Ferguson Q4 sales rise 6.9% to $8.5 billion; adjusted EPS up 16.8%
Ferguson reported fourth-quarter sales of $8.5 billion, up 6.9%, and diluted EPS of $3.55 versus $2.23 a year earlier, with adjusted EPS of $3.48, up 16.8%. The company also said it will change its fiscal year-end from July 31 to December 31, with a five-month transition period from August 1 to December 31, 2025, and gave calendar 2025 guidance of mid-single digit revenue growth and a 9.2% to 9.6% adjusted operating margin.
- Q4 net sales $8.5 billion, up 6.9%; organic revenue up 5.8%; reported operating profit $925 million, up 14.1%
- Full-year sales $30.8 billion, up 3.8%; reported operating profit $2.6 billion, down 1.7%; adjusted diluted EPS $9.94, up 2.6%
- Calendar 2025 guidance: mid-single digit revenue growth and adjusted operating margin of 9.2% to 9.6%
- Next earnings release December 9, 2025; 2026 annual meeting set for April 30, 2026; shareholder proposal deadline November 16, 2025