Ferguson Enterprises Inc.

Ferguson Enterprises Inc.

FERG

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Market Cap$49.78B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Ferguson Enterprises Inc.Ferguson Enterprises Inc.24.31.36%38%1.51

Earnings Call Q2 2026

August 10, 2026 - AI Summary

Strong Q2 fundamentals + profit/share growth (good) - Revenue: $8.8B, +4.6% YoY ( +3.8% organic, +1% acquisitions, -0.2% divestment). - Gross margin: 31%, -20 bps YoY (tough comp from prior supplier price increases; margin still described as strong). - Operating profit: $932M, +2.9%, with operating margin 10.7% ( -10 bps YoY). - EPS: $3.39, +5.3% YoY (driven by operating profit growth + share repurchases impact).
Demand picture: large capital projects/backlog building, with some residential headwinds (mixed) - US non-res performance: +8% growth, up from +13% prior-year comp, with large capital projects supporting strength; backlog/open orders continuing to build and remain above what Q2 growth implies. - Commercial mechanical: +15% (on +20% prior-year comp) led by data centers, pharma/biotech, general manufacturing. - Industrial: +18% (on +6% prior-year comp), supported by life sciences/pharma, chemical, power generation infrastructure. - Residential: +2% in the quarter, but CFO noted persistent residential weakness; overall mix described as providing resilience.
Inflation/pricing and gross margin seasonality: expected to remain manageable, but commodities can move (surprising/uncertain) - Inflation deceleration to low-single-digit YoY is attributed to rolling over earlier price increases on finished goods. - Commodities: ~flat basket in the quarter; PVC still down double digits (deflation), so commodity direction is a key swing factor. - Gross margin was flatter QoQ than the prior quarter’s expectation of summer step-down; management says execution + pricing tools + own-brand growth kept gross margin resilient. - Target view: gross margin expected to support the operating margin outlook, though Q3 comps are tough (they cited 31.3% gross margin in Q3 last year).

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$281.00

Target Price by Analysts

13.3% upsideFerguson Enterprises Target Price DetailsTarget Price
$91.71

Current Fair Value

63% downside

Overvalued by 63% based on the discounted cash flow analysis.

Share Statistics

Market cap$49.78 Billion
Enterprise Value$55.75 Billion
Dividend Yield$3.50 (1.36%)
Earnings per Share$9.33
Beta1.12
Outstanding Shares194,600,000

Return

Return on Equity37.90%ROE
Return on Assets12.17%
Return on Invested Capital19.74%

Valuation & Multiples

P/E Ratio24.28P/E Ratio
PEG38.89PEG
Price to Sales1.47Price to Sales
Price to Book Ratio8.0Price to Book Ratio
Enterprise Value to Revenue1.7
Enterprise Value to EBIT21.85
Enterprise Value to Net Income23
Total Debt to Enterprise0.11
Debt to Equity1.03Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
August 10, 2026
EPS Estimate
$3.30
Average shareholder expectation
Revenue Estimate
$8.68 B
Average shareholder expectation

Next Earnings Call

Expected Date
November 5, 2026
EPS Estimate
$3.31
Average shareholder expectation
Revenue Estimate
$8.68 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0385 3.01%
Total Calls2,600 98.88%
Total Puts2,700 98.91%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %23.45% 69.09%
Total Invested$10.82B 74.32%
Investors Holding476 469.00%

ESG Score

No data

About Ferguson Plc.

CEO: Kevin Murphy

Ferguson is the world's leading value-added distributor of plumbing and heating products