GMS Inc. (GMS) is scheduled to report first-quarter fiscal 2025 results on Aug. 29, before market open. In the last reported quarter, the company's earnings missed the Zacks Consensus Estimate by 5.4% and declined 8.5% year over year. Net sales missed the consensus mark by 0.4% but increased 8.4% year over year. GMS' earnings topped the consensus mark in two of the last four quarters and missed on two occasions, delivering an average negative surprise of 0.8%. The Trend in Estimate Revision The Zacks Consen ...

GMS Inc. (GMS) reported tepid results for fourth-quarter fiscal 2024 (ended Apr 30, 2024). Both earnings and net sales missed the Zacks Consensus Estimate. Earnings declined on a year-over-year basis. Nonetheless, net sales grew from the prior-year period. Shares of the company lost 6.1% on Jun 20, post-earnings release. The company expects Wallboard and Steel margins-related headwinds to improve from the second quarter. An improving single-family end market will likely offset declining multi-family and com ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Fiscal Year Ended April 30, 2024 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Period From to Commission File Number: 001-37784 ______________________________________________________________ GMS INC. (Exact name of registrant as specified in its char ...

Through April, single-family starts were up almost 26% calendar year to date as compared with a year ago. Therefore, we expect to see continued moderate year-over-year improvement for this end market in the near term, followed by a more robust recovery thereafter with what we expect will be an eventual downward shift in interest rates. shipments to those reported by the gypsum manufacturers for the 12 months ended March 31, 2024, the closest proxy we have to our fiscal year. Thank you, JT, and good morning ...

Exhibit 99.1 GMS Reports Fourth Quarter and Fiscal Year 2024 Results Volume Growth Across All Four Major Product Categories Drove Record Levels of Full Year Net Sales and Strong Cash Flow Tucker, Georgia, June 20, 2024. GMS Inc. (NYSE: GMS), a leading North American specialty building products distributor, today reported financial results for the fourth quarter and fiscal year ended April 30, 2024. Fourth Quarter Fiscal 2024 Highlights (Comparisons are to the fourth quarter of fiscal 2023 unless otherwise n ...

GMS Inc. (GMS) is slated to report fourth-quarter fiscal 2024 results on Jun 20, before the opening bell.In the last reported quarter, both earnings and net sales marginally missed the Zacks Consensus Estimate by 0.6% and 0.5%, respectively.How are Estimates Placed?The Zacks Consensus Estimate for fourth-quarter fiscal 2024 earnings per share has remained unchanged at $2.04 over the past 60 days. The estimated value indicates a 3.3% year-over-year decline.The consensus mark for net sales is pegged at $1.42 ...

GMS Inc. (GMS) , a leading distributor of specialty building products in North America, announced a significant expansion move by acquiring Yvon Building Supply Inc., Yvon Insulation Corporation, Laminated Glass Technologies, Inc., and Right Fit Foam Insulation Ltd. The deal, valued at up to CAD$196.5 million, aims to enhance GMS Canada's offerings and services in Ontario. Subject to regulatory approvals, the transaction is expected to close in July 2024, funded through cash on hand and borrowings under GMS ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________. COMMISSION FILE NUMBER: 001-37784 ______________________________________________________________ GMS INC. (Exact name of registrant ...

财务数据和关键指标变化 - 第三季度净销售额增长1.9%至13亿美元,主要得益于各主要产品类别的销量增长以及定价的韧性 [3][4][5] - 毛利润增长3.1%至4.147亿美元,毛利率提升40个基点至33% [6] - 销售、一般及管理费用增加2830万美元,主要由于最近收购和新开设的绿地项目带来的增加 [6] - 净收入下降19.9%至5190万美元,调整后EBITDA下降9.1%至1.28亿美元 [6][7] 各条业务线数据和关键指标变化 - 石膏板销售额增长4%至5.207亿美元,其中多户型和商业销量分别增长12.7%和7.9% [5] - 天花板销售额增长6.1%至1.557亿美元,主要来自销量增长 [5] - 钢架销售额下降13.3%至2.034亿美元,主要由于价格下降24.3% [5] - 配套产品销售额增长7.3%至3.786亿美元,连续15个季度实现同比增长 [5] 各个市场数据和关键指标变化 - 多户型销售额增长8.2%,单户型销售额下降6.1%,总住宅销售额下降2.4% [5] - 商业销售额增长1.7%,受钢材价格下降影响 [5] 公司战略和发展方向及行业竞争 - 公司在各主要产品类别中的市场份额继续扩大,体现了公司的规模优势、专业能力和服务承诺 [3] - 配套产品类别占比持续提升,目标是以两倍于核心产品的速度增长 [3] - 通过提高运营效率、电子商务等举措来降低复杂性成本,提高盈利能力 [3] - 通过收购和绿地项目拓展平台,如收购纽约市场领先分销商Kamco [3][4] 管理层对经营环境和未来前景的评论 - 尽管可能在2024年下半年出现商业活动的"空窗期",但目前商业需求仍然强劲,预计未来几个季度将保持类似水平 [7] - 单户型需求正在改善,预计2024年全年将实现同比增长 [7] - 多户型虽然开工有所下降,但现有项目支撑的施工活动将持续至少未来几个季度 [7] - 石膏板价格有望保持韧性,并在第四季度实现小幅环比和同比上涨 [7] 问答环节重要的提问和回答 问题1 **David Manthey 提问** 询问石膏板价格的具体情况 [10][11] **公司回答** 第四季度石膏板价格预计将小幅环比和同比上涨 [11][12] 问题2 **Noah Merkousko 提问** 询问对未来商业市场的看法 [25][26] **公司回答** 虽然ABI指数显示商业市场可能下滑,但公司预计大型项目和一些行业如医疗、数据中心等将保持强劲需求,预计未来几个季度商业需求将保持稳定 [26][27] 问题3 **Kurt Yinger 提问** 询问第四季度毛利率下降的原因 [31][32] **公司回答** 主要是由于去年第四季度达成一些目标性采购优惠,今年难以复制所致,而不是其他因素 [32]

Q3 2024 Earnings Call February 29, 2024 Forward-Looking Statement Safe Harbor — This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. You can generally identify forward-looking statements by the Company's use of forward-looking terminology such as "anticipate," "believe," "confident," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "predict," "seek," or "should," or the negative thereof or ...