GMS Earnings

GMS reported its FY2026Q1 earnings on 2025-08-28, showcasing a revenue of 1.41B against an estimate of 1.40B, resulting in a 1.25% surprise. The EPS was 1.76, surpassing the expected 1.77 by -0.56% . The stock experienced a 0.01% price change on the earnings day and a 0.11% change over the next five days, reflecting market reactions to the results.

Following GMS's FY2026Q1 earnings announcement on 2025-08-28, the stock price moved by 0.01% on the day of the release. Over the subsequent five days, it saw a 0.11% change. Historically, GMS's stock price tends to shift by an average of +2.27% in the 10 days leading up to earnings and +3.10% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate GMS’s annual revenue to reach 1.45B, while the EPS is projected at 1.90. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between GMS's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GMS's stock price typically moves by +2.27% in the 10 days before its earnings and +3.10% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.90 and revenue of 1.45B.

The financial performance shows declining net sales, organic sales, and net income, indicating weak fundamentals. Despite some positive elements like share repurchases and minor growth in ceilings sales, the overall sentiment is negative due to weak guidance and lack of clarity on cost reductions and technology implementation. The Q&A reveals concerns over market demand and pricing resilience, further supporting a negative outlook. Given the company's market cap, the stock is likely to react negatively within the -2% to -8% range over the next two weeks.