FERG heads into Q1 earnings with solid non-residential demand and acquisition gains, though rising costs and valuation pose risks.
Here is how Ferguson plc (FERG) and TriMas (TRS) have performed compared to their sector so far this year.
FERG posts stronger margins in fiscal 2025, powered by pricing discipline and efficiency gains despite higher costs.
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.
Here is how Ferguson plc (FERG) and Kion Group (KIGRY) have performed compared to their sector so far this year.
Does Ferguson plc (FERG) have what it takes to be a top stock pick for momentum investors? Let's find out.
FERG made it to the Zacks Rank #1 (Strong Buy) income stocks list on June 6, 2025.
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 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. (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 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.
I maintain a hold rating on Ferguson due to uncertain near-term outlook, despite strong execution in HVAC and Waterworks segments. 2Q25 results showed revenue growth but declining profitability, with adj EPS missing expectations and management lowering FY25 EBIT margin guidance. HVAC and Waterworks segments show promise due to secular tailwinds, but residential demand weakness and margin pressures remain significant concerns.