NASDAQ$ROCK

Gibraltar Industries Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported financial results for Q3 2024, with net sales of $361 million and GAAP EPS of $1.11.

Gibraltar Industries reported Q3 2024 results within the previously announced range. Agtech sales grew over 30%, and three of four segments delivered margin growth, resulting in $65 million in cash flow generation.

  • Net sales were $361.2 million, a decrease of 7.6% compared to Q3 2023.
  • GAAP EPS was $1.11, a decrease of 13.3% compared to Q3 2023.
  • Agtech sales increased by 30.9% due to accelerating projects in the Produce division.
  • The company confirms updated 2024 outlook for Revenue: $1.31-$1.33B, GAAP, Adjusted EPS: $3.57-$3.71, $4.11-$4.25.

Headline financials

Total Revenue

$361M

Previous: $391M-7.6%
EPS

$1.11

Previous: $1.38-19.6%
Capital Expenditures

-$14.3M

Previous: -$7.98M-79.6%
Free Cash Flow

$19.7M

Previous: $31.3M-37.0%
Net Income

$34M

Previous: $39.3M-13.3%
Operating Income

$44M

Previous: $53.2M-17.3%
Gross Profit

$93.5M

Previous: $105M-11.3%
Cash & Equivalents

$229M

Previous: $85.5M+167.8%
Total Assets

$1.42B

Previous: $1.29B+10.6%

Revenue & EPS history

Gibraltar · Revenue · Quarterly

$361M

Q3 2024-7.6%vs Q3 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Gibraltar · $188M total across 2 segments · Q2 2020

  • Residential
    $140M+7.0%
  • Infrastructure
    $48.1M-14.4%

Forward guidance

The outlook is unchanged from the recent update, and although dealing with some challenging end markets, the company expects to deliver earnings growth this year through operational improvement.

Tailwinds

  • Consolidated net sales are expected to range between $1.31 billion and $1.33 billion.
  • GAAP EPS is expected to range between $3.57 and $3.71.
  • Adjusted EPS are expected to range between $4.11 and $4.25.
  • Operating teams continue to proactively work through their end market dynamics.
  • The company is focused on supporting customers while simultaneously growing participation with them.

Headwinds

  • Dealing with some challenging end markets.
  • Solar industry headwinds impacting the Renewables business.
  • Slowdown in the Residential market.
  • Trade and regulatory headwinds associated with the two independent AD/CVD investigations.
  • Industry focus on completing panel installations and administrative reporting requirements ahead of the December 3, 2024 expiration of the tariff moratorium for panels.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+1.5%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+1.5%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+24.7%

Q1 2010

Best reaction

-15.4%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.0%-0.0%-2.5%
Q4 2025-0.4%-10.9%-17.9%
Q3 2025-0.9%-9.1%-26.1%
Q1 2025+0.2%+6.5%+10.9%
Q4 2024+11.7%+12.9%+5.0%
Q3 2024+3.8%+3.7%+11.4%
Q2 2024-11.7%-18.4%-13.1%
Q1 2024-0.3%+1.8%+5.6%
Q4 2023-14.5%-9.4%-5.7%
Q3 2023+7.2%+8.0%+12.6%
Q2 2023+8.3%+11.8%+15.3%
Q1 2023+5.8%+7.4%+13.7%
Q4 2022-0.8%+0.9%-12.0%
Q3 2022-0.2%-1.0%+4.0%
Q2 2022-3.9%-2.6%-12.7%
Q1 2022+10.6%+6.5%+13.2%
Q4 2021-4.9%-1.4%-5.9%
Q3 2021-9.9%-6.5%+0.9%
Q2 2021-4.6%-3.2%+2.2%
Q1 2021-9.4%-10.6%-16.7%
Q4 2020-10.6%-13.9%-6.1%
Q3 2020-9.5%-3.5%+4.6%
Q2 2020+16.2%+22.1%+16.2%
Q1 2020-8.4%-8.9%+9.8%
Q4 2019+7.4%+11.7%-12.0%
Q3 2019+13.7%+20.2%+15.0%
Q2 2019+5.6%+4.4%+0.7%
Q1 2019-1.4%-5.7%-10.8%
Q4 2018+7.9%+2.7%-0.2%
Q3 2018-7.8%-3.1%+1.5%
Q2 2018+18.3%+17.9%+24.0%
Q1 2018+4.3%+4.1%+11.7%
Q4 2017+11.7%+12.3%+5.0%
Q3 2017+1.7%-1.5%+1.1%
Q2 2017-2.4%-1.6%-8.3%
Q1 2017-15.0%-18.7%-16.2%
Q4 2016-6.8%-5.5%-4.1%
Q3 2016+7.8%+12.8%+38.1%
Q2 2016-1.1%+1.7%+7.2%
Q1 2016+6.4%
Q4 2015+24.4%
Q3 2015+15.8%
Q2 2015+4.7%
Q1 2015+7.3%
Q4 2014-5.6%
Q3 2014+3.2%
Q2 2014+5.2%
Q1 2014-4.2%
Q4 2013+2.9%
Q3 2013+7.9%
Q2 2013-7.5%
Q1 2013-7.5%
Q4 2012+4.4%
Q3 2012-1.3%
Q2 2012+14.7%
Q1 2012+2.6%
Q4 2011-10.3%
Q3 2011+1.4%
Q2 2011-15.4%
Q1 2010+24.7%
Q1 2011+6.7%
Q4 2008+3.4%
Q4 2010+3.4%
Q3 2009+2.9%
Q3 2010+2.9%
Q2 2010-2.9%
Q2 2009-2.9%
Q4 2009-2.9%

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