Cost SavingsGMS only just began to see the benefits of its $30 million annualized cost savings program, and the savings could more than double in the next quarter to reach run-rate.

Pricing ResilienceThe resilience of wallboard pricing is encouraging, reflecting improved sentiment around pricing.

Stock RepurchaseGMS repurchased ~$52 million in stock this quarter and extended its authorization, expected to be a priority moving forward.

Bears Say

End Market ChallengesThere is a challenged end market backdrop across each vertical and limited visibility on improvement in the future.

Inventory RiskThere is a risk on the single-family side if builders feel the need to pull back on inventory as both new home and existing home months' supply are rising further.

Price/Cost ConcernsConcerns around wallboard price/cost and near-term gross margins contribute to a less favorable risk/reward at current levels.

Financials

Income Statement >

Options Prices

Detailed Option Prices >

Ownership Overview

0.74% Insiders

40.20% Mutual Funds

26.72% Other Institutional Investors

4.60% Public Companies and Individual Investors

Detailed Ownership Overview >

GMS FAQ

What was GMS Inc’s price range in the past 12 months?

GMS Inc lowest stock price was $65.77 and its highest was $105.54 in the past 12 months.

What is GMS Inc’s market cap?

GMS Inc’s market cap is $2.99B.

When is GMS Inc’s upcoming earnings report date?

GMS Inc’s upcoming earnings report date is Jun 19, 2025 which is in 4 days.

How were GMS Inc’s earnings last quarter?

GMS Inc released its earnings results on Mar 06, 2025. The company reported $0.92 earnings per share for the quarter, missing the consensus estimate of $1.397 by -$0.477.

Is GMS Inc overvalued?

According to Wall Street analysts GMS Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium

Does GMS Inc pay dividends?

GMS Inc does not currently pay dividends.

What is GMS Inc’s EPS estimate?

GMS Inc’s EPS estimate is 1.11.

How many shares outstanding does GMS Inc have?

GMS Inc has 38,389,076 shares outstanding.

What happened to GMS Inc’s price movement after its last earnings report?

GMS Inc reported an EPS of $0.92 in its last earnings report, missing expectations of $1.397. Following the earnings report the stock price went down -7.461%.

Which hedge fund is a major shareholder of GMS Inc?

Currently, no hedge funds are holding shares in GMS

GMS Stock Smart Score

Underperform

Fundamentals

Return on Equity

10.37%

Trailing 12-Months

Asset Growth

15.94%

Trailing 12-Months

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Company Description

GMS Inc

GMS Inc. distributes wallboard, ceilings, steel framing and complementary construction products in the United States and Canada. The company offers ceilings products, including suspended mineral fibers, soft fibers, and metal ceiling systems primarily used in offices, hotels, hospitals, retail facilities, schools, and various other commercial and institutional buildings. It also provides steel framing products, such as steel tracks, studs, and various other steel products used to frame the interior walls of a commercial or institutional building; and insulation, lumber and other wood products, ready-mix joint compound, and various other interior construction products, as well as ancillary products comprising tools, fasteners, and safety products. In addition, the company distributes acoustical ceilings, steel framing, insulation, and related building products, as well as commercial and residential building materials. It serves professional contractors and homebuilders. As of April 30, 2022, the company operated 300 branches across 44 states and the District of Columbia, as well as 6 provinces in Canada. It also operates a network of approximately 300 distribution centers. GMS Inc. was founded in 1971 and is headquartered in Tucker, Georgia.

GMS Company Deck

GMS Earnings Call

Q3 2025

0:00 / 0:00

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.Read More>