NYSE$GMS

Gms Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

GMS Inc. reported Q1 2026, revenue of $1.41B, net income of $43.6M, diluted EPS of $0.11.

For Q1 2026, GMS Inc. reported revenue of $1.41B, net income of $43.6M, diluted EPS was $0.11. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Revenue $1.41B.
  • Net income $43.6M.
  • Diluted EPS $0.11.
  • GMS Inc. MD&A highlights liquidity, capital, and core trends.
  • Segment and macro factors shape year-over-year comparisons.

Headline financials

Total Revenue

$1.41B

Previous: $1.45B-2.4%
EPS (adj)

$0.11

Previous: $1.93-94.3%
Gross Margin

30.9%

No prior period
Adjusted EBITDA

$135M

Previous: $146M-7.1%
Adj. EBITDA Margin

9.6%

Previous: 10.1%-5.0%
SG&A Expense

$314M

Previous: $315M-0.2%
SG&A as % of Revenue

22.2%

No prior period
Adjusted SG&A

$302M

Previous: $308M-1.7%
Adj. SG&A Margin

21.4%

Previous: 21.2%+0.9%
Net Debt / Adj. EBITDA

2.6

Previous: 2.1+23.8%
Net Income

$43.6M

Previous: $57.20+76223676.2%
Operating Income

$81.2M

Previous: $101M-19.3%
Gross Profit

$437M

Previous: $452M-3.3%

Revenue & EPS history

GMS · Revenue · Quarterly

$1.41B

Q1 2026-2.4%vs Q1 2025
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Management discusses operating trends, capital allocation, and sector-specific demand drivers for upcoming quarters.

Tailwinds

  • Revenue growth initiatives and cost discipline.
  • Balance-sheet flexibility and shareholder returns.
  • Product innovation and market share goals.

Headwinds

  • Macro uncertainty and consumer or enterprise demand.
  • Input costs, FX, and competitive pricing.
  • Execution risk on strategic initiatives.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.3%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+7.0%

Avg return

30 days after

45%

19 / 42 earnings

Positive

+24.8%

Q1 2020

Best reaction

-17.5%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026
Q1 2026+0.0%+0.1%
Q4 2025+11.5%+38.0%+51.0%
Q3 2025-7.5%-10.7%-8.4%
Q2 2025-5.1%-7.2%-17.9%
Q1 2025-4.8%-7.9%-0.4%
Q4 2024-9.0%-11.0%+1.0%
Q3 2024+0.7%-1.1%+8.0%
Q2 2024-0.7%+8.3%+15.7%
Q1 2024-4.7%
Q4 2023+0.4%
Q3 2023-0.5%
Q2 2023+8.8%
Q1 2023-4.5%
Q4 2022+13.9%
Q3 2022-13.6%
Q2 2022+0.4%
Q1 2022+3.6%
Q4 2021+12.2%
Q3 2021+7.7%
Q2 2021-9.4%
Q1 2021-11.5%
Q4 2020+3.5%
Q3 2020-4.4%
Q2 2020-3.1%
Q1 2020+24.8%
Q4 2019+17.5%
Q3 2019-17.5%
Q2 2019-5.1%
Q1 2019-6.4%
Q4 2018-12.3%
Q3 2018+5.1%
Q2 2018-1.1%
Q1 2018+8.7%
Q4 2015+1.4%
Q4 2017-10.8%
Q3 2016+3.1%
Q3 2017+3.1%
Q2 2016-1.8%
Q2 2017-1.8%
Q1 2017-3.8%
Q1 2016-3.8%
Q4 2016+3.7%
Q3 2015
Q2 2015
Q1 2015

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro