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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Gibraltar Industries
Gibraltar Industries (ROCK) investor relations material
Gibraltar Industries CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary14 Jan, 2026
Business overview and market positioning
Focus on residential building products, agtech, and infrastructure, with leadership in each segment.
Residential segment driven mainly by roof repair, with 85% of business from repairs and 15% from new construction.
Large installed base in the U.S. with aging homes driving recurring demand for roofing products.
Agtech and infrastructure segments include greenhouses, canopies, and bridge components, with strong market share.
OmniMax acquisition and integration
Acquisition of OmniMax announced, combining two highly similar businesses in size, product, and operations.
Both companies have undergone significant transformation, streamlining operations and leadership since 2019.
Integration expected to be smooth due to similar systems (Oracle and SAP) and complementary geographic footprints.
Combined entity will have $1–1.1 billion in revenue in a $9 billion addressable U.S. market.
Minimal overlap, with each company filling geographic and product gaps for the other.
Synergy and financial targets
Targeting $35 million in cost synergies by year three, with $20 million expected in year one; main areas are logistics, supply chain, SG&A, and 80/20 initiatives.
Cost to achieve synergies is low ($2–3 million), mostly in SG&A.
No major factory consolidations planned due to complementary locations; some equipment optimization expected.
Integration Management Office established, with a dedicated team and transition structure.
What drives future portfolio simplification?
How will complementary assets drive commercial synergies?
What drives residential margin expansion to 20s?
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Next Gibraltar Industries earnings date
Q4 202519 Feb, 2026
Gibraltar Industries
Next Gibraltar Industries earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
Gibraltar Industries Inc manufactures and supplies products and services for the renewable energy, residential, agtech, and infrastructure markets. Its portfolio includes solar mounting systems, ventilation products, and infrastructure solutions for diverse applications. The company’s customers include businesses in construction, agriculture, and energy sectors. Gibraltar Industries Inc is headquartered in Buffalo, New York, and its shares are listed on the NASDAQ.
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