---
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"
generated_at: "2026-05-14T23:35:22.214105+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Ferguson Q1 revenue $7.5B (+3.6%), adj. EPS $2.28 (+9.1%); FY guidance unchanged

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0002011641-26-000028
- JSON: https://secwatch.observer/filing/0002011641-26-000028.json
- Plain text: https://secwatch.observer/filing/0002011641-26-000028.txt

## Key facts
- Earnings Releases
  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
  source text: --- 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_url: https://www.sec.gov/Archives/edgar/data/2011641/000201164126000028/0002011641-26-000028-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.