Gibraltar Industries(ROCK) - 2021 Q2 - Earnings Call Presentation

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]