GMS Inc.

NYSE:GMS Aktierapport

Börsvärde: US$4.2b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

GMS Förvaltning

Förvaltning kriterier kontrolleras 4/4

GMS VD är JT Turner, utsedd i May 2019, har en mandatperiod på 6.33 år. totala årliga ersättningen är $ 4.64M, bestående av 20% lön 80% bonusar, inklusive företagsaktier och optioner. äger direkt 0.21% av företagets aktier, värda $ 8.81M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 6.1 år respektive 6.2 år.

Viktig information

JT Turner

Verkställande direktör

US$4.6m

Total ersättning

VD-lön i procent19.95%
Anställning som VD6.3yrs
Ägande av VD0.2%
Ledningens genomsnittliga anställningstid6.1yrs
Styrelsens genomsnittliga mandatperiod6.2yrs

Senaste uppdateringar av ledningen

Recent updates

Seeking Alpha Jun 22

GMS: Will QXO's Bid Unlock Its Potential? (Rating Upgrade)

Summary I upgrade GMS to 'Hold' as QXO's acquisition offer and reasonable valuation provide a floor, despite ongoing end-market challenges. Wallboard and Ceiling segments show signs of stabilization, but Steel Framing and commercial markets remain weak amid high rates and policy uncertainty. Cost reductions and steady pricing support margin recovery, yet cash flow remains pressured and EBITDA growth is likely limited near-term. Read the full article on Seeking Alpha
Analysartikel Jun 18

We Think GMS (NYSE:GMS) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analysartikel May 22

What Is GMS Inc.'s (NYSE:GMS) Share Price Doing?

While GMS Inc. ( NYSE:GMS ) might not have the largest market cap around , it received a lot of attention from a...
Analysartikel Apr 25

GMS (NYSE:GMS) Has More To Do To Multiply In Value Going Forward

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Analysartikel Mar 19

Does GMS (NYSE:GMS) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel Mar 05

GMS Inc. (NYSE:GMS) Shares Could Be 44% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for GMS is US$140 based on 2 Stage Free Cash Flow to Equity GMS' US$78.19 share...
Analysartikel Feb 18

GMS Inc.'s (NYSE:GMS) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 14.8x GMS Inc. ( NYSE:GMS ) may be sending bullish signals at the moment...
Analysartikel Jan 07

What Does GMS Inc.'s (NYSE:GMS) Share Price Indicate?

GMS Inc. ( NYSE:GMS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Seeking Alpha Dec 17

GMS Looks To Assemble Growth Momentum

Summary The housing market shows signs of recovery, with single-family home sales improving and complementary product sales on a higher growth trajectory. GMS's acquisitions have strengthened its product portfolio and expanded complementary offerings, contributing to revenue and EBITDA growth. Despite high leverage and reduced cash flows, strong liquidity supports share repurchase confidence, justifying a "Hold" rating with potential for gradual returns improvement. Read the full article on Seeking Alpha
Analysartikel Dec 10

Is GMS (NYSE:GMS) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel Nov 26

GMS (NYSE:GMS) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysartikel Nov 13

An Intrinsic Calculation For GMS Inc. (NYSE:GMS) Suggests It's 27% Undervalued

Key Insights The projected fair value for GMS is US$139 based on 2 Stage Free Cash Flow to Equity Current share price...
Analysartikel Oct 31

GMS Inc. (NYSE:GMS) Looks Inexpensive But Perhaps Not Attractive Enough

With a price-to-earnings (or "P/E") ratio of 14.5x GMS Inc. ( NYSE:GMS ) may be sending bullish signals at the moment...
Analysartikel Oct 03

Is Now An Opportune Moment To Examine GMS Inc. (NYSE:GMS)?

GMS Inc. ( NYSE:GMS ), is not the largest company out there, but it saw a decent share price growth of 15% on the NYSE...
Seeking Alpha Sep 10

GMS Effectively Paddles Through Industry Challenges

Summary GMS Inc. employs a growth strategy through M&A and cost-reduction measures despite a challenging housing market and high leverage. The company’s diversified revenue mix and stable pricing help maintain margins as single-family units grow amid declining multi-family and commercial volumes. Given the stock's reasonable valuation and potential for moderate EBITDA growth, I recommend holding GMS with an expected medium-term return. Read the full article on Seeking Alpha
User avatar
Ny berättelse Sep 04

Decisive Growth And Efficiency Optimizations Propel Revenue And EBITDA Despite Market Headwinds

Strategic acquisitions and expansion into complementary products are expected to enhance revenue growth and diversification.
Analysartikel Sep 01

GMS Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

As you might know, GMS Inc. ( NYSE:GMS ) last week released its latest quarterly, and things did not turn out so great...
Analysartikel Aug 09

GMS Inc.'s (NYSE:GMS) Intrinsic Value Is Potentially 87% Above Its Share Price

Key Insights The projected fair value for GMS is US$165 based on 2 Stage Free Cash Flow to Equity GMS' US$88.01 share...
Analysartikel Jul 26

GMS Inc.'s (NYSE:GMS) Low P/E No Reason For Excitement

With a price-to-earnings (or "P/E") ratio of 13.2x GMS Inc. ( NYSE:GMS ) may be sending bullish signals at the moment...
Analysartikel Jun 20

Should You Think About Buying GMS Inc. (NYSE:GMS) Now?

GMS Inc. ( NYSE:GMS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Analysartikel Jun 05

The Return Trends At GMS (NYSE:GMS) Look Promising

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Analysartikel Apr 22

GMS Inc.'s (NYSE:GMS) Intrinsic Value Is Potentially 61% Above Its Share Price

Key Insights The projected fair value for GMS is US$146 based on 2 Stage Free Cash Flow to Equity Current share price...
Analysartikel Apr 08

Is GMS (NYSE:GMS) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel Mar 16

Should You Think About Buying GMS Inc. (NYSE:GMS) Now?

While GMS Inc. ( NYSE:GMS ) might not have the largest market cap around , it received a lot of attention from a...
Analysartikel Feb 24

GMS (NYSE:GMS) Is Looking To Continue Growing Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Analysartikel Jan 10

An Intrinsic Calculation For GMS Inc. (NYSE:GMS) Suggests It's 33% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, GMS fair value estimate is US$121 GMS is estimated to be 33...
Analysartikel Dec 28

Improved Earnings Required Before GMS Inc. (NYSE:GMS) Stock's 27% Jump Looks Justified

The GMS Inc. ( NYSE:GMS ) share price has done very well over the last month, posting an excellent gain of 27%. The...
Analysartikel Dec 21

These 4 Measures Indicate That GMS (NYSE:GMS) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Dec 14

GMS Stock: Mixed Q2 Results Keep Us On The Fence

Summary GMS reported Q2 results, which beat expectations, balanced by a soft growth outlook. The company has benefited from resilient activity in multi-family and commercial construction, while lower steel prices has pressured sales for framing products. The company has overall solid fundamentals but we see limited upside for the share price through 2024. Read the full article on Seeking Alpha
Analysartikel Dec 03

Is GMS Inc. (NYSE:GMS) Potentially Undervalued?

GMS Inc. ( NYSE:GMS ), is not the largest company out there, but it received a lot of attention from a substantial...
Analysartikel Sep 29

Are Investors Undervaluing GMS Inc. (NYSE:GMS) By 37%?

Key Insights The projected fair value for GMS is US$105 based on 2 Stage Free Cash Flow to Equity Current share price...
Seeking Alpha Sep 14

GMS Continues To Perform In Adverse Market Conditions

Summary GMS Inc. offers ceiling, steel, and residential building materials and has risen over 15% since the last report. Q1 FY24 net sales increased by 3.6% compared to Q1 FY23, driven by increased sales of wallboard, ceilings, and complementary products. Despite market headwinds, GMS continues to make acquisitions and has a diverse operation, but sales growth may not be significant due to current market conditions. Hold rating advised. Read the full article on Seeking Alpha
Analysartikel Sep 11

Does GMS (NYSE:GMS) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysartikel Aug 29

Is It Time To Consider Buying GMS Inc. (NYSE:GMS)?

While GMS Inc. ( NYSE:GMS ) might not be the most widely known stock at the moment, it saw a double-digit share price...
Analysartikel Aug 15

GMS (NYSE:GMS) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Aug 03

Investors Shouldn't Overlook GMS' (NYSE:GMS) Impressive Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Analys av ersättningar till VD

Hur har JT Turner:s ersättning förändrats jämfört med GMS:s resultat?
DatumTotal ersättningLönFöretagets resultat
Jul 31 2025n/an/a

US$102m

Apr 30 2025US$5mUS$925k

US$115m

Jan 31 2025n/an/a

US$146m

Oct 31 2024n/an/a

US$219m

Jul 31 2024n/an/a

US$246m

Apr 30 2024US$5mUS$865k

US$276m

Jan 31 2024n/an/a

US$295m

Oct 31 2023n/an/a

US$308m

Jul 31 2023n/an/a

US$330m

Apr 30 2023US$5mUS$834k

US$333m

Jan 31 2023n/an/a

US$334m

Oct 31 2022n/an/a

US$331m

Jul 31 2022n/an/a

US$302m

Apr 30 2022US$5mUS$773k

US$273m

Jan 31 2022n/an/a

US$231m

Oct 31 2021n/an/a

US$185m

Jul 31 2021n/an/a

US$140m

Apr 30 2021US$4mUS$758k

US$106m

Jan 31 2021n/an/a

US$31m

Oct 31 2020n/an/a

US$25m

Jul 31 2020n/an/a

US$26m

Apr 30 2020US$5mUS$750k

US$23m

Ersättning vs marknad: JT s total kompensation ($USD 4.64M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 6.92M ).

Ersättning vs inkomst: Ersättningen från JT har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

JT Turner (56 yo)

6.3yrs
Anställning
US$4,636,439
Kompensation

Mr. John C. Turner, Jr. also known as JT, has been the President of GMS Inc. since May 1, 2019 and has been its Chief Executive Officer and Director since August 2, 2019. He joined GMS Inc (Gypsum Manageme...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
John Turner
President6.3yrsUS$4.64m0.21%
$ 8.8m
Scott Deakin
Senior VP & CFO5.9yrsUS$1.49m0.062%
$ 2.6m
George Hendren
Senior VP & COO3.1yrsUS$1.26m0.063%
$ 2.7m
Craig Apolinsky
Senior VP10.2yrsUS$1.11m0.042%
$ 1.8m
Leigh Dobbs
Senior VP & Chief Human Resources Officer3yrsUS$727.41k0.0078%
$ 328.6k
William Bell
Chief Accounting Officer5yrsinga uppgifter0.0020%
$ 82.7k
Eric Sundby
Senior VP8.4yrsinga uppgifteringa uppgifter
Carey Phelps
Vice President of Investor & Media Relationsno datainga uppgifteringa uppgifter
Darryl Little
Senior Vice President of Supply Chain & Operations10.7yrsinga uppgifteringa uppgifter
Don Taylor
Vice President of Operations - Western Regionno datainga uppgifteringa uppgifter
6.1yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder

Erfaren ledning: GMS s ledningsgrupp är erfaren och erfaren ( 6.1 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
John Turner
President6.1yrsUS$4.64m0.21%
$ 8.8m
Lisa Bachmann
Independent Director5.7yrsUS$245.00k0.034%
$ 1.4m
John Gavin
Independent Non-Executive Chairman11.7yrsUS$371.25k0.072%
$ 3.0m
J. Smith
Independent Director11.7yrsUS$270.00k0.089%
$ 3.7m
Mitchell Lewis
Independent Director6.2yrsUS$257.50k0.044%
$ 1.8m
William Southern
Independent Director1.7yrsUS$242.50k0.0046%
$ 195.2k
Teri McClure
Independent Director6.4yrsUS$250.00k0.047%
$ 2.0m
Theron Gilliam
Independent Director11.7yrsUS$242.50k0.086%
$ 3.6m
Randolph Melville
Independent Director4.8yrsUS$245.00k0.024%
$ 1.0m
6.2yrs
Genomsnittlig anställningstid
64yo
Genomsnittlig ålder

Erfaren styrelse: GMS s styrelse anses vara erfaren ( 6.2 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2025/09/05 00:03
Aktiekurs vid dagens slut2025/09/03 00:00
Intäkter2025/07/31
Årlig intjäning2025/04/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

GMS Inc. bevakas av 4 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Michael WoodNomura Securities Co. Ltd.
Kevin HocevarNorthcoast Research
Matthew McCallSeaport Research Partners