Ferguson: Stay Buy Rated As The Earnings Growth Runway Remains Clear
Ferguson (FERG) remains a buy, supported by robust pricing power, mega-project tailwinds, and a visible earnings growth runway. FERG's Q1 2026 saw net sales up 5.1% y/y, gross margin expand 60 bps, and adj. EPS rise 16% to $2.84. Pricing gains are now driven by finished goods, providing stickier, more sustainable margin expansion versus prior commodity-driven cycles.
How to Approach Ferguson Stock Ahead of Its Q1 Earnings Release?
FERG heads into Q1 earnings with solid non-residential demand and acquisition gains, though rising costs and valuation pose risks.
Has Ferguson plc (FERG) Outpaced Other Industrial Products Stocks This Year?
Here is how Ferguson plc (FERG) and TriMas (TRS) have performed compared to their sector so far this year.
Will Ferguson's Cost Control Measures Drive Margin Expansion?
FERG posts stronger margins in fiscal 2025, powered by pricing discipline and efficiency gains despite higher costs.
Ferguson Q4 Review: Margin Strength Impresses Again
Ferguson Enterprises Inc. delivered strong Q4 results, driven by margin expansion and market share gains, pushing shares near a 52-week high. FERG's margin resilience, strategic bolt-on acquisitions, and robust nonresidential growth offset muted residential construction and renovation demand. The company maintains strong cash generation, a healthy balance sheet, and continues shareholder returns via buybacks and dividends.
Is Ferguson plc (FERG) Stock Outpacing Its Industrial Products Peers This Year?
Here is how Ferguson plc (FERG) and Kion Group (KIGRY) have performed compared to their sector so far this year.
Ferguson plc (FERG) is a Great Momentum Stock: Should You Buy?
Does Ferguson plc (FERG) have what it takes to be a top stock pick for momentum investors? Let's find out.
Best Income Stock to Buy for June 6th
FERG made it to the Zacks Rank #1 (Strong Buy) income stocks list on June 6, 2025.
Ferguson: Upgrade To Buy On Solid Execution And Growth Outlook
Upgrading Ferguson to buy: 3Q25 results show strong growth, margin expansion, and stabilization in residential, shifting my stance from hold to bullish. Pricing headwinds are easing, with flat y/y pricing and improved gross margins, demonstrating FERG's effective pricing power and cost management. Non-residential, HVAC, and Waterworks segments continue to outperform, driven by secular trends like data centers and infrastructure, supporting a robust growth outlook.
Ferguson Enterprises Q3 Earnings: Margin Outperformance Justifies The Stock Rally
Ferguson Enterprises Inc. delivered impressive Q3 results, with strong margin expansion and broad-based growth despite a challenging construction environment. The company is gaining market share in fragmented markets, leveraging its scale and one-stop-shop model to outperform peers. Ferguson's robust balance sheet, ongoing buybacks, and rising free cash flow support its resilience and shareholder returns.
Ferguson Enterprises Inc. (FERG) Q3 2025 Earnings Conference Transcript
Ferguson Enterprises Inc. (NYSE:FERG ) Q3 2025 Earnings Conference Call June 3, 2025 8:30 AM ET Company Participants Brian C. Lantz - Vice President IR & Communications Kevin M.
Ferguson Stock Soars on HVAC Equipment Maker's Strong Results, Lifted Outlook
Ferguson Enterprises (FERG) shares took off Tuesday when the supplier of HVAC equipment posted better-than-expected results and boosted its guidance as its effort to improve efficiencies paid off.
