GMS Results Presentation Deck
Q2 Fiscal 2024 Sales Highlights
Solid demand in commercial and multi-family construction drove volume increases in Ceilings, Steel
Framing and Complementary Products, offset by price deflation in Steel Framing
Deflationary price dynamics in Steel Framing
reduced net sales by $85 million for the quarter
$1.4B
Q224
Net Sales
0.7%
Total
GMS
GYPSUM MANAGEMENT & SUPPLY, INC.
U.S.
Residential
Sales
Wallboard
Ceilings
Steel Framing
Complementary Products
essen
5.7%
Q224
$ 9.0 $
2.7 $
$ 3.6 $
$ 6.6 $
$21.9 $
$
U.S.
Commercial
Sales
Per Day Net Sales
Q223
9.0
2.5
4.3
6.3
22.1
Change
0.4%
0.1% $
9.9% $
- 16.6% $
$
4.8%
-0.7%
$
U.S. Wallboard Volume
For GMS
Per Day Organic Sales
Q224
9.0 $ 9.0
2.6 $ 2.5
3.5 $
4.3
6.2 $ 6.3
21.3 $ 22.1
Multi-Family - Up 17.0%
Commercial - Up 6.5%
Single-Family - Down 11.4%
Q223 Change
-0.3%
7.2%
-17.4%
-1.4%
-3.1%
Per Day Organic Growth
Volume Price/Mix/Fx
-1.0%
5.8%
13.1%
0.7%
1.4%
-30.5%
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