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.
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.
| Consumer Staples Distribution & Retail Industry | Consumer Staples Sector | Kevin M. Murphy CEO | XDUS Exchange | US31488V1070 ISIN |
| GB Country | 35,000 Employees | 2 Jan 2026 Last Dividend | 11 Jun 2018 Last Split | - IPO Date |
Ferguson Enterprises Inc. stands as a premier distributor of plumbing and heating products across North America. Founded in 1953 and based in Newport News, Virginia, the company excels in delivering comprehensive expertise, solutions, and a wide range of products to both residential and non-residential customers. Ferguson Enterprises is dedicated to serving the diverse needs of its clientele, including infrastructure projects, and it extends its market reach through a robust network of distribution centers, branches, counter services, showroom consultants, and digital commerce platforms. Moreover, the organization is not just a distributor; it also specializes in offering tailored services such as virtual design, project management, and after-sales support to ensure customer success from start to finish.