Ferguson (FERG) Q4 2025 Earnings Call Transcript [Globe and Mail, The (Toronto, Canada)]
Ferguson Enterprises Inc. (FERG)
Company Research
Source: Globe and Mail, The
Chief Financial Officer — Bill Brundage Takeaways Revenue -- $8.5 billion, a 6.9% increase, split between 5.8% organic growth and 1.1% from acquisitions. Operating profit -- $972 million for the quarter, up 13.4%, resulting in an 11.4% operating margin, 60 basis points higher. Gross margin -- 31.7%, improved by 70 basis points, with pricing contributing approximately 2% and commodity categories down low single digits. Diluted EPS -- $3.48, representing a 16.8% increase. Capital deployment -- $483 million invested in the quarter in HVAC, Waterworks diversification, large projects, and Ferguson Home. Shareholder returns -- $354 million returned via repurchases and dividends; total annual return of $1.4 billion. Operating cash flow -- $1.9 billion for the year, with free cash flow of $1.654 billion, an increase of $132 million. Net debt-to-EBITDA -- 1.1x, maintaining a strong balance sheet. Market performance: U.S. segments -- Nonresidential revenue increased ~15%; r
Show less
Read more
Impact Snapshot
Event Time:
FERG
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
FERG alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
FERG alerts
High impacting Ferguson Enterprises Inc. news events
Weekly update
A roundup of the hottest topics
FERG
News
- Ferguson Enterprises Inc.: Notice of Dividend Currency Exchange RateBusiness Wire
- Ferguson (FERG) had its price target lowered by Wells Fargo & Company from $285.00 to $260.00. They now have an "overweight" rating on the stock.MarketBeat
- Ferguson (FERG) Q2 2025 Earnings Call Transcript [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Ferguson (FERG) Q1 2025 Earnings Call Transcript [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Ferguson (FERG) was downgraded by <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from "buy (b-)" to "hold (c+)".MarketBeat
FERG
Earnings
- 12/9/25 - Beat
FERG
Sec Filings
- 3/26/26 - Form SCHEDULE
- 3/16/26 - Form DEFA14A
- 3/16/26 - Form ARS
- FERG's page on the SEC website