LSE$FERG

Ferguson PLC · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Ferguson reported net sales of $6.9 billion and net income of $276 million for the second quarter ended January 31, 2025.

Net sales increased 3% to $6.9 billion driven by higher volumes and acquisitions, partially offset by price deflation. Operating profit declined 14% to $410 million due to higher operating costs from volume growth and inflation. Diluted EPS was $1.38 and adjusted diluted EPS was $1.52.

  • Net sales rose 3.0% year-over-year to $6.872 billion in Q2 2025.
  • Gross profit increased modestly to $2.042 billion while gross margin compressed to 29.7%.
  • Operating profit fell 14% to $410 million amid cost inflation and volume-driven expenses.
  • Diluted EPS declined to $1.38; adjusted diluted EPS was $1.52 after adding back intangibles amortization.

Headline financials

Total Revenue

$6.87B

Previous: $6.67B+3.0%
EPS (adj)

$1.52

Previous: $1.74-12.6%
Net Income

$276M

Previous: $322M-14.3%
Operating Income

$410M

Previous: $477M-14.0%
Gross Profit

$2.04B

Previous: $2.03B+0.6%
Cash & Equivalents

$764M

Previous: $502M+52.3%

Revenue & EPS history

Ferguson · Revenue · Quarterly

$6.87B

Q2 2025+3%vs Q2 2024
Beat estimate in 13 of 13 quarters(100%)
ActualEstimate

Revenue by segment

Ferguson · $6.87B total across 2 segments · Q2 2025

  • United States
    $6.55B
  • Canada
    $319M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.5%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+2.8%

Avg return

30 days after

56%

30 / 54 earnings

Positive

+15.4%

Q3 2025

Best reaction

-11.2%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q4 2025+6.2%+6.9%+9.8%
Q3 2025+15.4%+17.0%+23.9%
Q1 2025-11.2%-13.9%-21.0%
Q4 2024+3.0%-0.4%+4.0%
Q3 2024-1.1%-2.1%-6.4%
Q2 2024-6.3%-7.8%+2.7%
Q1 2024+3.6%+7.4%+10.8%
Q4 2023+7.1%+8.8%+1.0%
Q3 2023+0.7%-1.6%+3.1%
Q2 2023-2.0%-6.0%-13.1%
Q1 2023+6.4%+9.9%+16.2%
Q4 2022-2.2%-5.0%+1.0%
Q3 2022+2.0%+1.3%+1.9%
Q2 2022-5.4%-4.1%-14.6%
Q1 2022+6.0%+7.1%+15.2%
Q4 2021-0.2%+1.7%+1.4%
Q3 2021-1.0%+1.1%+5.9%
Q2 2021+0.5%-1.1%+0.4%
Q1 2021+1.7%+6.4%+9.6%
Q4 2020+1.0%+3.5%+14.2%
Q3 2020-6.5%-0.9%+9.8%
Q2 2020-0.3%+4.9%-0.3%
Q1 2020-0.3%+1.1%+7.0%
Q4 2019+1.1%+1.6%+7.2%
Q3 2019-0.5%+1.1%-0.8%
Q2 2019+0.4%+0.6%+4.8%
Q1 2019+2.7%+0.0%-2.4%
Q4 2018-2.2%+0.0%+0.3%
Q3 2018-1.1%+0.0%-0.0%
Q2 2018-1.4%-0.9%-8.4%
Q1 2018+0.2%+0.0%+1.9%
Q4 2017+0.9%+0.0%-2.9%
Q3 2017+1.6%+2.4%+2.7%
Q2 2017+1.0%-0.7%+0.6%
Q1 2017+1.6%-2.5%+9.0%
Q4 2016+4.2%+0.0%+5.3%
Q3 2016+0.8%
Q2 2016-0.3%
Q1 2016+0.6%
Q4 2015-0.9%
Q2 2015-2.4%
Q1 2015+1.0%
Q4 2014+1.4%
Q3 2014+1.8%
Q2 2014-1.3%
Q1 2014-0.4%
Q4 2013+3.1%
Q3 2013-1.1%
Q2 2012+1.5%
Q1 2012-0.1%
Q4 2012+0.7%
Q4 2011+3.4%
Q2 2010-0.8%
Q4 2010-6.6%

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