GMS Inc. (GMS) Q4 2025 Earnings Call Transcript


GMS Inc. (NYSE:GMS) Q4 2025 Earnings Conference Call June 18, 2025 8:30 AM ET

Company Participants

Carey Phelps – Vice President of Investor & Media Relations
John C. Turner – President, CEO & Director
Scott M. Deakin – Senior VP & CFO

Conference Call Participants

Brian Biros – Thompson Research Group, LLC
David John Manthey – Robert W. Baird & Co. Incorporated, Research Division
Kurt Willem Yinger – D.A. Davidson & Co., Research Division
Matthew Adrien Bouley – Barclays Bank PLC, Research Division
Michael Glaser Dahl – RBC Capital Markets, Research Division

Operator

Greetings, and welcome to GMS Inc.’s Fourth Quarter Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Carey Phelps, Vice President, Investor Relations.

Thank you. Please go ahead.

Carey Phelps

Thank you, Donna.

Good morning, and thank you for joining us for the GMS Earnings Conference Call for the Fourth Quarter and Full Year Fiscal 2025. I am joined today by John Turner, President and Chief Executive Officer; and Scott Deakin, Senior Vice President and Chief Financial Officer. In addition to the press release issued this morning, we have posted PowerPoint slides to accompany this call in the Investors section of our website at www.gms.com.

Now beginning with Slide 2. On today’s call, management’s prepared remarks and answers to your questions may contain forward- looking statements as defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements address matters that are subject to risks and uncertainties, many of which are beyond our control and may cause actual results to differ from those discussed today.

As a reminder, forward-looking statements represent management’s current estimates and expectations. The company assumes no obligation to update any forward-looking statements in the future. Listeners are encouraged to



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