MEDIUMOutside partyCustomer
43%
ten largest customers
“10-K Item 1A: 'The Company's ten largest customers accounted for approximately 43%, 42%, and 46% of the Company's net sales during 2025, 2024, and 2023, respectively'”
ROCK · Concentration risk · 10-K extracted
Gibraltar Industries (ROCK) concentration risks
Updated
The most significant concentration Gibraltar Industries discloses is ten largest customers at 43%, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Source: Gibraltar Industries’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH0
MEDIUM1
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
LOWOutside partyCustomer
12%
home improvement retailer
“10-K Item 1: 'One customer, a home improvement retailer which purchases from the Residential segment, represented 12%, 16% and 17% of the Company's consolidated net sales for the years ended December 31, 2025, 2024, and 2023, respectively.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-12Gibraltar Industries' customer base shows a moderate but stable concentration at the top: its ten largest customers accounted for approximately 43% of net sales in 2025, compared with 42% in 2024 and 46% in 2023 — a medium-share dependency that has held in a fairly narrow range over three years rather than trending sharply in either direction. Within that group, a single home improvement retailer purchasing from the Residential segment represented 12% of consolidated net sales in 2025, down from 16% in 2024 and 17% in 2023 — a low-share dependency that has been shrinking as a share of the total. Together, these figures describe a company where roughly four-tenths of sales flow through its largest ten relationships, with one large retailer's declining share suggesting either diversification into other customers or a pullback in that specific relationship. Since neither trend is accelerating in a concerning direction — the top-ten share is roughly flat and the single retailer's share is falling — this reads as a moderate, well-disclosed concentration rather than one where the risk trajectory itself is worsening.
For the engine’s reasoning on ROCK’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Building Products & Equipment
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ARLO | Arlo Technologies, Inc. | 2 | 1 | 0 | 3 |
| AWI | Armstrong World Industries Inc | 1 | 1 | 2 | 4 |
| ASPN | Aspen Aerogels, Inc. | 1 | 0 | 0 | 1 |
| ROCK● | Gibraltar Industries, Inc. | 0 | 1 | 1 | 2 |
| AAON | AAON, Inc. | 0 | 1 | 0 | 1 |
| APOG | Apogee Enterprises, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.