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NYSE:GMS

GMS Q1 2026 Earnings Report

GMS EPS Results

Actual EPS
$1.76
Consensus EPS
$1.77
Beat/Miss
Missed by -$0.01
One Year Ago EPS
$1.93

GMS Revenue Results

Actual Revenue
$1.41 billion
Expected Revenue
$1.40 billion
Beat/Miss
Beat by +$17.46 million
YoY Revenue Growth
-2.40%

GMS Announcement Details

Quarter
Q1 2026
Time
Before Market Opens
Conference Call Date
Thursday, August 28, 2025
Conference Call Time
6:00AM ET

GMS Earnings Headlines

Tiny Nasdaq Firm Lands €13.9 Million Semiconductor Deal
One small Nasdaq-listed company just landed a 13.9 million euro contract tied to a new advanced-node semiconductor facility in Europe - weeks after closing a separate $3 million deal in Arizona's semiconductor corridor. The company has participated in more than 1,000 semiconductor fab projects across North America, Europe, and Asia, yet most investors haven't heard of it. As the AI chip buildout accelerates, this under-the-radar name sits deep inside the supply chain making it all possible.tc pixel
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About GMS

GMS (NYSE:GMS) Inc (NYSE: GMS) is a leading distributor of interior and exterior building products in North America. The company supplies a broad range of construction materials—such as gypsum wallboard, steel framing components, acoustical and insulation products, ceiling systems, finishing compounds, windows and doors, roofing, and siding—to contractors, homebuilders, and maintenance professionals. GMS operates through a network of branch locations that supports both national accounts and regional contractors with local inventory and delivery capabilities.

Beyond basic product distribution, GMS offers value-added services designed to streamline customers’ supply chains and reduce jobsite costs. These services include project “takeoff” and estimating assistance, just-in-time delivery, inventory management, and on-site support. The company’s integrated logistics and warehousing platforms help ensure consistent product availability and efficient order fulfillment, making it a key partner for both large commercial projects and residential construction.

Originally founded as Gypsum Management & Supply in 1976 and headquartered in Tucker, Georgia, GMS has expanded through a combination of organic growth and strategic acquisitions. Today it serves customers across 44 U.S. states and ten Canadian provinces, operating more than 200 branch locations. The company completed its initial public offering in December 2014, marking a significant milestone in its growth trajectory and providing capital to fund further expansion.

GMS is led by Chief Executive Officer Michael W. McDermott, who has overseen the company’s transformation into a diversified building-products platform, and Chief Financial Officer Jeff Hames, who manages the company’s capital structure and financial strategy. Under their leadership, GMS has focused on enhancing its service offering, expanding geographic reach, and integrating acquired businesses to drive long-term shareholder value.

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