GMS Results Presentation Deck
Q4 Fiscal 2023 Sales Highlights
Inconsistent fundamentals with strong levels of multi-family demand, signs of a recovering commercial
environment with softness in single-family and office.
Resilient Wallboard, Ceilings and Complementary Products pricing but with deflationary trends in Steel
Framing.
$1.3B
Q423
Net Sales
Per Day
Net Sales
2.8%
Total
U.S.
Residential
Sales
Wallboard
Per Day Net Sales
Q4 23 Q4 22
$ 8.6 $ 7.7
$ 2.5 $ 2.3
Steel Framing
$ 3.6 $ 4.3
Complementary Products $ 6.0 $5.8
Ceilings
$ 20.7 $ 20.1
GMS
GYPSUM MANAGEMENT & SUPPLY, INC.
Up
5.8%
Change
12.7%
5.9%
-17.9%
4.0%
2.8%
U.S.
Commercial
Sales
Up
1.2%
Per Day Organic Sales
Q4 22 Change
$ 7.7
13.1%
$ 2.3
5.4%
$4.3
-17.8%
$5.9 $ 5.8
1.5%
$20.7 $ 20.1
2.2%
Q4 23
$ 8.7
$ 2.5
$ 3.6
Per Day Organic Growth
Volume Price/Mix/Fx
-2.5%
-1.0%
6.4%
15.7%
6.4%
-24.2%
U.S. Wallboard Volume
For GMS
Mutli-Family - Up 27.9%
Commercial - Up 7.3%
Single-Family - Down 16.6%
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