Financial Data and Key Metrics Changes - Adjusted sales were flat while adjusted operating income and EBITDA improved by 110 basis points and 160 basis points respectively [6] - EPS improved by 19% with solid margin performance in residential AgTech and infrastructure businesses [6] - Operating cash flow generated was $14 million and free cash flow was $2 million [6] Business Line Data and Key Metrics Changes Residential Segment - Net sales decreased by $2.4 million or 1.3% due to lower retail store traffic and soft end market activity [13] - Adjusted operating EBITDA margins decreased by 80 and 70 basis points respectively, remaining at strong levels [14] AgTech Segment - Net sales increased by 32.4% driven primarily by the Lane Supply acquisition [21] - Organic net sales decreased by 12.6% due to permit approval delays [21] Renewables Segment - Adjusted net sales decreased by $7.8 million or 15.1% while bookings were up 3% [27] - Backlog decreased by 23% [27] Infrastructure Segment - Net sales decreased by $600,000 or 2.7% due to project delays [35] - Demand remains strong with backlog increasing by 11% [35] Market Data and Key Metrics Changes - Year-over-year AgTech bookings increased by 226% [7] - Infrastructure bookings increased by 11% [7] - Renewables bookings and backlog were up sequentially by 90% and 30% respectively [27] Company Strategy and Development Direction - The company plans to continue investing in organic growth and explore inorganic growth opportunities through M&A [38] - A new three-year $200 million stock repurchase program was approved to return value to shareholders [39] - The company is focused on expanding its presence in the residential and light commercial metal roofing market [19] Management's Comments on Operating Environment and Future Outlook - Management reaffirmed the full-year outlook and guidance for earnings for 2025, considering key business drivers such as tariffs and order input rates [11][40] - The company expects a solid second half of the year based on current backlog and project schedules [26][40] - Management acknowledged the uncertainty in the renewables market due to ongoing industry challenges and tariff impacts [66][67] Other Important Information - The company generated approximately $14 million in cash from operations, funding a working capital investment of $20 million [36] - The company has a strong balance sheet with $25 million in cash on hand and $395 million available on its revolver [36] Q&A Session Summary Question: Can you discuss the cadence of demand and participation gains in the residential segment? - Management noted that real-time demand continues to flow in as expected, with participation gains starting to materialize [48] Question: What is the expected revenue and EPS contribution from the recent acquisitions? - The expected accretion benefit is about $0.15 EPS with revenue around $50 million [57] Question: Can you provide more details on the adjustments made to the renewables outlook? - Management indicated a 15% to 20% adjustment in revenue and profit outlook for renewables due to timing issues and market uncertainties [65] Question: How is the supply chain currently structured, particularly regarding components from China? - Management stated that they have been redesigning their supply chain to reduce dependency on China and have local suppliers in place [70][72] Question: How does the direct-to-contractor model add value and impact margins? - The direct-to-contractor model enhances speed and responsiveness, which is critical for maintaining competitive margins [73]

Core Viewpoint - Gibraltar Industries reported quarterly earnings of $0.95 per share, exceeding the Zacks Consensus Estimate of $0.86 per share, and showing an increase from $0.80 per share a year ago, representing an earnings surprise of 10.47% [1][2] Financial Performance - The company posted revenues of $290.02 million for the quarter ended March 2025, which missed the Zacks Consensus Estimate by 0.85% and decreased from $292.51 million year-over-year [2] - Over the last four quarters, Gibraltar Industries has surpassed consensus EPS estimates three times but has not beaten consensus revenue estimates [2] Stock Performance - Shares of Gibraltar Industries have declined approximately 10.3% since the beginning of the year, compared to a decline of 5.5% for the S&P 500 [3] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.25 on revenues of $378.2 million, and for the current fiscal year, it is $4.91 on revenues of $1.44 billion [7] - The trend of estimate revisions for Gibraltar Industries is mixed, which could change following the recent earnings report [6] Industry Context - The Building Products - Miscellaneous industry, to which Gibraltar Industries belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges ahead [8]

Financial Performance - Q1 2025 - Adjusted net sales reached $290 million, showing a slight increase of 0.1%[8] - Adjusted operating income was $36 million, representing 9.9% of sales, an increase of 110 basis points[8] - Adjusted EPS increased by 19% to $0.95[8] - Adjusted EBITDA was $46 million, accounting for 11.3% of sales, a rise of 160 basis points[8] - Free cash flow stood at $2 million, which is 1% of sales[8] Segment Performance - Residential net sales were $180 million in Q1 2025 compared to $182.4 million in Q1 2024, a decrease of 1.3%[13] - Agtech net sales increased by 32.4% to $45 million, driven by the Lane acquisition, while organic sales decreased by 12.6%[25, 27] - Renewables net sales decreased by 15.1% to $43.7 million due to lower volume and field inefficiencies[36, 37] - Infrastructure net sales slightly decreased by 2.7% to $21.3 million[48] Strategic Initiatives and Investments - Order backlog increased by 30% to $434 million[11] - The company invested $210 million in acquisitions in Residential and Agtech[11] - $181 million in shares were repurchased at an average price of $50[11] - Two metal roofing acquisitions were completed on March 31, with combined 2024 net sales of $73 million and an adjusted EBITDA margin of 17.8%[23] Outlook and Guidance - The company is reiterating its 2025 guidance, projecting net sales between $1.40 billion and $1.45 billion[58] - Adjusted EBITDA is expected to be between $234.5 million and $246.4 million[58] - Adjusted EPS is projected to be between $4.80 and $5.05[58] - Free cash flow is expected to be approximately 10% of net sales[53, 58]

Financial Data and Key Metrics Changes - Adjusted sales were flat while adjusted operating income and EBITDA improved by 110 basis points and 160 basis points respectively [5] - EPS improved by 19% with solid margin performance in residential AgTech and infrastructure businesses [5] - Operating cash flow generated was $14 million and free cash flow was $2 million [5] Business Line Data and Key Metrics Changes Residential - Net sales decreased by $2.4 million or 1.3% due to lower retail store traffic and soft end market activity [12] - Adjusted operating EBITDA margins decreased by 80 and 70 basis points respectively, remaining at strong levels [13] AgTech - Net sales increased by 32.4% driven primarily by the Lane Supply acquisition [19] - Organic net sales decreased by 12.6% due to permit approval delays [19] Renewables - Adjusted net sales decreased by $7.8 million or 15.1% while bookings were up 3% [25] - Backlog decreased by 23% [25] Infrastructure - Net sales decreased by $600,000 or 2.7% due to project delays [33] - Demand remains strong with backlog increasing by 11% [33] Market Data and Key Metrics Changes - Year-over-year AgTech bookings increased by 226% reflecting demand in both produce and structures markets [6] - Infrastructure bookings were up 11% and renewables bookings were up 3% [6] Company Strategy and Development Direction - The company plans to continue investing in organic growth and M&A opportunities, particularly in residential and AgTech segments [36] - A new three-year $200 million stock repurchase program was approved to return value to shareholders [37] - The company is focused on mitigating tariff impacts through price adjustments and operational efficiencies [10] Management's Comments on Operating Environment and Future Outlook - Management reaffirmed the full-year guidance for 2025, expecting net sales between $1.4 billion and $1.45 billion [41] - The company anticipates a slower first half and a stronger second half of the year based on current backlog and bookings activity [29] - Management expressed confidence in navigating the current economic environment, citing past experiences with inflation and supply chain disruptions [9] Other Important Information - The company completed two acquisitions in the residential segment for approximately $90 million, expected to be accretive this year [17] - The backlog for project-based businesses is at a record level of $434 million, up 30% [5] Q&A Session Summary Question: Demand cadence and participation gains in residential - Management noted that real-time demand continues to flow in as expected, with participation gains starting to materialize [46][47] Question: Expected revenue and EPS contribution from recent acquisitions - The expected accretion benefit from the two recent acquisitions is about $0.15 EPS and revenue around $50 million [56] Question: Adjustments to the revenue and profit outlook for Renewables - Management indicated a 15% to 20% adjustment in the revenue outlook for Renewables due to timing issues and market uncertainties [62] Question: Supply chain and tariff impacts - Management discussed the redesign of the supply chain to mitigate tariff impacts and emphasized that they have a clear understanding of the cost implications [66][69] Question: Value addition with the direct-to-contractor model in residential - Management confirmed that the direct-to-contractor model is accretive to margins and enhances speed and service quality [70][72] Question: Current project schedules in AgTech - Management provided insights into project schedules, indicating a strong second half starting in Q2 based on signed contracts and backlog [78][81]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to (State or Other Jurisdiction of Incorporation or Organization) (I.R.S. Employer Identification No.) Delaware 16-1445150 3556 Lake Shore R ...

GIBRALTAR ANNOUNCES FIRST QUARTER 2025 FINANCIAL RESULTS Net Sales: GAAP Down Slightly, Adjusted Flat; EPS: GAAP -14.8%, Adjusted +18.8% Backlog reached $434M, up 30% to Record Level Generated Operating Cash Flow of $14 Million Invested $90M in Two Strategic Metal Roofing Acquisitions Reiterating 2025 Outlook Board Approves New $200M, 3-Year Repurchase Program Buffalo, New York, April 30, 2025 – Gibraltar Industries, Inc. (Nasdaq: ROCK), a leading manufacturer and provider of products and services for the r ...

Vancouver, BC, April 17, 2025 (GLOBE NEWSWIRE) -- Eros Resources Corp. (TSXV: ROCK) (OTCQB: EROSF) (“Eros” or the “Company”) announces the official consolidation of its common shares on the basis of a ten (10) pre-consolidation shares for one (1) new post-consolidation share (the “Consolidation”) and a change of name to Trident Resources Corp. on April 22, 2025 (the “Effective Date”) as approved by the TSX Venture Exchange (the “Exchange”). Post-consolidated capitalization: Approximately 27,374,042 common ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value ...

Gibraltar Industries, Inc.’s (ROCK) focus on employing its strategic business initiatives, including price/cost management, 80/20 initiative and accretive inorganic moves, has fostered analysts’ optimism. Its earnings estimates for 2025 have trended upward in the past 60 days by 1%, indicating 15.5% year-over-year growth. Also, the earnings estimates for the first quarter reflect 7.5% growth from the prior-year quarter.EPS TrendImage Source: Zacks Investment ResearchNotably, ROCK’s earnings estimate trend h ...

Vancouver, BC, April 09, 2025 (GLOBE NEWSWIRE) -- Eros Resources Corp. (TSXV: ROCK) (OTCQB: EROSF) (“Eros” or the “Company”) announce that, further to receipt of shareholder approval and the adoption of new Articles of the Company at the shareholders’ meeting held on March 25, 2025, the Board of Directors of the Company has approved a consolidation of the Company's issued and outstanding common shares (the "Common Shares") on the basis of ten (10) pre-consolidated Common Shares for every one (1) post-consol ...