GMS (GMS) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - GMS reported revenue of $1.33 billion for the quarter ended April 2025, a year-over-year decline of 5.6% and an EPS of $1.29 compared to $1.93 a year ago, indicating a significant drop in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $1.3 billion by 2.81%, while the EPS surpassed the consensus estimate of $1.15 by 12.17% [1] Performance Metrics - GMS shares have returned -2.7% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% change, suggesting underperformance relative to the broader market [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near term [3] Organic Net Sales Analysis - Organic net sales for Wallboard decreased by 12.5%, better than the estimated decline of 15.3% [4] - Organic net sales for Ceilings increased by 2.9%, compared to an estimated decline of 0.9% [4] - Overall organic net sales fell by 9.7%, outperforming the average estimate of a 11.5% decline [4] - Organic net sales for Other products/Complementary products decreased by 7.3%, worse than the estimated decline of 4.1% [4] - Organic net sales for Steel framing dropped by 17.9%, better than the estimated decline of 23.4% [4]