Specialty building products distributor GMS Q1 sales beat estimates

GMS

28/08/2025 11:10

Overview

GMS fiscal Q1 net sales beat analyst expectations, reaching $1.41 bln, per LSEG data

Pretax profit for fiscal Q1 missed analyst estimates, per LSEG data

Adjusted EBITDA margin decreased to 9.6% from 10.1% last year

Result Drivers

WALLBOARD DECLINE - Wallboard net sales fell 5.4%, with wallboard organic sales down 6.8%

CEILINGS GROWTH - Ceilings net sales increased by 6.6%, with its organic sales up 6.1%

STEEL FRAMING DROP - Steel framing net sales decreased by 6.3%, with its organic sales down 8.2%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$1.41 bln
$1.40 bln (8 Analysts)
Q1 Net Income
$43.56 mln
Q1 Pretax Profit
Miss
$61.06 mln
$92 mln (3 Analysts)
Q1 Operating Income
$81.23 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy."

Wall Street's median 12-month price target for GMS Inc is $110.00, about 0.1% above its August 27 closing price of $109.84

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nBw3GRb9Ha

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)