NASDAQ · ROCK

Gibraltar Industries, Inc.

Industrials · Manufacturing - Metal Fabrication

$44.72▼ 0.64% ($0.29)at close

After hours$44.68▼ 0.09%4:10 PM ET

52-week

$33.56$75.08

What the market price implies · Reverse DCF

To support a price of $44.72, this model requires revenue to grow by 9.7%/yr over the next 10 years, compounded annually.

Historical revenue grew by -4.05%/yr over the past 4 years. The required annual growth rate is 13.75 percentage points higher.

Selected forecast · Base scenario

11.81%/yr · actual 10-year annualized revenue growth

Year 1 growth: 18.52%

Market-implied · Base operating assumptions + edited margins

9.7%/yr · flat 10-year annualized revenue growth

Reverse DCF solves revenue growth itself using Base operating assumptions and your edited margins. Changing forecast growth alone does not change the implied rate. This is a model-implied requirement, not an analyst forecast.

Valuation

Recommended · Revenue & margin DCF

Price used

$44.72

Estimated value / share

$60.77

Base scenario

This estimate is 35.9% above the price used.

USD · TTM ending 2026-06-30

Latest quarterly growth differs materially from the latest annual pace. It remains an observed growth input; review whether acceleration or a change in the business explains it.

Year 1 growth 18.52% · Ending margin 8.07% · Discount rate 8.16%

Assumption scenarios, not statistical confidence intervals.

Method, dates & sources

Estimated from future revenue, operating margins, and the investment needed to support them.

Price timestamp: Sep 15, 2026, 7:57 PM UTC
Financial statement period: TTM ending 2026-06-30
Data refreshed: Sep 15, 2026, 7:58 PM UTC · cache

Why this method?

FCFF is positive, but it is still too unstable and too short-lived to anchor even a normalized FCFF DCF. Use revenue and margin assumptions instead of compounding current FCFF.

Is FCFF positive and has it been for 3+ consecutive years? 4 consecutive positive FCFF years are available.

Is FCFF stable (not swinging >30% year to year)? The largest recent FCFF swing is 470.8%. Latest capex is 2.5x the prior median, which points to a capex supercycle that should be normalized first.

Do you have 5+ years of positive FCFF history? Only 4 consecutive positive FCFF years are available.

Price vs Fundamentals

Why The Stock Is Moving

Mixed / unclearLow confidence

1Y Price: -26.76%Revenue (TTM): 11.01%FCF (TTM): -58.56%P/FCF: 89th pct

What changed

The stock fell 26.76% over the last year. Revenue grew 11.01% over the trailing twelve months. Operating margin moved from 10.6% to 8.07%. Free cash flow declined 58.56% over the trailing twelve months.

What the market seems to be pricing

The stock has moved lower against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.

What would invalidate this read

Operating margin currently stands at 8.07%. A decisive move in revenue — currently up 11.01% — would be the clearest signal to resolve the ambiguity.

Performance

Return analysis

Company profile

Gibraltar Industries, Inc. manufactures and provides products and services for the residential, agtech, and infrastructure markets in the United States and internationally.

CEOWilliam T. Bosway

SectorIndustrials

IndustryManufacturing - Metal Fabrication

Employees2,300

IPO dateNov 5, 1993

https://www.gibraltar1.com

Market multiples

Forward P/E—

EV/EBITDA9.37

Enterprise value$1.47B

Stock splits

Nov 1, 2004↑ Forward

Every 2 shares became 3

+50%

Profitability & growth

Revenue growth64.63%

Gross margin (FY2025)26.88%▼0.7ppvs FY2024

Operating margin (FY2025)10.81%▼0.1ppvs FY2024

ROE-0.92%▼10.7ppvs FY2025

Analyst consensus

RatingBuy

Target price$55.00▲22.99%

Buy

Hold

Sell

Analyst ratings tend to be lagging indicators. Use as one signal among many.

Earnings

Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.

Next report

Oct 29, 2026

Q4 FY26 · EPS est $1.24 · Revenue est $489.47M

View