Gibraltar IndustriesKohl's

Gibraltar Industries vs Kohl's

Gibraltar Industries vs Kohl's Corp compares their business models, financial performance and market context in a neutral, accessible way. This page outlines how each company operates, the industries ...

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Investment Analysis

Pros

  • Gibraltar Industries reported a 12% increase in GAAP net sales and a 13% rise in adjusted net sales in Q3 2025, demonstrating strong top-line growth.
  • The company has a 50% increase in backlog and a 39% rise in operating cash flow, indicating strong demand and liquidity.
  • Forecasts suggest approximately 15% adjusted net sales growth and 10-12% adjusted EPS growth for 2025, supported by effective execution of growth and M&A strategies.

Considerations

  • Adjusted EPS declined slightly by 1% in Q3 2025 despite sales growth, signaling some margin pressure.
  • The infrastructure segment experienced a slight decrease in net sales, reflecting some business challenges in that market.
  • A large controlled environment agriculture project delay impacted the agtech segment, creating execution risk in a key growth area.

Pros

  • Kohl's benefits from a strong brand presence in the mid-tier department store segment with a large loyal customer base.
  • Recent efforts to revamp merchandising and improve store experiences have shown some early positive signs in customer engagement.
  • Kohl's has a broad footprint across the United States, providing extensive market coverage and scale advantages.

Considerations

  • The company faces continued pressure from e-commerce competitors and changing consumer shopping habits.
  • Kohl's is exposed to discretionary consumer spending, making it vulnerable to economic downturns and inflationary pressures.
  • Margins are pressured by ongoing investments in technology and store remodels amid a competitive retail landscape.

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