earnings
confidence high
sentiment positive
materiality 0.75
Ferguson Q3 sales up 4.3% to $7.6B; adjusted EPS $2.50; guidance raised
Ferguson Enterprises Inc. /DE/
2025-Q3 EPS reported
$5.78
revenue$22,265,000,000
- Revenue $7.6B, +4.3% YoY; organic growth 5.0%; gross margin 31.0% (+50bps).
- Adjusted diluted EPS $2.50, +7.8% YoY; reported EPS $2.07 on $68M restructuring charges.
- U.S. revenue +4.5%; residential ~2% growth, non-residential ~7% growth; Canada revenue flat.
- Quarterly dividend raised 5% to $0.83; share repurchases $251M in Q3.
- FY2025 guidance raised: revenue low-mid single digit growth, adj operating margin 8.5%-9.0%.
item 2.02item 9.01