AI brief of an SEC Form 8-K · Ferguson Enterprises (FERG)

Ferguson Q4 sales rise 6.9% to $8.5 billion; adjusted EPS up 16.8%

Positive Impact 4 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyFerguson Enterprises (FERG)
Form8-K, current report
Filed with the SECSep 16, 2025, 6:50 AM ET
Accession number0002011641-25-000025

Items reported: 2.02 Results of Operations5.03 Bylaw / Charter Amendment8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 16, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.