secwatch.observer — SEC 8-K summary ====================================== Issuer: Ferguson Enterprises Inc. /DE/ (FERG) CIK: 0002011641 Form: 8-K Filed at: 2026-02-24T23:59:59+00:00 Accession: 0002011641-26-000002 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Ferguson reports CY2025 sales $31.3B (+5%), adj EPS $10.58 (+13.4%), and issues 2026 guidance -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/2011641/000201164126000002/0002011641-26-000002-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/2011641/000201164126000002/ferg-20260224.htm HTML page: https://secwatch.observer/filing/0002011641-26-000002 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer