Ferguson: Stay Buy Rated As The Earnings Growth Runway Remains Clear

Ferguson (FERG) remains a buy, supported by robust pricing power, mega-project tailwinds, and a visible earnings growth runway. FERG's Q1 2026 saw net sales up 5.1% y/y, gross margin expand 60 bps, and adj. EPS rise 16% to $2.84. Pricing gains are now driven by finished goods, providing stickier, more sustainable margin expansion versus prior commodity-driven cycles.

Seeking Alpha • Dec 11, 2025

These Analysts Revise Their Forecasts On Ferguson Enterprises After Q1 Results

Ferguson Enterprises Inc. (NYSE: FERG) reported better-than-expected fiscal results for the quarter ended October 31, 2025 on Tuesday.

Benzinga • Dec 10, 2025

Ferguson Files Form 10-Q

NEWPORT NEWS, Va.--(BUSINESS WIRE)--On December 9, 2025, Ferguson Enterprises Inc. (the "Company") filed a Form 10-Q with the U.S. Securities and Exchange Commission ("SEC"). It is available on the SEC's website at sec.gov and on the SEC Filings page of the Company's website at corporate.ferguson.com/investor/financial-information/sec-filings. December 9, 2025 – Form 10-Q About Ferguson Ferguson (NYSE: FERG; LSE: FERG) is the largest value-added distributor serving the water and air specialized.

Business Wire • Dec 10, 2025

Ferguson Enterprises Inc. (FERG) Q1 2026 Earnings Call Transcript

Ferguson Enterprises Inc. (FERG) Q1 2026 Earnings Call Transcript

Seeking Alpha • Dec 9, 2025

Ferguson Reports Quarter Ended October 31, 2025

NEWPORT NEWS, Va.--(BUSINESS WIRE)--Ferguson Enterprises Inc. (NYSE: FERG; LSE: FERG). Kevin Murphy, Ferguson CEO, commented, “Our associates again delivered strong results, continuing to execute our growth strategy in a challenging market environment. We are particularly pleased with another quarter of double-digit non-residential revenue growth. Our scale-advantaged business model and consistent market outperformance enable us to invest in organic growth, as well as consolidate our markets an.

Business Wire • Dec 9, 2025

Ferguson Enterprises Inc. (“Company”): Director/PDMR Shareholding

NEWPORT NEWS, Va.--(BUSINESS WIRE)--NOTIFICATION OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES (“PDMRs”) IN COMMON STOCK OF PAR VALUE $0.0001 EACH IN THE COMPANY (“Shares”) Vesting of restricted stock units under the Ferguson Enterprises Inc. 2023 Omnibus Equity Incentive Plan (“Omnibus Plan”) The restricted stock units granted under the Omnibus Plan on December 11, 2024, automatically vested on December 3, 2025, as set out in the table below: Director No. of Shares vesting.

Business Wire • Dec 9, 2025

How to Approach Ferguson Stock Ahead of Its Q1 Earnings Release?

FERG heads into Q1 earnings with solid non-residential demand and acquisition gains, though rising costs and valuation pose risks.

Zacks Investment Research • Dec 8, 2025

Ferguson Files Form 8-K

NEWPORT NEWS, Va.--(BUSINESS WIRE)--On December 4, 2025, Ferguson Enterprises Inc. (the "Company") filed a Form 8-K with the U.S. Securities and Exchange Commission ("SEC"). It is available on the SEC's website at sec.gov and on the SEC Filings page of the Company's website at corporate.ferguson.com/investor/financial-information/sec-filings. All business conducted at the 2025 annual meeting of stockholders and referenced in the Form 8-K constitutes ordinary business for the purpose of the UK L.

Business Wire • Dec 5, 2025

Ferguson to Issue Results for the Quarter Ended October 31, 2025 And Host Conference Call on December 9, 2025

NEWPORT NEWS, Va.--(BUSINESS WIRE)--Ferguson Enterprises Inc. (NYSE: FERG; LSE: FERG) announces today that it will issue its results for the quarter ended October 31, 2025 on Tuesday, December 9, 2025. The results will be available on Ferguson's website at corporate.ferguson.com at 6:45 a.m. ET/11:45 a.m. GMT. A conference call and webcast of the analyst and investor presentation will be broadcast at 8:30 a.m. ET/1:30 p.m. GMT on the same day. Participants can register for the webcast at corpor.

Business Wire • Nov 20, 2025

Has Ferguson plc (FERG) Outpaced Other Industrial Products Stocks This Year?

Here is how Ferguson plc (FERG) and TriMas (TRS) have performed compared to their sector so far this year.

Zacks Investment Research • Nov 18, 2025