secwatch.observer — SEC 8-K summary
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Issuer:     Ferguson Enterprises Inc. /DE/ (FERG)
CIK:        0002011641
Form:       8-K
Filed at:   2025-09-16T23:59:59+00:00
Accession:  0002011641-25-000025
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 5.03, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ferguson Q4 sales $8.5B (+6.9%), EPS $3.55; shifts fiscal year to calendar, guides FY2025 op margin 9.2-9.6%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2011641/000201164125000025/0002011641-25-000025-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2011641/000201164125000025/ferg-20250911.htm
  HTML page:      https://secwatch.observer/filing/0002011641-25-000025

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