At a glance
Gibraltar Industries Inc is worth $1.14B. Revenue grew 11.0% to $1.14B in fiscal 2025, at a loss. It pays no dividend; it spent $201.4M buying back its shares over FY2021–FY2025. The stock returned −43.3% over the past year with dividends reinvested and −9.9% a year over five years, against +11.5% and +11.7% for the S&P 500. At its worst it fell 43.3% in the 2020 crash (S&P 500: 33.7%) and 45.4% in the 2022 bear market (S&P 500: 24.5%), and was back at its earlier high 5 months and 10 months after the lows.
The business in plain English
Gibraltar Industries makes building and construction products for homes, indoor farming and transportation projects, mainly in the U.S. and Canada. Its customers include home improvement retailers, wholesalers, distributors, contractors and commercial growers. It earns money by manufacturing and selling these products. In some businesses, it also designs and builds complete structures. Steel and aluminum are its main raw materials.
Residential is the largest segment. It brought in $824 million, or 72.6%, of the $1.14 billion in revenue for the fiscal year ended December 31, 2025. It sells roof trim and flashing, gutters and downspouts, metal roofing, roof and foundation vents, mail and package storage systems, and retractable awnings. On February 2, 2026, Gibraltar bought OmniMax, a maker of roofing accessories and rainwater drainage systems, for $1.335 billion in cash. It paid with new borrowing and cash on hand. OmniMax is reported within Residential.
Agtech brought in $219 million, or 19.3%. It designs, engineers and builds greenhouses and other indoor growing structures for produce growers, garden centers, botanical gardens and research institutions. It also builds canopies for fuel stations, car washes, convenience stores and EV charging sites. The 2025 purchase of Lane Supply expanded that canopy business. Infrastructure, at $92 million or 8.1%, supplies structural bearings, expansion joints and pavement seals for bridges, highways and airfields.
Price history
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ROCK -43.3% over the year to Oct 28, 2026, total return with dividends reinvested.
How it makes money
By business segment
| Residential | $824.1M | 72.6% |
| Agtech | $219.3M | 19.3% |
| Infrastructure | $92.1M | 8.1% |
Latest results
- In Q2 FY2026 (ended Jun 30, 2026), revenue was $509.5M, up 64.6% from a year earlier, and net income was $8.2M (-68.5%).
- For fiscal 2025, revenue was $1.14B (+11.0% year over year) with a -3.9% net margin.
Financial health check
| Operating margin | 10.8% watch |
|---|---|
| Free cash flow margin | 10.6% good |
| Return on equity (FY2025) | -4.7% weak |
| Return on assets (FY2025) | -3.2% weak |
| Net cash (cash minus debt) | $-1.20B weak |
| Fiscal year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2020 | $1.03B | $64.6M | $76.0M |
| FY2021 | $1.34B | $75.6M | $5.4M |
| FY2022 | $1.39B | $82.4M | $82.6M |
| FY2023 | $1.05B | $110.5M | $204.6M |
| FY2024 | $1.02B | $137.3M | $156.9M |
| FY2025 | $1.14B | $-44.4M | $120.6M |
Valuation snapshot
| Market value | $1.14B |
|---|---|
| P/E ratio | — |
| Dividend yield | 0% |
Rank among 1514 US companies
Market value at each year end
Gibraltar Industries’s market value went from $1.31B at the end of 2016 to $1.14B on Oct 28, 2026, down 13%; since the end of 2025 it is down 22%.
Show as a table
| Year end | Market value | Change |
|---|---|---|
| Oct 28, 2026 | $1.14B | -22.1% |
| 2025 | $1.46B | -18.3% |
| 2024 | $1.79B | -25.7% |
| 2023 | $2.40B | +69.2% |
| 2022 | $1.42B | -34.8% |
| 2021 | $2.18B | -6.9% |
| 2020 | $2.34B | +43.7% |
| 2019 | $1.63B | +42.6% |
| 2018 | $1.14B | +9.1% |
| 2017 | $1.05B | -20.4% |
| 2016 | $1.31B |
Price behavior
| YTD | 1 yr | 3 yr | 5 yr | 10 yr | |
|---|---|---|---|---|---|
| ROCK price data to Oct 28, 2026 | -22.5% | -43.3% | -14.0% | -9.9% | +0.3% |
Show as a table
| Year | Price data |
|---|---|
| 2026 (to date) | -22.5% |
| 2025 | -16.1% |
| 2024 | -25.4% |
| 2023 | +72.1% |
| 2022 | -31.2% |
| 2021 | -7.3% |
| 2020 | +42.6% |
| 2019 | +41.7% |
| 2018 | +7.8% |
| 2017 | -20.8% |
| 2016 | +63.7% |
| 2015 | +56.5% |
| 2014 | -12.5% |
| 2013 | +16.6% |
| 2012 | +14.3% |
| 2011 | +2.9% |
| 2010 | -13.7% |
| 2009 | +31.7% |
| 2008 | -21.4% |
| 2007 | -33.6% |
| 2006 | +3.1% |
| 2008 financial crisis stocks fell Oct 9, 2007 – Mar 9, 2009 | Lost 77.2% over that stretch · deepest drop along the way 81.7%, back to its old high 79.6 months after the low |
|---|---|
| 2020 COVID crash stocks fell Feb 19, 2020 – Mar 23, 2020 | Lost 33.1% over that stretch · deepest drop along the way 43.3%, back to its old high 4.6 months after the low |
| 2022 bear market stocks fell Jan 3, 2022 – Oct 12, 2022 | Lost 31.6% over that stretch · deepest drop along the way 45.4%, back to its old high 10.2 months after the low |
Insider activity
Form 4 filings from 2025-10-29 to 2026-10-29 (25 read): 4 open-market purchases ($823K) and 0 sales ($0.00).
| Date | Insider | Type | Value |
|---|---|---|---|
| May 26, 2026 | William T Bosway President and CEO, Director | buy | $739K |
| May 21, 2026 | Katherine Bolanowski General Counsel, VP, Secretary | buy | $45K |
| May 20, 2026 | Joseph A Lovechio VP and CFO | buy | $35K |
| May 21, 2026 | Katherine Bolanowski General Counsel, VP, Secretary | buy | $5K |
Who owns it
Large shareholders (13G filings)
| BlackRock, Inc. | 15.3% | Mar 31, 2025 |
| FMR LLC | 15% | Mar 31, 2026 |
| AllianceBernstein L.P. | 7.4% | Mar 31, 2026 |
| Vanguard Capital Management | 5.24% | Mar 31, 2026 |
| Wellington Management Group LLP | 1.8% | Jun 30, 2025 |
ETFs with the most weight in ROCK
| SLX VanEck Steel ETF | 4.3% |
| CTEX ProShares S&P Kensho Cleantech ETF | 2.59% |
| LOPP Gabelli Love Our Planet & People ETF | 2.21% |
| CNRG SPDR S&P Kensho Clean Power ETF | 2.14% |
| XSHQ Invesco S&P SmallCap Quality ETF | 0.6% |
| DSMC Distillate Small/Mid Cash Flow ETF | 0.47% |
| SFLO VictoryShares Small Cap Free Cash Flow ETF | 0.43% |
| FYT First Trust Small Cap Value AlphaDEX Fund | 0.39% |
What could go wrong
- OmniMax deal may fall short. Gibraltar paid $1.335 billion in cash for OmniMax in February 2026. Integration costs, undiscovered liabilities, or the work of bringing a private company up to public-company standards could outweigh the expected benefits.
- Much more debt after the acquisition. Total debt was about $1.22 billion against $15.1 million of cash as of June 30, 2026. Paying interest and principal takes significant cash, and the loan agreements restrict how freely the company can operate.
- Heavy reliance on housing and remodeling. Residential produced 72.6% of revenue in the year ended December 31, 2025, and OmniMax adds more. Higher interest rates, weak home construction or less spending on home exteriors could cut demand.
- A few customers drive many sales. The company says a significant portion of its sales is concentrated with a few customers. Losing any one of them would hurt revenue, profits and cash flow.
- Steel, aluminum and tariff cost swings. Steel and aluminum are its main raw materials, and greenhouses need glass. Price swings, supplier delays and tariffs can raise costs, and the company may not be able to pass them on to customers.
- Subcontractors on construction projects. The company relies on subcontractors, and its Agtech business handles full construction of greenhouses and canopies. If subcontractors fail to meet their contracts, results and cash flow would suffer.
Recent events
- Major agreement signed; Investor presentation or announcement
- Quarterly results released
- Other company announcement
- Shareholder vote results
- Quarterly results released
- Executive or board change
- Quarterly results released
- Other company announcement
- Major agreement signed; Major agreement ended; Acquisition or sale of assets completed; New debt or financial obligation; Investor presentation or announcement
- Other company announcement
For income and retirement investors
Gibraltar Industries pays no dividend. It paid none from FY2021 through FY2025, and its dividend yield was 0% as of October 28, 2026. For an income investor, that means the shares produce no regular cash. Any spending money would have to come from selling stock. The company has returned cash through buybacks instead, spending about $201 million over FY2021–FY2025. A buyback is when a company repurchases its own shares, which spreads profits over fewer shares. Its share count fell 9.2% between October 2021 and August 2026.
The stock fell sharply in past downturns. It dropped 81.7% in the 2008 financial crisis and took about 80 months, until October 2015, to recover. It fell 43.3% in the 2020 COVID crash and recovered in about 5 months. It fell 45.4% in the 2022 bear market and recovered in about 10 months. As of October 28, 2026, the share price was down 43.3% over one year. Single stocks carry more risk than diversified funds.
Questions investors ask
How does Gibraltar Industries make money?
Gibraltar makes money by manufacturing and selling building and construction products, mainly in the U.S. and Canada. In the fiscal year ended December 31, 2025, its Residential segment brought in 72.6% of its $1.14 billion revenue. That segment sells roof flashing, gutters, metal roofing, vents and mail systems. Agtech, which designs and builds greenhouses and canopies for fuel stations and car washes, added 19.3%. Infrastructure, which supplies bearings and expansion joints for bridges and highways, added 8.1%. The OmniMax roofing purchase in February 2026 adds to Residential.
Does Gibraltar Industries (ROCK) pay a dividend?
No. Gibraltar paid no dividends from fiscal 2021 through fiscal 2025, and its dividend yield was 0% as of October 28, 2026. It returned cash through share buybacks instead, spending $201.4 million on repurchases over those five years. Shares outstanding fell 9.2%, from about 32.7 million in October 2021 to about 29.7 million in August 2026. Investors who need regular income from a holding would not get it from this stock.
How much debt does Gibraltar Industries have after buying OmniMax?
About $1.22 billion as of June 30, 2026, against $15.1 million in cash and $890.8 million in shareholders' equity. Gibraltar bought OmniMax for $1.335 billion in cash on February 2, 2026. It paid with cash on hand and borrowing under a new credit agreement, which also refinanced older debt. Total debt was close to the company's stock market value of about $1.14 billion as of October 28, 2026. The 10-K names servicing this debt as a risk.
Did Gibraltar Industries make a profit in 2025?
Not on a net basis. Gibraltar reported a net loss of $44.4 million, or a loss of $1.48 per diluted share, for fiscal 2025. It had earned $137.3 million in 2024. The business still made an operating profit. Revenue grew 11% to $1.14 billion, and operating income was $122.8 million, a 10.8% operating margin. Free cash flow, the cash left after capital spending, was $120.6 million. The loss came from items recorded below operating income, which the annual report details.
How has Gibraltar Industries stock performed over the long term?
It has lost ground over one and five years and is roughly flat over ten. As of October 28, 2026, the share price was down 43.3% over one year, down 41% in total over five years and up just 3% in total over ten years. The stock also moves more sharply than the market. Its one-year beta, a measure of how strongly it reacts to market swings, was 1.54. In the 2008 financial crisis it fell 81.7% and took 79.6 months to recover.