secwatch / observer
8-K filed May 5, 2026, 7:59 PM ET ticker FERG CIK 0002011641
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
item 2.02item 9.01

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Ferguson Enterprises Inc. /DE/
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Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Ferguson Enterprises Inc. /DE/ reported the quarter ended March 31, 2026 results: revenue $7.5 billion, EPS $2.13.

Period
the quarter ended March 31, 2026
Revenue
$7.5 billion
EPS
$2.13
Result
reported results
Exact text from the filing
--- EX-99.1 (EX-99.1) --- Ferguson Reports First Quarter Ended March 31, 2026 Solid Start to the Year; Full Year Guidance Unchanged First quarter highlights - Sales of $7.5 billion, increased 3.6%. - Gross margin of 31.0%, up 30 bps from prior year. - Operating margin of 8.2%, up 120 bps on prior year (8.7%, up 40 bps on an adjusted basis). -
View on SEC.gov

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SPWH

Sportsman's Warehouse Q1 net sales up 2.8% to $256.1M; same-store sales +2.1%; net loss $21.8M

SPORTSMAN'S WAREHOUSE HOLDINGS, INC. June 2, 2026, 4:10 PM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

--- EX-99.1 (EX-99.1) --- Ferguson Reports First Quarter Ended March 31, 2026 Solid Start to the Year; Full Year Guidance Unchanged First quarter highlights - Sales of $7.5 billion, increased 3.6%. - Gross margin of 31.0%, up 30 bps from prior year. - Operating margin of 8.2%, up 120 bps on prior year (8.7%, up 40 bps on an adjusted basis). -

Comparable filing

and generating positive free cash flow to further strengthen our balance sheet through debt reduction.” For the thirteen weeks ended May 2, 2026: • Net sales increased 2.8% to $256.1 million, compared to $249.1 million in the first quarter of fiscal year 2025. Performance was driven primarily by a 7.4% gain in Hunting and Shooting Sports, led by firearms, ammunition,

Filing page SEC filing

ULTA

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same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

--- EX-99.1 (EX-99.1) --- Ferguson Reports First Quarter Ended March 31, 2026 Solid Start to the Year; Full Year Guidance Unchanged First quarter highlights - Sales of $7.5 billion, increased 3.6%. - Gross margin of 31.0%, up 30 bps from prior year. - Operating margin of 8.2%, up 120 bps on prior year (8.7%, up 40 bps on an adjusted basis). -

Comparable filing

compared to the same period ended May 3, 2025 : ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 13 Weeks Ended ​ ​ May 2, ​ May 3, (Dollars in millions, except per share data) ​ 2026 ​ 2025 Net sales ​ $ 3,163.9 ​ $ 2,848.4 Comparable sales ​ ​ 5.3% ​ ​ 2.9% Gross profit (as a percentage of net sales) ​ ​ 40.1% ​ ​ 39.1% Selling, general and administrative expenses ​ $ 814.7 ​ $ 710.6

Filing page SEC filing

YEXT

Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; boosts buyback by $100M

Yext, Inc. June 2, 2026, 4:05 PM ET earnings Items 2.02, 8.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

--- EX-99.1 (EX-99.1) --- Ferguson Reports First Quarter Ended March 31, 2026 Solid Start to the Year; Full Year Guidance Unchanged First quarter highlights - Sales of $7.5 billion, increased 3.6%. - Gross margin of 31.0%, up 30 bps from prior year. - Operating margin of 8.2%, up 120 bps on prior year (8.7%, up 40 bps on an adjusted basis). -

Comparable filing

Exchange Act, except as expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- Yext Announces First Quarter Fiscal 2027 Results – Revenue of $107.9 million – Net Income Per Share, basic, of $0.02 or non-GAAP Net Income Per Share of $0.15 – Adjusted EBITDA of $26.9 million, resulting in an Adjusted EBITDA margin of 25% – ARR of

Filing page SEC filing

IVF

INVO Fertility FY2025 revenue $6.84M (+5% YoY); net loss improves to $(5.3)M

INVO Fertility, Inc. June 2, 2026, 8:40 AM ET earnings Items 2.02, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

--- EX-99.1 (EX-99.1) --- Ferguson Reports First Quarter Ended March 31, 2026 Solid Start to the Year; Full Year Guidance Unchanged First quarter highlights - Sales of $7.5 billion, increased 3.6%. - Gross margin of 31.0%, up 30 bps from prior year. - Operating margin of 8.2%, up 120 bps on prior year (8.7%, up 40 bps on an adjusted basis). -

Comparable filing

and technologies, today announced fiscal year 2025 financial results. FY2025 Financial Highlights (all metrics compared to FY2024 unless otherwise noted) ● Revenue was $6,841,250, an increase of 5% compared to $6,532,000. ● Consolidated clinic revenue increased 4% to $6,721,057, compared to $6,450,431. ● Revenue from all clinics was $8,021,929, including

Filing page SEC filing

POLA

Polar Power Q1 net loss narrows 86% to $178K; gross margin expands to 65.7%

Polar Power, Inc. June 2, 2026, 8:30 AM ET earnings Items 2.02, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

--- EX-99.1 (EX-99.1) --- Ferguson Reports First Quarter Ended March 31, 2026 Solid Start to the Year; Full Year Guidance Unchanged First quarter highlights - Sales of $7.5 billion, increased 3.6%. - Gross margin of 31.0%, up 30 bps from prior year. - Operating margin of 8.2%, up 120 bps on prior year (8.7%, up 40 bps on an adjusted basis). -

Comparable filing

Q1 2026 Q1 2025 Y/Y +/(-) Change Net sales $ 1,728 $ 1,723 — Gross profit $ 1,135 $ 320 255 % Gross margin 65.7 % 18.6 % 47.1 pts Total operating expenses $ 1,111 $ 1,421 22 % Income (loss) from operations $ 24 $ (1,101 ) 102 % Net loss $ (178 ) $ (1,265 ) 86 % Net loss per share $ (0.05 ) $ (0.50 ) 90 %

Filing page SEC filing

CTRN

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same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

--- EX-99.1 (EX-99.1) --- Ferguson Reports First Quarter Ended March 31, 2026 Solid Start to the Year; Full Year Guidance Unchanged First quarter highlights - Sales of $7.5 billion, increased 3.6%. - Gross margin of 31.0%, up 30 bps from prior year. - Operating margin of 8.2%, up 120 bps on prior year (8.7%, up 40 bps on an adjusted basis). -

Comparable filing

(EXHIBIT 99.1) --- EX-99.1 2 tm2616574d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 CITITRENDS ANNOUNCES FIRST QUARTER FISCAL 2026 RESULTS Q1 2026 total sales increased 14.4% to $230.9 million Comparable store sales growth of 13.9%; Two-year stack of 23.8% Q1 2026 Net Income of $7.8 million; Q1 2026 adjusted EBITDA* of $13.9 million, more than double Q1 2025 results

Filing page SEC filing

SIG

Signet Q1 sales $1.6B, SSS +1.8%; raises FY27 adjusted EPS guidance

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same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

--- EX-99.1 (EX-99.1) --- Ferguson Reports First Quarter Ended March 31, 2026 Solid Start to the Year; Full Year Guidance Unchanged First quarter highlights - Sales of $7.5 billion, increased 3.6%. - Gross margin of 31.0%, up 30 bps from prior year. - Operating margin of 8.2%, up 120 bps on prior year (8.7%, up 40 bps on an adjusted basis). -

Comparable filing

On June 2, 2026, Signet Jewelers Limited (the "Company") issued a press release announcing results for the first quarter ended May 2, 2026.

Filing page SEC filing

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Dollar General Q1 EPS $2.00 beats expectations; raises FY2026 EPS guidance

DOLLAR GENERAL CORP June 2, 2026, 6:54 AM ET earnings Items 2.02, 5.07, 7.01, 9.01

same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

--- EX-99.1 (EX-99.1) --- Ferguson Reports First Quarter Ended March 31, 2026 Solid Start to the Year; Full Year Guidance Unchanged First quarter highlights - Sales of $7.5 billion, increased 3.6%. - Gross margin of 31.0%, up 30 bps from prior year. - Operating margin of 8.2%, up 120 bps on prior year (8.7%, up 40 bps on an adjusted basis). -

Comparable filing

(NYSE: DG) today reported financial results for its first quarter (13 weeks) ended May 1, 2026. First Quarter Fiscal Year 2026 Highlights · Net Sales Increased 3.4% to $10.8 Billion · Same-Store Sales Increased 2.0% · Operating Profit Increased 10.8% to $638.5 Million · Diluted Earnings Per Share (“EPS”) Increased 12.4% to $2.00 · Cash Flow From

Filing page SEC filing

Source: SEC EDGAR
accession 0002011641-26-000028
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