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Ferguson Enterprises (FERG) investor relations material
Ferguson Enterprises Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary9 Dec, 2025
Executive summary
Net sales reached $8.2 billion for the quarter ended October 31, 2025, up 5.1% year-over-year, with 4.2% organic and 1% acquisition growth.
Gross margin improved by 60 basis points to 30.7%, and adjusted operating profit rose 14.4% to $808 million.
Diluted EPS increased 23.9% to $2.90; adjusted EPS rose 15.9% to $2.84, and quarterly dividend increased 7% to $0.89 per share.
$372 million returned to shareholders via dividends and share repurchases; balance sheet strong with net debt to EBITDA at 1.1x.
Double-digit non-residential revenue growth and continued investment in growth initiatives despite market uncertainty.
Financial highlights
Adjusted EBITDA reached $867 million, up 14.4% year-over-year; free cash flow was $325 million, up from $274 million.
Operating margin expanded 80 basis points to 9.9%; U.S. segment margin at 10.4%.
Net income for the quarter was $570 million, up from $470 million a year ago.
Declared a quarterly dividend of $0.89, a 7% increase over the prior year.
Share repurchases totaled $208 million, with $800 million remaining under the current program.
Outlook and guidance
2025 net sales expected to grow ~5%, with adjusted operating margin guidance of 9.4%-9.6%.
Interest expense forecast at $190 million; CapEx at $350 million; effective tax rate ~26%.
Early 2026 expected to see similar market conditions and growth rates as year-end 2025.
Guidance reflects confidence in medium-term market prospects despite ongoing uncertainty.
Impact of updated 2025 sales/margin guidance
What factors explain US segment performance divergence?
How do recent capital actions align with strategy?
Large capital projects: quantify revenue & lumpiness
HVAC market: headwinds and recovery timing
SG&A investments: current impact and future plans?
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Next Ferguson Enterprises earnings date
Q2 202611 Mar, 2026
Next Ferguson Enterprises earnings date
Q2 202611 Mar, 2026
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Frequently asked questions
Ferguson distributes plumbing and heating products in the United States and Canada. It offers plumbing and heating solutions to customers in the residential, commercial, civil/infrastructure, and industrial end markets. Ferguson plc distributes plumbing and heating products in the United States and Canada. It offers plumbing and heating solutions to customers in the residential, commercial, civil/infrastructure, and industrial end markets. The Compnay is based in Wokingham, the United Kingdom.
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