{"schema_version":"secwatch.filing_event.v1","accession":"0002011641-26-000028","form_type":"8-K","ticker":"FERG","cik":"0002011641","company_name":"Ferguson Enterprises Inc. /DE/","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.380321+00:00","generated_at":"2026-05-14T23:35:22.214105+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Ferguson Q1 revenue $7.5B (+3.6%), adj. EPS $2.28 (+9.1%); FY guidance unchanged","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0002011641-26-000028","json":"https://secwatch.observer/filing/0002011641-26-000028.json","markdown":"https://secwatch.observer/filing/0002011641-26-000028.md","text":"https://secwatch.observer/filing/0002011641-26-000028.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2011641/000201164126000028/0002011641-26-000028-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2011641/000201164126000028/ferg-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:35:22.214105+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"97d66ba844dd7349854f13d21191ad3be34ca969","claim":"Ferguson Enterprises Inc. /DE/ reported the quarter ended March 31, 2026 results: revenue $7.5 billion, EPS $2.13.","evidence_excerpt":"--- 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). -","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2011641/000201164126000028/0002011641-26-000028-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended March 31, 2026"},{"label":"Revenue","value":"$7.5 billion"},{"label":"EPS","value":"$2.13"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}