{"schema_version":"secwatch.filing_event.v1","accession":"0002011641-25-000025","form_type":"8-K","ticker":"FERG","cik":"0002011641","company_name":"Ferguson Enterprises Inc. /DE/","filed_at":"2025-09-16T23:59:59+00:00","discovered_at":"2026-05-14T18:02:45.810247+00:00","generated_at":"2026-05-17T06:33:41.383489+00:00","sec_items":["2.02","5.03","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Ferguson Q4 sales $8.5B (+6.9%), EPS $3.55; shifts fiscal year to calendar, guides FY2025 op margin 9.2-9.6%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0002011641-25-000025","json":"https://secwatch.observer/filing/0002011641-25-000025.json","markdown":"https://secwatch.observer/filing/0002011641-25-000025.md","text":"https://secwatch.observer/filing/0002011641-25-000025.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2011641/000201164125000025/0002011641-25-000025-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2011641/000201164125000025/ferg-20250911.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T06:33:41.383489+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"a6e382fdd3271f892a0148032a52096d160f5b1f","claim":"Ferguson Enterprises Inc. /DE/: Bylaws amended and restated to reflect new fiscal year end of December 31 (effective 2025-09-11).","evidence_excerpt":"On September 11, 2025, in connection with the fiscal year change discussed above, the Board amended and restated the Company’s Amended and Restated Bylaws (as amended and restated, the “Bylaws”) to provide that the fiscal year of the Company shall end on December 31 of each year","evidence_source":"SEC 8-K Item 5.03/5.05/5.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/2011641/000201164125000025/0002011641-25-000025-index.htm","confidence":0.9,"family_label":"Governance Changes","details":[{"label":"Change","value":"bylaw amendment"},{"label":"Effective","value":"2025-09-11"}],"fact_type":"governance_change"},{"claim_id":"d6fdf4730bfcbcf639cafd1afb91c6ec8ed0eca3","claim":"Ferguson Enterprises Inc. /DE/: Board approved changing fiscal year end from July 31 to December 31 (effective 2025-09-11).","evidence_excerpt":"On September 11, 2025, the Board of Directors of the Company (the “Board”) approved changing the Company’s fiscal year from a fiscal year ending on July 31 of each year to a fiscal year ending on December 31 of each year.","evidence_source":"SEC 8-K Item 5.03/5.05/5.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/2011641/000201164125000025/0002011641-25-000025-index.htm","confidence":0.9,"family_label":"Governance Changes","details":[{"label":"Change","value":"fiscal year change"},{"label":"Effective","value":"2025-09-11"}],"fact_type":"governance_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}