earnings
confidence high
sentiment positive
materiality 0.80
Ferguson Q4 sales $8.5B (+6.9%), EPS $3.55; shifts fiscal year to calendar, guides FY2025 op margin 9.2-9.6%
Ferguson Enterprises Inc. /DE/
2025-FY EPS reported
$9.32
revenue$30,762,000,000
- Q4 sales $8.5B (+6.9% YoY); adjusted EPS $3.48 (+16.8%); gross margin 31.7% (+70 bps).
- Full-year sales $30.8B (+3.8%); adjusted operating margin 9.2%; net debt/EBITDA 1.1x.
- Dividend raised 5% to $3.32/share; Q4 dividend $0.83 payable Nov 7; share repurchases $948M in FY.
- Fiscal year changes to Dec 31; five-month transition period Aug-Dec 2025; first calendar FY begins Jan 1 2026.
- Calendar 2025 guidance: mid-single digit revenue growth; adj op margin 9.2%-9.6%; capex $300-350M.
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