Gibraltar Industries

Ticker
$ROCK
Industry
Conglomerate
Type
Compounder
Rating
Not Rated
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πŸ’‘
$ROCK may be a fairly high quality business. They have consistently kept leverage low, built a collection of businesses with multi-year tailwinds and organic growth potential (targeting 10%+ sales growth from 2020-2025). Excellent ROIC.

Notes

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Analyst Day β€” Nov 2021 β€” targeting 11-12% revenue growth from 2020-2025
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Capital allocation plans β€” 2020-2025 to generate ~$750m in operating cash flow; M&A will be the main focus aside from capex
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2022 guidance β€” 5% revenue growth / 18% earnings growth
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2015-2019 financial performance β€” Flattish sales, delevered the balance sheet (entirely), no share count growth, and good ROIC expansion
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Financials

Resources