Ferguson Earnings Reports

Ferguson posted a strong Q1 FY26, with EPS and revenue growth supported by non-residential strength and operational efficiency, despite headwinds in the residential segment.

Ferguson concluded the fiscal year with robust Q4 performance, achieving sales of $8.5 billion, a 6.9% increase, and diluted EPS of $3.55, up 59%. The company demonstrated strong operational execution, leading to improved gross and operating margins. Full-year sales reached $30.8 billion, with continued market share gains and strong cash generation. The company also announced a change in its fiscal year-end to December 31.

Ferguson reported solid third-quarter performance with growth in revenue and adjusted earnings, supported by market outperformance, acquisition contributions, and streamlining efforts.

Ferguson reported total revenue of $6.87 billion for Q2 2025, reflecting a 3.0% increase year-over-year. Despite revenue growth, operating profit declined by 14.0% to $410 million, primarily due to lower margins impacted by persistent commodity price deflation. Adjusted EBITDA stood at $502 million, down 11.6% from the previous year. Diluted earnings per share decreased to $1.38, while adjusted diluted EPS was $1.52.

Ferguson reported a 0.8% increase in net sales to $7.8 billion, driven by a 3% increase in sales volume, which was partially offset by a 2% deflation. The company's diluted earnings per share were $2.34, and adjusted diluted earnings per share were $2.45. The company reaffirmed its fiscal year 2025 financial guidance, expecting modest full-year revenue growth.

Ferguson reported a 1.4% increase in net sales to $7.9 billion for the fourth quarter. The operating margin increased by 20 bps to 10.2%. Diluted earnings per share were $2.23, while adjusted diluted earnings per share reached $2.98.