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Oct 31, 2024
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Ferguson Q1 2025 Earnings Report
Reported revenue growth despite market headwinds and commodity price deflation.
Key Takeaways
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.
Sales increased by 0.8% to $7.8 billion.
Sales volume grew by 3%, offset by approximately 2% deflation.
Diluted earnings per share were $2.34 ($2.45 on an adjusted basis).
Fiscal year 2025 financial guidance remains unchanged, reflecting modest full-year revenue growth.
Ferguson
Ferguson
Ferguson Revenue by Segment
Ferguson Revenue by Geographic Location
Revenue by Segment
USA Revenue
CapyFin.comCanada Revenue
CapyFin.comRevenue by Geographic Location
USA Revenue
CapyFin.comCanada Revenue
CapyFin.com Forward Guidance
Ferguson's fiscal 2025 financial guidance remains unchanged, reflecting modest full year revenue growth with continued outperformance.
Positive Outlook
- Modest full year revenue growth with continued outperformance.
- Ability to deploy scale locally.
- Strong balance sheet.
- Cash generative model allows investment for organic growth.
- Opportunity with the plumbing and HVAC specialized professional.
Challenges Ahead
- Ongoing challenging near term market environment.
- Markets are down low single digits, inclusive of pricing slightly down for the year.
- One fewer sales day.
- Anticipate an ongoing challenging near term market environment.
- Continued market headwinds and commodity price deflation.
Revenue & Expenses
Visualization of income flow from segment revenue to net income