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Jul 31, 2025
Ferguson Q4 2025 Earnings Report
Ferguson reported strong fourth quarter and full year results, with increased sales, gross margin, and operating margin, alongside significant share repurchases and dividend declarations.
Key Takeaways
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.
Fourth-quarter sales increased by 6.9% to $8.5 billion, driven by organic revenue growth and acquisitions.
Gross margin improved by 70 basis points to 31.7%, reflecting strong execution and favorable supplier pricing.
Diluted earnings per share rose significantly by 59% to $3.55, with adjusted diluted EPS up 16.8% to $3.48.
The company returned capital to shareholders through $189 million in share repurchases and a declared quarterly dividend of $0.83 per share.
Revenue by Geographic Location
Forward Guidance
Ferguson is changing its fiscal year-end to December 31, with a five-month transition period. For calendar year 2025, the company anticipates mid-single digit revenue growth and an adjusted operating margin between 9.2% and 9.6%.
Positive Outlook
- Expected mid-single digit revenue growth for calendar year 2025.
- Anticipated adjusted operating margin range of 9.2% to 9.6% for calendar year 2025.
- Continued investment in key growth areas to drive further organic growth.
- Leveraging multiyear tailwinds in both residential and non-residential markets.
- Confidence in markets over the medium term despite an uncertain environment.
Challenges Ahead
- Markets remain uncertain, posing potential challenges.
- Residential end markets remained muted in Q4, with weakening housing starts and permit activity.
- Repair, maintenance and improvement (RMI) work has also remained soft.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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