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GMS Inc (GMS)
NYSE:GMS
Earnings Data
Report Date
Jun 19, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
1.11Last Year’s EPS
1.93Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 06, 2025
|% Change Since: -10.38%
|Next Earnings Date:Jun 19, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted challenges in maintaining sales and profitability amid a challenging macro environment, with notable declines in commercial and residential segments. However, the company's focus on cost management, strong performance in complementary products, and ceilings, along with effective cash generation, provided some positive aspects. The sentiment remains cautious due to significant revenue declines and the economic uncertainty affecting key markets.Company Guidance
During the GMS Incorporated third-quarter 2025 earnings call, the company provided guidance indicating a challenging macroeconomic environment impacting their performance. They reported net sales of $1.3 billion, flat compared to the prior year, with organic sales declining by 6.7%. Gross margin decreased to 31.2% from 33% the previous year due to transactional price cost pressures and reduced vendor incentives. The company highlighted a $20 million negative revenue impact from adverse weather and holiday timing. GMS announced an additional $20 million in annualized cost reductions, which would bring their total run rate of cost reductions to $50 million since the start of their fiscal year. For the fiscal fourth quarter, GMS expects net sales to be down high single-digits year-over-year, with gross margin remaining steady at around 31.2%, and anticipates adjusted EBITDA between $100 million and $110 million with a margin of approximately 8%.Complementary Products Growth
Complementary product sales grew 5.3% year-over-year, marking the 19th consecutive quarter of growth, driven by tools and fasteners, EIFS, and stucco insulation subcategories.
Ceilings Performance
Ceilings sales increased significantly due to a strong mix of higher-cost architectural specialties products, driven by commercial projects like data centers, healthcare, and education.
Effective Cost Management
Implemented $20 million in annualized cost reductions, bringing the total to $50 million since the start of the fiscal year, helping offset operational inefficiencies and macroeconomic challenges.
Strong Free Cash Flow
Generated free cash flow of $83.1 million, which was 89% of adjusted EBITDA for the quarter, the highest third-quarter level of performance since the start of COVID.
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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
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GMS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| Jun 20, 2024 | $89.89 | $84.40 | -6.11% |
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.
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FAQ
When does GMS Inc (GMS) report earnings?
GMS Inc (GMS) is schdueled to report earning on Jun 19, 2025, TBA Not Confirmed.
What is GMS Inc (GMS) earnings time?
GMS Inc (GMS) earnings time is at Jun 19, 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 2025 (Q4) is 1.11.
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