Ferguson Enterprises Inc. (FERG)
Ferguson: Construction Headwinds Limit Recovery Potential
Ferguson Enterprises' stock has fallen 21% due to disappointing earnings and economic uncertainty, despite solid free cash flow and capital returns. The company faces margin pressure and subdued construction demand, impacting earnings and leading to lower guidance for operating margins and cap-ex. Ferguson remains cash generative with a strong balance sheet, continuing share buybacks, dividends, and potential for bolt-on acquisitions.
Ferguson Enterprises Inc. (FERG) Q2 2025 Earnings Call Transcript
Ferguson Enterprises Inc. (NYSE:FERG ) Q2 2025 Results Conference Call March 11, 2025 8:30 AM ET Company Participants Brian Lantz - Vice President, Investor Relations Kevin Murphy - President, Chief Executive Officer Bill Brundage - Chief Financial Officer Conference Call Participants Matthew Bouley - Barclays Phil Ng - Jefferies Quinn Fredrickson - Baird John Lovallo - UBS Sam Reid - Wells Fargo Mike Dahl - RBC Keith Hughes - Truist Will Jones - Redburn Operator Good morning, ladies and gentlemen. My name is Lydia, and I'll be your conference operator today.
Billionaire Nelson Peltz Shifts Focus: Sells Ferguson Enterprises Stake While Investing in Troubled Financial Services Stock
The story of 2024 for billionaire activist investor Nelson Peltz and his Trian Fund Management was the investment firm's complete exit from its significant stake in Walt Disney (NYSE:DIS) after a 16-month fight with the House That Walt Built.
Ferguson: Rating Downgrade On Uncertain Near-Term Margin Outlook
Downgrade Ferguson to hold due to disappointing 1Q25 results, with sales in line, but margins significantly compressed by price deflation and rising SG&A costs. The residential demand outlook remains uncertain, with no positive signs from macro indicators like housing starts and existing home sales. FERG's near-term margin performance is at risk, with potential for further compression if revenue does not grow and SG&A costs remain high.
Ferguson Enterprises (FERG) Q1 2025 Earnings Call Transcript
Ferguson Enterprises Inc. (NYSE:FERG ) Q1 2025 Earnings Conference Call December 10, 2024 8:30 AM ET Company Participants Kevin Murphy - President, Chief Executive Officer Bill Brundage - Chief Financial Officer Brian Lantz - Vice President, Investor Relations Conference Call Participants Keith Hughes - Truist Phil Ng - Jefferies Matthew Bouley - Barclays Stephen Mia - RBC Capital Markets Matt Johnson - UBS David Manthey - Baird Brian Biros - Thompson Research Group Operator Good morning all and thank you for joining us for Ferguson's first quarter conference call. My name is Colin and I'll be coordinating your call today.
Josh Brown's watchlist: Johnson Controls, Ferguson Enterprises and Cloudflare
Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to discuss some of the stocks he's got on his watchlist.
Ferguson Enterprises Inc. (FERG) Q4 2024 Earnings Call Transcript
Ferguson Enterprises Inc. (NYSE:FERG ) Q4 2024 Earnings Conference Call September 17, 2024 8:30 AM ET Company Participants Brian Lantz - Vice President IR & Communications Kevin Murphy - President & Chief Executive Officer Bill Brundage - Chief Financial Officer Conference Call Participants John Lovallo - UBS Matthew Bouley - Barclays Philip Ng - Jefferies Anthony Pettinar - Citi Sam Reid - Wells Fargo Mike Dahl - RBC David Manthey - Baird Will Jones - Redburn Atlantic Operator Good morning, ladies and gentlemen. My name is Lydia and I'll be your conference operator today.
Ferguson: Good Growth Prospects At Reasonable Valuation
Ferguson plc has strong medium- to long-term growth prospects, driven by non-residential demand, market share gains, and strategic initiatives. Margin expansion is anticipated due to pricing execution, cost efficiencies from new MDCs, and easing deflationary comparisons in FY25. FERG stock is undervalued compared to peers, with potential for P/E re-rating as growth accelerates and execution remains strong.
Down -10.05% in 4 Weeks, Here's Why You Should You Buy the Dip in Ferguson plc (FERG)
Ferguson plc (FERG) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
