems: The North American residential ventilation systems market size was estimated at approximately USD 11.41 billion in 2024.
- Electronic Parcel Lockers: The North American intelligent parcel delivery lockers market generated approximately USD 369.3 million in revenue in 2024.
- Residential Roofing Materials: The residential roofing market size in North America was estimated at approximately USD 15.23 billion in 2024.
- Awnings: The North American awnings market was valued at approximately USD 4.79 billion in 2024.
- Commercial Greenhouses: The North American commercial greenhouse market was valued at approximately USD 17.4 billion in 2025.
- Bridge Expansion Joints: The North American bridge expansion joints market was valued at approximately USD 770 million in 2025.
- Botanical Extraction Systems: null
- Structural Bearings: null
AI Analysis | Feedback
For Gibraltar Industries (NASDAQ: ROCK), the following are expected drivers of future revenue growth over the next two to three years:
- Strategic Acquisitions: A significant driver of future revenue growth is anticipated from strategic acquisitions. Notably, the acquisition of OmniMax International, finalized in February 2026, is projected to contribute approximately $570 million in revenue in 2026 and is expected to increase the Residential segment to over 80% of Gibraltar’s total business. Other recent acquisitions, such as Lane Supply and two metal roofing businesses, have also contributed to revenue and are expected to be accretive to earnings.
- Organic Growth in Key Segments: Gibraltar Industries is focused on organic expansion within its core building products and structures businesses. The Agtech segment is expected to deliver solid growth and improved operating margins, with acceleration anticipated from late Q2 2025 through the end of the year. The Infrastructure segment also demonstrates strong performance, with a 102% year-over-year increase in backlog as of Q4 2025, indicating future growth potential. The Residential segment, particularly with the expanded portfolio from acquisitions, is also expected to contribute to organic growth, albeit with a prudent outlook due to market conditions.
- Synergy Realization from Acquisitions: The company expects to achieve $24 million in synergies in 2026, with more than $15 million expected to positively impact EBITDA, which will enhance overall financial performance and contribute to revenue growth.
- Market Participation Gains: Gibraltar Industries has reported strong top-line growth driven in part by participation gains, particularly in building accessories. This indicates the company's ability to capture a larger share of its existing markets through competitive positioning and product offerings.
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Share Repurchases
- Gibraltar Industries authorized a $200 million share repurchase program on May 4, 2022, which concluded on May 2, 2025.
- Under the program that ended in May 2025, the company repurchased 914,679 shares for $60 million as of December 31, 2025.
- A new share repurchase program of up to $200 million was authorized in April 2025, set to expire on April 30, 2028, with no shares purchased under it as of December 31, 2025.
Share Issuance
- In 2024, proceeds of $0.2 million were generated from the issuance of common stock due to stock option exercises.
Outbound Investments
- On February 2, 2026, Gibraltar Industries completed the all-cash acquisition of OmniMax International for $1.335 billion, significantly expanding its residential building products presence.
- The OmniMax acquisition was financed through a new senior secured credit package, including a $500 million revolving credit facility and $1.3 billion in senior secured term loans.
- The company also acquired Lane Supply and three metal roofing businesses to enhance its Agtech and Residential segments.
Capital Expenditures
- Capital expenditures were $17.7 million in 2021, $20.06 million in 2022, and $13.91 million in 2023.
- Expected capital expenditures are $19.93 million for 2024, $46.13 million for 2025, and $45 million for 2026.
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| 03312026 | NSP | Insperity | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03312026 | TNC | Tennant | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03272026 | ADP | Automatic Data Processing | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 1.0% | 1.0% | 0.0% |
| 03272026 | HURN | Huron Consulting | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.0% | 4.0% | 0.0% |
| 03272026 | TRU | TransUnion | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.2% | 5.2% | 0.0% |
| 03062026 | ROCK | Gibraltar Industries | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | -0.9% | -0.9% | -3.4% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 119.67 |
| Mkt Cap | 7.5 |
| Rev LTM | 2,763 |
| Op Inc LTM | 464 |
| FCF LTM | 317 |
| FCF 3Y Avg | 412 |
| CFO LTM | 474 |
| CFO 3Y Avg | 553 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.5% |
| Rev Chg 3Y Avg | -2.7% |
| Rev Chg Q | 4.1% |
| QoQ Delta Rev Chg LTM | 1.0% |
| Op Inc Chg LTM | 3.0% |
| Op Inc Chg 3Y Avg | 4.9% |
| Op Mgn LTM | 18.3% |
| Op Mgn 3Y Avg | 16.4% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 14.6% |
| CFO/Rev 3Y Avg | 15.5% |
| FCF/Rev LTM | 12.1% |
| FCF/Rev 3Y Avg | 13.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 7.5 |
| P/S | 2.7 |
| P/Op Inc | 15.4 |
| P/EBIT | 17.2 |
| P/E | 26.7 |
| P/CFO | 13.1 |
| Total Yield | 3.8% |
| Dividend Yield | 0.7% |
| FCF Yield 3Y Avg | 6.1% |
| D/E | 0.1 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 8.1% |
| 3M Rtn | -1.1% |
| 6M Rtn | 7.1% |
| 12M Rtn | 30.9% |
| 3Y Rtn | 80.7% |
| 1M Excs Rtn | -4.4% |
| 3M Excs Rtn | -3.3% |
| 6M Excs Rtn | 1.5% |
| 12M Excs Rtn | 2.9% |
| 3Y Excs Rtn | 7.3% |
Price Behavior
Price Behavior
| Market Price | $37.53 | |
| Market Cap ($ Bil) | 1.1 | |
| First Trading Date | 11/05/1993 | |
| Distance from 52W High | -49.7% | |
| 50 Days | 200 Days | |
| DMA Price | $42.06 | $54.24 |
| DMA Trend | down | down |
| Distance from DMA | -10.8% | -30.8% |
| 3M | 1YR | |
| Volatility | 45.7% | 47.0% |
| Downside Capture | 1.15 | 1.11 |
| Upside Capture | 26.06 | 101.91 |
| Correlation (SPY) | 41.1% | 42.2% |
ROCK Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.44 | 1.28 | 1.11 | 1.48 | 1.22 | 1.17 |
| Up Beta | 2.74 | 1.74 | -1.24 | 0.02 | 1.02 | 1.15 |
| Down Beta | 3.13 | 2.37 | 2.43 | 2.49 | 1.31 | 1.12 |
| Up Capture | 19% | 11% | 47% | 75% | 106% | 117% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 8 | 15 | 26 | 55 | 112 | 369 |
| Down Capture | 107% | 140% | 125% | 160% | 136% | 107% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 14 | 27 | 37 | 71 | 139 | 378 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ROCK | |
|---|---|---|---|---|
| ROCK | -27.0% | 46.9% | -0.52 | - |
| Sector ETF (XLI) | 33.2% | 15.2% | 1.68 | 48.5% |
| Equity (SPY) | 31.5% | 12.5% | 1.93 | 42.3% |
| Gold (GLD) | 35.2% | 27.2% | 1.09 | 2.3% |
| Commodities (DBC) | 46.7% | 18.1% | 1.99 | -11.1% |
| Real Estate (VNQ) | 12.8% | 13.4% | 0.65 | 37.5% |
| Bitcoin (BTCUSD) | -19.6% | 42.1% | -0.40 | 23.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ROCK | |
|---|---|---|---|---|
| ROCK | -15.9% | 39.2% | -0.34 | - |
| Sector ETF (XLI) | 12.8% | 17.3% | 0.58 | 58.8% |
| Equity (SPY) | 13.1% | 17.1% | 0.60 | 51.4% |
| Gold (GLD) | 20.1% | 17.8% | 0.92 | 3.8% |
| Commodities (DBC) | 14.6% | 19.1% | 0.63 | 9.8% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.08 | 47.7% |
| Bitcoin (BTCUSD) | 8.1% | 56.2% | 0.36 | 21.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ROCK | |
|---|---|---|---|---|
| ROCK | 3.3% | 38.9% | 0.21 | - |
| Sector ETF (XLI) | 13.6% | 19.9% | 0.60 | 53.1% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 47.9% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | 2.8% |
| Commodities (DBC) | 9.6% | 17.7% | 0.45 | 17.3% |
| Real Estate (VNQ) | 5.5% | 20.7% | 0.23 | 41.5% |
| Bitcoin (BTCUSD) | 67.5% | 66.9% | 1.07 | 16.7% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/21/2026 | -11.6% | -7.5% | -2.9% |
| 10/30/2025 | -4.6% | -9.5% | -26.4% |
| 8/6/2025 | -3.8% | -4.5% | -3.6% |
| 4/30/2025 | 0.2% | 7.5% | 12.4% |
| 2/19/2025 | 11.7% | 15.6% | 14.0% |
| 10/11/2024 | -4.3% | -4.2% | 4.2% |
| 7/31/2024 | -7.4% | -18.0% | -15.4% |
| 5/1/2024 | -3.6% | 2.3% | 3.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 9 | 15 |
| # Negative | 13 | 14 | 8 |
| Median Positive | 5.0% | 9.6% | 6.3% |
| Median Negative | -4.3% | -4.9% | -8.4% |
| Max Positive | 11.9% | 15.6% | 14.0% |
| Max Negative | -13.1% | -18.0% | -26.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 04/30/2025 | 10-Q |
| 12/31/2024 | 02/19/2025 | 10-K |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 07/31/2024 | 10-Q |
| 03/31/2024 | 05/01/2024 | 10-Q |
| 12/31/2023 | 02/21/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 02/22/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 2/26/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 1.76 Bil | 1.79 Bil | 1.83 Bil | 54.4% | Higher New | Guidance: 1.16 Bil for 2025 | |
| 2026 Adjusted EBITDA Margin | 17.6% | 17.7% | 17.8% | 8.6% | 1.4% | Higher New | Actual: 16.3% for 2025 |
| 2026 GAAP EPS | 2.4 | 2.6 | 2.8 | -20.0% | Lower New | Actual: 3.25 for 2025 | |
| 2026 Adjusted EPS | 3.65 | 3.85 | 4.05 | -1.8% | Lower New | Actual: 3.92 for 2025 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bosway, William T | President and CEO | Direct | Buy | 3162026 | 41.37 | 1,000 | 41,370 | 9,539,301 | Form |
| 2 | Metcalf, James S | Direct | Buy | 3122026 | 40.35 | 12,444 | 502,165 | 625,487 | Form | |
| 3 | Bosway, William T | President and CEO | Direct | Buy | 3102026 | 39.52 | 1,500 | 59,288 | 9,074,347 | Form |
| 4 | Bosway, William T | President and CEO | Direct | Buy | 3102026 | 38.29 | 4,500 | 172,305 | 8,733,375 | Form |
| 5 | Nish, James B | Direct | Sell | 5052025 | 58.21 | 1,172 | 68,222 | 697,123 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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