Added to YB: 2026-06-01
Pitch date: 2026-05-28
ROCK [bullish]
Gibraltar Industries, Inc.
Author Info
Company Info
Gibraltar Industries, Inc. manufactures and provides products and services for the residential, agtech, and infrastructure markets in the United States and internationally.
Market Cap
$1.2B
Pitch Price
N/A
Price Target
100.00 (+153%)
Dividend
N/A
EV/EBITDA
13.37
P/E
18.72
EV/Sales
2.02
Sector
Building Products
Category
value
Base Hit Investing: Gibraltar Industries $ROCK
ROCK: Buffalo aluminum metal roofing mfr (80% resi), $100 PT by mid-2028 from $39.50 (~2.5x). OmniMax acq ($1.335B, 12x EBITDA, debt-funded) pressured stock, lifted leverage to 3.9x; mgmt to deleverage to 2.5x in 2yrs. FY guide $310M+ EBITDA on $1.76B sales = 3.7x P/EBITDA, 0.66x P/S vs historical 1.5x. CFO & GC insider buys ~$35. Tailwinds: rate cuts, cross-selling, solar/data-center upside. Risks: aluminum prices, rate sensitivity, neg TTM NI (acq mark-to-market). Pairs w/ CLF as hedge.
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