Ferguson Enterprises Inc. /DE/ (FERG) Company Report

Ferguson Enterprises Inc. completed a public offering of $750,000,000 aggregate principal amount of 4.350% Senior Notes due 2031 on September 22, 2025.
The Notes are fully and unconditionally guaranteed by Ferguson UK Holdings Limited.
The Notes mature on March 15, 2031, with interest payable semi-annually on March 15 and September 15, with the first payment due on March 15, 2026.
The company retains the option to redeem the Notes, in whole or in part, at any time, with redemption prices varying based on whether the redemption date is before or after the February 15, 2031 par call date.

Sep 22, 2025, 8:16 PM

8-K

Ferguson Enterprises Inc. /DE/ Announces Q4 and FY 2025 Results

FERG

Earnings

Guidance Update

M&A

Ferguson reported strong Q4 2025 financial results, with net sales of $8.5 billion, an increase of 6.9% year-over-year, driven by 5.8% organic growth. Adjusted operating profit increased 13.4% to $972 million, and Adjusted diluted EPS rose 16.8% to $3.48.
For the full fiscal year 2025, the company achieved net sales of $30.8 billion, a 3.8% increase, and Adjusted diluted EPS of $9.94, up 2.6%.
The company completed 4 acquisitions in Q4 2025 and a total of 9 for the full fiscal year. Capital deployment in Q4 2025 included $189 million in share repurchases and $165 million in dividends.
Ferguson provided Calendar 2025 guidance for mid-single digit net sales growth and an Adjusted operating margin between 9.2% and 9.6%.

Sep 16, 2025, 12:30 PM

Presentation

Ferguson plc Reports Strong Q4 and FY 2025 Results, Provides Calendar Year 2025 Guidance

FERG

Earnings

Guidance Update

Revenue Acceleration/Inflection

Ferguson plc reported strong Q4 2025 sales of $8.5 billion, an increase of 6.9% over the prior year, driven by 5.8% organic growth and 1.1% acquisition growth. Diluted EPS for the quarter increased 16.8% to $3.48.
For the full fiscal year 2025, revenue reached $30.8 billion, up 3.8% from the previous year, with diluted EPS increasing 2.6% to $9.94.
The company experienced strong growth in non-residential markets, with revenue increasing approximately 15% in Q4 2025, primarily due to increased activity on large capital projects, while residential revenue remained flat.
Ferguson is changing its fiscal year end from July 31st to December 31st, with a five-month transition period from August 1st to December 31st, 2025, and the new fiscal year beginning January 1st, 2026.
For calendar year 2025, the company expects mid-single-digit revenue growth and an operating margin range of 9.2% to 9.6%, representing an improvement of 10 to 50 basis points over the prior year.

Sep 16, 2025, 12:30 PM

Transcript

Ferguson Reports Strong Q4 and Full Year FY2025 Results, Announces Fiscal Year Change

FERG

Earnings

Guidance Update

Accounting Changes

Ferguson reported Q4 FY2025 sales of $8.5 billion, an increase of 6.9%, and diluted earnings per share of $3.55, up 59%. For the full year FY2025, sales were $30.8 billion, up 3.8%, with diluted EPS of $9.32, up 9.3%.
The company announced a change in its fiscal year-end from July 31 to December 31, effective January 1, 2026, following a five-month transition period from August 1, 2025, to December 31, 2025.
Ferguson declared a quarterly dividend of $0.83 per share and completed $189 million in share repurchases during Q4 FY2025. For the full year, $948 million in share repurchases were made, with $1.0 billion remaining under the program at July 31, 2025.
For calendar year 2025, the company expects mid-single digit revenue growth and an adjusted operating margin range of 9.2% to 9.6%.

Sep 16, 2025, 10:50 AM

8-K

Ferguson acquires HPS Specialties

FERG

M&A

New Projects/Investments

Ferguson Enterprises Inc. acquired HPS Specialties, LLC, a leading distributor and manufacturer's representative of specialty engineered products for HVAC, plumbing, and hydronic systems.
The transaction officially closed on June 16, 2025.
This acquisition strengthens Ferguson's position in the specialty and engineered product market and expands its footprint along the East Coast, aligning with its continued growth and commitment to providing innovative plumbing and HVAC solutions.

Aug 19, 2025, 2:10 PM

Press Release

Ferguson Reports Strong Third Quarter Results and Updates Full-Year Guidance

FERG

Earnings

Guidance Update

Share Buyback

Ferguson reported Q3 2025 net sales of $7.6 billion, an increase of 4.3%, with an adjusted operating margin of 9.4% and adjusted diluted earnings per share of $2.50.
The company updated its full-year guidance for FY2025, now expecting low to mid-single digit revenue growth and an adjusted operating margin range of 8.5% to 9.0%.
During the quarter, Ferguson repurchased $251 million in shares and declared a quarterly dividend of $0.83, representing a 5% increase over the prior year.
Non-recurring charges of $68 million were incurred due to actions taken to streamline the business, which are expected to generate annualized savings of approximately $100 million.

Jun 3, 2025, 12:00 AM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for Ferguson Enterprises Inc. /DE/.

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