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 ...

Second Quarter 2021 Earnings Call August 3, 2021 GIBRALTAR | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

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 ...

Gibraltar Industries, Inc. (NASDAQ:ROCK) Q2 2021 Earnings Conference Call August 3, 2021 9:00 AM ET Company Participants Carolyn Capaccio - LHA, Investor Relations. Bill Bosway - President & Chief Executive Officer Tim Murphy - Chief Financial Officer Conference Call Participants Ken Zener - KeyBanc Capital Markets Julio Romero - Sidoti & Company Walter Liptak - Seaport Global Operator Greetings. And welcome to the Q2 2021 Gibraltar Earnings Conference Call. At this time, all participants are in a listen-on ...

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 | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Gibraltar Industries, Inc. (NASDAQ:ROCK) Q1 2021 Earnings Conference Call May 5, 2021 9:00 AM ET Company Participants Carolyn Capaccio - LHA, IR Bill Bosway - President and CEO Tim Murphy - Chief Financial Officer Conference Call Participants Ken Zener - KeyBanc Capital Markets Walter Liptak - Seaport Global Julio Romero - Sidoti & Company Operator Greetings. And welcome to the Q1 2021 Gibraltar Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session ...

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, 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. 3556 Lake Shore Road P.O. Box 2028 Buffalo New York 14219-0228 (Address of principal execu ...