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GMS Inc (GMS)
NYSE:GMS
Earnings Data
Report Date
Aug 28, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
1.72Last Year’s EPS
1.84Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Jun 18, 2025
|% Change Since: 37.10%
|Next Earnings Date:Aug 28, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook with strong cash flow generation and cost-reduction achievements as key highlights. However, these were balanced by significant declines in organic sales and ongoing challenges due to economic uncertainties and high interest rates, impacting both residential and commercial markets.Company Guidance
During the GMS Inc. Fourth Quarter Fiscal Year 2025 Earnings Conference Call, the company provided guidance indicating a cautiously optimistic outlook despite ongoing macroeconomic challenges. For the fiscal first quarter of 2026, GMS anticipates single-family wallboard volumes to be flat to slightly up year-over-year, with multifamily and commercial wallboard volumes expected to decline by 25-30% and low teens, respectively. Overall, total wallboard volumes are projected to decrease mid to high single digits. Steel framing is expected to see high single-digit declines in volume, while ceilings are anticipated to experience low single-digit declines in volume, despite a price and mix increase in the mid to high single digits. Complementary products are expected to see low single-digit declines in sales. The company projects that adjusted EBITDA for the first fiscal quarter will range between $132 million and $137 million, with margins in the 9.5% to 9.8% range. Despite the challenging environment, GMS remains focused on cost reductions, having implemented a total of $55 million in annualized cost savings in fiscal 2025, with expectations of continued strong cash flow generation in fiscal 2026.Record Cash Flow Generation
The company generated $196.8 million of cash from operating activities and achieved $183.4 million or 167% of adjusted EBITDA in free cash flow during the quarter, marking the highest level of quarterly free cash flow conversion in the company's history.
Cost Reduction Achievements
Implemented $55 million of annualized cost savings during fiscal 2025, exceeding the projected $20 million in the fourth quarter alone, with realized savings in SG&A expenses and operational efficiencies.
Complementary Products Growth
The complementary products category saw a 1.4% increase on a per day basis, marking the twentieth consecutive quarter of growth in this margin-accretive category.
Strong Position in Data Center Market
A backlog in the data center sector extends well into 2026, with no signs of slowing down, leveraging both core and complementary products with higher specifications.
GMS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GMS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 18, 2025 | $73.24 | $81.01 | +10.61% |
Mar 06, 2025 | $78.81 | $72.93 | -7.46% |
Dec 05, 2024 | $102.29 | $97.76 | -4.43% |
Aug 29, 2024 | $91.15 | $85.00 | -6.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does GMS Inc (GMS) report earnings?
GMS Inc (GMS) is schdueled to report earning on Aug 28, 2025, TBA Not Confirmed.
What is GMS Inc (GMS) earnings time?
GMS Inc (GMS) earnings time is at Aug 28, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GMS EPS forecast?
GMS EPS forecast for the fiscal quarter 2026 (Q1) is 1.72.