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Ferguson (FERG) investor relations material

Ferguson Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 earnings summary16 Sep, 2025

Executive summary

  • Fourth quarter sales reached $8.5 billion, up 6.9% year-over-year, with organic growth of 5.8% and acquisition growth of 1.1%.

  • Full-year revenue was $30.8 billion, up 3.8%, with operating profit of $2.84 billion and diluted EPS of $9.94, a 2.6% increase.

  • Operating profit for Q4 was $972 million, up 13.4% year-over-year, and diluted EPS rose 16.8% to $3.48.

  • Nine acquisitions completed during the year, generating $300 million in annualized revenue; four acquisitions in Q4.

  • Strong cash generation enabled $1.4 billion returned to shareholders and continued investment in growth initiatives.

Financial highlights

  • Q4 adjusted operating profit: $972 million (11.4% margin), up 13.4% year-over-year.

  • Full-year adjusted operating profit: $2.84 billion (9.2% margin), up 0.6%.

  • Q4 adjusted EPS: $3.48, up 16.8%; full-year adjusted EPS: $9.94, up 2.6%.

  • Gross margin for Q4 was 31.7%, up 70 basis points year-over-year; full-year gross margin was 30.7%, up 20 basis points.

  • Free cash flow for the year was $1.65 billion, with operating cash flow of $1.9 billion.

Outlook and guidance

  • Guidance for calendar 2025 is mid-single-digit revenue growth and adjusted operating margin of 9.2% to 9.6%.

  • Interest expense expected at $180–$200 million, effective tax rate at 26%, and capex between $300–$350 million.

  • Second half growth expected to be softer than the first half, with continued pressure in new residential and HVAC markets.

  • Continued investment in scale and capabilities to support complex project needs.

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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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