Financial Data and Key Metrics Changes - For the full year 2020, revenue increased by 15%, GAAP EPS rose by 38%, and adjusted EPS increased by 18% [9] - GAAP operating margin improved by 140 basis points, while adjusted operating margin improved by 40 basis points to 11.3% [9] - Return on invested capital improved to 17.6%, up over 180 basis points compared to 2019 [9] Business Line Data and Key Metrics Changes - Revenue for the Residential Products segment increased by 26.7%, driven by strong demand and participation gains [40] - The Renewable Energy & Conservation segment saw an 11.8% revenue increase, but organic revenue decreased by 11% due to project delays [32] - The Infrastructure Products segment experienced a revenue decline of 7.5% due to pandemic impacts on project schedules [42] Market Data and Key Metrics Changes - Overall backlog reached approximately $300 million, up 50% from Q4 2019, indicating strong demand across segments [20] - The solar energy business shipped approximately 1.5 gigawatts of infrastructure over 1,000 projects in 2020, with delays affecting 50-70 megawatt projects [15][16] - The cannabis and hemp markets showed a decrease in demand in Q4 but are expected to recover throughout 2021 [18] Company Strategy and Development Direction - The company aims to increase participation in higher growth, higher-margin markets through acquisitions and operational improvements [11] - Recent acquisitions include TerraSmart and Sunfig, which are expected to enhance the company's position in the solar market [23] - The company is focused on integrating new acquisitions and scaling operations to support increasing demand in the solar and growing markets [55] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in entering 2021 with strong momentum despite short-term market challenges [67] - The company anticipates revenue for 2021 to range between $1.3 billion and $1.35 billion, with GAAP EPS expected between $2.78 and $2.95 [68] - Management noted that supply chain challenges and pandemic-related issues may impact the first half of 2021 but expect clarity to improve as the year progresses [70] Other Important Information - The industrial business was divested, resulting in a non-cash loss of $29.6 million, but the company received net proceeds of approximately $38 million from the sale [31][45] - Free cash flow for 2020 was $76 million, impacted by planned investments in working capital [46] - The company ended 2020 with over $1 billion in revenue and adjusted operating margins of 11.3% [39] Q&A Session Summary Question: Impact of customer supply chain shortages on revenue and margins - Management indicated that the impact was significant, with delays affecting several projects, but exact dollar amounts were not provided [75] Question: Permitting challenges and their potential duration - Management noted that permitting issues are common and not unexpected, with expectations that they will be resolved in due course [78] Question: Long-term outlook for Renewables and margin expectations - Management expects adjusted operating margins to exceed 15% by 2025, driven by volume growth and improved processes [82] Question: Insights on the residential market and potential growth - Management expressed confidence in the strength of the residential market, particularly in repair and remodel segments, with expectations for continued growth [89] Question: Clarification on the industrial business divestiture - Management confirmed that the divested industrial business was profitable, with an adjusted operating profit of approximately $16 million [108]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the transition period from to Commission File Number 0-22462 GIBRALTAR INDUSTRIES, INC. ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES ACT OF 1934 | Delaware | | | | 16-1445150 | | --- | --- | --- | --- | --- | | (State or incorporation ) | | | | (I.R.S. Employer Identification No.) | | 3556 Lake Shore Road | P.O. Box 2028 | Buffalo , | New York | 14219-0228 | | | (Address of principal executive offices) | | | | ...

Click To Edit Master Title Style Gibraltar Industries 1 Investor Presentation January 2021 www.Gibraltar1.com GIBRALTAR Safe Harbor Statements Forward-Looking Statements Certain information set forth in this presentation, other than historical statements, contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 that are based, in whole or in part, on current expectations, estimates, forecasts, and projections about the Company's business, and managemen ...

Gibraltar Industries, Inc. (NASDAQ:ROCK) Q3 2020 Earnings Conference Call October 29, 2020 9:00 AM ET Company Participants Carolyn Capaccio - LHA IR Bill Bosway - CEO Tim Murphy - CFO Conference Call Participants Daniel Moore - CJS Securities Ken Zener - KeyBanc Capital Markets Julio Romero - Sidoti & Company Walter Liptak - Seaport Global Operator Good morning, ladies and gentlemen, and welcome to Gibraltar Industries Third Quarter 2020 Conference Call. At this time, all participants are in a listen-only m ...

Third Quarter 2020 Earnings Call October 29, 2020 GIBRALTAR | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Gibraltar Industries, Inc. (NASDAQ:ROCK) Q2 2020 Earnings Conference Call August 5, 2020 9:00 AM ET Company Participants Carolyn Capaccio - IR Bill Bosway - President and CEO Tim Murphy - CFO Conference Call Participants Ken Zener - KeyBanc Capital Markets Daniel Moore - CJS Securities Walter Liptak - Seaport Global Julio Romero - Sidoti & Company Operator Greetings, and welcome to the Quarter Two 2020 Gibraltar Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-a ...

Second Quarter 2020 Earnings Call August 5, 2020 GIBRALTAR | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Gibraltar Industries, Inc. (NASDAQ:ROCK) Q1 2020 Earnings Conference Call May 6, 2020 9:00 AM ET Company Participants Carolyn Capaccio - Senior Vice President, LHA, Investor Relations Bill Bosway - President & Chief Executive Officer Tim Murphy - Chief Financial Officer Conference Call Participants Ken Zener - KeyBanc Capital Markets Daniel Moore - CJS Securities Julio Romero - Sidoti Walter Liptak - Seaport Global Ken Zener - KeyBanc Capital Markets Operator Greetings, and welcome to Gibraltar Industries Q ...

First Quarter 2020 Earnings Call May 6, 2020 GIBRALTAR | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...