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

Ferguson quarterly sales rise 5.1% to $8.2 billion; diluted EPS up 23.9%, 2025 outlook updated

Positive Impact 4 of 5 earnings Written later

Ferguson Enterprises reported results for the quarter ended October 31, 2025, with net sales of $8.2 billion, up 5.1%, and reported diluted earnings per share of $2.90, up 23.9%. It now expects calendar 2025 net sales growth of about 5%, compared with mid-single digit growth previously, and raised the low end of its adjusted operating margin range to 9.4%-9.6%. For shareholders, the filing shows higher sales and profit, along with a quarterly dividend of $0.89, up 7%.

Key points

  • Net sales of $8.2 billion, up 5.1%; reported diluted EPS of $2.90, up 23.9%; adjusted diluted EPS of $2.84, up 15.9%
  • Calendar 2025 guidance: net sales growth about 5% (prior: mid-single digit); adjusted operating margin 9.4%-9.6% (prior: 9.2%-9.6%)
  • US non-residential revenue rose 12% in the quarter, while US residential revenue fell 1%
  • Share repurchases of $208 million in the quarter; quarterly dividend of $0.89 payable February 27, 2026

The filing

CompanyFerguson Enterprises (FERG)
Form8-K, current report
Filed with the SECDec 9, 2025, 6:50 AM ET
Accession number0002011641-25-000057

Items reported: 2.02 Results of Operations

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 December 09, 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.