Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-22462 GIBRALTAR INDUSTRIES, INC. (Exact name of Registrant as specified in its charter) Delaware 16-1445150 (State of inc ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-22462 GIBRALTAR INDUSTRIES, INC. Delaware 16-1445150 (State of incorporation ) (I.R.S. Employer Identification No.) 3556 Lake Shore Road P.O. ...

Financial Data and Key Metrics Changes - The overall business grew 29.8% with organic growth contributing 9% driven by market price and participation gains [7] - Adjusted operating income grew 7% to $124 million, adjusted EBITDA increased 9.1% to $157 million, and adjusted net income grew 2.5% to $92 million or $2.78 per share [10][28] - Consolidated revenue grew 29.8% to $1.34 billion, with organic growth contributing 8.9% and acquisitions adding 20.9% [25] Business Line Data and Key Metrics Changes - **Renewables**: Segment revenues were up 68.3% driven by the TerraSmart acquisition, but organic revenue decreased 2.3% due to supply chain challenges [29] - **Residential**: Segment revenues increased 24.4%, with organic revenue growing 23.7% driven by increased pricing and participation gains [35] - **Agtech**: Segment revenue decreased 16.9% due to timing of revenue for produce projects impacted by supply chain disruptions [38] - **Infrastructure**: Segment revenue increased 33.1% driven by solid demand for fabricated products [43] Market Data and Key Metrics Changes - Customer order backlog increased 16% to $344 million at year-end, driven by continued end market demand [8][24] - The fourth quarter marked the fifth consecutive quarter of high commodity prices, with some price reductions observed in certain materials [13][15] Company Strategy and Development Direction - The company continues to focus on five key initiatives to manage pricing and costs effectively, including product line simplification and automation [16][18] - The long-term fundamentals of the end markets remain attractive, with expectations for better performance starting in 2022 [20][49] - The company has simplified its operational structure, consolidating 18 operating units into five businesses to enhance efficiency [50] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges faced in 2021 due to inflation and supply chain disruptions but expressed optimism for 2022 based on strong demand and backlog [19][71] - The company expects to deliver full-year growth and margin expansion in 2022, with guidance for revenue between $1.38 billion and $1.43 billion [72] Other Important Information - The company is actively managing inventory to guard against supply chain disruptions and ensure material availability [46] - Adjusted operating margin and EBITDA margin contracted due to higher material, transportation, and labor costs [24] Q&A Session Summary Question: What was the volume impact and pricing impact on Renewables? - Management indicated that the volume push was primarily due to schedule slips rather than a reduction in demand [77] Question: How much of the margin impact was due to supply chain issues versus raw material costs? - Management estimated a 60/40 split, with 60% of costs related to schedule disruptions and 40% related to material costs, particularly structural steel inflation [78] Question: What is the expectation for the Renewable segment's operating margin? - Management expects to navigate supply chain disruptions and has built plans around customer discussions regarding solar panel availability [90][95] Question: Are customers experiencing shortages of material inputs other than polysilicon? - Management confirmed that panels are the primary issue, with other material shortages being easier to navigate [97] Question: What assumptions are made regarding working capital for free cash flow normalization? - Management anticipates slight improvements in working capital, with initial investments in inventory to meet customer demands [99]

FOURTH QUARTER 2021 EARNINGS CALL 1 February 23, 2022 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 management's beliefs about future operations, results, and financial positi ...

Financial Performance - Q2 2021 - Revenue increased by 36.5%, with 14.0% organic growth and 22.5% from acquisitions[3] - Adjusted operating income increased by 8.2%[3] - Adjusted EPS expanded by 6.7% to $0.80[3] - Revenue for Q2 2021 was $348.4 million compared to $255.2 million in Q2 2020[8] - Adjusted operating income for Q2 2021 was $35.5 million compared to $32.8 million in Q2 2020[8] Financial Performance - YTD 2021 - Revenue increased by 35.1%[8] - Adjusted operating income increased by 16.8%[8] Segment Performance - Renewables revenue increased by 92.5% to $107.8 million in Q2 2021, driven by legacy and TerraSmart businesses, with proforma organic growth up 25%[10] - Residential revenue increased by 17.7% to $164.2 million in Q2 2021[12] - Agtech revenue increased by 27.0% to $53.7 million in Q2 2021[13] - Infrastructure revenue increased by 29.7% to $22.7 million in Q2 2021[15] Inflation and Cost Management - CRU for hot-rolled steel is up 188% since October 2020[7] - Aluminum is up 50% since October 2020[7] - Polypropylene is up 97% since October 2020[7]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-22462 GIBRALTAR INDUSTRIES, INC. (Exact name of Registrant as specified in its charter) | | Delaware | | | 16-1445150 ...

Gibraltar Industries, Inc. (NASDAQ:ROCK) Q3 2021 Earnings Conference Call October 27, 2021 9:00 AM ET Company Participants Carolyn Capaccio - LHA, Investor Relations. William Bosway - President & Chief Executive Officer Tim Murphy - Chief Financial Officer Conference Call Participants Ken Zener - KeyBanc Capital Markets Daniel Moore - CJS Securities, Inc. Walter Liptak - Seaport Global Julio Romero - Sidoti & Company Disclaimer*: This transcript is designed to be used alongside the freely available audio re ...

Financial Data and Key Metrics Changes - Revenue increased by 36.5% to $348.4 million, with 14% organic growth and 22.5% from acquisitions [6][18] - Adjusted operating income rose by 8.2%, and adjusted EPS increased by 6.7% to $0.80 per share [9][19] - Order backlog grew by 54% to over $400 million, reflecting strong demand [7][19] Business Line Data and Key Metrics Changes - **Renewables Segment**: Revenue increased by 92.5%, driven by the TerraSmart acquisition and 4% organic growth [21] - **Residential Segment**: Revenue increased by 17.7%, with organic growth of 12% and a 6% contribution from Architectural Mailboxes [24] - **Agtech Segment**: Revenue increased by 27%, despite project delays due to supply chain disruptions [27] - **Infrastructure Segment**: Revenue increased by 29.7%, driven by demand for fabricated products [31] Market Data and Key Metrics Changes - The solar market faced headwinds from significant input cost inflation and supply chain challenges, impacting project timing [21][22] - Demand remains strong across various segments, with a robust backlog indicating continued growth [22][24] Company Strategy and Development Direction - The company aims to scale its renewables and agtech businesses while managing inflation and optimizing the supply chain [39][41] - Continued focus on improving execution, health and safety, and investment in business systems to drive productivity [44][45] - The integration of TerraSmart is on track, with expectations for improved margins in the second half of the year [39][120] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing inflation and supply chain challenges but expressed confidence in the company's ability to navigate these issues [10][14] - The company reaffirmed its full-year guidance for revenue between $1.3 billion and $1.35 billion and adjusted EPS between $3.30 and $3.47 [49][48] - Management expects profitability improvements in each business segment as inflation subsides [20][47] Other Important Information - The company generated $14 million in cash from continuing operations, with a strong liquidity position [34][36] - The integration of TerraSmart is expected to drive positive results in the second half of the year [39][120] Q&A Session Summary Question: Can you provide context on renewable margins and cost pressures? - Management indicated that the TerraSmart acquisition impacted margins, and a one-time tariff credit from the previous year also played a role [58][59] Question: What is the confidence level regarding Agtech backlog translating to revenue? - Management expressed confidence that the backlog will contribute to revenue in the second half, with sequential improvement expected [78][79] Question: How are residential segment headwinds ranked? - Management ranked inflation as the primary headwind, followed by material availability and labor disruptions [90][92] Question: What is the outlook for cannabis-related businesses within Agtech? - Management noted that cannabis backlog is growing, indicating positive momentum in that market [101][104] Question: Can you elaborate on the integration of TerraSmart? - Management explained that the integration is progressing well, with expected margin improvements in the second half of the year [120][122]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 0-22462 GIBRALTAR INDUSTRIES, INC. (Exact name of Registrant as specified in its charter) | | Delaware | | | 16-1445150 | | -- ...

First Quarter 2021 Earnings Call May 5, 2021 GIBRALTAR | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...