GMS Earnings Prediction
The chart below shows how GMS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, GMS sees a +4.74% change in stock price 10 days leading up to the earnings, and a -0.53% change 10 days following the report. On the earnings day itself, the stock moves by -1.23%. This data can give you a slight idea of what to expect for the next quarter's release.
GMS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.47B
3.51%
1.54%
Gross Margin
28.50%
-4.90%
-0.28%
Operating Margin
7.00%
-21.79%
-0.43%
Net Margin
3.64%
-36.14%
-7.85%
EPS
1.35
-31.47%
-4.93%
No Data Available
GMS Earnings Analysis
GMS Inc. Corporation (GMS.N) Earnings Conference Call
Positive
Quarterly Net Sales Increase: Net sales for the quarter increased 3.5% year-over-year to $1.47 billion, primarily driven by recent acquisitions with volume growth in Ceilings, Steel Framing, and Complementary Products.
Gross Margin Improvement: Gross margin for the quarter was 31.4%, up 20 basis points sequentially from our fiscal first quarter, indicating improved operational efficiency.
Adjusted EBITDA Performance: Adjusted EBITDA was $152.2 million compared to $167.6 million in the prior year quarter, reflecting strong cost management initiatives despite market challenges.
Complementary Products Sales Growth: Sales for Complementary Products grew 9% year-over-year, representing the 18th consecutive quarter of growth for this category.
Cost Savings Initiatives: The company expects to achieve close to $30 million of annualized cost savings from the initiatives announced in August, demonstrating effective cost management strategies.
Negative
Quarterly Organic Sales Decline: Organic sales for the quarter declined by 4.6% due to year-over-year market-driven declines in multifamily and commercial volumes, along with the impacts from Hurricanes Helena and Milton.
Net Income Decline: Net income for the quarter was $53.5 million compared to $81 million a year ago, representing a decrease of 33.9%.
Adjusted EBITDA Decline: Adjusted EBITDA was $152.2 million compared to $167.6 million in the prior year quarter, reflecting a decrease of 9.2%.
Gross Margin Decline: Gross margin for the quarter was 31.4%, down 90 basis points from a year ago, primarily due to cost price dynamics on Wallboard manufacturing.
SG&A Expense Increase: Selling, general and administrative expenses for the quarter were $324.2 million, up from the prior year's $300.9 million, indicating an increase of $23.3 million year-over-year.
GMS FAQs
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GMS Earning Call Sentiment
GMS Inc. (GMS) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
GMS.N
-0.93%Positive
The earnings call reveals mixed results: net sales grew due to acquisitions, but organic sales and net income declined, and gross margin fell. The Q&A highlights competitive pressures and uncertainty in multifamily and commercial sectors. However, positive aspects include share repurchases, potential benefits from steel tariffs, and improved gross margin expectations. The market cap suggests moderate reaction, and the mix of positive and negative factors supports a neutral stock price movement prediction.
