GMS Inc
About: GMS Inc is a distributor of specialty building products including wallboard, suspended ceiling systems, ceilings, steel framing, and other complementary building products. The company serves its products to commercial new construction, commercial repair and remodel, residential new construction, and residential repair and remodel (R&R). Its geographical segment is Central, Midwest, New York, Northeast, Southern, Southeast, Southwest, Western and Canada, and Ames. The company generates maximum revenue from Wallboard products.
Employees: 7,624
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
356% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $534K
18% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 39
1.17% more ownership
Funds ownership: 103.49% [Q4 2024] → 104.66% (+1.17%) [Q1 2025]
1% more funds holding
Funds holding: 267 [Q4 2024] → 269 (+2) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
14% less capital invested
Capital invested by funds: $3.41B [Q4 2024] → $2.94B (-$468M) [Q1 2025]
21% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 104
Research analyst outlook
We haven’t received any recent analyst ratings for GMS.
Financial journalist opinion
Positive
Zacks Investment Research
2 days ago
Stay Ahead of the Game With GMS (GMS) Q4 Earnings: Wall Street's Insights on Key Metrics
Besides Wall Street's top -and-bottom-line estimates for GMS (GMS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended April 2025.
Neutral
Business Wire
1 week ago
GMS Announces Date for Fourth Quarter and Fiscal Year 2025 Earnings Release and Conference Call
TUCKER, Ga.--(BUSINESS WIRE)--GMS Inc. (NYSE:GMS) (the “Company”), a leading North American specialty distributor of building products, announced today that it will release its financial results for the fiscal quarter and fiscal year ended April 30, 2025 before the market opens on the New York Stock Exchange on Wednesday, June 18, 2025. A conference call will be held that same day at 8:30 a.m. eastern time to review financial results, discuss recent events and conduct a question-and-answer sess.
Positive
Benzinga
3 months ago
Top 3 Industrials Stocks That May Rocket Higher This Month
The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.
Neutral
Seeking Alpha
3 months ago
GMS Inc. (GMS) Q3 2025 Earnings Call Transcript
Call Start: 08:30 January 1, 0000 9:30 AM ET GMS Inc. (NYSE:GMS ) Q3 2025 Earnings Conference Call March 06, 2025 08:30 AM ET Company Participants Carey Phelps - Vice President of Investor Relations John Turner - President & Chief Executive Officer Scott Deakin - Senior Vice President & Chief Financial Officer Conference Call Participants David Manthey - Baird Keith Hughes - Truist Securities Brian Biros - Thompson Research Group Trey Grooms - Stephens Anika Dholakia - Barclays Kurt Yinger - D.A. Davidson Operator Greetings, and welcome to GMS Incorporated.
Negative
Zacks Investment Research
3 months ago
GMS (GMS) Q3 Earnings and Revenues Lag Estimates
GMS (GMS) came out with quarterly earnings of $0.92 per share, missing the Zacks Consensus Estimate of $1.39 per share. This compares to earnings of $1.60 per share a year ago.
Neutral
Business Wire
3 months ago
GMS Reports Third Quarter Fiscal 2025 Results
TUCKER, Ga.--(BUSINESS WIRE)--GMS Inc. (NYSE: GMS), a leading North American specialty building products distributor, today reported financial results for the fiscal third quarter ended January 31, 2025. Third Quarter Fiscal 2025 Highlights (Comparisons are to the third quarter of fiscal 2024) Net sales of $1.3 billion increased 0.2%; organic net sales decreased 6.7%. Net loss of $21.4 million, or $0.55 per diluted share, including a $42.5 million non-cash goodwill impairment charge, decreased.
Neutral
Business Wire
3 months ago
GMS Announces Date for Third Quarter Fiscal Year 2025 Earnings Release and Conference Call
TUCKER, Ga.--(BUSINESS WIRE)--GMS Inc. (NYSE:GMS) (the “Company”), a leading North American specialty distributor of building products, announced today that it will release its financial results for its fiscal third quarter ended January 31, 2025 before the market opens on the New York Stock Exchange on Thursday, March 6, 2025. A conference call will be held that same day at 8:30 a.m. eastern time to review financial results, discuss recent events and conduct a question-and-answer session. Webc.
Negative
Zacks Investment Research
6 months ago
GMS Stock Down on Q2 Earnings Miss, Sales Top Estimates
GMS' second-quarter fiscal 2025 results indicate improving volume trends and favorable pricing. Reduced end-market activities and Hurricane-related impacts hurt.
Neutral
Seeking Alpha
6 months ago
GMS Inc. (GMS) Q2 2025 Earnings Call Transcript
GMS Inc. (NYSE:GMS ) Q2 2025 Earnings Conference Call December 5, 2024 8:30 AM ET Company Participants Carey Phelps - Vice President of Investor Relations John Turner - President & Chief Executive Officer Scott Deakin - Senior Vice President & Chief Financial Officer Conference Call Participants Trey Grooms - Stephens Inc. Keith Hughes - Truist Securities Kurt Yinger - D.A. Davidson & Co. Quinn Fredrickson - Baird Steven Ramsey - Thompson Research Group Michael Dahl - RBC Capital Markets Matthew Bouley - Barclays Jeffrey Stevenson - Loop Capital Markets Operator Greetings.
Negative
Zacks Investment Research
6 months ago
GMS (GMS) Misses Q2 Earnings Estimates
GMS (GMS) came out with quarterly earnings of $2.02 per share, missing the Zacks Consensus Estimate of $2.26 per share. This compares to earnings of $2.30 per share a year ago.
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