[Second Quarter 2025 Financial Highlights](index=1&type=section&id=second-quarter-2025-financial-highlights) [Overview of Performance](index=1&type=section&id=overview-of-performance) Gibraltar reported strong Q2 2025 with adjusted net sales up 14% and EPS up 11%, affirming full-year outlook - Adjusted Net Sales increased by **14%** and Adjusted EPS increased by **11%** in Q2 2025[3](index=3&type=chunk) - Generated **$44 million** of operating cash flow[3](index=3&type=chunk) - Backlog increased **43%** year-over-year in project-based businesses across Agtech and Infrastructure segments[3](index=3&type=chunk) - Gibraltar announced a plan to sell its Renewables business to focus on residential, agtech, and infrastructure segments[4](index=4&type=chunk) [Consolidated Results from Continuing Operations](index=1&type=section&id=consolidated-results-from-continuing-operations) Q2 2025 continuing operations reported GAAP net sales up 13.1% to $309.5 million and adjusted diluted EPS up 10.8% to $1.13 | Metric | 2025 ($Millions) | 2024 ($Millions) | Change | | :--- | :--- | :--- | :--- | | Net Sales (GAAP) | $309.5 | $273.6 | 13.1% | | Adjusted Net Sales | $309.5 | $270.8 | 14.3% | | Net Income (GAAP) | $29.4 | $31.0 | (5.2)% | | Adjusted Net Income | $33.6 | $31.4 | 7.0% | | Diluted EPS (GAAP) | $0.99 | $1.01 | (2.0)% | | Adjusted Diluted EPS | $1.13 | $1.02 | 10.8% | - GAAP net income decreased **5.2%** primarily due to acquisition integration-related costs[8](index=8&type=chunk) [Second Quarter Segment Results](index=2&type=section&id=second-quarter-segment-results) [Residential Segment](index=2&type=section&id=residential-segment) Residential adjusted net sales increased 8.9% to $230.3 million, driven by acquisitions and organic growth, boosting operating income | Metric | 2025 ($Millions) | 2024 ($Millions) | Change | | :--- | :--- | :--- | :--- | | Net Sales (GAAP) | $230.3 | $214.3 | 7.5% | | Adjusted Net Sales | $230.3 | $211.5 | 8.9% | | Operating Income (GAAP) | $43.6 | $43.3 | 0.7% | | Adjusted Operating Income | $45.0 | $43.1 | 4.4% | | Operating Margin (GAAP) | 18.9% | 20.2% | (130) bps | | Adjusted Operating Margin | 19.5% | 20.4% | (90) bps | - Organic growth in the building accessories business was **2.3%** in a market estimated to be down approximately **4% - 5%**[9](index=9&type=chunk) - Growth in metal roofing acquisitions and building accessories offset a slowing market for the mail and package business[9](index=9&type=chunk) [Agtech Segment](index=2&type=section&id=agtech-segment) Agtech adjusted net sales surged 56.8% to $54.1 million due to acquisition, with backlog up 71% despite project delays | Metric | 2025 ($Millions) | 2024 ($Millions) | Change | | :--- | :--- | :--- | :--- | | Net Sales (GAAP) | $54.1 | $34.5 | 56.8% | | Adjusted Net Sales | $54.1 | $34.5 | 56.8% | | Operating (Loss) / Income (GAAP) | $(0.5) | $2.3 | NMF | | Adjusted Operating Income | $3.0 | $2.3 | 30.4% | | Operating Margin (GAAP) | (0.9)% | 6.6% | (750) bps | | Adjusted Operating Margin | 5.6% | 6.6% | (100) bps | - Sales growth benefited from the acquisition of Lane Supply, offsetting delays in three larger controlled environment agriculture (CEA) projects[13](index=13&type=chunk) - Backlog increased **71%** year-over-year, with organic backlog increasing **33%** excluding Lane Supply[13](index=13&type=chunk) - GAAP operating loss was driven by acquisition integration-related costs associated with Lane Supply[14](index=14&type=chunk) [Infrastructure Segment](index=3&type=section&id=infrastructure-segment) Infrastructure net sales increased 1.6% to $25.2 million, with operating margins up 300 bps to 28.1% due to strong execution | Metric | 2025 ($Millions) | 2024 ($Millions) | Change | | :--- | :--- | :--- | :--- | | Net Sales (GAAP) | $25.2 | $24.8 | 1.6% | | Adjusted Net Sales | $25.2 | $24.8 | 1.6% | | Operating Income (GAAP) | $7.1 | $6.2 | 14.5% | | Adjusted Operating Income | $7.1 | $6.2 | 14.5% | | Operating Margin (GAAP) | 28.1% | 25.1% | 300 bps | | Adjusted Operating Margin | 28.1% | 25.1% | 300 bps | - Net sales and backlog increased **1.6%** and **3.0%** respectively, driven by strong execution, demand, and new project quoting activity[15](index=15&type=chunk) - Operating margins increased **300 basis points** due to strong execution, supply chain management, and product line mix[16](index=16&type=chunk) [Business Outlook](index=3&type=section&id=business-outlook) [2025 Full Year Guidance](index=3&type=section&id=2025-full-year-guidance) Gibraltar's 2025 full-year guidance projects consolidated net sales of $1.15-$1.20 billion and adjusted EPS of $4.20-$4.45 - 2025 full year outlook for continuing operations remains on track for solid revenue, margin, and cash flow performance[17](index=17&type=chunk) | Metric | 2025 Guidance | 2024 Actual (Recast) | | :--- | :--- | :--- | | Consolidated Net Sales | $1.15 billion - $1.20 billion | $1.02 billion (GAAP), $1.01 billion (Adjusted) | | GAAP EPS | $3.67 - $3.91 | $4.58 (included gain on sale) | | Adjusted EPS | $4.20 - $4.45 | $3.82 | - Company plans to deploy resources for organic growth and M&A opportunities, and opportunistically execute its share repurchase program[17](index=17&type=chunk) [Company Information & Disclosures](index=4&type=section&id=company-information-disclosures) [Conference Call Details](index=4&type=section&id=conference-call-details) A conference call for Q2 2025 results is scheduled for August 6, 2025, at 9:00 a.m. ET, accessible via webcast or dial-in - Conference call to review Q2 2025 results on **August 6, 2025, at 9:00 a.m. ET**[20](index=20&type=chunk) - Webcast accessible through the Investors section of www.gibraltar1.com; call also accessible by dialing **(888) 396-8049** or **(416) 764-8646**[20](index=20&type=chunk) [About Gibraltar](index=4&type=section&id=about-gibraltar) Gibraltar is a leading manufacturer for residential, agtech, and infrastructure markets, aiming to improve life through engineering and technology - Gibraltar is a leading manufacturer and provider of products and services for the residential, agtech, and infrastructure markets[21](index=21&type=chunk) - Mission: to make life better for people and the planet, fueled by advancing engineering, science, and technology[21](index=21&type=chunk) [Forward-Looking Statements](index=5&type=section&id=forward-looking-statements) Forward-looking statements are subject to risks and uncertainties, including economic conditions and supply chain issues, investors advised to review Form 10-K - Statements are forward-looking and subject to risks, uncertainties, and assumptions that could cause actual results to differ materially[23](index=23&type=chunk) - Risk factors include tariffs, economic conditions, raw material availability and pricing, supply chain challenges, loss of key customers, inflation, competitive factors, and the ability to realize synergies from newly acquired businesses[23](index=23&type=chunk) - Investors are strongly advised to read the "Risk Factors" section in the most recent annual report on Form 10-K[23](index=23&type=chunk) [Adjusted Financial Measures Explanation](index=5&type=section&id=adjusted-financial-measures-explanation) Gibraltar uses non-GAAP adjusted financial measures to supplement GAAP results, excluding special charges and discontinued operations, to show core performance - Non-GAAP financial measures include adjusted net sales, adjusted operating income and margin, adjusted net income, adjusted EPS, free cash flow, and Adjusted EBITDA[24](index=24&type=chunk) - Adjustments exclude special charges such as restructuring costs, senior leadership transition costs, acquisition-related costs, and portfolio management items, and include the impact of classifying the Renewables segment as a discontinued operation[24](index=24&type=chunk)[26](index=26&type=chunk) - These adjusted measures provide meaningful supplemental data to investors and management, indicative of core operating results, and facilitate comparison across periods and with other companies[26](index=26&type=chunk) [Consolidated Financial Statements](index=7&type=section&id=consolidated-financial-statements) [Consolidated Statements of Income](index=7&type=section&id=consolidated-statements-of-income) Consolidated statements of income detail revenues, costs, and profits for Q2 and H1 2025 and 2024, distinguishing continuing and discontinued operations | Metric (in thousands) | Three Months Ended June 30, 2025 | Three Months Ended June 30, 2024 | Six Months Ended June 30, 2025 | Six Months Ended June 30, 2024 | | :--- | :--- | :--- | :--- | :--- | | Net sales | $309,517 | $273,624 | $555,874 | $514,634 | | Gross profit | $87,835 | $83,328 | $157,688 | $155,415 | | Operating income | $39,506 | $40,822 | $68,161 | $70,914 | | Income from continuing operations | $29,438 | $30,984 | $52,553 | $53,938 | | (Loss) income from discontinued operations | $(3,434) | $1,214 | $(5,430) | $3,206 | | Net income | $26,004 | $32,198 | $47,123 | $57,144 | | Diluted EPS from continuing operations | $0.99 | $1.01 | $1.74 | $1.75 | | Diluted Net income per share | $0.87 | $1.05 | $1.56 | $1.86 | [Consolidated Balance Sheets](index=8&type=section&id=consolidated-balance-sheets) Consolidated balance sheets present assets, liabilities, and equity as of June 30, 2025, and December 31, 2024, highlighting changes in cash and discontinued operations | Metric (in thousands) | June 30, 2025 | December 31, 2024 | | :--- | :--- | :--- | | Cash and cash equivalents | $43,291 | $269,480 | | Total current assets | $753,509 | $651,332 | | Property, plant, and equipment, net | $121,053 | $87,079 | | Goodwill | $410,777 | $323,189 | | Acquired intangibles | $135,754 | $55,420 | | Total Assets | $1,482,752 | $1,419,410 | | Total current liabilities | $296,278 | $254,862 | | Total stockholders' equity | $1,041,180 | $1,048,034 | [Consolidated Statements of Cash Flows](index=9&type=section&id=consolidated-statements-of-cash-flows) Consolidated statements of cash flows detail cash from operating, investing, and financing activities for H1 2025 and 2024, showing decreased operating cash and increased investing outflows | Metric (in thousands) | Six Months Ended June 30, 2025 | Six Months Ended June 30, 2024 | | :--- | :--- | :--- | | Net cash provided by operating activities of continuing operations | $48,630 | $90,411 | | Net cash provided by (used in) operating activities of discontinued operations | $9,928 | $(758) | | Net cash provided by operating activities | $58,558 | $89,653 | | Net cash used in investing activities of continuing operations | $(221,554) | $(7,326) | | Net cash used in investing activities of discontinued operations | $(974) | $(1,031) | | Net cash used in investing activities | $(222,528) | $(8,357) | | Net cash used in financing activities | $(62,499) | $(1,447) | | Net (decrease) increase in cash and cash equivalents | $(226,189) | $79,676 | | Cash and cash equivalents at end of period | $43,291 | $179,102 | - Acquisitions, net of cash acquired, resulted in a cash outflow of **$192,946 thousand** in the first six months of 2025[38](index=38&type=chunk) - Purchase of common stock at market prices increased significantly to **$62,499 thousand** in the first six months of 2025[38](index=38&type=chunk) [Reconciliation of GAAP and Adjusted Financial Measures](index=10&type=section&id=reconciliation-of-gaap-and-adjusted-financial-measures) [Three Months Ended June 30, 2025](index=10&type=section&id=three-months-ended-june-30-2025) This section reconciles GAAP to adjusted financial measures for Q2 2025, detailing adjustments for restructuring and acquisition costs across consolidated and segment income and margins [Income and EPS Reconciliation](index=10&type=section&id=income-and-eps-reconciliation-q2-2025) | Metric | GAAP (in thousands) | Adjustments (in thousands) | Adjusted (in thousands) | | :--- | :--- | :--- | :--- | | Income before taxes | $39,257 | $1,582 (Restructuring) + $3,849 (Acquisition Costs) | $44,688 | | Provision for income taxes | $9,819 | $337 (Restructuring) + $893 (Acquisition Costs) | $11,049 | | Net income from continuing operations | $29,438 | $1,245 (Restructuring) + $2,956 (Acquisition Costs) | $33,639 | | Net income from continuing operations per share - diluted | $0.99 | $0.04 (Restructuring) + $0.10 (Acquisition Costs) | $1.13 | [Operating Income and Margin Reconciliation](index=10&type=section&id=operating-income-and-margin-reconciliation-q2-2025) | Metric | GAAP Operating Margin | Restructuring Charges | Acquisition Related Costs | Adjusted Operating Margin | | :--- | :--- | :--- | :--- | :--- | | Consolidated | 12.8 % | 0.5 % | 1.2 % | 14.5 % | | Residential | 18.9 % | 0.5 % | — % | 19.5 % | | Agtech | (0.9)% | 0.7 % | 5.9 % | 5.6 % | | Infrastructure | 28.1 % | — % | — % | 28.1 % | | Metric (in thousands) | GAAP Income from Operations | Restructuring Charges | Acquisition Related Costs | Adjusted Income from Operations | | :--- | :--- | :--- | :--- | :--- | | Consolidated | $39,506 | $1,582 | $3,849 | $44,937 | | Residential | $43,611 | $1,218 | $132 | $44,961 | | Agtech | $(494) | $364 | $3,170 | $3,040 | | Infrastructure | $7,083 | — | — | $7,083 | [Detailed Adjusted Measures](index=15&type=section&id=detailed-adjusted-measures-q2-2025) | Metric (in thousands) | Consolidated | Residential | Agtech | Infrastructure | | :--- | :--- | :--- | :--- | :--- | | Adjusted Operating Profit | $44,937 | $44,961 | $3,040 | $7,083 | | Adjusted Operating Margin | 14.5 % | 19.5 % | 5.6 % | 28.1 % | | Adjusted EBITDA | $55,063 | $48,821 | $5,116 | $7,858 | | Adjusted EBITDA Margin | 17.8 % | 21.2 % | 9.5 % | 31.2 % | | Free Cash Flow | $25,342 | | | | | Free Cash Flow - % of Adjusted Net Sales | 8.2 % | | | | [Three Months Ended June 30, 2024](index=11&type=section&id=three-months-ended-june-30-2024) This section reconciles GAAP to adjusted financial measures for Q2 2024, including adjustments for discontinued operations, restructuring, and portfolio management [Income and EPS Reconciliation](index=11&type=section&id=income-and-eps-reconciliation-q2-2024) | Metric | GAAP (in thousands) | Adjustments (in thousands) | Adjusted (in thousands) | | :--- | :--- | :--- | :--- | | Income before taxes | $42,131 | $580 (Restructuring) - $370 (Portfolio Mgmt) | $42,341 | | Provision for income taxes | $11,147 | $(79) (Restructuring) - $89 (Portfolio Mgmt) | $10,979 | | Net income from continuing operations | $30,984 | $659 (Restructuring) - $281 (Portfolio Mgmt) | $31,362 | | Net income from continuing operations per share - diluted | $1.01 | $0.02 (Restructuring) - $0.01 (Portfolio Mgmt) | $1.02 | [Operating Income and Margin Reconciliation](index=11&type=section&id=operating-income-and-margin-reconciliation-q2-2024) | Metric | GAAP Operating Margin | Restructuring & Other Charges | Portfolio Management | Adjusted Operating Margin Recast | | :--- | :--- | :--- | :--- | :--- | | Consolidated | 14.9 % | 0.1 % | (0.1)% | 15.0 % | | Residential | 20.2 % | 0.1 % | (0.2)% | 20.4 % | | Agtech | 6.6 % | — % | — % | 6.6 % | | Infrastructure | 25.1 % | — % | — % | 25.1 % | | Metric (in thousands) | GAAP Income from Operations | Restructuring & Other Charges | Portfolio Management | Adjusted Income from Operations Recast | | :--- | :--- | :--- | :--- | :--- | | Consolidated | $40,822 | $256 | $(370) | $40,708 | | Residential | $43,313 | $145 | $(370) | $43,088 | | Agtech | $2,282 | $11 | — | $2,293 | | Infrastructure | $6,215 | — | — | $6,215 | [Detailed Adjusted Measures](index=16&type=section&id=detailed-adjusted-measures-q2-2024) | Metric (in thousands) | Consolidated | Residential | Agtech | Infrastructure | | :--- | :--- | :--- | :--- | :--- | | Adjusted Net Sales Recast | $270,816 | $211,508 | $34,508 | $24,800 | | Adjusted Operating Profit | $40,708 | $43,088 | $2,293 | $6,215 | | Adjusted Operating Margin | 15.0 % | 20.4 % | 6.6 % | 25.1 % | | Adjusted EBITDA Recast | $48,985 | $46,010 | $3,195 | $7,026 | | Adjusted EBITDA Margin Recast | 18.1 % | 21.8 % | 9.3 % | 28.3 % | | Free Cash Flow | $43,138 | | | | | Free Cash Flow - % of Adjusted Net Sales | 15.9 % | | | | [Six Months Ended June 30, 2025](index=12&type=section&id=six-months-ended-june-30-2025) This section reconciles GAAP to adjusted financial measures for H1 2025, detailing adjustments for restructuring and acquisition costs across consolidated and segment income and margins [Income and EPS Reconciliation](index=12&type=section&id=income-and-eps-reconciliation-h1-2025) | Metric | GAAP (in thousands) | Adjustments (in thousands) | Adjusted (in thousands) | | :--- | :--- | :--- | :--- | | Income before taxes | $69,473 | $2,818 (Restructuring) + $8,104 (Acquisition Costs) | $80,395 | | Provision for income taxes | $16,920 | $637 (Restructuring) + $1,891 (Acquisition Costs) | $19,448 | | Net income from continuing operations | $52,553 | $2,181 (Restructuring) + $6,213 (Acquisition Costs) | $60,947 | | Net income from continuing operations per share - diluted | $1.74 | $0.07 (Restructuring) + $0.21 (Acquisition Costs) | $2.02 | [Operating Income and Margin Reconciliation](index=12&type=section&id=operating-income-and-margin-reconciliation-h1-2025) | Metric | GAAP Operating Margin | Restructuring Charges | Acquisition Related Costs | Adjusted Operating Margin | | :--- | :--- | :--- | :--- | :--- | | Consolidated | 12.3 % | 0.5 % | 1.4 % | 14.2 % | | Residential | 18.3 % | 0.6 % | — % | 18.9 % | | Agtech | 2.9 % | 0.4 % | 4.6 % | 8.0 % | | Infrastructure | 26.5 % | — % | — % | 26.5 % | | Metric (in thousands) | GAAP Income from Operations | Restructuring Charges | Acquisition Related Costs | Adjusted Income from Operations | | :--- | :--- | :--- | :--- | :--- | | Consolidated | $68,161 | $2,818 | $8,115 | $79,094 | | Residential | $74,871 | $2,355 | $132 | $77,358 | | Agtech | $2,891 | $432 | $4,589 | $7,912 | | Infrastructure | $12,341 | — | — | $12,341 | [Detailed Adjusted Measures](index=17&type=section&id=detailed-adjusted-measures-h1-2025) | Metric (in thousands) | Consolidated | Residential | Agtech | Infrastructure | | :--- | :--- | :--- | :--- | :--- | | Adjusted Operating Profit | $79,094 | $77,358 | $7,912 | $12,341 | | Adjusted Operating Margin | 14.2 % | 18.9 % | 8.0 % | 26.5 % | | Adjusted EBITDA | $97,298 | $84,197 | $11,464 | $13,880 | | Adjusted EBITDA Margin | 17.5 % | 20.5 % | 11.6 % | 29.9 % | | Free Cash Flow | $19,670 | | | | | Free Cash Flow - % of Adjusted Net Sales | 3.5 % | | | | [Six Months Ended June 30, 2024](index=13&type=section&id=six-months-ended-june-30-2024) This section reconciles GAAP to adjusted financial measures for H1 2024, including adjustments for discontinued operations, restructuring, and portfolio management [Income and EPS Reconciliation](index=13&type=section&id=income-and-eps-reconciliation-h1-2024) | Metric | GAAP (in thousands) | Adjustments (in thousands) | Adjusted (in thousands) | | :--- | :--- | :--- | :--- | | Income before taxes | $73,325 | $674 (Restructuring) - $298 (Portfolio Mgmt) | $73,701 | | Provision for income taxes | $19,387 | $(306) (Restructuring) - $72 (Portfolio Mgmt) | $19,009 | | Net income from continuing operations | $53,938 | $980 (Restructuring) - $226 (Portfolio Mgmt) | $54,692 | | Net income from continuing operations per share - diluted | $1.75 | $0.04 (Restructuring) - $0.01 (Portfolio Mgmt) | $1.78 | [Operating Income and Margin Reconciliation](index=13&type=section&id=operating-income-and-margin-reconciliation-h1-2024) | Metric | GAAP Operating Margin | Restructuring & Other Charges | Portfolio Management | Adjusted Operating Margin Recast | | :--- | :--- | :--- | :--- | :--- | | Consolidated | 13.8 % | — % | (0.1)% | 14.0 % | | Residential | 19.4 % | — % | (0.1)% | 19.7 % | | Agtech | 7.1 % | 0.2 % | — % | 7.4 % | | Infrastructure | 23.8 % | — % | — % | 23.8 % | | Metric (in thousands) | GAAP Income from Operations | Restructuring & Other Charges | Portfolio Management | Adjusted Income from Operations Recast | | :--- | :--- | :--- | :--- | :--- | | Consolidated | $70,914 | $453 | $(298) | $71,069 | | Residential | $77,659 | $73 | $(298) | $77,434 | | Agtech | $4,890 | $149 | — | $5,039 | | Infrastructure | $11,111 | — | — | $11,111 | [Detailed Adjusted Measures](index=18&type=section&id=detailed-adjusted-measures-h1-2024) | Metric (in thousands) | Consolidated | Residential | Agtech | Infrastructure | | :--- | :--- | :--- | :--- | :--- | | Adjusted Net Sales Recast | $509,081 | $393,874 | $68,535 | $46,672 | | Adjusted Operating Profit | $71,069 | $77,434 | $5,039 | $11,111 | | Adjusted Operating Margin | 14.0 % | 19.7 % | 7.4 % | 23.8 % | | Adjusted EBITDA Recast | $86,674 | $83,252 | $6,865 | $12,721 | | Adjusted EBITDA Margin Recast | 17.0 % | 21.1 % | 10.0 % | 27.3 % | | Free Cash Flow | $83,085 | | | | | Free Cash Flow - % of Adjusted Net Sales | 16.3 % | | | | [Year Ended December 31, 2024](index=14&type=section&id=year-ended-december-31-2024) This section reconciles GAAP to adjusted financial measures for FY 2024, including adjustments for discontinued operations, restructuring, and portfolio management [Income and EPS Reconciliation](index=14&type=section&id=income-and-eps-reconciliation-fy-2024) | Metric | GAAP (in thousands) | Adjustments (in thousands) | Adjusted (in thousands) | | :--- | :--- | :--- | :--- | | Income before taxes | $178,556 | $2,350 (Restructuring) - $26,005 (Portfolio Mgmt) | $154,901 | | Provision for income taxes | $37,770 | $138 (Restructuring) - $421 (Portfolio Mgmt) | $37,487 | | Net income from continuing operations | $140,786 | $2,212 (Restructuring) - $25,584 (Portfolio Mgmt) | $117,414 | | Net income from continuing operations per share - diluted | $4.58 | $0.07 (Restructuring) - $0.83 (Portfolio Mgmt) | $3.82 | [Operating Income and Margin Reconciliation](index=14&type=section&id=operating-income-and-margin-reconciliation-fy-2024) | Metric | GAAP Operating Margin | Restructuring & Other Charges | Portfolio Management | Adjusted Operating Margin Recast | | :--- | :--- | :--- | :--- | :--- | | Consolidated | 13.6 % | 0.9 % | (0.1)% | 14.7 % | | Residential | 19.0 % | 0.1 % | (0.1)% | 19.3 % | | Agtech | 7.2 % | 4.2 % | — % | 11.5 % | | Infrastructure | 24.2 % | — % | — % | 24.2 % | | Metric (in thousands) | GAAP Income from Operations | Restructuring & Other Charges | Portfolio Management | Adjusted Income from Operations Recast | | :--- | :--- | :--- | :--- | :--- | | Consolidated | $139,674 | $9,568 | $(740) | $148,502 | | Residential | $148,784 | $801 | $(740) | $148,845 | | Agtech | $11,040 | $6,477 | — | $17,517 | | Infrastructure | $21,295 | — | — | $21,295 |

Vancouver, BC, July 29, 2025 (GLOBE NEWSWIRE) -- Trident Resources Corp. (TSX-V: ROCK) (OTCQB: TRDTF) ("Trident" or the "Company" or the "Optionee") is pleased to announce that it has signed an option agreement (the "Agreement") with an individual land owner ("Optionor") pursuant to which the Company has optioned a property (the "Project") that borders one of Trident's core high-grade gold assets. The Company can earn a 100% interest in the Project which is made up of 6,902 hectares of claims with prospecti ...

Core Viewpoint - Trident Resources Corp. has disposed of its entire holding of 4,500,000 common shares in Lincoln Gold Mining Inc., representing approximately 19.9% of Lincoln's total shares, for a total consideration of $900,000 at a price of $0.20 per share [2][4]. Group 1: Transaction Details - On July 14 and 15, 2025, Trident sold 4,500,000 common shares of Lincoln, resulting in a decrease in its ownership from 19.9% to 0% [2][3]. - The shares were sold for an aggregate amount of $900,000, equating to a price of $0.20 per share [4]. Group 2: Company Overview - Trident Resources Corp. is a Canadian public mineral exploration company focused on gold and copper projects in Saskatchewan, Canada [6]. - The company is advancing its 100% owned Contact Lake and Greywacke Lake projects, which contain significant historical gold resources, as well as the Knife Lake copper project with a historical copper resource [6].

Core Viewpoint - Gibraltar Industries, Inc. (ROCK) has approved the divestiture of its Renewables business to sharpen operational focus and streamline resource allocation [1][7] Strategic Realignment - The company is conducting a strategic assessment of its portfolio, focusing on long-term potential and capital allocation towards areas with better growth prospects [2] - Gibraltar plans to simplify its portfolio by concentrating on building products and structures, which is expected to enhance growth, margin improvement, and cash flow [2] Discontinued Operations - The Renewables segment has been reclassified as discontinued operations, with management planning to update 2025 guidance and restate historical results excluding this segment [3][7] Performance Impact - The divestiture is anticipated to reduce exposure to policy and trade-related challenges, as the Renewables segment experienced a 15.1% decline in net sales to $43.7 million in Q1 2025, with a 23% drop in order backlog [4] - Exiting the Renewables segment allows the company to focus on more stable and profitable areas, supporting better capital allocation and strengthening core businesses [5] Market Position - Shares of Gibraltar have increased by 1% over the past six months, contrasting with a 6.8% decline in the Zacks Building Products - Miscellaneous industry [8] - The company is well-positioned to navigate market uncertainties, emphasizing margin expansion and effective portfolio management [8]

Core Insights - Investing in stocks based on valuation metrics, particularly the price-to-earnings (P/E) and price-to-sales (P/S) ratios, is a strategic approach to identify potential investment opportunities [1][3] - The P/S ratio is especially useful for evaluating unprofitable companies or those in early growth stages, as it reflects the value of revenue generated [3][4] Group 1: Price-to-Sales Ratio - A P/S ratio below 1 indicates that investors are paying less than a dollar for each dollar of revenue, making it a favorable investment [4] - The P/S ratio is preferred over the P/E ratio because sales figures are less susceptible to manipulation compared to earnings [5] - A company with high debt and a low P/S ratio may not be an ideal investment due to potential future financial obligations [5][6] Group 2: Screening Parameters - Companies should have a P/S ratio less than the median for their industry, a low P/E ratio, and a price above $5 to qualify as attractive investments [7][8] - Additional metrics such as Price/Book and Debt/Equity ratios should also be analyzed to ensure a comprehensive evaluation [6] Group 3: Company Highlights - JAKKS Pacific (JAKK) has a strong focus on innovation and partnerships, benefiting from acquisitions and a solid international presence, currently holding a Zacks Rank 2 and a Value Score of A [10][11] - Green Dot (GDOT) is positioned for growth with a strong balance sheet and partnerships with major companies like Walmart, also holding a Zacks Rank 2 and a Value Score of B [12][13] - Signet Jewelers (SIG) demonstrates strength in inventory management and strategic restructuring, leading to improved financial performance, currently holding a Value Score of A and a Zacks Rank 2 [14][15] - Gibraltar Industries (ROCK) focuses on operational improvements and has a solid growth outlook due to high demand in its Residential segment, currently holding a Value Score of B and a Zacks Rank 2 [16][17] - PCB Bancorp (PCB) is strategically expanding its services and optimizing its branch network, positioning itself for sustained growth, currently holding a Value Score of B and a Zacks Rank 2 [18][19]

Core Points - Trident Resources Corp. has successfully closed a non-brokered private placement financing, raising total gross proceeds of CAD $2,250,000 [1][2] - The financing involved the issuance of 3,000,000 units at a price of CAD $0.75 per unit, each unit consisting of one flow-through common share and one-half of a transferable warrant [2] - The proceeds will be utilized for exploration and drilling programs at the company's Saskatchewan Gold Projects [3] Financial Details - The company has paid finder's fees of CAD $90,000 to an arm's-length party in relation to the private placement [2] - Trident currently has over CAD $10 million in its treasury, which includes cash and cash-equivalent assets [4] Project Focus - The company plans to focus on exploration work, including drilling at Contact Lake to confirm high-grade potential resources and test the extension of the trend [4] - The exploration efforts are set to generate extensive news flow from assay results expected in the second half of 2025 [4] Regulatory and Tax Considerations - The private placement is subject to final approval from the TSX Venture Exchange, and all securities issued will be subject to a four-month-and-one-day hold period [3] - The gross proceeds from the sale of flow-through shares will be used to incur eligible Canadian exploration expenses, which will be renounced in favor of the subscribers effective December 31, 2025 [4] Company Overview - Trident Resources Corp. is a Canadian public mineral exploration company focused on gold and copper projects in Saskatchewan, including the Contact Lake and Greywacke Lake projects [6]

Company Performance - Gibraltar Industries (ROCK) has gained approximately 0.3% year-to-date, outperforming the average loss of 2.4% in the Construction sector [4] - The Zacks Consensus Estimate for Gibraltar Industries' full-year earnings has increased by 0.2% over the past quarter, indicating improved analyst sentiment [4] - Gibraltar Industries is currently ranked 2 (Buy) in the Zacks Rank system, suggesting a positive outlook for the stock [3] Industry Context - Gibraltar Industries is part of the Building Products - Miscellaneous industry, which consists of 30 companies and currently ranks 61 in the Zacks Industry Rank [6] - The average performance of the Building Products - Miscellaneous industry has seen a decline of 9% year-to-date, highlighting Gibraltar Industries' relative strength [6] - Another notable stock in the Construction sector, Southland Holdings (SLND), has increased by 14.5% year-to-date and also holds a Zacks Rank of 2 (Buy) [5]

Core Insights - Gibraltar Industries, Inc. (ROCK) is currently trading at a forward P/E ratio of 11.24X, which is below the industry average of 17.71X and the S&P 500 index's valuation of 21.82X, indicating a promising valuation for investors [1][7] - The company is focused on optimizing its business portfolio, expanding margins, and ensuring shareholder value, which are expected to drive performance in the upcoming period [2][9] - Despite macro risks such as tariffs and inflation, Gibraltar has shown resilience, with its share price increasing by 0.5% year-to-date, outperforming several peers [3][4][8] Business Strategy - Gibraltar is committed to portfolio optimization and management, enhancing its business portfolio through both inorganic and organic initiatives [9] - The company completed two significant acquisitions in the metal roofing sector for approximately $90 million and $120 million, which are expected to contribute to growth in 2025 and beyond [10] - Efforts to expand margins include strategic in-house initiatives and effective price/cost management, resulting in a 120 basis point increase in adjusted operating margin and a 170 basis point increase in adjusted EBITDA year-over-year in Q1 2025 [11][12] Financial Outlook - For 2025, Gibraltar expects total net sales between $1.4 billion and $1.45 billion, reflecting a year-over-year growth of 6.9% to 10.7%, with adjusted EPS projected between $4.80 and $5.05, indicating a growth range of 12.9% to 18.8% [13] - Analysts have revised 2025 EPS estimates upward by 0.2% to $4.92, suggesting a year-over-year growth of 15.8%, with 2026 estimates also showing a positive trend [14][15] Market Position - Gibraltar has outperformed peers such as United Rentals, Owens Corning, and TopBuild Corp. year-to-date, indicating a strong market position [4][8] - The company's focus on margin expansion and effective portfolio management positions it well to navigate ongoing market uncertainties [16]

Group 1 - The company Gibraltar Industries was downgraded from a 'buy' to a 'hold' due to fundamental weaknesses experienced at that time [1] - Management acknowledged the challenging situation the company was facing [1] Group 2 - Crude Value Insights provides an investing service focused on oil and natural gas, emphasizing cash flow and companies with growth potential [1] - Subscribers have access to a stock model account, cash flow analyses of exploration and production firms, and live discussions about the sector [2]

Company Overview - Gibraltar Industries has seen its shares increase by approximately 6.9% over the past month, outperforming the S&P 500 [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Estimates for Gibraltar Industries have trended upward in the past month, indicating positive sentiment among analysts [2][4] - The stock currently holds a Zacks Rank of 2 (Buy), suggesting expectations for above-average returns in the coming months [4] VGM Scores - Gibraltar Industries has a Growth Score of B, a Momentum Score of D, and a Value Score of A, placing it in the top 20% for the value investment strategy [3] - The aggregate VGM Score for the stock is B, which is relevant for investors not focused on a single strategy [3] Industry Comparison - Gibraltar Industries is part of the Zacks Building Products - Miscellaneous industry, where another player, Masco, has gained 5.2% over the past month [5] - Masco reported revenues of $1.8 billion for the last quarter, reflecting a year-over-year decline of 6.5% [5] - Masco's expected earnings for the current quarter are $1.07 per share, representing a year-over-year decrease of 10.8% [6]