EarningsQ2 2026 Earnings Report
DE:GI2 Q2 2026 EPS Results
Actual EPS€0.99
Consensus EPS€0.91
Beat/MissBeat by +€0.08
One Year Ago EPS€1.01
DE:GI2 Q2 2026 Revenue Results
Actual Revenue€453.69M
Expected Revenue€420.33M
Beat/MissBeat by +€33.35M
YoY Revenue Growth+64.63%
Earnings Announcement Details
QuarterQ2 2026
Date08/05/2026
TimeBefore Open
Conference CallWednesday, August 5, 2026
DE:GI2 Upcoming Earnings
Gibraltar Industries's next earnings date is estimated for October 29, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:GI2 Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial narrative driven by the OmniMax acquisition: very strong reported revenue growth (64.6% to $510M), meaningful organic growth (5%), margin expansion (adjusted EBITDA +59.7% to $88M, sequential margin improvement of ~350 bps), early and growing synergy capture, solid cash generation (free cash flow ~8% of sales) and a sizable national customer win. Offsetting items include ongoing soft end-market demand (retail POS down 8%–10% and management estimating end-market down mid-single digits), regional variability (Southeast weakness), a meaningful Agtech backlog decline (‑34% YoY), high leverage (net debt $1.2B; 3.9x pro forma leverage), substantial acquisition/integration special charges (~$50M expected in 2026), and inflation/commodity volatility. Overall, the operational execution, synergy progress, and reiterated guidance suggest the positives outweigh the near-term challenges, though significant execution and deleveraging work remain.Company Guidance
Strong Consolidated Revenue Growth (Including OmniMax)
Total Gibraltar net sales increased 64.6% year-over-year to $510.0 million in Q2 2026, reflecting the first full quarter of OmniMax (which contributed $182 million). Consolidated organic growth was 5%.
Building Products / Residential Momentum
Building products grew 12.7% organically; the Residential segment net sales rose $195.6 million to $425.9 million (85% increase driven by OmniMax inclusion) and the combined building products business would have grown 15.5% year-over-year assuming OmniMax ownership in Q2 2025. Residential represented 83% of total revenue and segment EBITDA margin improved 340 bps sequentially to 19%.
Profitability Improvement and Margin Expansion
Adjusted operating income reached $66 million and adjusted EBITDA increased 59.7% to $88 million. Adjusted EBITDA margin expanded sequentially 350 basis points to 17.3%.
Cash Generation and Free Cash Flow
Generated $44.5 million (reported ~$45M) in operating cash from continuing operations and free cash flow from continuing operations of $39 million, approximately 8% of sales in the quarter.
Synergy Capture and Raised Target
Realized $7 million of OmniMax-related synergies to date, raised 2026 synergy execution expectation to $29.4 million with $17 million expected to be realized in 2026, and additional identified opportunities that management expects to continue to surface.
Agtech Growth and Margin Improvement
Agtech segment net sales grew 8.7% organically ($4.7 million) with adjusted operating margin and EBITDA margin improving ~450 and ~430 basis points YoY respectively, driven by stronger volumes, favorable mix, and 80/20 initiatives; backlog stands at $66.2 million.
Reiterated 2026 Guidance and Deleveraging Plan
Company reiterated 2026 guidance: consolidated net sales $1.76–1.83 billion, adjusted operating income $222–238 million, adjusted EBITDA $310–326 million, adjusted EPS $3.65–4.05, and free cash flow ~8% of sales; management targets net leverage of ~2.5x adjusted EBITDA within ~24 months, prioritizing debt reduction.
Major Customer Win and National Footprint Expansion
Awarded additional supply agreement adding 630 locations, expanding service to ~1,700 locations for a key customer, validating the combined Gibraltar/OmniMax national service value proposition and expected to begin transitioning late in Q4 (impactful in 2027).
DE:GI2 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed