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Dec 31, 2025
Gibraltar Q4 2025 Earnings Report
Gibraltar reported fourth quarter 2025 results with 16% net sales growth and sharply lower GAAP net income due to prior-year gain and acquisition costs.
Key Takeaways
Net sales increased 16% year-over-year to 268688000, driven by acquisitions in Residential and Agtech, while GAAP net income declined significantly to 11798000 primarily due to a prior-year gain on sale and acquisition-related costs.
Net sales grew 16% year-over-year to 268688000 driven by acquisitions.
GAAP net income declined to 11798000 impacted by prior-year gain and acquisition costs.
Residential sales increased 7.5% while operating margin contracted.
Consolidated backlog increased 102% compared to prior year.
Revenue by Segment
Forward Guidance
For 2026, Gibraltar expects net sales between 1760000000 and 1830000000 with adjusted EBITDA margin between 17.6% and 17.8%, and GAAP EPS between 2.40 and 2.80.
Positive Outlook
- Residential business expected to represent approximately 80% of total revenue with OmniMax acquisition.
- Channel inventory better aligned with demand entering 2026.
- Agtech backlog remains robust with active design and bid activity.
- Infrastructure engineering backlog and bid activity expected to grow.
- Adjusted EBITDA margin expected to expand versus 2025.
Challenges Ahead
- Residential end markets remain relatively soft.
- Customers expected to continue managing inventory conservatively.
- Conservative view on Residential organic growth.
- Integration risks related to OmniMax acquisition.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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