GMS (GMS) Expected to Announce Quarterly Earnings on Thursday

Key Points

• GMS is set to release its Q1 2026 earnings on September 4th, with analysts expecting earnings of $1.77 per share and revenue of $1.3969 billion.
• In the last quarter, GMS reported earnings of $1.29 per share, surpassing expectations, but experienced a 5.6% year-over-year decline in quarterly revenue.
• Analysts have varied price targets for GMS, with a consensus rating of "Hold" and an average target price of $101.11.

GMS (NYSE:GMS - Get Free Report) will likely be releasing its Q1 2026 results before the market opens on Thursday, September 4th. Analysts expect GMS to post earnings of $1.77 per share and revenue of $1.3969 billion for the quarter. Parties can check the company's upcoming Q1 2026 earningsummary page for the latest details on the call scheduled for Thursday, September 4, 2025 at 8:30 AM ET.

GMS (NYSE:GMS - Get Free Report) last issued its earnings results on Wednesday, June 18th. The company reported $1.29 earnings per share for the quarter, topping the consensus estimate of $1.11 by $0.18. GMS had a return on equity of 16.97% and a net margin of 2.09%.The business had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.30 billion. During the same period last year, the company posted $1.93 EPS. The business's quarterly revenue was down 5.6% on a year-over-year basis. On average, analysts expect GMS to post $7 EPS for the current fiscal year and $8 EPS for the next fiscal year.

GMS Stock Down 0.0%

Shares of NYSE GMS opened at $109.85 on Thursday. GMS has a 12-month low of $65.77 and a 12-month high of $110.28. The company has a market cap of $4.18 billion, a P/E ratio of 38.01 and a beta of 1.76. The company has a current ratio of 1.91, a quick ratio of 1.17 and a debt-to-equity ratio of 0.85. The stock has a fifty day moving average price of $107.78 and a 200 day moving average price of $86.50.

Analysts Set New Price Targets

Several analysts have recently weighed in on the company. Robert W. Baird restated a "neutral" rating and set a $95.00 target price (up from $93.00) on shares of GMS in a research note on Monday, June 23rd. Loop Capital lifted their price target on GMS from $95.00 to $110.00 and gave the stock a "hold" rating in a research note on Tuesday, July 1st. Truist Financial lifted their price target on GMS from $105.00 to $110.00 and gave the stock a "hold" rating in a research note on Tuesday, July 1st. DA Davidson lifted their price target on GMS from $95.20 to $110.00 and gave the stock a "neutral" rating in a research note on Tuesday, July 1st. Finally, Raymond James Financial downgraded GMS from an "outperform" rating to a "market perform" rating in a research note on Wednesday, June 25th. Nine investment analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, GMS has a consensus rating of "Hold" and an average target price of $101.11.

Insider Buying and Selling

In other GMS news, major shareholder Coliseum Capital Management, L sold 54,944 shares of GMS stock in a transaction that occurred on Wednesday, July 16th. The shares were sold at an average price of $110.05, for a total value of $6,046,587.20. Following the transaction, the insider owned 3,486,524 shares in the company, valued at approximately $383,691,966.20. The trade was a 1.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, COO George T. Hendren sold 5,000 shares of GMS stock in a transaction that occurred on Monday, June 30th. The stock was sold at an average price of $108.23, for a total transaction of $541,150.00. Following the completion of the transaction, the chief operating officer owned 23,950 shares in the company, valued at approximately $2,592,108.50. This trade represents a 17.27% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 343,627 shares of company stock worth $37,808,097. Corporate insiders own 1.90% of the company's stock.

Institutional Investors Weigh In On GMS

A number of institutional investors have recently modified their holdings of the stock. EverSource Wealth Advisors LLC boosted its stake in shares of GMS by 271.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 245 shares of the company's stock valued at $27,000 after buying an additional 179 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of GMS by 3.4% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 23,229 shares of the company's stock valued at $1,700,000 after buying an additional 755 shares during the period. Strs Ohio acquired a new stake in shares of GMS during the 1st quarter valued at $73,000. Quantinno Capital Management LP boosted its stake in shares of GMS by 29.3% during the 2nd quarter. Quantinno Capital Management LP now owns 5,336 shares of the company's stock valued at $580,000 after buying an additional 1,208 shares during the period. Finally, Brevan Howard Capital Management LP boosted its stake in shares of GMS by 25.8% during the 2nd quarter. Brevan Howard Capital Management LP now owns 8,772 shares of the company's stock valued at $954,000 after buying an additional 1,800 shares during the period. Institutional investors and hedge funds own 95.28% of the company's stock.

GMS Company Profile

GMS Inc distributes wallboard, ceilings, steel framing and complementary construction products in the United States and Canada. The company offers ceilings products, including suspended mineral fibers, soft fibers, and metal ceiling systems primarily used in offices, hotels, hospitals, retail facilities, schools, and various other commercial and institutional buildings.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.