earnings
confidence high
sentiment positive
materiality 0.75
Ferguson reports CY2025 sales $31.3B (+5%), adj EPS $10.58 (+13.4%), and issues 2026 guidance
Ferguson Enterprises Inc. /DE/
2025-FY EPS reported
$4.01
revenue$12,833,000,000
- CY2025 net sales $31.3B (+5.0% YoY); gross margin 31.0% (+70 bps); reported EPS $10.16 (+24.2%).
- Adjusted operating margin 9.6% (+50 bps); adjusted EPS $10.58 (+13.4%).
- Q4 sales $7.5B (+3.6%); residential -2%, non-residential +10%; adjusted EPS $2.10 (+11.7%).
- Calendar 2026 guidance: low-to-mid single digit sales growth; adj op margin 9.4%-9.8%; capex $350-400M.
- Declared quarterly dividend $0.89 payable Apr 30, record Mar 6; repurchased $0.9B shares in CY2025.