| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 69 | — | 17.8x | Top tier | |
Growth | 40 | 42.7% | 7.1% | Bottom tier | |
Quality | 29 | 5.5% | 4.5% | Bottom tier | |
Safety | 38 | 8.0x | 2.6x | Bottom tier | |
Capital Return | 10 | — | 2.12% | Bottom tier | |
Momentum | 32 | -21.4% | 2.9% | Bottom tier | |
Sentiment | 64 | 3 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Gibraltar Industries operates through a portfolio focused on residential building products, alongside Agtech solutions and infrastructure businesses. The Residential segment sells building products such as trim and metal flashing materials to distributors and retailers, benefiting from a nationwide domestic manufacturing and distribution network following the addition of OmniMax International on February 2, 2026. Agtech provides structures and facilities for commercial greenhouses and controlled-environment agriculture, while Infrastructure revenue is tied to project and contract execution timing; the company also completed the sale of its renewable energy business on July 15, 2026, and continuing operations now exclude that business's results.
In Q2 fiscal 2026, revenue according to EDGAR filings was approximately $509.5 million, representing management-reported growth of 64.6%, including total organic growth of 5%. Gross profit was $132.1 million, equivalent to a gross margin of approximately 25.9%, while net income was $8.2 million and diluted earnings per share were $0.28. On an adjusted basis, the company recorded operating income of $66 million and adjusted EBITDA of $88 million, up 59.7%, and adjusted earnings per share of $1.11, with adjusted EBITDA margin reaching 17.3% after a sequential improvement of 350 basis points.
The Residential segment accounted for 83% of Q2 fiscal 2026 revenue, with sales rising 85% to $425.9 million, including $182 million from OmniMax and organic growth of 5%. The segment's adjusted EBITDA margin improved by 340 basis points from the previous quarter to 19%, while Agtech grew organically by 8.7%, supported by structures and commercial greenhouse applications. In contrast, Infrastructure sales declined slightly due to project timing, and its margins were affected by lower volume and product mix.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus rating is “Buy,” with an average price target of $55, while the highest and lowest targets are both $55, meaning there is no broad range on which to assess differences of opinion. This target is below the 52-week high of $75.08 and above the low of $33.56, while no positive price-to-earnings multiple is available because of accounting losses during the twelve months ended with the latest period presented. Therefore, the valuation rationale depends on converting adjusted EBITDA and cash flow into debt reduction, while accounting losses and leverage of 3.9 times remain constraints on a rerating.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Gibraltar's revenue according to EDGAR was approximately $509.5 million in Q2 fiscal 2026, and management reported growth of 64.6%. OmniMax contributed $182 million during the first full quarter in which its results were included following the acquisition's closing on February 2, 2026, while the company's organic growth was 5%. Residential segment sales rose 85% to $425.9 million, while Agtech grew organically by 8.7%.
Growth was not driven by OmniMax alone, as the Residential segment achieved organic growth of 5% in Q2 fiscal 2026. On a basis that assumes ownership of OmniMax in the comparison period, the combined building products business grew 15.5%, including 9.7% from price and mix and 7.1% from share gains, offset by a market decline of 1.3%. Sales to wholesalers also rose 25.1% and sales to retailers increased 8%, despite management's estimate that end demand declined at a mid-single-digit rate.
The agreement added 630 locations to Gibraltar's scope, making it a supplier of trim and metal flashing materials to more than 1,700 locations for a major customer across the United States. Management said the combined Gibraltar and OmniMax network and its ability to optimize transportation and reduce minimum shipment requirements were central to the value proposition. Business is expected to begin in late Q4 fiscal 2026, while management described the larger impact as relating to fiscal 2027. The company estimated the annual margin improvement associated with the share gain at approximately $2 million.
Gibraltar raised the value of synergy initiatives expected to be implemented during fiscal 2026 to $29.4 million, with $17 million expected to be realized in the same year's results. The amount realized through the end of Q2 fiscal 2026 was approximately $7 million, and management expects an additional $10 million to flow through during Q3 and Q4 fiscal 2026. The initiatives include annual logistics savings of $1.2 million, along with product and operations network simplification and 80/20 initiatives.
Gibraltar's net debt was approximately $1.2 billion and net leverage was 3.9 times at the end of Q2 fiscal 2026. The company had $15 million in cash and $21 million drawn on its credit facility, versus total available liquidity of $485 million. Management targets reducing net leverage to approximately 2.5 times by the end of Q1 fiscal 2028, but the plan depends on delivering EBITDA, synergies, and working-capital improvements. The company expects more than $70 million of interest expense and financing fees in fiscal 2026.
Management reaffirmed continuing-operations revenue of $1.76 billion to $1.83 billion in fiscal 2026, compared with approximately $1.14 billion in fiscal 2025. It expects adjusted EBITDA of $310 million to $326 million, adjusted earnings per share of $3.65 to $4.05, and free cash flow of approximately 8% of sales. GAAP earnings-per-share guidance ranges from $2.40 to $2.80 and includes the effects of approximately $50 million in estimated acquisition, integration, and restructuring costs.
