Gibraltar Industries (ROCK) CJS Securities 26th Annual "New Ideas for the New Year” Investor Conference summary

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.