Ferguson Q1 sales $8.2B (+5.1%), EPS $2.90 (+23.9%); raises FY adj. margin guidance

Ferguson Enterprises Inc. /DE/

2026-Q1 EPS reported $2.90 revenue$8,169,000,000

Gross margin 30.7% (+60 bps); adjusted operating margin 9.9% (+80 bps).
Adjusted diluted EPS $2.84, up 15.9% YoY; declared $0.89 quarterly dividend (+7%).
US non-residential revenue grew 12%; residential down 1%. Share repurchases $208M.
Updated calendar 2025 guidance: adjusted operating margin 9.4%-9.6% (prior 9.2%-9.6%).
Completed acquisition of Moore Supply (HVAC, Chicago) and $750M notes offering.

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