Loading…
← CockpitCompetitor Analysis › ROCK Gibraltar Industries, Inc.Open in the cockpit ↗

Gibraltar Industries, Inc.ROCKCompetitor analysis, valuation and peers

United States · USD·Industrials›Metal Fabrication

Maker of building products, including roofing/rainwater accessories, mail/package storage and structures for residential and agricultural markets.

Momentum laggard 17
Mkt cap
$964M
US dollars, full cap
Free float
99%
of shares outstanding
$/day
$20.1M
20-day average traded
Fwd P/E
7.9×
forward earnings
ROIC−WACC
-2.3 pp
WACC 7.9%
Hurdle
+5 pp
Req g minus delivered
Next earnings
110 days
24 Feb 2027
Close · USD$32.47
1D+2.5%
1W-19.0%
1M-13.4%
3M-33.5%
6M-20.4%
YTD-34.3%
1Y-46.5%
ATR %8.6%
Beta2.09
52w lowhigh48.4% off high

What Gibraltar Industries does

Maker of building products, including roofing/rainwater accessories, mail/package storage and structures for residential and agricultural markets.

Sells residential products through distributors, home-improvement stores and homebuilders, so housing starts and remodelling drive the business, while steel and aluminium costs are the biggest input swing. Greenhouse and other structures for growers arrive as large projects.

Products and services

  • Rainwater/roofing accessories
  • Mail and package storage lockers
  • Agtech/greenhouse structures
  • Renewable energy racking/structures

Customers

  • Homebuilders
  • Distributors/retailers
  • Agricultural/renewable energy developers

Where it sits in the supply chain

  • Industrials
  • Building products manufacturing
  • Residential building products…

What could go right

  • Residential construction/renovation demand
  • Centralized mail/package locker adoption

What could go wrong

  • Housing market cyclicality
  • Raw material (steel/aluminum) cost volatility

Moat: narrow (brand, distribution, scale). Established building-products brands and broad distribution network across niche residential/ag categories.

Headquarters: Buffalo, New York · Founded: 1954 · Employees: 2,300

Named competitors

Gibraltar Industries at a glance

Size Gibraltar Industries (ROCK) is a United States Industrials company (Metal Fabrication) with a market value of $964M, the 2271st largest of 3,117 United States companies the cockpit tracks. Shares closed at $32.47 on 6 Nov 2026.

Performance Over six months the shares fell 20.4%, against -24.3% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue grew 14.5% over the last twelve months (peer median +15.2%); the operating margin is 10.9% (peer median 4.2%).

Valuation It trades at 7.9× forward earnings against a peer median of 31.4× (cheapest of 14).

Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 2.3 points below its cost of capital (7.9% WACC).

Short interest Short interest is 6.6% of the free float (15 Oct 2026).

Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010012014011 May 202611 Aug 20266 Nov 2026ROCK 83Peer median 75
Six months, rebased to 100: Gibraltar Industries against the median of its 20 peers (local-currency closes).

Gibraltar Industries financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$1.45B$1.14B$1.02B$1.38B$1.39B
Revenue growth—+11%-26%-1%—
Gross profit$368M$308M$302M$375M$325M
EBITDA$208M$175M$166M$196M$167M
Net income-$151M-$44.4M$137M$111M$82.4M
Free cash flow$42.7M$121M$157M$205M$82.6M
Capital expenditure$28.4M$46.1M$16.9M$13.9M$20.1M
Total debt$1.37B$57.7M$43.1M$46.3M$116M

Quarterly statements and history in the cockpit →

Gibraltar Industries competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%-10%0%6010962211002342300984600496002965TROAX002937300527000595600478301323603033603270300421301307002150300709301535KENNAMETROCK6-month return →1-month return →
Up and to the right = strong over both horizons. Gibraltar Industries is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%+30%25×50×75×6010962211300984600496002965TROAX002937301323603270301307002150300709KENNAMETROCKRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Gibraltar Industries is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%2211600496TROAX002937603033300421301535ROCKGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Gibraltar Industries is the large dot.

Gibraltar Industries competitors and peer comparison

Head to head with its named competitors (ROCK vs SSD vs TREX)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Gibraltar Industries ROCK$964M-20%+14%11%7.9×7.3%
Simpson Manufacturing SSD$8.07B+4%+5%20%20.9×13.2%
Trex TREX$5.58B+36%+9%19%26.9×21.1%

How Gibraltar Industries compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Gibraltar Industries against its 20 peers (data as of 6 Nov 2026)
MeasureROCKPeer medianRank in peer set
1-month return-13.4%-7.0%8th lowest of 21
6-month return-20.4%-24.3%9th highest of 21
Distance from 52-week high-48.4%-48.3%10th lowest of 21
Revenue growth (TTM)+14.5%+15.2%11th highest of 21
Operating margin10.9%4.2%7th highest of 21
Forward P/E7.9×31.4×cheapest of 14
Growth the price implies (Req g, 7 yrs)7.3%21.4%3rd least demanding of 8
Growth delivered (Del g)+1.9%+11.2%lowest of 8
Hurdle (Req g minus delivered)+5.4 pp+5.1 pp4th most demanding of 8
ROIC minus cost of capital-2.3 pp-2.3 pp11th highest of 21
EV / EBITDA11.2×19.7×2nd cheapest of 5
Net debt / EBITDA6.5×-0.1×2nd most indebted of 6

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Gibraltar Industries ROCKUnited States$964M-20%+14%11%7.9×7.3%+1.9%
Hsino Tower 601096.SSChina$961M-31%-7%3%22.4×n/an/a
Evergreen Steel 2211.TWTaiwan$943M-24%+9%21%9.5×-9.2%+10.4%
Juli Sling 002342.SZChina$989M-66%+19%3%n/an/an/a
Zhejiang JW Precision Machinery 300984.SZChina$931M-29%+9%4%78.7×n/an/a
Changjiang & Jinggong Steel Building (Group) 600496.SSChina$931M-25%+1%3%9.7×-1.5%+12.7%
Lucky Harvest 002965.SZChina$923M-21%+18%0%59.4×n/an/a
Troax TROAX.STSweden$908M+46%0%8%39.4×28.3%+11.1%
Ningbo Sunrise Elc Technology 002937.SZChina$908M-42%+12%8%26.2×21.4%+11.2%
China Harzone Industry 300527.SZChina$1.03B-18%-12%1%n/an/an/a
Ningxia Guoyun New Energy 000595.SZChina$903M-16%+142%21%n/an/an/a
Hunan Corun New Energy 600478.SSChina$901M-53%+46%4%n/an/an/a
Guangzhou Newlife New Material 301323.SZChina$896M-15%+26%13%31.4×n/an/a
Sanwei 603033.SSChina$1.04B-40%+10%-6%n/a13.7%+21.1%
Shandong Golden Empire Precision Machinery Technology 603270.SSChina$886M-4%+35%5%30.0×n/an/a
Jiangsu LiXing General Steel Ball 300421.SZChina$866M-30%+4%4%n/a35.0%+7.1%
Chongqing Millison Technologies 301307.SZChina$851M-18%+13%-11%54.7×n/an/a
Jiangsu Chint Power Technology 002150.SZChina$1.10B-30%+23%11%23.2×n/an/a
Jiangsu Gian Technology 300709.SZChina$1.10B-5%+17%0%37.4×n/an/a
Zhejiang Huayuan Auto Technology 301535.SZChina$836M-30%+66%12%n/a22.2%+17.2%
Kennametal India KENNAMET.NSIndia$832M+27%+29%17%37.5×n/an/a

Questions

Who are Gibraltar Industries's main competitors?
Named competitors: Simpson Manufacturing (SSD), Trex Company (TREX), AZEK Company (private or unlisted). The cockpit's measured peer set (industry) also includes Hsino Tower (601096.SS), Evergreen Steel (2211.TW), Juli Sling (002342.SZ), Zhejiang JW Precision Machinery (300984.SZ), Changjiang & Jinggong Steel Building (Group) (600496.SS), Lucky Harvest (002965.SZ).
Is Gibraltar Industries expensive compared with its peers?
On forward p/e it trades at 7.9× against a peer median of 31.4×, cheapest of 14 in its peer set. For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Gibraltar Industries stock performed?
Over six months to 6 Nov 2026 the shares returned -20.4% against -24.3% for the median peer; over one year -46.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.