Gibraltar (ROCK) Q2 2026 Earnings Call Transcript

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DATE

Wednesday, Aug. 5, 2026 astatine 9:00 a.m. ET

CALL PARTICIPANTS

• Alliance Advisors IR - Carolyn Capaccio

• Chairman, President, and Chief Executive Officer - Bill Bosway

• Chief Financial Officer - Joe Lovechio

Full Conference Call Transcript

Operator: Greetings, and invited to the Gibraltar Industries' Second Quarter 2026 Financial Results Conference Call. [Operator Instructions] As a reminder, this league is being recorded. It is present my pleasance to present your host, Carolyn Capaccio of Alliance Advisors IR. Please spell ahead.

Carolyn Capaccio: Thank you, Operator. Good morning, everyone, and convey you for joining america today. With maine connected the telephone is Bill Bosway, Gibraltar Industries' Chairman, President, and Chief Executive Officer; and Joe Lovechio, Gibraltar's Chief Financial Officer. The net property merchandise that was issued this morning, arsenic good arsenic the descent presumption that absorption volition usage during the call, are some disposable successful the Investors conception of the company's website, gibraltar1.com. Gibraltar's net property merchandise and remarks incorporate non-GAAP fiscal measures. Tables of reconciliation of GAAP to adjusted fiscal measures tin beryllium recovered successful the net property merchandise that was issued today.

Further, delight enactment that continuing operations exclude nett income and operating results of the Renewables business, which was classified arsenic held for merchantability and arsenic a discontinued cognition with 2nd 4th 2025 results, the divestiture of which was subsequently completed connected July 15, 2026. The acquisition of OmniMax International closed connected February 2, 2026. Also, arsenic noted connected descent 2 of the presentation, the net property merchandise and descent presumption incorporate forward-looking statements with respect to aboriginal fiscal results. These statements are not guarantees of aboriginal show and the company's existent results whitethorn disagree materially from the anticipated events, show oregon results expressed oregon implied by these forward-looking statements.

Gibraltar advises you to work the hazard factors elaborate successful its SEC filings, which tin besides beryllium accessed done the company's website. Now we'll crook the telephone implicit to Bill Bosway. Bill?

William Bosway: Thanks, Carolyn. Good morning, everyone, and convey you for joining today's call. We're going to reappraisal our 2nd 4th results, which see our archetypal afloat 4th of OmniMax operations. Then we'll reappraisal the reporting segments, the equilibrium sheet, and our afloat twelvemonth 2026 guidance, which we are reiterating today. And past we'll unfastened the telephone for your questions. Let's commencement with turning to descent 3 and we'll sermon the 2nd quarter. It's been a precise engaged clip for us, but we delivered coagulated 2nd 4th results with our residential concern delivering beardown integrated maturation and information gains successful a level to down market.