Gibraltar Industries Q4 Sales Up 16%, Backlog Surges 102%, 2026 Guidance Issued
Gibraltar Industries posted Q4 net sales of $268.7M, up 16.0%, adjusted EPS declined 14.6% to $0.76, and backlog surged 102%. Full-year net sales rose 11.0% to $1.136B with adjusted EBITDA up 4.4% at $185.3M, and the company issued 2026 guidance including the OmniMax International unit.
1. Q4 Performance
Gibraltar Industries’ Q4 net sales grew 16.0% to $268.7 million, driven by metal roofing and structures acquisitions. Adjusted EBITDA decreased 7.6% to $36.6 million and adjusted EPS fell 14.6% to $0.76, while operating cash flow reached $32 million and ending cash balance stood at $116 million.
2. Full Year 2025 Results
For the full year, net sales increased 11.0% to $1,135.5 million, and adjusted EBITDA rose 4.4% to $185.3 million. Adjusted EPS was $3.92, up 2.6%, with GAAP net income of $97.6 million and diluted EPS of $3.25.
3. Backlog and Segment Trends
Consolidated backlog climbed 102% year-over-year, reflecting strong bookings across residential, agtech, and infrastructure segments. Metal roofing sales drove residential growth, while Agtech net sales rose 46.6% due to the Lane Supply acquisition offset by funding delays.
4. 2026 Guidance
The company issued full-year 2026 guidance incorporating the OmniMax International business unit, signaling a focus on integration of recent acquisitions to drive future growth.