secwatch.observer — SEC 8-K summary
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Issuer:     Ferguson Enterprises Inc. /DE/ (FERG)
CIK:        0002011641
Form:       8-K
Filed at:   2025-12-09T23:59:59+00:00
Accession:  0002011641-25-000057
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2011641/000201164125000057/0002011641-25-000057-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2011641/000201164125000057/ferg-20251209.htm
  HTML page:      https://secwatch.observer/filing/0002011641-25-000057

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer