Gibraltar Industries (ROCK)
Market Price (11/6/2026): $31.69 | Market Cap: $940.7 MilSector: Industrials | Industry: Building Products
Gibraltar Industries (ROCK)
Market Price (11/6/2026): $31.69Market Cap: $940.7 MilSector: IndustrialsIndustry: Building Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 36% 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 -66%, 3Y Excs Rtn is -109% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 104% 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 -16% Key risksROCK key risks include [1] the complex integration of its OmniMax acquisition and [2] a significant new market concentration, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 36% |
| 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 -66%, 3Y Excs Rtn is -109% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 104% |
| 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 -16% |
| 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
Updated on 11/5/2026
Gibraltar Industries (ROCK) stock has lost about 25% since 7/31/2026 because of the following key factors:
1. Significant Miss in Fiscal Q3 2026 Earnings and Substantially Lowered Full-Year Guidance.
Gibraltar Industries reported adjusted earnings per share (EPS) of $1.01 for fiscal Q3 2026 (ended September 30, 2026), missing the consensus estimate of $1.20 by $0.19, a 15.8% shortfall. The company also lowered its full-year fiscal 2026 adjusted EPS guidance to a range of $2.25-$2.40, a significant reduction of approximately 39.6% at the midpoint compared to previous analyst expectations of $3.82. Furthermore, full-year revenue guidance was reduced to $1.64-$1.66 billion, about an 8.1% decrease at the midpoint from a prior implied target of $1.80 billion.
2. Sharper-Than-Anticipated Decline in the Residential Market.
The residential market experienced an unexpected and considerable weakening during fiscal Q3 2026. Third-quarter shingle shipments decreased 13% year over year and 22% sequentially, driven by softer end demand and customer destocking. This downturn was described as "substantially worse than anticipated," with the company forecasting a 15% decline in the residential market for the second half of fiscal 2026.
Show more
Gibraltar Industries (ROCK) stock has lost about 25% since 7/31/2026 because of the following key factors:
1. Significant Miss in Fiscal Q3 2026 Earnings and Substantially Lowered Full-Year Guidance.
Gibraltar Industries reported adjusted earnings per share (EPS) of $1.01 for fiscal Q3 2026 (ended September 30, 2026), missing the consensus estimate of $1.20 by $0.19, a 15.8% shortfall. The company also lowered its full-year fiscal 2026 adjusted EPS guidance to a range of $2.25-$2.40, a significant reduction of approximately 39.6% at the midpoint compared to previous analyst expectations of $3.82. Furthermore, full-year revenue guidance was reduced to $1.64-$1.66 billion, about an 8.1% decrease at the midpoint from a prior implied target of $1.80 billion.
2. Sharper-Than-Anticipated Decline in the Residential Market.
The residential market experienced an unexpected and considerable weakening during fiscal Q3 2026. Third-quarter shingle shipments decreased 13% year over year and 22% sequentially, driven by softer end demand and customer destocking. This downturn was described as "substantially worse than anticipated," with the company forecasting a 15% decline in the residential market for the second half of fiscal 2026.
Show more
Updated on 11/5/2026
Gibraltar Industries (ROCK) stock has lost about 25% since 7/31/2026 because of the following key factors:
1. Significant Miss in Fiscal Q3 2026 Earnings and Substantially Lowered Full-Year Guidance.
Gibraltar Industries reported adjusted earnings per share (EPS) of $1.01 for fiscal Q3 2026 (ended September 30, 2026), missing the consensus estimate of $1.20 by $0.19, a 15.8% shortfall. The company also lowered its full-year fiscal 2026 adjusted EPS guidance to a range of $2.25-$2.40, a significant reduction of approximately 39.6% at the midpoint compared to previous analyst expectations of $3.82. Furthermore, full-year revenue guidance was reduced to $1.64-$1.66 billion, about an 8.1% decrease at the midpoint from a prior implied target of $1.80 billion.
2. Sharper-Than-Anticipated Decline in the Residential Market.
The residential market experienced an unexpected and considerable weakening during fiscal Q3 2026. Third-quarter shingle shipments decreased 13% year over year and 22% sequentially, driven by softer end demand and customer destocking. This downturn was described as "substantially worse than anticipated," with the company forecasting a 15% decline in the residential market for the second half of fiscal 2026.
3. Deferred Agtech Projects and Persistent Cost Inflation.
Over $40 million in Agtech segment revenue was pushed from the second half of fiscal 2026 into fiscal 2027 due to customer permit delays and changes in build schedules. This company-specific factor was compounded by broader macroeconomic pressures from incremental cost inflation in steel, logistics, and diesel fuel, which continued to impact the company's margins.
4. Increased Interest Expense and CFO Transition.
Gibraltar Industries reported a net interest expense of $21.5 million in fiscal Q3 2026, a substantial amount that weighed significantly on adjusted EPS, primarily stemming from debt related to the OmniMax acquisition. This financial headwind was accompanied by the announcement that Chief Financial Officer Joe Lovechio will depart from his position effective November 20, 2026, introducing leadership uncertainty during a challenging period.
Show less
Gibraltar Industries (ROCK) stock has lost about 25% since 7/31/2026 because of the following key factors:
1. Significant Miss in Fiscal Q3 2026 Earnings and Substantially Lowered Full-Year Guidance.
Gibraltar Industries reported adjusted earnings per share (EPS) of $1.01 for fiscal Q3 2026 (ended September 30, 2026), missing the consensus estimate of $1.20 by $0.19, a 15.8% shortfall. The company also lowered its full-year fiscal 2026 adjusted EPS guidance to a range of $2.25-$2.40, a significant reduction of approximately 39.6% at the midpoint compared to previous analyst expectations of $3.82. Furthermore, full-year revenue guidance was reduced to $1.64-$1.66 billion, about an 8.1% decrease at the midpoint from a prior implied target of $1.80 billion.
2. Sharper-Than-Anticipated Decline in the Residential Market.
The residential market experienced an unexpected and considerable weakening during fiscal Q3 2026. Third-quarter shingle shipments decreased 13% year over year and 22% sequentially, driven by softer end demand and customer destocking. This downturn was described as "substantially worse than anticipated," with the company forecasting a 15% decline in the residential market for the second half of fiscal 2026.
3. Deferred Agtech Projects and Persistent Cost Inflation.
Over $40 million in Agtech segment revenue was pushed from the second half of fiscal 2026 into fiscal 2027 due to customer permit delays and changes in build schedules. This company-specific factor was compounded by broader macroeconomic pressures from incremental cost inflation in steel, logistics, and diesel fuel, which continued to impact the company's margins.
4. Increased Interest Expense and CFO Transition.
Gibraltar Industries reported a net interest expense of $21.5 million in fiscal Q3 2026, a substantial amount that weighed significantly on adjusted EPS, primarily stemming from debt related to the OmniMax acquisition. This financial headwind was accompanied by the announcement that Chief Financial Officer Joe Lovechio will depart from his position effective November 20, 2026, introducing leadership uncertainty during a challenging period.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -25.0% change in ROCK stock from 7/31/2026 to 11/5/2026 was primarily driven by a -35.4% change in the company's P/S Multiple.| (LTM values as of) | 7312026 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 42.26 | 31.69 | -25.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,245 | 1,445 | 16.1% |
| P/S Multiple | 1.0 | 0.7 | -35.4% |
| Shares Outstanding (Mil) | 30 | 30 | 0.1% |
| Cumulative Contribution | -25.0% |
Market Drivers
7/31/2026 to 11/5/2026| Return | Correlation | |
|---|---|---|
| ROCK | -25.0% | |
| Market (SPY) | -1.9% | 63.6% |
| Sector (XLI) | -9.7% | 60.7% |
Fundamental Drivers
The -18.8% change in ROCK stock from 4/30/2026 to 11/5/2026 was primarily driven by a -36.1% change in the company's P/S Multiple.| (LTM values as of) | 4302026 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 39.03 | 31.69 | -18.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,136 | 1,445 | 27.3% |
| P/S Multiple | 1.0 | 0.7 | -36.1% |
| Shares Outstanding (Mil) | 30 | 30 | -0.2% |
| Cumulative Contribution | -18.8% |
Market Drivers
4/30/2026 to 11/5/2026| Return | Correlation | |
|---|---|---|
| ROCK | -18.8% | |
| Market (SPY) | 2.3% | 56.5% |
| Sector (XLI) | -6.7% | 53.6% |
Fundamental Drivers
The -49.2% change in ROCK stock from 10/31/2025 to 11/5/2026 was primarily driven by a -61.4% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 62.39 | 31.69 | -49.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,098 | 1,445 | 31.6% |
| P/S Multiple | 1.7 | 0.7 | -61.4% |
| Shares Outstanding (Mil) | 30 | 30 | -0.1% |
| Cumulative Contribution | -49.2% |
Market Drivers
10/31/2025 to 11/5/2026| Return | Correlation | |
|---|---|---|
| ROCK | -49.2% | |
| Market (SPY) | 8.4% | 46.3% |
| Sector (XLI) | 5.7% | 47.9% |
Fundamental Drivers
The -47.9% change in ROCK stock from 10/31/2023 to 11/5/2026 was primarily driven by a -52.1% change in the company's P/S Multiple.| (LTM values as of) | 10312023 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 60.86 | 31.69 | -47.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,363 | 1,445 | 6.0% |
| P/S Multiple | 1.4 | 0.7 | -52.1% |
| Shares Outstanding (Mil) | 31 | 30 | 2.6% |
| Cumulative Contribution | -47.9% |
Market Drivers
10/31/2023 to 11/5/2026| Return | Correlation | |
|---|---|---|
| ROCK | -47.9% | |
| Market (SPY) | 81.3% | 47.2% |
| Sector (XLI) | 71.8% | 53.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ROCK Return | -7% | -31% | 72% | -25% | -16% | -36% | -56% |
| Peers Return | 55% | -6% | 49% | 16% | 30% | 7% | 249% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| ROCK Win Rate | 33% | 25% | 67% | 50% | 50% | 36% | |
| Peers Win Rate | 63% | 50% | 60% | 53% | 53% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| ROCK Max Drawdown | -36% | -45% | -21% | -33% | -41% | -46% | |
| Peers Max Drawdown | -18% | -41% | -29% | -24% | -26% | -28% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: WTS, WMS, GFF, UFPI, PPIH.
[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 11/5/2026 (YTD)
How Low Can It Go
| Event | ROCK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -22.5% | -18.8% |
| % Gain to Breakeven | 29.1% | 23.1% |
| Time to Breakeven | 93 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -19.4% | -6.7% |
| % Gain to Breakeven | 24.0% | 7.1% |
| Time to Breakeven | 57 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -44.3% | -24.5% |
| % Gain to Breakeven | 79.4% | 32.4% |
| Time to Breakeven | 309 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 75.0% | 50.9% |
| Time to Breakeven | 140 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -27.2% | -19.2% |
| % Gain to Breakeven | 37.3% | 23.8% |
| Time to Breakeven | 305 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -18.7% | -3.7% |
| % Gain to Breakeven | 23.0% | 3.9% |
| Time to Breakeven | 249 days | 6 days |
In The Past
Gibraltar Industries's stock fell -22.5% during the 2025 US Tariff Shock. Such a loss loss requires a 29.1% gain to breakeven.
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| Event | ROCK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -22.5% | -18.8% |
| % Gain to Breakeven | 29.1% | 23.1% |
| Time to Breakeven | 93 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -44.3% | -24.5% |
| % Gain to Breakeven | 79.4% | 32.4% |
| Time to Breakeven | 309 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 75.0% | 50.9% |
| Time to Breakeven | 140 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -27.2% | -19.2% |
| % Gain to Breakeven | 37.3% | 23.8% |
| Time to Breakeven | 305 days | 105 days |
| 2013 Taper Tantrum | ||
| % Loss | -28.6% | -0.2% |
| % Gain to Breakeven | 40.0% | 0.2% |
| Time to Breakeven | 119 days | 1 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -31.5% | -17.9% |
| % Gain to Breakeven | 46.1% | 21.8% |
| Time to Breakeven | 66 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -39.2% | -15.4% |
| % Gain to Breakeven | 64.6% | 18.2% |
| Time to Breakeven | 554 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -76.2% | -53.4% |
| % Gain to Breakeven | 320.5% | 114.4% |
| Time to Breakeven | 264 days | 1085 days |
In The Past
Gibraltar Industries's stock fell -22.5% during the 2025 US Tariff Shock. Such a loss loss requires a 29.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Gibraltar Industries (ROCK)
Gibraltar Industries, trading as ROCK, is a diversified manufacturer and distributor of building products, operating across four primary segments: Renewables, Residential, Agtech, and Infrastructure. Established in 1972, the company provides essential components and solutions that support sustainable development, modern living, advanced agriculture, and critical infrastructure projects primarily within North America and Asia.
The company's Renewables segment designs, engineers, manufactures, and installs solar racking and electrical balance of systems, serving solar developers. Its Residential segment offers a broad range of products including roof and foundation ventilation, various mail and electronic package solutions, roof edgings, flashings, metal roofing, rain dispersion products, and exterior retractable awnings. This segment targets home improvement retailers, wholesalers, distributors, and contractors.
Gibraltar's Agtech segment specializes in growing and processing solutions, providing design, engineering, manufacturing, and installation of greenhouses and botanical extraction systems for institutional and commercial growers. Finally, the Infrastructure segment supplies vital components such as expansion joints, structural bearings, rubber seals, and elastomeric concrete, which are critical for bridges and other large-scale infrastructure projects.
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.
AI Analysis | Feedback
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.
Peer Outperformance in Building Products
ROCK has trailed 85% of its 33 Building Products peers over 5Y. Among the peers that beat it are JCI, SSD and ALLE. Building Products ranks 9th of 23 industries in Industrials by median 5Y return.
Share of Building Products constituents that ROCK has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
14%
of 37 industry peers · -47.8% return
3Y
11%
of 35 industry peers · -52.2% return
5Y
15%
of 33 industry peers · -58.1% return
Building Products peers with revenue growth within 4pp of ROCK's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| ROCK | Gibraltar Industries | 5.8% | -6.3x | -47.8% | -52.2% | -58.1% | — |
| JCI | Johnson Controls International | 5.4% | 22.3x | 10.1% | 170.5% | 94.5% | +153pp |
| SSD | Simpson Manufacturing | 3.9% | 21.5x | 18.0% | 39.6% | 72.9% | +131pp |
| ALLE | Allegion | 6.7% | 23.0x | 14.5% | 92.1% | 53.4% | +111pp |
| LII | Lennox International | 3.5% | 16.0x | -28.0% | -6.7% | 22.6% | +81pp |
| CARR | Carrier Global | 8.1% | -24.3x | -5.3% | 9.8% | 7.9% | +66pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Industrials sector, ranked by 5Y. Building Products is ROCK's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Marine Transportation | 5 | 25.1% | 30.2% | 102.9% | MATX 155% · KEX 103% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 6.3% | 55.5% | 95.0% | ALSN 255% · WAB 204% · CAT 192% |
| Construction & Engineering | 29 | -21.3% | 79.9% | 94.8% | FIX 895% · STRL 799% · AGX 526% |
| Aerospace & Defense | 54 | -12.6% | 55.7% | 49.5% | ATI 849% · FTAI 756% · HWM 509% |
| Trading Companies & Distributors | 19 | 5.6% | 30.7% | 33.8% | DXPE 276% · AIT 184% · URI 177% |
| Industrial Machinery & Supplies & Components | 71 | 0.3% | 46.1% | 29.7% | CRS 797% · MLI 298% · SYM 249% |
| Rail Transportation | 7 | 34.9% | 53.7% | 27.8% | CSX 54% · UNP 40% · NSC 28% |
| Diversified Support Services | 33 | 14.8% | 36.8% | 21.3% | CXW 195% · OPLN 143% · CTAS 115% |
| Building Products ← | 34 | -6.6% | 9.3% | 10.6% | MOD 714% · GFF 345% · TT 126% |
| Cargo Ground Transportation | 16 | 27.9% | 14.6% | 4.8% | XPO 269% · R 250% · ARCB 25% |
| Industrial Conglomerates | 17 | 14.8% | -1.6% | -1.3% | CSW 103% · CSL 72% · DD 65% |
| Office Services & Supplies | 10 | 20.8% | 22.5% | -2.6% | PBI 158% · TILE 140% · HNI 40% |
| Electrical Components & Equipment | 39 | -14.2% | 56.2% | -12.1% | POWL 1360% · VRT 543% · BE 424% |
| Data Processing & Outsourced Services | 6 | -11.8% | 5.0% | -12.7% | EXLS 59% · BR 22% · G -12% |
| Research & Consulting Services | 13 | 4.9% | -15.5% | -22.6% | HURN 227% · FCN 36% · BAH 14% |
| Agricultural & Farm Machinery | 16 | 7.2% | -7.4% | -27.4% | BLBD 171% · DE 99% · TTC 15% |
| Security & Alarm Services | 9 | -51.2% | 10.7% | -28.0% | BCO 65% |
| Environmental & Facilities Services | 29 | -31.2% | 25.5% | -28.1% | GEO 163% · CLH 162% · RSG 100% |
| Passenger Airlines | 11 | 2.6% | 64.1% | -34.8% | LTM 3100% · UAL 110% · DAL 100% |
| Air Freight & Logistics | 12 | -28.8% | -7.3% | -39.1% | FDX 80% · EXPD 60% · CHRW 54% |
| Human Resource & Employment Services | 22 | 19.2% | -6.0% | -42.4% | ADP 50% · FA 22% · PAYX 13% |
| Passenger Ground Transportation | 3 | -14.1% | 42.9% | -57.4% | UBER 46% · CAR -57% · LYFT -67% |
| Airport Services | 4 | -49.1% | -62.8% | -86.2% | JOBY -47% |
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.
Latest Trefis Analyses
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 92.72 |
| Mkt Cap | 4.5 |
| Rev LTM | 2,752 |
| Op Inc LTM | 461 |
| FCF LTM | 270 |
| FCF 3Y Avg | 324 |
| CFO LTM | 381 |
| CFO 3Y Avg | 365 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 17.1% |
| Rev Chg 3Y Avg | 3.3% |
| Rev Chg Q | 18.6% |
| QoQ Delta Rev Chg LTM | 4.7% |
| Op Inc Chg LTM | 5.4% |
| Op Inc Chg 3Y Avg | -0.8% |
| Op Mgn LTM | 16.7% |
| Op Mgn 3Y Avg | 17.0% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 11.4% |
| CFO/Rev 3Y Avg | 14.7% |
| FCF/Rev LTM | 9.8% |
| FCF/Rev 3Y Avg | 12.2% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Residential | 824 | 783 | 815 | 767 | 636 |
| Agtech | 219 | 153 | 145 | 169 | 199 |
| Infrastructure | 92 | 88 | 87 | 76 | 73 |
| Renewables | 378 | 432 | |||
| Total | 1,136 | 1,023 | 1,047 | 1,390 | 1,340 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Residential | 137 | 149 | 143 | 126 | 106 |
| Infrastructure | 22 | 21 | 19 | 9 | 9 |
| Agtech | 10 | 11 | -1 | 3 | -1 |
| Unallocated Corporate Expenses | -46 | -41 | -40 | -34 | -37 |
| Renewables | 25 | 20 | |||
| Total | 123 | 140 | 121 | 130 | 97 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Residential | 639 | 497 | 516 | 520 | 453 |
| Agtech | 291 | 157 | 168 | 194 | 212 |
| Unallocated corporate assets | 193 | 295 | 24 | 21 | |
| Assets of discontinued operations | 192 | 391 | |||
| Infrastructure | 78 | 78 | 78 | 80 | 83 |
| Renewables | 392 | 445 | |||
| Total | 1,394 | 1,419 | 761 | 1,211 | 1,215 |
Price Behavior
Price Behavior
| Market Price | $31.69 | |
| Market Cap ($ Bil) | 0.9 | |
| First Trading Date | 11/05/1993 | |
| Distance from 52W High | -48.5% | |
| 50 Days | 200 Days | |
| DMA Price | $41.05 | $42.83 |
| DMA Trend | down | down |
| Distance from DMA | -22.8% | -26.0% |
| 3M | 1YR | |
| Volatility | 68.5% | 60.7% |
| Downside Capture | 190.60 | 197.62 |
| Upside Capture | 113.46 | 129.12 |
| Correlation (S&P 500) | 22.3% | 33.8% |
ROCK Betas & Captures as of 10/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.76 | 1.36 | 1.74 | 1.78 | 1.55 | 1.27 |
| Up Beta | -5.17 | -1.16 | 1.79 | 0.78 | 0.84 | 1.13 |
| Down Beta | 0.30 | 0.41 | 0.90 | 2.26 | 2.13 | 1.26 |
| Up Capture | 147% | 177% | 192% | 221% | 134% | 135% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 12 | 21 | 28 | 62 | 116 | 366 |
| Down Capture | 107% | 219% | 202% | 172% | 150% | 110% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 10 | 22 | 36 | 63 | 134 | 382 |
[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 | -48.1% | 60.7% | -0.83 | - |
| Sector ETF (XLI) | 7.4% | 17.8% | 0.24 | 47.9% |
| Equity (SPY) | 9.5% | 13.6% | 0.41 | 46.4% |
| Gold (GLD) | 3.6% | 28.7% | 0.11 | 18.5% |
| Commodities (DBC) | 37.7% | 21.2% | 1.40 | -25.4% |
| Real Estate (VNQ) | 12.0% | 14.2% | 0.55 | 36.8% |
| Bitcoin (BTCUSD) | -20.8% | 43.3% | -0.42 | 12.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ROCK | |
|---|---|---|---|---|
| ROCK | -13.3% | 43.3% | -0.20 | - |
| Sector ETF (XLI) | 10.8% | 17.7% | 0.45 | 57.7% |
| Equity (SPY) | 11.3% | 17.3% | 0.48 | 51.0% |
| Gold (GLD) | 17.5% | 19.1% | 0.74 | 7.3% |
| Commodities (DBC) | 8.0% | 19.6% | 0.29 | -0.3% |
| Real Estate (VNQ) | 1.2% | 18.9% | -0.05 | 45.2% |
| Bitcoin (BTCUSD) | 5.9% | 51.5% | 0.29 | 20.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ROCK | |
|---|---|---|---|---|
| ROCK | -0.9% | 40.8% | 0.11 | - |
| Sector ETF (XLI) | 12.9% | 20.1% | 0.56 | 52.6% |
| Equity (SPY) | 14.9% | 18.0% | 0.70 | 47.6% |
| Gold (GLD) | 12.0% | 16.5% | 0.59 | 5.3% |
| Commodities (DBC) | 7.6% | 18.1% | 0.33 | 11.3% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.23 | 40.7% |
| Bitcoin (BTCUSD) | 61.3% | 66.2% | 1.01 | 16.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 11/5/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 14.1% | 3.6% | -7.9% |
| 5/7/2026 | -0.8% | 0.8% | -2.5% |
| 2/26/2026 | -7.2% | -15.9% | -17.6% |
| 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 | 0.7% | 3.5% | -1.0% |
| 10/30/2024 | 4.7% | 6.6% | 10.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 13 | 12 |
| # Negative | 11 | 10 | 11 |
| Median Positive | 3.7% | 6.4% | 10.1% |
| Median Negative | -3.6% | -5.7% | -8.6% |
| Max Positive | 14.1% | 15.3% | 13.5% |
| Max Negative | -7.6% | -18.0% | -26.4% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 14.1% | 3.6% | -7.9% |
| 5/7/2026 | -0.8% | 0.8% | -2.5% |
| 2/26/2026 | -7.2% | -15.9% | -17.6% |
| 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 | 0.7% | 3.5% | -1.0% |
| 10/30/2024 | 4.7% | 6.6% | 10.5% |
| 7/31/2024 | -7.4% | -18.0% | -15.4% |
| 5/1/2024 | -3.6% | 2.3% | 3.1% |
| 2/21/2024 | -1.6% | 4.3% | 9.7% |
| 11/2/2023 | 5.6% | 7.1% | 12.6% |
| 8/2/2023 | 9.9% | 10.4% | 13.5% |
| 5/3/2023 | 8.8% | 10.2% | 6.3% |
| 2/22/2023 | -1.2% | 0.8% | -13.3% |
| 11/3/2022 | 2.7% | -1.9% | 4.0% |
| 8/3/2022 | -2.9% | -5.3% | -8.6% |
| 5/4/2022 | 11.9% | -2.0% | 11.8% |
| 2/23/2022 | 1.9% | 6.4% | 0.8% |
| 10/27/2021 | 0.8% | 15.3% | 12.9% |
| 8/3/2021 | -1.9% | -0.5% | 4.9% |
| 5/6/2021 | 1.3% | -6.2% | -7.4% |
| 2/25/2021 | -7.6% | -14.5% | -9.8% |
| SUMMARY STATS | |||
| # Positive | 12 | 13 | 12 |
| # Negative | 11 | 10 | 11 |
| Median Positive | 3.7% | 6.4% | 10.1% |
| Median Negative | -3.6% | -5.7% | -8.6% |
| Max Positive | 14.1% | 15.3% | 13.5% |
| Max Negative | -7.6% | -18.0% | -26.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 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 |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 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 |
| 12/31/2021 | 02/23/2022 | 10-K |
| 09/30/2021 | 10/27/2021 | 10-Q |
| 06/30/2021 | 08/03/2021 | 10-Q |
| 03/31/2021 | 05/05/2021 | 10-Q |
| 12/31/2020 | 02/25/2021 | 10-K |
| 09/30/2020 | 10/29/2020 | 10-Q |
| 06/30/2020 | 08/05/2020 | 10-Q |
| 03/31/2020 | 05/06/2020 | 10-Q |
| 12/31/2019 | 02/28/2020 | 10-K |
| 09/30/2019 | 10/25/2019 | 10-Q |
Recent Forward Guidance
Updated 11/5/2026Latest: Q3 2026 Earnings Reported 11/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Annualized Cost Synergy Commitment | Reported | 36.50 Mil | 25.0% | Raised | Guidance: 29.20 Mil for 2026 | |||
| 2026 Annual Run Rate Savings | Reported | 5.00 Mil | 5.00 Mil | |||||
| 2026 Net Sales (Excluding Infrastructure) | Reported | 1.64 Bil | 1.65 Bil | 1.66 Bil | -8.1% | Lowered | Guidance: 1.79 Bil for 2026 | |
| 2026 Net Sales (Including Infrastructure) | Reported | 1.73 Bil | 1.74 Bil | 1.75 Bil | -3.1% | Lowered | Guidance: 1.79 Bil for 2026 | |
| 2026 Adjusted EBITDA (Excluding Infrastructure) | Reported | 242.00 Mil | 245.50 Mil | 249.00 Mil | -22.8% | Lowered | Guidance: 318.00 Mil for 2026 | |
| 2026 Adjusted EBITDA (Including Infrastructure) | Reported | 264.00 Mil | 267.50 Mil | 271.00 Mil | -15.9% | Lowered | Guidance: 318.00 Mil for 2026 | |
| 2026 Adjusted EBITDA Margin (Excluding Infrastructure) | Reported | 14.7% | 14.85% | 15.0% | -2.8% | Lowered | Guidance: 17.7% for 2026 | |
| 2026 Adjusted EBITDA Margin (Including Infrastructure) | Reported | 15.2% | 15.35% | 15.5% | -2.4% | Lowered | Guidance: 17.7% for 2026 | |
| 2026 GAAP EPS – Diluted (Excluding Infrastructure) | Reported | 0.64 | 0.72 | 0.79 | -72.5% | Lowered | Guidance: 2.6 for 2026 | |
| 2026 GAAP EPS – Diluted (Including Infrastructure) | Reported | 1.12 | 1.2 | 1.27 | -54.0% | Lowered | Guidance: 2.6 for 2026 | |
| 2026 Adjusted EPS – Diluted (Excluding Infrastructure) | Reported | 2.25 | 2.33 | 2.4 | -39.6% | Lowered | Guidance: 3.85 for 2026 | |
| 2026 Adjusted EPS – Diluted (Including Infrastructure) | Reported | 2.7 | 2.78 | 2.85 | -27.9% | Lowered | Guidance: 3.85 for 2026 | |
Prior: Q2 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Net Sales | Reported | 1.76 Bil | 1.79 Bil | 1.83 Bil | 0 | Affirmed | Guidance: 1.79 Bil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 310.00 Mil | 318.00 Mil | 326.00 Mil | 0 | Affirmed | Guidance: 318.00 Mil for 2026 | |
| 2026 Adjusted EBITDA Margin | Reported | 17.6% | 17.7% | 17.8% | 0 | Affirmed | Guidance: 17.7% for 2026 | |
| 2026 GAAP EPS – Diluted | Reported | 2.4 | 2.6 | 2.8 | 0 | Affirmed | Guidance: 2.6 for 2026 | |
| 2026 Adjusted EPS – Diluted | Reported | 3.65 | 3.85 | 4.05 | 0 | Affirmed | Guidance: 3.85 for 2026 | |
Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Net Sales | Reported | 1.76 Bil | 1.79 Bil | 1.83 Bil | 0 | Affirmed | Guidance: 1.79 Bil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 310.00 Mil | 318.00 Mil | 326.00 Mil | ||||
| 2026 Adjusted EBITDA Margin | Reported | 17.6% | 17.7% | 17.8% | 0 | Affirmed | Guidance: 17.7% for 2026 | |
| 2026 GAAP EPS | Reported | 2.4 | 2.6 | 2.8 | 0 | Affirmed | Guidance: 2.6 for 2026 | |
| 2026 Adjusted EPS | Reported | 3.65 | 3.85 | 4.05 | 0 | Affirmed | Guidance: 3.85 for 2026 | |
Q4 2025 Earnings Reported 2/26/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 1.76 Bil | 1.79 Bil | 1.83 Bil | 54.4% | Higher New | Guidance: 1.16 Bil for 2025 | |
| 2026 Adjusted EBITDA Margin | Reported | 17.6% | 17.7% | 17.8% | 1.4% | Higher New | Actual: 16.3% for 2025 | |
| 2026 GAAP EPS | Reported | 2.4 | 2.6 | 2.8 | -30.1% | Lower New | Guidance: 3.72 for 2025 | |
| 2026 Adjusted EPS | Reported | 3.65 | 3.85 | 4.05 | -9.4% | Lower New | Guidance: 4.25 for 2025 | |
Insider Activity
Updated 10/1/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bosway, William T | President and CEO | Direct | Buy | 5272026 | 37.44 | 19,735 | 738,833 | 9,371,405 | Form |
| 2 | Lovechio, Joseph A | VP and CFO | Direct | Buy | 5212026 | 34.62 | 1,000 | 34,615 | 463,495 | Form |
| 3 | Bosway, William T | President and CEO | Direct | Buy | 3162026 | 41.37 | 1,000 | 41,370 | 9,539,301 | Form |
| 4 | Metcalf, James S | Direct | Buy | 3122026 | 40.35 | 12,444 | 502,165 | 625,487 | Form | |
| 5 | Bosway, William T | President and CEO | Direct | Buy | 3102026 | 39.52 | 1,500 | 59,288 | 9,074,347 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bosway, William T | President and CEO | Direct | Buy | 5272026 | 37.44 | 19,735 | 738,833 | 9,371,405 | Form |
| 2 | Lovechio, Joseph A | VP and CFO | Direct | Buy | 5212026 | 34.62 | 1,000 | 34,615 | 463,495 | Form |
| 3 | Bosway, William T | President and CEO | Direct | Buy | 3162026 | 41.37 | 1,000 | 41,370 | 9,539,301 | Form |
| 4 | Metcalf, James S | Direct | Buy | 3122026 | 40.35 | 12,444 | 502,165 | 625,487 | Form | |
| 5 | Bosway, William T | President and CEO | Direct | Buy | 3102026 | 39.52 | 1,500 | 59,288 | 9,074,347 | Form |
| 6 | Bosway, William T | President and CEO | Direct | Buy | 3102026 | 38.29 | 4,500 | 172,305 | 8,733,375 | Form |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Building Products Resources |
| Building Design+Construction |
| Construction Dive |
| Architectural Record |
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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Core Cache Last Updated: 11/5/2026