LSE$FERG

Ferguson PLC · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Ferguson reported fiscal Q4 2025 net sales of $8.50B with net income of $700M and diluted EPS of $3.55.

Fourth-quarter net sales were $8.50 billion, up year over year on organic growth and acquisitions. Net income was $700 million and diluted EPS was $3.55. U.S. non-residential markets outperformed residential RMI.

  • Q4 net sales $8.50B; organic growth ~5.8%.
  • Diluted EPS $3.55; adjusted EPS $3.48.
  • Waterworks and infrastructure projects support non-residential demand.
  • Residential repair and new-build softness remain headwinds.

Headline financials

Total Revenue

$8.5B

Previous: $7.95B+6.9%
EPS (adj)

$3.55

Previous: $2.98+19.1%
Sales Growth

6.9%

No prior period
Organic Revenue Growth

5.8%

No prior period
Gross Margin

31.7%

Previous: 31.0%+2.3%
Operating Margin

10.9%

Previous: 10.2%+6.9%
Adjusted Operating Margin

11.4%

Previous: 10.8%+5.6%
Adjusted EBITDA

$1.03B

Previous: $906M+13.6%
Net Debt to Adj EBITDA

1.1

Previous: 1.1+0.0%
Share Repurchases

$189M

No prior period
Quarterly Dividend Declared

$0.83

No prior period
Net Income

$700M

Previous: $451M+55.2%
Operating Income

$925M

Previous: $811M+14.1%
Gross Profit

$2.69B

Previous: $2.46B+9.5%

Revenue & EPS history

Ferguson · Revenue · Quarterly

$8.5B

Q4 2025+6.9%vs Q4 2024
Beat estimate in 12 of 12 quarters(100%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Management commentary on segment performance.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect YoY comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+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
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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro