earnings
confidence high
sentiment positive
materiality 0.65
Ferguson Q1 revenue $7.5B (+3.6%), adj. EPS $2.28 (+9.1%); FY guidance unchanged
Ferguson Enterprises Inc. /DE/
2026-Q1 EPS reported
$2.13
revenue$7,472,000,000
- Sales $7,472M (+3.6%), organic growth 2.8%, acquisitions 0.8%.
- Gross margin 31.0% (+30 bps), adjusted operating margin 8.7% (+40 bps).
- Diluted EPS $2.13 (reported), $2.28 adjusted; share repurchases $236M; new $2B authorization.
- Completed 2 acquisitions in quarter, 1 post-quarter; signed definitive agreements for 3 more; aggregate annualized revenue ~$350M.
- Quarterly dividend $0.89 payable July 8 to holders of record May 15; LSE listing under review.