Earnings summaries and quarterly performance for Ferguson Enterprises Inc. /DE/.
Executive leadership at Ferguson Enterprises Inc. /DE/.
Kevin Murphy
Detailed
President & Chief Executive Officer
CEO
AS
Allison Stirrup
Detailed
Chief Human Resources Officer
AP
Andy Paisley
Detailed
Chief Digital & Information Officer
BB
Bill Brundage
Detailed
Chief Financial Officer
BT
Bill Thees
Detailed
Chief Operating Officer
IG
Ian Graham
Detailed
Chief Legal Officer & Corporate Secretary
Board of directors at Ferguson Enterprises Inc. /DE/.
AM
Alan Murray
Detailed
Independent Director
BM
Brian May
Detailed
Independent Director
CH
Cathy Halligan
Detailed
Independent Director
GD
Geoff Drabble
Detailed
Independent Board Chair
JS
James S. Metcalf
Detailed
Independent Director
KB
Kelly Baker
Detailed
Independent Director
RA
Rekha Agrawal
Detailed
Independent Director
RB
Rick Beckwitt
Detailed
Independent Director
SW
Suzanne Wood
Detailed
Independent Director
Research analysts who have asked questions during Ferguson Enterprises Inc. /DE/ earnings calls.
David Manthey
Robert W. Baird & Co. Incorporated
9 questions for FERG
Also covers: AIT, BECN, BLDR +13 more
Philip Ng
Jefferies
9 questions for FERG
Also covers: AWI, AZEK, BALL +26 more
Matthew Bouley
Barclays
7 questions for FERG
Also covers: CNM, DHI, FBIN +10 more
RM
Ryan Merkel
William Blair & Company
7 questions for FERG
Also covers: AAON, AYI, AZEK +15 more
SR
Sam Reid
Wells Fargo
7 questions for FERG
Also covers: BLD, BLDR, CNM +10 more
AP
Anthony Pettinari
Citigroup Inc.
5 questions for FERG
Also covers: AMBP, AMCR, AVY +26 more
JL
John Lovallo
UBS Group AG
5 questions for FERG
Also covers: AWI, AZEK, BLDR +14 more
KH
Keith Hughes
Truist Financial Corporation
5 questions for FERG
Also covers: AMRZ, AWI, BLD +21 more
Mike Dahl
RBC Capital Markets
5 questions for FERG
Also covers: BECN, BLDR, CNM +14 more
Michael Dahl
RBC Capital Markets
4 questions for FERG
Also covers: AHR, AZEK, BECN +21 more
Matthew Bouley
Barclays PLC
3 questions for FERG
Also covers: AZEK, BLDR, CNM +18 more
JL
John Lavallo
UBS
2 questions for FERG
NC
Nigel Coe
Wolfe Research, LLC
2 questions for FERG
Also covers: AME, CARR, CNM +29 more
Scott Schneeberger
Oppenheimer & Co. Inc.
2 questions for FERG
Also covers: CSV, CTAS, CTOS +12 more
WJ
William Jones
Truist Securities
2 questions for FERG
Also covers: ABCB, AMTB, CRH +7 more
Anika Dholakia
Barclays PLC
1 question for FERG
Also covers: GMS, HLMN, JELD +2 more
David Manthey
Robert W. Baird & Co
1 question for FERG
Also covers: CNM
JA
Julie Ann
Truist
1 question for FERG
KT
Kathryn Thompson
Thompson Research Group
1 question for FERG
Also covers: AMWD, APG, AWI +13 more
Quinn Fredrickson
Robert W. Baird & Co.
1 question for FERG
Also covers: GMS, POOL
RR
Richard Reid
Wells Fargo & Company
1 question for FERG
Also covers: CNM, DHI, MAS +5 more
RC
Ryan Cooke
William Blair & Company
1 question for FERG
Also covers: FAST, GWW, MSM
WJ
Will Jones
Keefe, Bruyette & Woods (KBW)
1 question for FERG
Also covers: AMRZ, AMTB, CFR +6 more
Recent press releases and 8-K filings for FERG.
Ferguson Reports Strong Calendar Year 2025 Results and Provides 2026 Guidance
FERG
Earnings
Guidance Update
Management Change
- Ferguson reported strong calendar year 2025 results, with revenue of $31.3 billion, up 5%, operating profit of $3 billion, up 11.3% (representing a 9.6% operating margin), and diluted earnings per share of $10.58, a 13.4% increase. The company also returned $1.6 billion to shareholders via dividends and share repurchases and declared a quarterly dividend of $0.89.
- For calendar year 2026, Ferguson expects low to mid-single-digit revenue growth and an operating margin range of 9.4%-9.8%, anticipating broadly flat markets with residential down low to mid-single digits and non-residential up low to mid-single digits.
- Long-term expectations include annual revenue growth in the range of 6%-11% and operating margin expansion of roughly 10-30 basis points a year, aiming for a milestone of $40 billion in revenue with over $4 billion in adjusted operating profit at over a 10% operating margin.
- Brian will retire as Vice President of Investor Relations in May, and Pete Kennedy has been promoted to the role.
4 days ago
Ferguson Reports Strong FY 2025 Results and Provides 2026 Guidance
FERG
Earnings
Guidance Update
Management Change
- Ferguson reported full-year 2025 revenue of $31.3 billion, a 5% increase, with operating profit up 11.3% to $3 billion (9.6% operating margin) and diluted earnings per share of $10.58, a 13.4% increase.
- For calendar year 2026, the company expects low to mid-single-digit revenue growth and an operating margin range of 9.4%-9.8%, anticipating broadly flat markets.
- The company returned $1.6 billion to shareholders in 2025 via dividends and share repurchases, and declared a quarterly dividend of $0.89 to be paid in April.
- Ferguson aims for a medium-term milestone of $40 billion in revenue with over $4 billion in adjusted operating profit and an operating margin exceeding 10%.
- CFO Brian is set to retire in May, and Pete Kennedy has been promoted to Vice President of Investor Relations.
4 days ago
Ferguson Reports Strong Calendar Year 2025 Results and Provides Long-Term Growth Outlook
FERG
Earnings
Guidance Update
Management Change
- Ferguson reported strong calendar year 2025 financial results, with revenue of $31.3 billion (up 5%), operating profit of $3 billion (up 11.3%), and diluted EPS of $10.58 (up 13.4%).
- The company generated $2.2 billion in operating cash flow and returned $1.6 billion to shareholders via dividends and share repurchases during 2025. A quarterly dividend of $0.89 was declared.
- Growth was primarily driven by non-residential end markets, with revenue up 11% for the year, while residential revenue remained flat. Waterworks and Commercial Mechanical customer groups saw significant annual growth of 13% and 18% respectively.
- For the long term, Ferguson targets annual revenue growth of 6%-11%, operating margin expansion of 10-30 basis points a year, and low double-digit to mid-teens EPS growth.
- CFO Brian is set to retire in May, and Pete Kennedy has been promoted to Vice President of Investor Relations.
4 days ago
FERG Announces Calendar Year 2025 Financial Results and 2026 Guidance
FERG
Earnings
Guidance Update
- FERG reported Calendar Year 2025 net sales of $31.3 billion, an increase of 5.0% compared to CY2024, with adjusted operating profit reaching $3.0 billion and adjusted diluted EPS at $10.58.
- For the fourth quarter of Calendar Year 2025, net sales were $7,495 million and adjusted diluted EPS was $2.10.
- The company generated $2.2 billion in operating cash flow and returned $1.6 billion to shareholders in Calendar Year 2025.
- Looking ahead to Calendar Year 2026, Ferguson anticipates low to mid-single digit net sales growth and an adjusted operating margin between 9.4% and 9.8%.
4 days ago
Ferguson Enterprises Inc. Reports Strong Calendar 2025 Results and Issues 2026 Guidance
FERG
Earnings
Guidance Update
Share Buyback
- Ferguson Enterprises Inc. reported strong calendar year 2025 results, with sales of $31.3 billion, an increase of 5.0%, and diluted earnings per share of $10.16, up 24.2%.
- The company generated $2.2 billion in operating cash flow and maintained a strong balance sheet with net debt to adjusted EBITDA of 1.1x at December 31, 2025.
- During calendar year 2025, Ferguson invested $276 million in eight acquisitions and repurchased $0.9 billion in shares. A quarterly dividend of $0.89 per share was also declared.
- For calendar year 2026, the company issued guidance expecting net sales growth in the low to mid-single digits and an adjusted operating margin between 9.4% and 9.8%.
4 days ago
Ferguson Reports Strong Calendar 2025 Results and Issues 2026 Guidance
FERG
Earnings
Guidance Update
Share Buyback
- Ferguson reported strong Calendar 2025 results, with sales increasing 5.0% to $31.3 billion and diluted earnings per share rising 24.2% to $10.16.
- The company generated $2.2 billion in operating cash flow and returned capital to shareholders through $0.9 billion in share repurchases and $3.38 per share in declared dividends.
- Ferguson also invested $276 million in eight acquisitions during 2025, adding over $300 million in annualized revenue.
- For Calendar 2026, Ferguson expects low to mid-single digit net sales growth and an adjusted operating margin of 9.4% - 9.8%.
4 days ago
Ferguson Reports Strong Q4 Results and Issues 2026 Guidance
FERG
Earnings
Guidance Update
Debt Issuance
- Ferguson reported a strong fiscal fourth quarter with revenue of $7.5 billion and non-GAAP EPS of $2.10, both slightly ahead of expectations, and full-year revenue of roughly $31.2 billion.
- The company expects calendar-2026 net sales to grow in the low- to mid-single digits with an adjusted operating margin of about 9.4%–9.8%.
- Key profitability and balance-sheet metrics are robust, including an operating margin near 9%, net margin about 6.3%, return on equity above 34%, a current ratio of 1.88, and debt/equity around 0.99.
- Valuation measures are nearer multi-year highs (P/E ~25.4, P/S ~1.6, P/B ~8.2), with disclosures noting insider selling activity and modest incremental debt issuance.
5 days ago
Ferguson Reports Strong Q1 2026 Results and Updates 2025 Guidance
FERG
Earnings
Guidance Update
Demand Weakening
- Ferguson reported strong Q1 2026 results, with sales of $8.2 billion, a 5% increase year-over-year, driven by 4% organic growth and 1% acquisition growth. Diluted earnings per share grew nearly 16% to $2.84.
- The company updated its calendar year 2025 guidance, now projecting approximately 5% revenue growth and an improved operating margin range of 9.4% to 9.6%.
- Capital allocation included returning $372 million to shareholders through share repurchases and dividends, and declaring a 7% increase in the quarterly dividend to $0.89 per share.
- While residential revenue declined 1%, non-residential revenue grew 12%, with large capital projects and waterworks driving strength. The company anticipates calendar Q4 growth rates to be around 3%, impacted by continued pressure in new residential and HVAC markets.
Dec 9, 2025, 1:30 PM
Ferguson Reports Strong Q1 2026 Results and Raises Calendar 2025 Operating Margin Guidance
FERG
Earnings
Guidance Update
Dividends
- Ferguson reported strong Q1 2026 results (quarter ended October 31, 2025), with net sales of $8.2 billion, a 5.1% increase year-over-year, driven by 4.2% organic growth and 1% acquisition growth.
- Diluted earnings per share (EPS) increased by 15.9% to $2.84, and operating profit grew 14.4% to $808 million, resulting in a 9.9% operating margin.
- The company updated its calendar year 2025 guidance, now expecting approximately 5% revenue growth and an operating margin range of 9.4% to 9.6%, an increase from the prior expectation of 9.2% to 9.6%.
- Ferguson continued its capital allocation strategy, declaring a 7% increase in its quarterly dividend to $0.89 per share and returning $208 million to shareholders via share repurchases during the quarter.
- Non-residential end markets performed strongly, with revenue up 12%, particularly in large capital projects, while residential end markets, representing approximately half of U.S. revenue, remained challenged with revenue down 1%.
Dec 9, 2025, 1:30 PM
Ferguson Reports Strong Q1 2026 Results and Raises Calendar 2025 Guidance
FERG
Earnings
Guidance Update
Share Buyback
- Ferguson reported Q1 2026 net sales of $8.2 billion, a 5.1% increase year-over-year, driven by 4.2% organic growth and 1% acquisition growth.
- Profitability saw significant gains, with a gross margin of 30.7% (up 60 basis points), operating profit of $808 million (up 14.4%), and diluted earnings per share of $2.84 (up 15.9%).
- The company updated its calendar 2025 guidance, now anticipating approximately 5% revenue growth and an operating margin range of 9.4%-9.6%, an increase from the previous expectation.
- Capital was returned to shareholders through a 7% increase in the quarterly dividend to $0.89 per share and $208 million in share repurchases, alongside the acquisition of Moore Supply Company.
- U.S. non-residential revenue grew 12%, with strong performance in commercial mechanical (+21%) and waterworks (+14%), while residential revenue was down 1% and HVAC declined 6%.
Dec 9, 2025, 1:30 PM
Quarterly earnings call transcripts for Ferguson Enterprises Inc. /DE/.
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