secwatch.observer — SEC 8-K summary ====================================== Issuer: Ferguson Enterprises Inc. /DE/ (FERG) CIK: 0002011641 Form: 8-K Filed at: 2026-05-05T23:59:59+00:00 Accession: 0002011641-26-000028 Event type: earnings Sentiment: positive Materiality: 0.65 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Ferguson Q1 revenue $7.5B (+3.6%), adj. EPS $2.28 (+9.1%); FY guidance unchanged -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/2011641/000201164126000028/0002011641-26-000028-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/2011641/000201164126000028/ferg-20260505.htm HTML page: https://secwatch.observer/filing/0002011641-26-000028 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer