Gibraltar Industries (ROCK – Analyst Report) is an $800 million manufacturer and distributor of metal building products for the industrial, infrastructure and residential markets.

The stock is the cream of the crop along with Masco (MAS – Analyst Report) in a Zacks industry that is struggling with other players such as USG Corp (USG –Snapshot Report), Caesar Stone (CSTE – Snapshot Report), and United Rentals (URI –Snapshot Report).

ROCK is North America’s leading manufacturer of ventilation products, mail storage solutions including mailboxes and package delivery products, bar grating, expansion joints and structural bearings, plus ground mounted solar racking and commercial greenhouses.

The company is divided into three reporting segments: Industrial and Infrastructure Products, Residential Products and Solar Mounting and Commercial Greenhouses.

Pedal to the Metal

As residential and commercial construction markets have stepped on the gas this year, Gibraltar has benefited greatly. In the company’s recent Q3 earnings report, net sales for the third quarter of 2015 increased 30 percent to $305.0 million, compared with $234.1 million in the third quarter of 2014.

Adjusted net income was $15.7 million, or $0.50 per diluted share, compared with $9.5 million, or $0.30 per diluted share, in the third quarter of 2014.

That $0.50 EPS represented the company’s sixth consecutive earnings beat. Below is a look at how quickly analysts have scrambled to catch up to ROCK’s earnings growth by raising their estimates.

This is the Zacks proprietary Price & Consensus chart showing the change in consensus estimates for a give year plotted against the stock price…

As you can see, the stock move higher this year was built on the back of rising estimates. Zacks followers know this because ROCK shares became a Zacks #1 Rank (Strong Buy) in July and this was reiterated in August and October as analysts had to keep revising higher.

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