Gibraltar Industries (NASDAQ:ROCK) just dropped its Q4 earnings, and investors are taking notice. Adjusted EPS came in at $1.01, beating expectations of $0.91, while revenue landed at $302.1 millionjust shy of the $307.92 million forecast. The renewables segment took a 19.6% hit due to regulatory-driven project delays, and residential sales dipped 4.8% amid market softness. But here's the twist: despite the revenue miss, Gibraltar's stock jumped 19% at 11.15am, showing that investors are betting on the company's long-term play.

Looking ahead, Gibraltar is setting the stage for a big 2025, forecasting $1.4 billion to $1.45 billion in net salesan 8-12% boost over last year. Adjusted EPS is expected to climb as high as $5.05, up nearly 19%. Key growth drivers? A fresh wave of solar tech, an acquisition spree that includes Lane Supply, and a strong pipeline in AgTech, where demand has picked up despite some project delays. CEO Bill Bosway remains bullish, pointing to accelerating bookings in renewables and solid execution across its segments.

Of course, there are headwinds. The residential market is still sluggish, regulatory uncertainty continues to loom over the solar sector, and tariff risks could shake things up. But Gibraltar has the cash, the strategy, and the momentum to ride out the turbulence. With strong order flow and a playbook focused on high-margin segments, the company looks set to turn 2025 into a breakout year.