NYSE$GMS

Gms Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

GMS reported Q4 2025 revenue of $1.33B, net income of $26.1M, diluted EPS of $0.67.

For Q4 2025, GMS reported Revenue was $1.33B, net income was $26.1M, diluted EPS was $0.67. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $1.33B for Q4 2025.
  • Net income $26.1M.
  • Diluted EPS $0.67.

Headline financials

Total Revenue

$1.33B

Previous: $1.41B-5.6%
EPS (adj)

$0.67

Previous: $1.93-65.3%
Gross Margin

31.2%

Previous: 31.9%-2.2%
Adjusted EBITDA

$110M

Previous: $147M-25.1%
Adj. EBITDA Margin

8.2%

Previous: 10.4%-21.2%
SG&A Expense

$315M

Previous: $316M-0.1%
SG&A as % of Revenue

23.6%

Previous: 22.3%+5.8%
Adjusted SG&A

$308M

Previous: $308M+0.1%
Adj. SG&A Margin

23.1%

Previous: 21.8%+6.0%
Net Debt / Adj. EBITDA

2.4

Previous: 1.7+41.2%
Net Income

$26.1M

Previous: $56.4M-53.7%
Operating Income

$59.6M

Previous: $136M-56.1%
Gross Profit

$416M

Previous: $451M-7.7%

Revenue & EPS history

GMS · Revenue · Quarterly

$1.33B

Q4 2025-5.6%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Distribution and services outlook reflects volume trends, pricing, and operating efficiency targets.

Tailwinds

  • Volume recovery and acquisition synergies.
  • Cost programs and mix improvement.

Headwinds

  • Customer consolidation and competitive bidding.
  • Freight, labor, and inflation on service margins.

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 Q4 2025

Historical avgQ4 2025

-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

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