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Friday, October 30, 2026Closing data · 4:00 PM ET
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FERG

Ferguson EnterprisesNYSE · Trading Companies & Distributors · Industrials
Previous close
238.68
Change
−1.77 / −0.74%
FinDog View
Bullish
52-Week Range ?
212.13 – 271.64
P/E (TTM) ?
18.8
Forward P/E ?
18.0
Based on consensus earnings for the next 12 months
Market Cap
$46.4B
1M
+7.21%
S&P 500 −0.91% over same period
Volume / Avg Volume
1.4M / 1.3M
1.11× average
Latest earnings analysisFY2026 Q2Reported 2026-08-10

Ferguson Q2 FY2026: sales up 4.6%, EPS $3.43, guidance raised

Ferguson's June quarter beat expectations: revenue rose 4.6% to $8.75 billion and diluted EPS of $3.43 cleared the $3.3541 consensus, while management raised full-year sales and margin guidance. The catch is quality — gross margin slipped 20 basis points and free cash flow turned negative on a working-capital build. Read this as solid execution against a still-soft housing market, not as a demand recovery.

Read the full analysis →
Revenue$8.75BYoY +4.60%
EPS (non-GAAP)$3.39Beatest. $3.35
Next-day move−4.65%

Price History

Closing price · USD1M6M1Y5Y
100150200250300EFY26 Q2 EarningsEEEEEE2021-102023-012024-042025-082026-10

Historical P/E

Close ÷ trailing four-quarter EPS · Period median 19.41M6M1Y5Y
181920212026-092026-102026-102026-102026-10

Recent Earnings

Click to read the FinDog analysis
PeriodReportedRevenueEPS Actual / Est.Next-Day MoveAnalysis
FY2026 Q2
Quarter ended 2026-06
2026-08-10$8.8B3.39 / 3.35−4.65%Read analysis →
FY2026 Q1
Quarter ended 2026-03
2026-02-24$7.5B2.28 / 2.27−0.45%Pending
FY2025 Q4
Quarter ended 2025-10
2025-12-09—— / —+2.34%Pending
—2025-12-09$8.2B2.84 / —+2.34%Pending
FY2025 Q4
Quarter ended 2025-07
2025-09-16$30.8B3.48 / —−3.05%Pending
FY2025 Q3
Quarter ended 2025-04
2025-06-03$7.6B2.50 / —+2.27%Pending
FY2025 Q2
Quarter ended 2025-01
2025-03-11$6.9B1.38 / —−0.75%Pending

Next Earnings

Date and consensus from the earnings calendar; the analysis is generated automatically after the releaseEarnings Calendar →
Report date
2026-11-09
in 8 days · time TBD
Consensus EPS
$3.36
Last quarter EPS $3.39
Avg. next-day move over the last 7 reports
±2.3%

Decision Panel

Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market data
Valuation
P/E is at percentile 2 of its 5-year rangeCheap
5-year range 19.1 – 29.0 · Median 24.0
Last 4 quarters: $867M in buybacks + $675M in dividends, 3.33% of market cap combined
P/E (TTM)
18.8
P/B
7.4
P/S
1.4
Dividend Yield
1.79%
Earnings Reaction
Over the last 7 reports, the stock moved ±2.3% on average on the first trading day after, rising 3 times
Most recent −4.65%
Volatility & Correlation
1-year beta 1.11 · Correlation with S&P 500 0.48Tracks the market
Annualized volatility 30% vs. 13% for the S&P 500
Insider Trading
View all →
Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 16 · $5.9MNet selling $5.9M
  • 10-16Graham Ian T.See RemarksSell$0.25M1,097 shares · Avg price 230.00
  • 10-15Camposano Robert Anthony Jr.Senior VP - WaterworksSell$0.04M185 shares · Avg price 224.50
  • 10-15Graham Ian T.See RemarksSell$0.05M238 shares · Avg price 224.50
  • 10-15Murphy Kevin MichaelSee RemarksSell$0.40M1,776 shares · Avg price 224.50
  • 10-15Schlicher JakeChief Strategy OfficerSell$0.07M314 shares · Avg price 224.50
  • 10-15Stirrup AllisonChief Human Resources OfficerSell$0.21M922 shares · Avg price 225.00
  • 10-15Thees William T. JrChief Operating OfficerSell$0.08M353 shares · Avg price 224.50
  • 10-14Camposano Robert Anthony Jr.Senior VP - WaterworksSell$0.04M201 shares · Avg price 220.63
Multi-Quarter Financial Trends
View all quarters →
Last 11 quarters · As reported by the company
QuarterRevenue ($B)YoYGross MarginOperating Income ($B)Net Income ($B)Free Cash Flow ($B)EPS
FY2026 Q48.75+4.6%31.0%0.890.67-0.063.43
FY2026 Q37.47+3.6%31.0%0.610.410.772.13
FY2026 Q18.17+5.1%30.7%0.770.570.432.90
FY2025 Q48.36+5.2%31.2%0.840.630.253.21
FY2025 Q37.21−1.3%30.7%0.510.350.871.73
FY2025 Q26.87+3.0%29.7%0.410.280.261.38
FY2025 Q17.77+0.8%30.1%0.670.470.272.34
FY2024 Q47.95—31.0%0.810.450.372.23
FY2024 Q37.31—30.5%0.630.440.572.18
FY2024 Q26.67—30.4%0.480.320.211.58
FY2024 Q17.71—30.2%0.740.520.472.54

Peers

Largest by market cap in the sector · Latest quarterView Industrials sector →
TickerCompanyMarket CapP/ERevenue YoYGross Margin1MView
FERGFerguson Enterprises$46.4B18.8+4.6%31.0%+7.21%Bullish
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