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Oct 31, 2025
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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.
Revenue by Geographic Location
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
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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