Gibraltar Industries(GI2)株式概要ジブラルタル・インダストリーズ社は、米国内外の住宅、再生可能エネルギー、農業技術、インフラ市場向けに製品とサービスを製造・提供している。 詳細GI2 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績1/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より56%で取引されている 収益は年間38.84%増加すると予測されています リスク分析負債は営業キャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 利益率(5%)は昨年より低い(13.1%) すべてのリスクチェックを見るGI2 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW492,272 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG492,272 investors already sharing narrativesYour Fair Value€Current Price€36.6026.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue US$2.7bEarnings US$136.9mAdvancedSet Fair ValueView all narrativesGibraltar Industries, Inc. 競合他社STEICOSymbol: XTRA:ST5Market cap: €269.0mVilleroy & BochSymbol: XTRA:VIB3Market cap: €413.5mInnoTec TSSSymbol: DB:TSSMarket cap: €71.8mWacker NeusonSymbol: XTRA:WACMarket cap: €1.3b価格と性能株価の高値、安値、推移の概要Gibraltar Industries過去の株価現在の株価US$36.6052週高値US$63.5052週安値US$28.60ベータ1.211ヶ月の変化6.40%3ヶ月変化4.57%1年変化-32.22%3年間の変化-33.45%5年間の変化-39.50%IPOからの変化480.95%最新ニュースRecent Insider Transactions • May 31Chairman of the Board recently bought €636k worth of stockOn the 26th of May, William Bosway bought around 20k shares on-market at roughly €32.22 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. William has been a buyer over the last 12 months, purchasing a net total of €871k worth in shares.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Jim Metcalf was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 09Gibraltar Industries, Inc. Reiterates Earnings Guidance for the Year Ending December 31, 2026Gibraltar Industries, Inc. reiterated earnings guidance for the year ending December 31, 2026. Consolidated net sales are expected to range between $1.76 billion and $1.83 billion. GAAP EPS - Diluted is expected to range between $2.40 and $2.80.お知らせ • Apr 23Gibraltar Industries, Inc. to Report Q1, 2026 Results on May 07, 2026Gibraltar Industries, Inc. announced that they will report Q1, 2026 results at 7:30 AM, US Eastern Standard Time on May 07, 2026お知らせ • Apr 07Gibraltar Industries, Inc., Annual General Meeting, May 07, 2026Gibraltar Industries, Inc., Annual General Meeting, May 07, 2026.お知らせ • Feb 26Gibraltar Industries, Inc. Provides Earnings Guidance for 2026Gibraltar Industries, Inc. provided earnings guidance for 2026. Consolidated net sales are expected to range between $1.76 billion and $1.83 billion. This compares to net sales of $1.14 billion in 2025. GAAP EPS is expected to range between $2.40 and $2.80, compared to $3.25 in 2025.最新情報をもっと見るRecent updatesRecent Insider Transactions • May 31Chairman of the Board recently bought €636k worth of stockOn the 26th of May, William Bosway bought around 20k shares on-market at roughly €32.22 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. William has been a buyer over the last 12 months, purchasing a net total of €871k worth in shares.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Jim Metcalf was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 09Gibraltar Industries, Inc. Reiterates Earnings Guidance for the Year Ending December 31, 2026Gibraltar Industries, Inc. reiterated earnings guidance for the year ending December 31, 2026. Consolidated net sales are expected to range between $1.76 billion and $1.83 billion. GAAP EPS - Diluted is expected to range between $2.40 and $2.80.お知らせ • Apr 23Gibraltar Industries, Inc. to Report Q1, 2026 Results on May 07, 2026Gibraltar Industries, Inc. announced that they will report Q1, 2026 results at 7:30 AM, US Eastern Standard Time on May 07, 2026お知らせ • Apr 07Gibraltar Industries, Inc., Annual General Meeting, May 07, 2026Gibraltar Industries, Inc., Annual General Meeting, May 07, 2026.お知らせ • Feb 26Gibraltar Industries, Inc. Provides Earnings Guidance for 2026Gibraltar Industries, Inc. provided earnings guidance for 2026. Consolidated net sales are expected to range between $1.76 billion and $1.83 billion. This compares to net sales of $1.14 billion in 2025. GAAP EPS is expected to range between $2.40 and $2.80, compared to $3.25 in 2025.お知らせ • Feb 13Gibraltar Industries, Inc. to Report Q4, 2025 Results on Feb 26, 2026Gibraltar Industries, Inc. announced that they will report Q4, 2025 results at 7:30 AM, US Eastern Standard Time on Feb 26, 2026お知らせ • Feb 03Gibraltar Industries, Inc. (NasdaqGS:ROCK) completed the acquisition of OmniMax International, Inc. from funds managed by Strategic Value Partners, LLC.Gibraltar Industries, Inc. (NasdaqGS:ROCK) entered into an agreement to acquire OmniMax International, Inc. from funds managed by Strategic Value Partners, LLC for approximately $1.3 billion on November 16, 2025. The consideration consists of a total cash purchase price of $1.335 billion in cash at the closing of the Transaction, subject to customary adjustments related to working capital, indebtedness, cash and transaction expenses. Gibraltar has in place committed financing from Bank of America, Wells Fargo and KeyBanc Capital Markets to finance the transaction in the form of up to $1.3 billion new term loan facilities and an upsized $500 million revolving credit facility. Gibraltar intends to finance the Transaction with a combination of existing cash resources and proceeds from new indebtedness. The acquisition, which has been unanimously approved by Gibraltar’s Board of Directors, is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals and the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. No vote of Gibraltar’s shareholders is required to approve the transaction. The acquisition is expected to close in the first half of 2026. The transaction is expected to be immediately accretive to EBITDA margin and cash flow. The transaction will be accretive to Gibraltar’s adjusted EPS in the first fiscal full year post close. Buy side termination fee is $55 million. Perella Weinberg and BofA Securities are serving as financial advisors and Alison Z. Preiss and Hannah Clark of Wachtell, Lipton, Rosen & Katz is serving as legal advisor to Gibraltar. Rothschild & Co. is serving as financial advisor and Nickolas Bogdanovich, Robert Kindler, James Langston, Matthew Leist, Christopher Wilson, Scott Sher, Robert Holo, Brianna van Kan, William O’Brien and Rebecca Coccaro of Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisor to OmniMax. Lisa Collier and Josh Zelig of Paul Hastings LLP advises the financing sources in the transaction. Gibraltar Industries, Inc. (NasdaqGS:ROCK) completed the acquisition of OmniMax International, Inc. from funds managed by Strategic Value Partners, LLC. on February 2, 2026. The transaction has received of all required regulatory approvals and satisfaction of customary closing conditions.お知らせ • Jan 21Gibraltar Industries, Inc. Revises Consolidated Earnings Guidance for the Three Months and Full Year ended December 31, 2025Gibraltar Industries, Inc. revised consolidated earnings guidance for the three months and full year ended December 31, 2025. For the quarter, the company expects consolidated net sales to range between $261 million to $271 million against previous guidance of $283 million to $308 million. GAAP EPS is expected to range between $0.36 and $0.41, compared to previous guidance of $0.82 and $0.92 and Operating Income $13 million - $15 Million compared to $33 million - $37 million For the year, the company expects consolidated net sales to range between $1,128 million to $1,138 million against previous guidance of $1,150 million to $1,175 million. GAAP EPS is expected to range between $3.21 and $3.26, compared to previous guidance of $3.67 and $3.77 and Operating Income $121 million - $123 million compared to $141 million - $145 million.お知らせ • Nov 17Gibraltar Industries, Inc. (NasdaqGS:ROCK) entered into an agreement to acquire OmniMax International, Inc. from funds managed by Strategic Value Partners, LLC for approximately $1.3 billion.Gibraltar Industries, Inc. (NasdaqGS:ROCK) entered into an agreement to acquire OmniMax International, Inc. from funds managed by Strategic Value Partners, LLC for approximately $1.3 billion on November 17, 2025. The consideration consists of a total cash purchase price of $1.335 billion. Gibraltar has in place committed financing from Bank of America, Wells Fargo and KeyBanc Capital Markets to finance the transaction in the form of up to $1.3 billion new term loan facilities and an upsized $500 million revolving credit facility. The acquisition, which has been unanimously approved by Gibraltar’s Board of Directors, is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals. No vote of Gibraltar’s shareholders is required to approve the transaction. The acquisition is expected to close in the first half of 2026. The transaction is expected to be immediately accretive to EBITDA margin and cash flow. The transaction will be accretive to Gibraltar’s adjusted EPS in the first fiscal full year post close. Perella Weinberg and BofA Securities are serving as financial advisors and Wachtell, Lipton, Rosen & Katz is serving as legal advisor to Gibraltar. Rothschild & Co. is serving as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisor to OmniMax.お知らせ • Oct 30Gibraltar Industries, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year 2025Gibraltar Industries, Inc. revised consolidated earnings guidance for the fiscal year 2025. Current 2025 full year outlook for continuing operations remains on track for solid revenue, margin, and cash flow performance. The company expects consolidated net sales to range between $1.15 billion and $1.175 billion. This compares to GAAP net sales of $1.02 billion and adjusted net sales of $1.01 billion in 2024. GAAP EPS is expected to range between $3.67 and $3.77, compared to $4.58 in 2024 which included the gain on the sale of the electronic locker business and contributed $0.82 accordingly.お知らせ • Oct 18Gibraltar Industries, Inc. to Report Q3, 2025 Results on Oct 30, 2025Gibraltar Industries, Inc. announced that they will report Q3, 2025 results at 7:30 AM, US Eastern Standard Time on Oct 30, 2025お知らせ • Aug 06Gibraltar Industries, Inc. Provides Earnings Guidance for the Year 2025Gibraltar Industries, Inc. provided earnings guidance for the year 2025 . For the year, company expected Consolidated net sales to range between $1.15 billion and $1.20 billion, GAAP EPS is expected to range between $3.67 and $3.91, compared to $4.58 in 2024 .お知らせ • Jul 23Gibraltar Industries, Inc. to Report Q2, 2025 Results on Aug 06, 2025Gibraltar Industries, Inc. announced that they will report Q2, 2025 results at 7:30 AM, US Eastern Standard Time on Aug 06, 2025お知らせ • Jun 30+ 5 more updatesGibraltar Industries, Inc.(NasdaqGS:ROCK) dropped from Russell Small Cap Comp Growth IndexGibraltar Industries, Inc.(NasdaqGS:ROCK) dropped from Russell Small Cap Comp Growth Indexお知らせ • Apr 30Gibraltar Industries, Inc. Reiterates Earnings Guidance for the Full Year of 2025Gibraltar Industries, Inc. reiterated earnings guidance for the full year of 2025. For the period, the company Consolidated net sales are expected to range between $1.40 billion and $1.45 billion, compared to $1.31 billion in 2024. GAAP EPS is expected to range between $4.25 and $4.50, compared to $4.46 in 2024.お知らせ • Apr 17Gibraltar Industries, Inc. to Report Q1, 2025 Results on Apr 30, 2025Gibraltar Industries, Inc. announced that they will report Q1, 2025 results at 7:30 AM, US Eastern Standard Time on Apr 30, 2025お知らせ • Mar 24Gibraltar Industries, Inc., Annual General Meeting, Apr 30, 2025Gibraltar Industries, Inc., Annual General Meeting, Apr 30, 2025.お知らせ • Feb 21Gibraltar Industries, Inc. Provides Earnings Guidance for the Full Year 2025Gibraltar Industries, Inc. provided earnings guidance for the full year 2025. For the year, the company's consolidated net sales are expected to range between $1.40 billion and $1.45 billion, compared to $1.31 billion in 2024. GAAP EPS is expected to range between $4.25 and $4.50, compared to $4.46.お知らせ • Feb 19Gibraltar Industries, Inc. (NasdaqGS:ROCK) acquired Lane Supply, Inc. for $120 million.Gibraltar Industries, Inc. (NasdaqGS:ROCK) acquired Lane Supply, Inc. for $120 million on February 11, 2025. A cash consideration of $120 million will be paid by Gibraltar Industries, Inc. towards common equity of Lane Supply, Inc. The purchase price is subject to customary working capital and other adjustments. For the period ending December 31, 2024, Lane Supply, Inc. reported total revenue of $112.2 million and EBITDA of $16.7 million. The transaction is expected to be immediately accretive to earnings. Gibraltar Industries, Inc. (NasdaqGS:ROCK) completed the acquisition of Lane Supply, Inc. on February 11, 2025.お知らせ • Feb 05Gibraltar Industries, Inc. to Report Q4, 2024 Results on Feb 19, 2025Gibraltar Industries, Inc. announced that they will report Q4, 2024 results at 7:30 AM, US Eastern Standard Time on Feb 19, 2025お知らせ • Dec 20Quadient S.A. (ENXTPA:QDT) acquired Package Concierge, Inc.Quadient S.A. (ENXTPA:QDT) acquired Package Concierge, Inc. from Gibraltar Industries, Inc. (NasdaqGS:ROCK) on December 17, 2024. GLC Advisors & Co., LLC acted as financial advisor to Package Concierge, Inc. in the deal. Quadient S.A. (ENXTPA:QDT) completed the acquisition of Package Concierge, Inc. on December 17, 2024.Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: US$1.12 (vs US$1.29 in 3Q 2023)Third quarter 2024 results: EPS: US$1.12 (down from US$1.29 in 3Q 2023). Revenue: US$361.2m (down 7.6% from 3Q 2023). Net income: US$34.0m (down 13% from 3Q 2023). Profit margin: 9.4% (in line with 3Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Oct 30Gibraltar Industries, Inc. Appoints James S. Metcalf to the Board of DirectorsGibraltar Industries, Inc. announced that its Board of Directors has appointed James S. Metcalf as a new independent member of the Board, effective October 25, 2024. Mr. Metcalf fills the Board seat left open by Craig Hindman’s May 2024 retirement, restoring the Board to eight members. Mr. Metcalf will sit on the Capital Structure and Asset Management and Nominating, Governance, and Corporate Social Responsibility Committees. Jim Metcalf began his career at USG, then the U.S.’s largest manufacturer of wallboard and building products, working his way through the sales and marketing ranks to lead successively larger business units. He served as Chairman, President and Chief Executive Officer of USG, during which he strengthened the organization’s core businesses, diversified revenue streams and restored the company’s profitability. In 2018, when Jim was a member of the board of directors of NCI Building Systems, NCI Building Systems merged with Ply Gem Building Products to form Cornerstone Building Brands, Jim was asked to step in as CEO and Chairman. During his tenure at Cornerstone Building Brands, Jim led the investment in manufacturing plant upgrades and integration of the two organizations and cultures, iterative M&A, operational excellence and innovation, and oversaw a period of intense growth until his retirement in 2022. He has served on the board of directors of Ferguson Enterprises Inc. since 2023 and previously on the boards of Tenneco Inc., Cornerstone Building Brands, Inc., NCI Building Systems, USG Corporation, and Molex LLC. Jim also serves on the Naval War College Foundation Board of Trustees. He earned an MBA, Business from Pepperdine University and a BA in Criminal Justice and Pre-Law from The Ohio State University.お知らせ • Oct 23Gibraltar Industries, Inc. to Report Q3, 2024 Results on Oct 30, 2024Gibraltar Industries, Inc. announced that they will report Q3, 2024 results at 7:30 AM, US Eastern Standard Time on Oct 30, 2024お知らせ • Oct 11Gibraltar Industries, Inc. Revises Consolidated Earnings Guidance for the Full Year Ending December 31, 2024Gibraltar Industries, Inc. revised consolidated earnings guidance for the full year ending December 31, 2024. For the year, the company expects revenue to be in the range of $1,310 million to $1,330 million compared to previous guidance of $1,380 million to $1,420 million. GAAP EPS to be to be in the range of $3.57 to $3.71 compared to previous guidance of $4.04 to $4.29.お知らせ • Aug 19Gibraltar Industries, Inc. Appoints Joseph A. Lovechio as Chief Financial OfficerGibraltar Industries, Inc. announced the appointment of Joseph A. Lovechio as chief financial officer, effective August 19, 2024. Mr. Lovechio, who was previously chief financial officer, North America Region for Whirlpool Corporation will succeed Timothy F. Murphy who recently announced his plans to retire. Mr. Murphy will continue with Gibraltar through early 2025 and will oversee the onboarding and transition process for Mr. Lovechio while continuing to lead ongoing strategic initiatives. Mr. Lovechio, 50, joins Gibraltar following 20 years with Whirlpool, where he advanced through positions of increasing responsibility, most recently serving, since 2018, as CFO, North America Region, which is Whirlpool’s largest region. During his career at Whirlpool, he also served as Corporate Controller and Principal Accounting Officer, CFO EMEA Region, and Senior Finance Director of Investor Relations. Prior to Whirlpool, Mr. Lovechio held finance positions at public companies including CTS Corporation, Federal Mogul (since acquired by Apollo Global Management) and Ford Motor Company. He earned a BBA in Finance from the University of Notre Dame and an MBA, Finance and Accounting, from The University of Chicago Booth School of Business.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €60.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Building industry in Europe. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €102 per share.Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$1.05 (vs US$1.01 in 2Q 2023)Second quarter 2024 results: EPS: US$1.05 (up from US$1.01 in 2Q 2023). Revenue: US$353.0m (down 3.3% from 2Q 2023). Net income: US$32.2m (up 4.8% from 2Q 2023). Profit margin: 9.1% (up from 8.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31Gibraltar Industries, Inc. Provides Earnings Guidance for the Full Year 2024Gibraltar Industries, Inc. provided earnings guidance for the full year 2024. Consolidated net sales are now expected to range between $1.38 billion and $1.42 billion, compared to $1.38 billion in 2023. GAAP EPS continuing to range between $4.04 and $4.29, compared to $3.59 in 2023.お知らせ • Jul 17Gibraltar Industries, Inc. to Report Q2, 2024 Results on Jul 31, 2024Gibraltar Industries, Inc. announced that they will report Q2, 2024 results at 7:30 AM, US Eastern Standard Time on Jul 31, 2024Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €71.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Building industry in Europe. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.92 per share.Buy Or Sell Opportunity • Jun 03Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €67.50. The fair value is estimated to be €84.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 6.0% in a year. Earnings are forecast to grow by 27% in the next year.Buy Or Sell Opportunity • May 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €67.50. The fair value is estimated to be €84.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 6.0% in a year. Earnings are forecast to grow by 27% in the next year.Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$0.82 (vs US$0.68 in 1Q 2023)First quarter 2024 results: EPS: US$0.82 (up from US$0.68 in 1Q 2023). Revenue: US$292.5m (flat on 1Q 2023). Net income: US$24.9m (up 18% from 1Q 2023). Profit margin: 8.5% (up from 7.2% in 1Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • May 01Gibraltar Industries, Inc. Reaffirms Earnings Guidance for the Full Year 2024Gibraltar Industries, Inc. reaffirmed earnings guidance for the full year 2024. Consolidated revenue is expected to range between $1.43 billion and $1.48 billion, compared to $1.37 billion in 2023. GAAP EPS is expected to range between $4.04 and $4.29, compared to $3.59 in 2023.お知らせ • Apr 19Gibraltar Industries, Inc. to Report Q1, 2024 Results on May 01, 2024Gibraltar Industries, Inc. announced that they will report Q1, 2024 results at 7:30 AM, US Eastern Standard Time on May 01, 2024お知らせ • Apr 02Gibraltar Industries, Inc., Annual General Meeting, May 01, 2024Gibraltar Industries, Inc., Annual General Meeting, May 01, 2024, at 11:00 US Eastern Standard Time. Agenda: To consider the election of directors; and to discuss other matters.お知らせ • Mar 02Gibraltar Industries, Inc. Announces Retirement of Craig Hindman from the Board of DirectorsOn March 1, 2024, Gibraltar Industries, Inc. announced the retirement of Craig Hindman from the Board of Directors of the Company. Mr. Hindman will serve the remainder of his current Board term but will not stand for re-election at Gibraltar's next Annual Meeting, which is expected to be held in May 2024. Mr. Hindman’s planned retirement is not the result of any disagreement with the Company.Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Manish Shah was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Feb 23Now 30% undervaluedOver the last 90 days, the stock has risen 7.2% to €67.00. The fair value is estimated to be €95.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 9.5%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$3.61 (vs US$2.57 in FY 2022)Full year 2023 results: EPS: US$3.61 (up from US$2.57 in FY 2022). Revenue: US$1.38b (flat on FY 2022). Net income: US$110.5m (up 34% from FY 2022). Profit margin: 8.0% (up from 5.9% in FY 2022). Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 22+ 1 more updateGibraltar Industries, Inc. Announces Impairment Charges for the Three Months Ended December 31, 2023Gibraltar Industries, Inc. announced impairment charges for the three months ended December 31, 2023. For the period, the company announced intangible asset impairment of $3.797 million.お知らせ • Feb 21+ 1 more updateGibraltar Industries, Inc. Announces Retirement of Timothy F. Murphy as Chief Financial Officer, Effective Early 2025Gibraltar Industries, Inc. announced that Chief Financial Officer Timothy F. Murphy has notified the Company of his intention to retire from the Company in early 2025. Mr. Murphy will continue in his current role until his successor is named and will assist with an orderly transition. Gibraltar has retained an executive search firm to begin the recruitment process.お知らせ • Feb 08Gibraltar Industries, Inc. to Report Q4, 2023 Results on Feb 21, 2024Gibraltar Industries, Inc. announced that they will report Q4, 2023 results at 7:30 AM, US Eastern Standard Time on Feb 21, 2024お知らせ • Nov 03Gibraltar Industries, Inc. Provides Earnings Guidance for the Year 2023Gibraltar Industries, Inc. provided earnings guidance for the year 2023. For the period, the company GAAP EPS is now expected to range between $3.51 and $3.71, compared to $2.56 in 2022. The outlook for consolidated net sales narrows to between $1.37 billion and $1.40 billion, compared to $1.38 billion in 2022.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$1.29 (vs US$1.08 in 3Q 2022)Third quarter 2023 results: EPS: US$1.29 (up from US$1.08 in 3Q 2022). Revenue: US$390.7m (flat on 3Q 2022). Net income: US$39.3m (up 14% from 3Q 2022). Profit margin: 10% (up from 8.8% in 3Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.お知らせ • Oct 19Gibraltar Industries, Inc. to Report Q3, 2023 Results on Nov 02, 2023Gibraltar Industries, Inc. announced that they will report Q3, 2023 results at 7:30 AM, US Eastern Standard Time on Nov 02, 2023Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$1.01 (vs US$0.90 in 2Q 2022)Second quarter 2023 results: EPS: US$1.01 (up from US$0.90 in 2Q 2022). Revenue: US$364.9m (flat on 2Q 2022). Net income: US$30.7m (up 4.8% from 2Q 2022). Profit margin: 8.4% (up from 8.0% in 2Q 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.お知らせ • Aug 03Gibraltar Industries, Inc. Provides Earnings Guidance for the Full Year 2023Gibraltar Industries, Inc. provided earnings guidance for the full year 2023. For the year, the consolidated net sales is expected to range between $1.36 billion and $1.41 billion, compared to $1.38 billion in 2022. GAAP EPS is expected to range between $3.46 and $3.66, compared to $2.56 in 2022.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €56.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Building industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €56.14 per share.Recent Insider Transactions • May 26Independent Director recently sold €261k worth of stockOn the 23rd of May, James Nish sold around 5k shares on-market at roughly €52.62 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • May 04Gibraltar Industries, Inc. Reiterates Earnings Guidance for the Full Year 2023Gibraltar Industries, Inc. reiterated earnings guidance for the full year 2023. For the year, the consolidated net sales is expected to range between $1.36 billion and $1.41 billion. GAAP EPS is expected to range between $3.04 and $3.24.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.68 (vs US$0.47 in 1Q 2022)First quarter 2023 results: EPS: US$0.68 (up from US$0.47 in 1Q 2022). Revenue: US$293.3m (down 7.7% from 1Q 2022). Net income: US$21.1m (up 37% from 1Q 2022). Profit margin: 7.2% (up from 4.9% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.Reported Earnings • Feb 23Full year 2022 earnings released: EPS: US$2.57 (vs US$2.27 in FY 2021)Full year 2022 results: EPS: US$2.57 (up from US$2.27 in FY 2021). Revenue: US$1.39b (up 3.7% from FY 2021). Net income: US$82.4m (up 11% from FY 2021). Profit margin: 5.9% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 01+ 1 more updateGibraltar Industries, Inc. to Report Q4, 2022 Results on Feb 22, 2023Gibraltar Industries, Inc. announced that they will report Q4, 2022 results at 7:30 AM, US Eastern Standard Time on Feb 22, 2023お知らせ • Dec 28Gibraltar Industries, Inc. Announces Resignation of Elizabeth R. Jensen as Chief Human Resources Officer, Effective January 13, 2023Gibraltar Industries, Inc. announced that On December 21, 2022, Elizabeth R. Jensen notified the company of her intent to resign from her position as Vice President and Chief Human Resources Officer, effective January 13, 2023. Ms. Jensen is resigning to pursue another opportunity. The Company intends to fill the vacancy created by Ms. Jensen's departure in due course, when it identifies an appropriate candidate.Buying Opportunity • Dec 20Now 20% undervaluedOver the last 90 days, the stock is up 1.9%. The fair value is estimated to be €53.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.お知らせ • Dec 06Gibraltar Industries, Inc. Announces Departure of Patrick M. Burns as Chief Operating OfficerOn December 2, 2022, Gibraltar Industries, Inc. and Patrick M. Burns, the company’s chief operating officer, mutually agreed that Mr. Burns will depart from his position, effective December 30, 2022. Following such date, the responsibilities of Chief Operating Officer will be reallocated among members of the company’s existing management team.Buying Opportunity • Nov 09Now 21% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be €60.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$1.08 (vs US$0.85 in 3Q 2021)Third quarter 2022 results: EPS: US$1.08 (up from US$0.85 in 3Q 2021). Revenue: US$391.3m (up 5.9% from 3Q 2021). Net income: US$34.3m (up 23% from 3Q 2021). Profit margin: 8.8% (up from 7.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04Gibraltar Industries, Inc. Raises Earnings Guidance for the Full Year of 2022Gibraltar Industries, Inc. raised earnings guidance for the full year of 2022. For the year, the company expected consolidated revenue to range between $1.38 billion and $1.43 billion and GAAP EPS to be between $2.90 and $3.00 compared to Previous GAAP EPS guidance ranges were $2.80 to $3.00.お知らせ • Oct 21Gibraltar Industries, Inc. to Report Q3, 2022 Results on Nov 03, 2022Gibraltar Industries, Inc. announced that they will report Q3, 2022 results at 7:30 AM, US Eastern Standard Time on Nov 03, 2022お知らせ • Aug 24Gibraltar Industries, Inc. (NasdaqGS:ROCK) acquired Quality Aluminum Products, Inc. from Blackford Capital Associates II, Inc. for $54 million.Gibraltar Industries, Inc. (NasdaqGS:ROCK) acquired Quality Aluminum Products, Inc. from Blackford Capital Associates II, Inc. for $54 million on August 23, 2022. For the trailing twelve months ended July 31, 2022, QAP recorded revenue of $93 million and Adjusted EBITDA of $11.5 million. Gibraltar Industries, Inc. (NasdaqGS:ROCK) completed the acquisition of Quality Aluminum Products, Inc. from Blackford Capital Associates II, Inc. on August 23, 2022.Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.90 (vs US$0.80 in 2Q 2021)Second quarter 2022 results: EPS: US$0.90 (up from US$0.80 in 2Q 2021). Revenue: US$366.9m (up 5.3% from 2Q 2021). Net income: US$29.3m (up 11% from 2Q 2021). Profit margin: 8.0% (up from 7.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.1%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 04Gibraltar Industries, Inc. Re-Affirms Earnings Guidance for the Year 2022Gibraltar Industries, Inc. reaffirms earnings guidance for the year 2022. For the year, the company consolidated revenue expected to range between $1.38 billion and $1.43 billion. GAAP EPS is expected to be between $2.80 and $3.00.お知らせ • Jul 22Gibraltar Industries, Inc. to Report Q2, 2022 Results on Aug 03, 2022Gibraltar Industries, Inc. announced that they will report Q2, 2022 results at 7:30 AM, US Eastern Standard Time on Aug 03, 2022お知らせ • Jun 26Gibraltar Industries, Inc.(NasdaqGS:ROCK) dropped from Russell 2000 Growth-Defensive IndexGibraltar Industries, Inc.(NasdaqGS:ROCK) dropped from Russell 2000 Growth-Defensive IndexRecent Insider Transactions • May 24Independent Director recently bought €58k worth of stockOn the 20th of May, Linda Myers bought around 2k shares on-market at roughly €36.17 per share. In the last 3 months, they made an even bigger purchase worth €68k. Despite this recent purchase, insiders have collectively sold €36k more in shares than they bought in the last 12 months.Reported Earnings • May 05First quarter 2022 earnings released: EPS: US$0.47 (vs US$0.32 in 1Q 2021)First quarter 2022 results: EPS: US$0.47 (up from US$0.32 in 1Q 2021). Revenue: US$317.9m (up 11% from 1Q 2021). Net income: US$15.5m (up 47% from 1Q 2021). Profit margin: 4.9% (up from 3.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.お知らせ • May 05+ 1 more updateGibraltar Industries, Inc. (NasdaqGS:ROCK) announces an Equity Buyback for $200 million worth of its shares.Gibraltar Industries, Inc. (NasdaqGS:ROCK) announces a share repurchase program. Under the program, the company will repurchase up to $200 million worth of its shares. The program will be funded from cash on hand, supplemented by available borrowings under the existing credit facility. The program will expire on May 2, 2025.お知らせ • Apr 21Gibraltar Industries, Inc. to Report Q1, 2022 Results on May 04, 2022Gibraltar Industries, Inc. announced that they will report Q1, 2022 results at 7:30 AM, US Eastern Standard Time on May 04, 2022お知らせ • Apr 03Gibraltar Industries, Inc. Announces William P. Montague Not Standing for Election as DirectorGibraltar Industries, Inc. announced William P. Montague not standing for election as director at the AGM May 4, 2022.お知らせ • Apr 02Gibraltar Industries, Inc., Annual General Meeting, May 04, 2022Gibraltar Industries, Inc., Annual General Meeting, May 04, 2022, at 11:00 US Eastern Standard Time. Agenda: To consider election of eight director nominees named in the accompanying proxy statement, each to hold office for a one-year term until the 2023 annual meeting or until a successor has been duly elected and qualified, or until such director's earlier resignation, retirement or other termination of service; to consider advisory approval of the company's executive compensation; to consider approval of the gibraltar industries, inc. amended and restated 2016 stock plan for non-employee directors to increase by 100,000 the number of shares of common stock available for issuance as equity awards thereunder and to make other specified revisions; and to consider other matters.Recent Insider Transactions • Mar 07Independent Director recently bought €68k worth of stockOn the 1st of March, Linda Myers bought around 2k shares on-market at roughly €41.12 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €599k more in shares than they bought in the last 12 months.Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$2.27 (down from US$2.55 in FY 2020). Revenue: US$1.34b (up 30% from FY 2020). Net income: US$74.5m (down 11% from FY 2020). Profit margin: 5.6% (down from 8.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.3%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 24+ 1 more updateGibraltar Industries, Inc. Announces Consolidated Impairment Results for the Quarter Ended December 31, 2021Gibraltar Industries, Inc. announced consolidated impairment results for the quarter ended December 31, 2021. for the quarter, the company reported Intangible asset impairment of $8,300,000.お知らせ • Jan 28+ 1 more updateGibraltar Industries, Inc. Revises Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2021Gibraltar Industries, Inc. revised earnings guidance for the fourth quarter and full year ended December 31, 2021. For the quarter, the company expects GAAP earnings per share from continuing operations to be in the range of $0.26 to $0.30 compared to previously expected GAAP earnings per share from continuing operations to be in the range of $0.48 to $0.60. For the year, the company expects GAAP earnings per share from continuing operations to be in the range of $2.21 to $2.25 compared to previously expected GAAP earnings per share from continuing operations to be in the range of $2.45 to $2.56. 2021 revenue from continuing operations is expected to be in the previous guidance range of $1.31 - $1.35 billion, representing an increase of 25% - 30% compared to $1.03 billion in 2020.Recent Insider Transactions • Dec 03Chief Operating Officer recently sold €197k worth of stockOn the 30th of November, Patrick Burns sold around 3k shares on-market at roughly €61.96 per share. This was the largest sale by an insider in the last 3 months. Patrick has been a seller over the last 12 months, reducing personal holdings by €399k.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to €65.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Building industry in Europe. Total returns to shareholders of 122% over the past three years.Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS US$0.85 (vs US$0.96 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$369.4m (up 24% from 3Q 2020). Net income: US$27.9m (down 11% from 3Q 2020). Profit margin: 7.5% (down from 11% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS US$0.80 (vs US$0.75 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: US$348.4m (up 37% from 2Q 2020). Net income: US$26.4m (up 7.8% from 2Q 2020). Profit margin: 7.6% (down from 9.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 05Gibraltar Industries, Inc. Reaffirms Consolidated Earnings Guidance for the Full Year 2021Gibraltar Industries, Inc. reaffirmed consolidated earnings guidance for the full year 2021. For the year, the company expects revenue to be in range between $1.3 billion and $1.35 billion. GAAP EPS from continuing operations is expected to range between $2.78 and $2.95 compared to $2.53 in 2020.Recent Insider Transactions • May 23Independent Director recently bought €61k worth of stockOn the 20th of May, Linda Myers bought around 962 shares on-market at roughly €63.63 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €379k more in shares than they bought in the last 12 months.Executive Departure • May 12Independent Director has left the companyOn the 5th of May, Sharon Brady's tenure as Independent Director ended after 5.8 years in the role. We don't have any record of a personal shareholding under Sharon's name. A total of 3 executives have left over the last 12 months.Executive Departure • May 12Independent Director has left the companyOn the 5th of May, Vinod Khilnani's tenure as Independent Director ended after 6.6 years in the role. We don't have any record of a personal shareholding under Vinod's name. A total of 3 executives have left over the last 12 months.お知らせ • May 06Gibraltar Industries, Inc. Provides Consolidated Earnings Guidance for the Full Year 2021Gibraltar Industries, Inc. provided consolidated earnings guidance for the full year 2021. For the year, consolidated revenue is expected to range between $1.3 billion and $1.35 billion. GAAP EPS is expected to range between $2.78 and $2.95 compared to $2.53 in 2020.Reported Earnings • May 05First quarter 2021 earnings released: EPS US$0.32 (vs US$0.37 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: US$287.6m (up 15% from 1Q 2020). Net income: US$10.5m (down 13% from 1Q 2020). Profit margin: 3.6% (down from 4.8% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 13VP, Treasurer & Secretary recently sold €364k worth of stockOn the 10th of March, Jeffrey Watorek sold around 5k shares on-market at roughly €74.01 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €238k more than they bought in the last 12 months.株主還元GI2DE BuildingDE 市場7D-3.7%-1.3%-2.5%1Y-32.2%-10.9%-0.6%株主還元を見る業界別リターン: GI2過去 1 年間で-10.9 % の収益を上げたGerman Building業界を下回りました。リターン対市場: GI2は、過去 1 年間で-0.6 % のリターンを上げたGerman市場を下回りました。価格変動Is GI2's price volatile compared to industry and market?GI2 volatilityGI2 Average Weekly Movement7.2%Building Industry Average Movement3.7%Market Average Movement5.4%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.8%安定した株価: GI2 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: GI2の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト19722,300Bill Boswaywww.gibraltar1.comジブラルタル・インダストリーズ社は、米国内外の住宅、再生可能エネルギー、農業技術、インフラ市場向けに製品とサービスを製造・提供している。同社は4つのセグメントで事業を展開している:住宅部門、再生可能エネルギー部門、農業技術部門、インフラ部門である。住宅部門は、屋根および基礎換気製品、郵便システムおよび荷物ソリューション(一戸建ておよび集合住宅用の単一郵便受け、クラスタースタイルの郵便受けおよび小包入れ、荷物ロッカーシステムなど)、屋根の縁取りおよびフラッシング、ソフィットおよびトリム、乾式壁コーナービーズ、金属屋根材および付属品、雨どいおよび付属品からなる雨水分散製品、開閉式外装オーニングを提供している。また、パイプ用フラッシング、日除け用のリモコン式デッキオーニングやバンスも提供している。再生可能エネルギー部門は、商業用および分散型発電規模の太陽光発電設備用のソーラー架台および電気バランスシステムの設計、エンジニアリング、製造、設置を行っている。アグテック部門は、環境制御型農業、カスタム温室ソリューション、構造キャノピーを提供し、小売、青果、花卉、商業、施設、温室、洗車場などの用途向けに、設計、エンジニアリング、製造、構造施工、サブシステムの統合などを行う。インフラストラクチャー部門では、伸縮継手、構造用ベアリング、ゴム製プレフォームシールおよびその他のシーリング材、エラストマーコンクリート、橋梁ケーブル保護システムなどを提供している。同社は、太陽光発電開発業者、再生可能エネルギー開発業者、住宅設備小売業者、卸売業者、販売業者、請負業者、および果物、野菜、花、植物の施設および商業栽培業者にサービスを提供している。ジブラルタル・インダストリーズ社は1972年に設立され、ニューヨーク州バッファローに本社を置いている。もっと見るGibraltar Industries, Inc. 基礎のまとめGibraltar Industries の収益と売上を時価総額と比較するとどうか。GI2 基礎統計学時価総額€1.10b収益(TTM)€54.66m売上高(TTM)€1.09b20.1xPER(株価収益率1.0xP/SレシオGI2 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計GI2 損益計算書(TTM)収益US$1.25b売上原価US$920.91m売上総利益US$324.52mその他の費用US$262.14m収益US$62.39m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)2.10グロス・マージン26.06%純利益率5.01%有利子負債/自己資本比率138.6%GI2 の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/07/12 21:42終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Gibraltar Industries, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Peter LisnicBairdDaniel MooreCJS Securities, Inc.Sohail TharaniGoldman Sachs7 その他のアナリストを表示
Recent Insider Transactions • May 31Chairman of the Board recently bought €636k worth of stockOn the 26th of May, William Bosway bought around 20k shares on-market at roughly €32.22 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. William has been a buyer over the last 12 months, purchasing a net total of €871k worth in shares.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Jim Metcalf was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 09Gibraltar Industries, Inc. Reiterates Earnings Guidance for the Year Ending December 31, 2026Gibraltar Industries, Inc. reiterated earnings guidance for the year ending December 31, 2026. Consolidated net sales are expected to range between $1.76 billion and $1.83 billion. GAAP EPS - Diluted is expected to range between $2.40 and $2.80.
お知らせ • Apr 23Gibraltar Industries, Inc. to Report Q1, 2026 Results on May 07, 2026Gibraltar Industries, Inc. announced that they will report Q1, 2026 results at 7:30 AM, US Eastern Standard Time on May 07, 2026
お知らせ • Apr 07Gibraltar Industries, Inc., Annual General Meeting, May 07, 2026Gibraltar Industries, Inc., Annual General Meeting, May 07, 2026.
お知らせ • Feb 26Gibraltar Industries, Inc. Provides Earnings Guidance for 2026Gibraltar Industries, Inc. provided earnings guidance for 2026. Consolidated net sales are expected to range between $1.76 billion and $1.83 billion. This compares to net sales of $1.14 billion in 2025. GAAP EPS is expected to range between $2.40 and $2.80, compared to $3.25 in 2025.
Recent Insider Transactions • May 31Chairman of the Board recently bought €636k worth of stockOn the 26th of May, William Bosway bought around 20k shares on-market at roughly €32.22 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. William has been a buyer over the last 12 months, purchasing a net total of €871k worth in shares.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Jim Metcalf was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 09Gibraltar Industries, Inc. Reiterates Earnings Guidance for the Year Ending December 31, 2026Gibraltar Industries, Inc. reiterated earnings guidance for the year ending December 31, 2026. Consolidated net sales are expected to range between $1.76 billion and $1.83 billion. GAAP EPS - Diluted is expected to range between $2.40 and $2.80.
お知らせ • Apr 23Gibraltar Industries, Inc. to Report Q1, 2026 Results on May 07, 2026Gibraltar Industries, Inc. announced that they will report Q1, 2026 results at 7:30 AM, US Eastern Standard Time on May 07, 2026
お知らせ • Apr 07Gibraltar Industries, Inc., Annual General Meeting, May 07, 2026Gibraltar Industries, Inc., Annual General Meeting, May 07, 2026.
お知らせ • Feb 26Gibraltar Industries, Inc. Provides Earnings Guidance for 2026Gibraltar Industries, Inc. provided earnings guidance for 2026. Consolidated net sales are expected to range between $1.76 billion and $1.83 billion. This compares to net sales of $1.14 billion in 2025. GAAP EPS is expected to range between $2.40 and $2.80, compared to $3.25 in 2025.
お知らせ • Feb 13Gibraltar Industries, Inc. to Report Q4, 2025 Results on Feb 26, 2026Gibraltar Industries, Inc. announced that they will report Q4, 2025 results at 7:30 AM, US Eastern Standard Time on Feb 26, 2026
お知らせ • Feb 03Gibraltar Industries, Inc. (NasdaqGS:ROCK) completed the acquisition of OmniMax International, Inc. from funds managed by Strategic Value Partners, LLC.Gibraltar Industries, Inc. (NasdaqGS:ROCK) entered into an agreement to acquire OmniMax International, Inc. from funds managed by Strategic Value Partners, LLC for approximately $1.3 billion on November 16, 2025. The consideration consists of a total cash purchase price of $1.335 billion in cash at the closing of the Transaction, subject to customary adjustments related to working capital, indebtedness, cash and transaction expenses. Gibraltar has in place committed financing from Bank of America, Wells Fargo and KeyBanc Capital Markets to finance the transaction in the form of up to $1.3 billion new term loan facilities and an upsized $500 million revolving credit facility. Gibraltar intends to finance the Transaction with a combination of existing cash resources and proceeds from new indebtedness. The acquisition, which has been unanimously approved by Gibraltar’s Board of Directors, is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals and the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976. No vote of Gibraltar’s shareholders is required to approve the transaction. The acquisition is expected to close in the first half of 2026. The transaction is expected to be immediately accretive to EBITDA margin and cash flow. The transaction will be accretive to Gibraltar’s adjusted EPS in the first fiscal full year post close. Buy side termination fee is $55 million. Perella Weinberg and BofA Securities are serving as financial advisors and Alison Z. Preiss and Hannah Clark of Wachtell, Lipton, Rosen & Katz is serving as legal advisor to Gibraltar. Rothschild & Co. is serving as financial advisor and Nickolas Bogdanovich, Robert Kindler, James Langston, Matthew Leist, Christopher Wilson, Scott Sher, Robert Holo, Brianna van Kan, William O’Brien and Rebecca Coccaro of Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisor to OmniMax. Lisa Collier and Josh Zelig of Paul Hastings LLP advises the financing sources in the transaction. Gibraltar Industries, Inc. (NasdaqGS:ROCK) completed the acquisition of OmniMax International, Inc. from funds managed by Strategic Value Partners, LLC. on February 2, 2026. The transaction has received of all required regulatory approvals and satisfaction of customary closing conditions.
お知らせ • Jan 21Gibraltar Industries, Inc. Revises Consolidated Earnings Guidance for the Three Months and Full Year ended December 31, 2025Gibraltar Industries, Inc. revised consolidated earnings guidance for the three months and full year ended December 31, 2025. For the quarter, the company expects consolidated net sales to range between $261 million to $271 million against previous guidance of $283 million to $308 million. GAAP EPS is expected to range between $0.36 and $0.41, compared to previous guidance of $0.82 and $0.92 and Operating Income $13 million - $15 Million compared to $33 million - $37 million For the year, the company expects consolidated net sales to range between $1,128 million to $1,138 million against previous guidance of $1,150 million to $1,175 million. GAAP EPS is expected to range between $3.21 and $3.26, compared to previous guidance of $3.67 and $3.77 and Operating Income $121 million - $123 million compared to $141 million - $145 million.
お知らせ • Nov 17Gibraltar Industries, Inc. (NasdaqGS:ROCK) entered into an agreement to acquire OmniMax International, Inc. from funds managed by Strategic Value Partners, LLC for approximately $1.3 billion.Gibraltar Industries, Inc. (NasdaqGS:ROCK) entered into an agreement to acquire OmniMax International, Inc. from funds managed by Strategic Value Partners, LLC for approximately $1.3 billion on November 17, 2025. The consideration consists of a total cash purchase price of $1.335 billion. Gibraltar has in place committed financing from Bank of America, Wells Fargo and KeyBanc Capital Markets to finance the transaction in the form of up to $1.3 billion new term loan facilities and an upsized $500 million revolving credit facility. The acquisition, which has been unanimously approved by Gibraltar’s Board of Directors, is subject to the satisfaction of customary closing conditions, including receipt of required regulatory approvals. No vote of Gibraltar’s shareholders is required to approve the transaction. The acquisition is expected to close in the first half of 2026. The transaction is expected to be immediately accretive to EBITDA margin and cash flow. The transaction will be accretive to Gibraltar’s adjusted EPS in the first fiscal full year post close. Perella Weinberg and BofA Securities are serving as financial advisors and Wachtell, Lipton, Rosen & Katz is serving as legal advisor to Gibraltar. Rothschild & Co. is serving as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as legal advisor to OmniMax.
お知らせ • Oct 30Gibraltar Industries, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year 2025Gibraltar Industries, Inc. revised consolidated earnings guidance for the fiscal year 2025. Current 2025 full year outlook for continuing operations remains on track for solid revenue, margin, and cash flow performance. The company expects consolidated net sales to range between $1.15 billion and $1.175 billion. This compares to GAAP net sales of $1.02 billion and adjusted net sales of $1.01 billion in 2024. GAAP EPS is expected to range between $3.67 and $3.77, compared to $4.58 in 2024 which included the gain on the sale of the electronic locker business and contributed $0.82 accordingly.
お知らせ • Oct 18Gibraltar Industries, Inc. to Report Q3, 2025 Results on Oct 30, 2025Gibraltar Industries, Inc. announced that they will report Q3, 2025 results at 7:30 AM, US Eastern Standard Time on Oct 30, 2025
お知らせ • Aug 06Gibraltar Industries, Inc. Provides Earnings Guidance for the Year 2025Gibraltar Industries, Inc. provided earnings guidance for the year 2025 . For the year, company expected Consolidated net sales to range between $1.15 billion and $1.20 billion, GAAP EPS is expected to range between $3.67 and $3.91, compared to $4.58 in 2024 .
お知らせ • Jul 23Gibraltar Industries, Inc. to Report Q2, 2025 Results on Aug 06, 2025Gibraltar Industries, Inc. announced that they will report Q2, 2025 results at 7:30 AM, US Eastern Standard Time on Aug 06, 2025
お知らせ • Jun 30+ 5 more updatesGibraltar Industries, Inc.(NasdaqGS:ROCK) dropped from Russell Small Cap Comp Growth IndexGibraltar Industries, Inc.(NasdaqGS:ROCK) dropped from Russell Small Cap Comp Growth Index
お知らせ • Apr 30Gibraltar Industries, Inc. Reiterates Earnings Guidance for the Full Year of 2025Gibraltar Industries, Inc. reiterated earnings guidance for the full year of 2025. For the period, the company Consolidated net sales are expected to range between $1.40 billion and $1.45 billion, compared to $1.31 billion in 2024. GAAP EPS is expected to range between $4.25 and $4.50, compared to $4.46 in 2024.
お知らせ • Apr 17Gibraltar Industries, Inc. to Report Q1, 2025 Results on Apr 30, 2025Gibraltar Industries, Inc. announced that they will report Q1, 2025 results at 7:30 AM, US Eastern Standard Time on Apr 30, 2025
お知らせ • Mar 24Gibraltar Industries, Inc., Annual General Meeting, Apr 30, 2025Gibraltar Industries, Inc., Annual General Meeting, Apr 30, 2025.
お知らせ • Feb 21Gibraltar Industries, Inc. Provides Earnings Guidance for the Full Year 2025Gibraltar Industries, Inc. provided earnings guidance for the full year 2025. For the year, the company's consolidated net sales are expected to range between $1.40 billion and $1.45 billion, compared to $1.31 billion in 2024. GAAP EPS is expected to range between $4.25 and $4.50, compared to $4.46.
お知らせ • Feb 19Gibraltar Industries, Inc. (NasdaqGS:ROCK) acquired Lane Supply, Inc. for $120 million.Gibraltar Industries, Inc. (NasdaqGS:ROCK) acquired Lane Supply, Inc. for $120 million on February 11, 2025. A cash consideration of $120 million will be paid by Gibraltar Industries, Inc. towards common equity of Lane Supply, Inc. The purchase price is subject to customary working capital and other adjustments. For the period ending December 31, 2024, Lane Supply, Inc. reported total revenue of $112.2 million and EBITDA of $16.7 million. The transaction is expected to be immediately accretive to earnings. Gibraltar Industries, Inc. (NasdaqGS:ROCK) completed the acquisition of Lane Supply, Inc. on February 11, 2025.
お知らせ • Feb 05Gibraltar Industries, Inc. to Report Q4, 2024 Results on Feb 19, 2025Gibraltar Industries, Inc. announced that they will report Q4, 2024 results at 7:30 AM, US Eastern Standard Time on Feb 19, 2025
お知らせ • Dec 20Quadient S.A. (ENXTPA:QDT) acquired Package Concierge, Inc.Quadient S.A. (ENXTPA:QDT) acquired Package Concierge, Inc. from Gibraltar Industries, Inc. (NasdaqGS:ROCK) on December 17, 2024. GLC Advisors & Co., LLC acted as financial advisor to Package Concierge, Inc. in the deal. Quadient S.A. (ENXTPA:QDT) completed the acquisition of Package Concierge, Inc. on December 17, 2024.
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: US$1.12 (vs US$1.29 in 3Q 2023)Third quarter 2024 results: EPS: US$1.12 (down from US$1.29 in 3Q 2023). Revenue: US$361.2m (down 7.6% from 3Q 2023). Net income: US$34.0m (down 13% from 3Q 2023). Profit margin: 9.4% (in line with 3Q 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Oct 30Gibraltar Industries, Inc. Appoints James S. Metcalf to the Board of DirectorsGibraltar Industries, Inc. announced that its Board of Directors has appointed James S. Metcalf as a new independent member of the Board, effective October 25, 2024. Mr. Metcalf fills the Board seat left open by Craig Hindman’s May 2024 retirement, restoring the Board to eight members. Mr. Metcalf will sit on the Capital Structure and Asset Management and Nominating, Governance, and Corporate Social Responsibility Committees. Jim Metcalf began his career at USG, then the U.S.’s largest manufacturer of wallboard and building products, working his way through the sales and marketing ranks to lead successively larger business units. He served as Chairman, President and Chief Executive Officer of USG, during which he strengthened the organization’s core businesses, diversified revenue streams and restored the company’s profitability. In 2018, when Jim was a member of the board of directors of NCI Building Systems, NCI Building Systems merged with Ply Gem Building Products to form Cornerstone Building Brands, Jim was asked to step in as CEO and Chairman. During his tenure at Cornerstone Building Brands, Jim led the investment in manufacturing plant upgrades and integration of the two organizations and cultures, iterative M&A, operational excellence and innovation, and oversaw a period of intense growth until his retirement in 2022. He has served on the board of directors of Ferguson Enterprises Inc. since 2023 and previously on the boards of Tenneco Inc., Cornerstone Building Brands, Inc., NCI Building Systems, USG Corporation, and Molex LLC. Jim also serves on the Naval War College Foundation Board of Trustees. He earned an MBA, Business from Pepperdine University and a BA in Criminal Justice and Pre-Law from The Ohio State University.
お知らせ • Oct 23Gibraltar Industries, Inc. to Report Q3, 2024 Results on Oct 30, 2024Gibraltar Industries, Inc. announced that they will report Q3, 2024 results at 7:30 AM, US Eastern Standard Time on Oct 30, 2024
お知らせ • Oct 11Gibraltar Industries, Inc. Revises Consolidated Earnings Guidance for the Full Year Ending December 31, 2024Gibraltar Industries, Inc. revised consolidated earnings guidance for the full year ending December 31, 2024. For the year, the company expects revenue to be in the range of $1,310 million to $1,330 million compared to previous guidance of $1,380 million to $1,420 million. GAAP EPS to be to be in the range of $3.57 to $3.71 compared to previous guidance of $4.04 to $4.29.
お知らせ • Aug 19Gibraltar Industries, Inc. Appoints Joseph A. Lovechio as Chief Financial OfficerGibraltar Industries, Inc. announced the appointment of Joseph A. Lovechio as chief financial officer, effective August 19, 2024. Mr. Lovechio, who was previously chief financial officer, North America Region for Whirlpool Corporation will succeed Timothy F. Murphy who recently announced his plans to retire. Mr. Murphy will continue with Gibraltar through early 2025 and will oversee the onboarding and transition process for Mr. Lovechio while continuing to lead ongoing strategic initiatives. Mr. Lovechio, 50, joins Gibraltar following 20 years with Whirlpool, where he advanced through positions of increasing responsibility, most recently serving, since 2018, as CFO, North America Region, which is Whirlpool’s largest region. During his career at Whirlpool, he also served as Corporate Controller and Principal Accounting Officer, CFO EMEA Region, and Senior Finance Director of Investor Relations. Prior to Whirlpool, Mr. Lovechio held finance positions at public companies including CTS Corporation, Federal Mogul (since acquired by Apollo Global Management) and Ford Motor Company. He earned a BBA in Finance from the University of Notre Dame and an MBA, Finance and Accounting, from The University of Chicago Booth School of Business.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €60.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Building industry in Europe. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €102 per share.
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$1.05 (vs US$1.01 in 2Q 2023)Second quarter 2024 results: EPS: US$1.05 (up from US$1.01 in 2Q 2023). Revenue: US$353.0m (down 3.3% from 2Q 2023). Net income: US$32.2m (up 4.8% from 2Q 2023). Profit margin: 9.1% (up from 8.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31Gibraltar Industries, Inc. Provides Earnings Guidance for the Full Year 2024Gibraltar Industries, Inc. provided earnings guidance for the full year 2024. Consolidated net sales are now expected to range between $1.38 billion and $1.42 billion, compared to $1.38 billion in 2023. GAAP EPS continuing to range between $4.04 and $4.29, compared to $3.59 in 2023.
お知らせ • Jul 17Gibraltar Industries, Inc. to Report Q2, 2024 Results on Jul 31, 2024Gibraltar Industries, Inc. announced that they will report Q2, 2024 results at 7:30 AM, US Eastern Standard Time on Jul 31, 2024
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €71.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Building industry in Europe. Total returns to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.92 per share.
Buy Or Sell Opportunity • Jun 03Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €67.50. The fair value is estimated to be €84.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 6.0% in a year. Earnings are forecast to grow by 27% in the next year.
Buy Or Sell Opportunity • May 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €67.50. The fair value is estimated to be €84.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 6.0% in a year. Earnings are forecast to grow by 27% in the next year.
Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$0.82 (vs US$0.68 in 1Q 2023)First quarter 2024 results: EPS: US$0.82 (up from US$0.68 in 1Q 2023). Revenue: US$292.5m (flat on 1Q 2023). Net income: US$24.9m (up 18% from 1Q 2023). Profit margin: 8.5% (up from 7.2% in 1Q 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • May 01Gibraltar Industries, Inc. Reaffirms Earnings Guidance for the Full Year 2024Gibraltar Industries, Inc. reaffirmed earnings guidance for the full year 2024. Consolidated revenue is expected to range between $1.43 billion and $1.48 billion, compared to $1.37 billion in 2023. GAAP EPS is expected to range between $4.04 and $4.29, compared to $3.59 in 2023.
お知らせ • Apr 19Gibraltar Industries, Inc. to Report Q1, 2024 Results on May 01, 2024Gibraltar Industries, Inc. announced that they will report Q1, 2024 results at 7:30 AM, US Eastern Standard Time on May 01, 2024
お知らせ • Apr 02Gibraltar Industries, Inc., Annual General Meeting, May 01, 2024Gibraltar Industries, Inc., Annual General Meeting, May 01, 2024, at 11:00 US Eastern Standard Time. Agenda: To consider the election of directors; and to discuss other matters.
お知らせ • Mar 02Gibraltar Industries, Inc. Announces Retirement of Craig Hindman from the Board of DirectorsOn March 1, 2024, Gibraltar Industries, Inc. announced the retirement of Craig Hindman from the Board of Directors of the Company. Mr. Hindman will serve the remainder of his current Board term but will not stand for re-election at Gibraltar's next Annual Meeting, which is expected to be held in May 2024. Mr. Hindman’s planned retirement is not the result of any disagreement with the Company.
Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Director Manish Shah was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Feb 23Now 30% undervaluedOver the last 90 days, the stock has risen 7.2% to €67.00. The fair value is estimated to be €95.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 9.5%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.
Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$3.61 (vs US$2.57 in FY 2022)Full year 2023 results: EPS: US$3.61 (up from US$2.57 in FY 2022). Revenue: US$1.38b (flat on FY 2022). Net income: US$110.5m (up 34% from FY 2022). Profit margin: 8.0% (up from 5.9% in FY 2022). Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 22+ 1 more updateGibraltar Industries, Inc. Announces Impairment Charges for the Three Months Ended December 31, 2023Gibraltar Industries, Inc. announced impairment charges for the three months ended December 31, 2023. For the period, the company announced intangible asset impairment of $3.797 million.
お知らせ • Feb 21+ 1 more updateGibraltar Industries, Inc. Announces Retirement of Timothy F. Murphy as Chief Financial Officer, Effective Early 2025Gibraltar Industries, Inc. announced that Chief Financial Officer Timothy F. Murphy has notified the Company of his intention to retire from the Company in early 2025. Mr. Murphy will continue in his current role until his successor is named and will assist with an orderly transition. Gibraltar has retained an executive search firm to begin the recruitment process.
お知らせ • Feb 08Gibraltar Industries, Inc. to Report Q4, 2023 Results on Feb 21, 2024Gibraltar Industries, Inc. announced that they will report Q4, 2023 results at 7:30 AM, US Eastern Standard Time on Feb 21, 2024
お知らせ • Nov 03Gibraltar Industries, Inc. Provides Earnings Guidance for the Year 2023Gibraltar Industries, Inc. provided earnings guidance for the year 2023. For the period, the company GAAP EPS is now expected to range between $3.51 and $3.71, compared to $2.56 in 2022. The outlook for consolidated net sales narrows to between $1.37 billion and $1.40 billion, compared to $1.38 billion in 2022.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$1.29 (vs US$1.08 in 3Q 2022)Third quarter 2023 results: EPS: US$1.29 (up from US$1.08 in 3Q 2022). Revenue: US$390.7m (flat on 3Q 2022). Net income: US$39.3m (up 14% from 3Q 2022). Profit margin: 10% (up from 8.8% in 3Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.
お知らせ • Oct 19Gibraltar Industries, Inc. to Report Q3, 2023 Results on Nov 02, 2023Gibraltar Industries, Inc. announced that they will report Q3, 2023 results at 7:30 AM, US Eastern Standard Time on Nov 02, 2023
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$1.01 (vs US$0.90 in 2Q 2022)Second quarter 2023 results: EPS: US$1.01 (up from US$0.90 in 2Q 2022). Revenue: US$364.9m (flat on 2Q 2022). Net income: US$30.7m (up 4.8% from 2Q 2022). Profit margin: 8.4% (up from 8.0% in 2Q 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Aug 03Gibraltar Industries, Inc. Provides Earnings Guidance for the Full Year 2023Gibraltar Industries, Inc. provided earnings guidance for the full year 2023. For the year, the consolidated net sales is expected to range between $1.36 billion and $1.41 billion, compared to $1.38 billion in 2022. GAAP EPS is expected to range between $3.46 and $3.66, compared to $2.56 in 2022.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €56.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Building industry in Europe. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €56.14 per share.
Recent Insider Transactions • May 26Independent Director recently sold €261k worth of stockOn the 23rd of May, James Nish sold around 5k shares on-market at roughly €52.62 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • May 04Gibraltar Industries, Inc. Reiterates Earnings Guidance for the Full Year 2023Gibraltar Industries, Inc. reiterated earnings guidance for the full year 2023. For the year, the consolidated net sales is expected to range between $1.36 billion and $1.41 billion. GAAP EPS is expected to range between $3.04 and $3.24.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.68 (vs US$0.47 in 1Q 2022)First quarter 2023 results: EPS: US$0.68 (up from US$0.47 in 1Q 2022). Revenue: US$293.3m (down 7.7% from 1Q 2022). Net income: US$21.1m (up 37% from 1Q 2022). Profit margin: 7.2% (up from 4.9% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 4% per year.
Reported Earnings • Feb 23Full year 2022 earnings released: EPS: US$2.57 (vs US$2.27 in FY 2021)Full year 2022 results: EPS: US$2.57 (up from US$2.27 in FY 2021). Revenue: US$1.39b (up 3.7% from FY 2021). Net income: US$82.4m (up 11% from FY 2021). Profit margin: 5.9% (up from 5.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 01+ 1 more updateGibraltar Industries, Inc. to Report Q4, 2022 Results on Feb 22, 2023Gibraltar Industries, Inc. announced that they will report Q4, 2022 results at 7:30 AM, US Eastern Standard Time on Feb 22, 2023
お知らせ • Dec 28Gibraltar Industries, Inc. Announces Resignation of Elizabeth R. Jensen as Chief Human Resources Officer, Effective January 13, 2023Gibraltar Industries, Inc. announced that On December 21, 2022, Elizabeth R. Jensen notified the company of her intent to resign from her position as Vice President and Chief Human Resources Officer, effective January 13, 2023. Ms. Jensen is resigning to pursue another opportunity. The Company intends to fill the vacancy created by Ms. Jensen's departure in due course, when it identifies an appropriate candidate.
Buying Opportunity • Dec 20Now 20% undervaluedOver the last 90 days, the stock is up 1.9%. The fair value is estimated to be €53.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.
お知らせ • Dec 06Gibraltar Industries, Inc. Announces Departure of Patrick M. Burns as Chief Operating OfficerOn December 2, 2022, Gibraltar Industries, Inc. and Patrick M. Burns, the company’s chief operating officer, mutually agreed that Mr. Burns will depart from his position, effective December 30, 2022. Following such date, the responsibilities of Chief Operating Officer will be reallocated among members of the company’s existing management team.
Buying Opportunity • Nov 09Now 21% undervaluedOver the last 90 days, the stock is up 5.3%. The fair value is estimated to be €60.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 10%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 47% in the next 2 years.
Reported Earnings • Nov 04Third quarter 2022 earnings released: EPS: US$1.08 (vs US$0.85 in 3Q 2021)Third quarter 2022 results: EPS: US$1.08 (up from US$0.85 in 3Q 2021). Revenue: US$391.3m (up 5.9% from 3Q 2021). Net income: US$34.3m (up 23% from 3Q 2021). Profit margin: 8.8% (up from 7.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04Gibraltar Industries, Inc. Raises Earnings Guidance for the Full Year of 2022Gibraltar Industries, Inc. raised earnings guidance for the full year of 2022. For the year, the company expected consolidated revenue to range between $1.38 billion and $1.43 billion and GAAP EPS to be between $2.90 and $3.00 compared to Previous GAAP EPS guidance ranges were $2.80 to $3.00.
お知らせ • Oct 21Gibraltar Industries, Inc. to Report Q3, 2022 Results on Nov 03, 2022Gibraltar Industries, Inc. announced that they will report Q3, 2022 results at 7:30 AM, US Eastern Standard Time on Nov 03, 2022
お知らせ • Aug 24Gibraltar Industries, Inc. (NasdaqGS:ROCK) acquired Quality Aluminum Products, Inc. from Blackford Capital Associates II, Inc. for $54 million.Gibraltar Industries, Inc. (NasdaqGS:ROCK) acquired Quality Aluminum Products, Inc. from Blackford Capital Associates II, Inc. for $54 million on August 23, 2022. For the trailing twelve months ended July 31, 2022, QAP recorded revenue of $93 million and Adjusted EBITDA of $11.5 million. Gibraltar Industries, Inc. (NasdaqGS:ROCK) completed the acquisition of Quality Aluminum Products, Inc. from Blackford Capital Associates II, Inc. on August 23, 2022.
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.90 (vs US$0.80 in 2Q 2021)Second quarter 2022 results: EPS: US$0.90 (up from US$0.80 in 2Q 2021). Revenue: US$366.9m (up 5.3% from 2Q 2021). Net income: US$29.3m (up 11% from 2Q 2021). Profit margin: 8.0% (up from 7.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.1%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 04Gibraltar Industries, Inc. Re-Affirms Earnings Guidance for the Year 2022Gibraltar Industries, Inc. reaffirms earnings guidance for the year 2022. For the year, the company consolidated revenue expected to range between $1.38 billion and $1.43 billion. GAAP EPS is expected to be between $2.80 and $3.00.
お知らせ • Jul 22Gibraltar Industries, Inc. to Report Q2, 2022 Results on Aug 03, 2022Gibraltar Industries, Inc. announced that they will report Q2, 2022 results at 7:30 AM, US Eastern Standard Time on Aug 03, 2022
お知らせ • Jun 26Gibraltar Industries, Inc.(NasdaqGS:ROCK) dropped from Russell 2000 Growth-Defensive IndexGibraltar Industries, Inc.(NasdaqGS:ROCK) dropped from Russell 2000 Growth-Defensive Index
Recent Insider Transactions • May 24Independent Director recently bought €58k worth of stockOn the 20th of May, Linda Myers bought around 2k shares on-market at roughly €36.17 per share. In the last 3 months, they made an even bigger purchase worth €68k. Despite this recent purchase, insiders have collectively sold €36k more in shares than they bought in the last 12 months.
Reported Earnings • May 05First quarter 2022 earnings released: EPS: US$0.47 (vs US$0.32 in 1Q 2021)First quarter 2022 results: EPS: US$0.47 (up from US$0.32 in 1Q 2021). Revenue: US$317.9m (up 11% from 1Q 2021). Net income: US$15.5m (up 47% from 1Q 2021). Profit margin: 4.9% (up from 3.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.9%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
お知らせ • May 05+ 1 more updateGibraltar Industries, Inc. (NasdaqGS:ROCK) announces an Equity Buyback for $200 million worth of its shares.Gibraltar Industries, Inc. (NasdaqGS:ROCK) announces a share repurchase program. Under the program, the company will repurchase up to $200 million worth of its shares. The program will be funded from cash on hand, supplemented by available borrowings under the existing credit facility. The program will expire on May 2, 2025.
お知らせ • Apr 21Gibraltar Industries, Inc. to Report Q1, 2022 Results on May 04, 2022Gibraltar Industries, Inc. announced that they will report Q1, 2022 results at 7:30 AM, US Eastern Standard Time on May 04, 2022
お知らせ • Apr 03Gibraltar Industries, Inc. Announces William P. Montague Not Standing for Election as DirectorGibraltar Industries, Inc. announced William P. Montague not standing for election as director at the AGM May 4, 2022.
お知らせ • Apr 02Gibraltar Industries, Inc., Annual General Meeting, May 04, 2022Gibraltar Industries, Inc., Annual General Meeting, May 04, 2022, at 11:00 US Eastern Standard Time. Agenda: To consider election of eight director nominees named in the accompanying proxy statement, each to hold office for a one-year term until the 2023 annual meeting or until a successor has been duly elected and qualified, or until such director's earlier resignation, retirement or other termination of service; to consider advisory approval of the company's executive compensation; to consider approval of the gibraltar industries, inc. amended and restated 2016 stock plan for non-employee directors to increase by 100,000 the number of shares of common stock available for issuance as equity awards thereunder and to make other specified revisions; and to consider other matters.
Recent Insider Transactions • Mar 07Independent Director recently bought €68k worth of stockOn the 1st of March, Linda Myers bought around 2k shares on-market at roughly €41.12 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €599k more in shares than they bought in the last 12 months.
Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$2.27 (down from US$2.55 in FY 2020). Revenue: US$1.34b (up 30% from FY 2020). Net income: US$74.5m (down 11% from FY 2020). Profit margin: 5.6% (down from 8.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.3%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 24+ 1 more updateGibraltar Industries, Inc. Announces Consolidated Impairment Results for the Quarter Ended December 31, 2021Gibraltar Industries, Inc. announced consolidated impairment results for the quarter ended December 31, 2021. for the quarter, the company reported Intangible asset impairment of $8,300,000.
お知らせ • Jan 28+ 1 more updateGibraltar Industries, Inc. Revises Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2021Gibraltar Industries, Inc. revised earnings guidance for the fourth quarter and full year ended December 31, 2021. For the quarter, the company expects GAAP earnings per share from continuing operations to be in the range of $0.26 to $0.30 compared to previously expected GAAP earnings per share from continuing operations to be in the range of $0.48 to $0.60. For the year, the company expects GAAP earnings per share from continuing operations to be in the range of $2.21 to $2.25 compared to previously expected GAAP earnings per share from continuing operations to be in the range of $2.45 to $2.56. 2021 revenue from continuing operations is expected to be in the previous guidance range of $1.31 - $1.35 billion, representing an increase of 25% - 30% compared to $1.03 billion in 2020.
Recent Insider Transactions • Dec 03Chief Operating Officer recently sold €197k worth of stockOn the 30th of November, Patrick Burns sold around 3k shares on-market at roughly €61.96 per share. This was the largest sale by an insider in the last 3 months. Patrick has been a seller over the last 12 months, reducing personal holdings by €399k.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to €65.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Building industry in Europe. Total returns to shareholders of 122% over the past three years.
Reported Earnings • Oct 30Third quarter 2021 earnings released: EPS US$0.85 (vs US$0.96 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$369.4m (up 24% from 3Q 2020). Net income: US$27.9m (down 11% from 3Q 2020). Profit margin: 7.5% (down from 11% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS US$0.80 (vs US$0.75 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: US$348.4m (up 37% from 2Q 2020). Net income: US$26.4m (up 7.8% from 2Q 2020). Profit margin: 7.6% (down from 9.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 05Gibraltar Industries, Inc. Reaffirms Consolidated Earnings Guidance for the Full Year 2021Gibraltar Industries, Inc. reaffirmed consolidated earnings guidance for the full year 2021. For the year, the company expects revenue to be in range between $1.3 billion and $1.35 billion. GAAP EPS from continuing operations is expected to range between $2.78 and $2.95 compared to $2.53 in 2020.
Recent Insider Transactions • May 23Independent Director recently bought €61k worth of stockOn the 20th of May, Linda Myers bought around 962 shares on-market at roughly €63.63 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €379k more in shares than they bought in the last 12 months.
Executive Departure • May 12Independent Director has left the companyOn the 5th of May, Sharon Brady's tenure as Independent Director ended after 5.8 years in the role. We don't have any record of a personal shareholding under Sharon's name. A total of 3 executives have left over the last 12 months.
Executive Departure • May 12Independent Director has left the companyOn the 5th of May, Vinod Khilnani's tenure as Independent Director ended after 6.6 years in the role. We don't have any record of a personal shareholding under Vinod's name. A total of 3 executives have left over the last 12 months.
お知らせ • May 06Gibraltar Industries, Inc. Provides Consolidated Earnings Guidance for the Full Year 2021Gibraltar Industries, Inc. provided consolidated earnings guidance for the full year 2021. For the year, consolidated revenue is expected to range between $1.3 billion and $1.35 billion. GAAP EPS is expected to range between $2.78 and $2.95 compared to $2.53 in 2020.
Reported Earnings • May 05First quarter 2021 earnings released: EPS US$0.32 (vs US$0.37 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: US$287.6m (up 15% from 1Q 2020). Net income: US$10.5m (down 13% from 1Q 2020). Profit margin: 3.6% (down from 4.8% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 13VP, Treasurer & Secretary recently sold €364k worth of stockOn the 10th of March, Jeffrey Watorek sold around 5k shares on-market at roughly €74.01 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €238k more than they bought in the last 12 months.