Ferguson Enterprises Inc. (FERG) Q4 2025 Earnings Call Transcript
Armor Advisors L.L.C. lessened its stake in shares of Ferguson plc (NYSE: FERG) by 59.7% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,386 shares of the company's stock after selling 22,750 shares during the quarter. Ferguson comprises about 1.9% of
Does Ferguson plc (FERG) have what it takes to be a top stock pick for momentum investors? Let's find out.
Here is how Ferguson plc (FERG) and Flowserve (FLS) have performed compared to their sector so far this year.
Ferguson Enterprises Inc. (FERG) is positioned for 17% upside, driven by AI datacenter growth, infrastructure demand, and a balanced business mix. Ferguson's extensive distribution network, dual trade strategy, and private label expansion provide a competitive edge and recurring revenue streams. Despite lower margins than peers, Ferguson's superior growth outlook and undervalued multiples support a Buy rating.
Investors need to pay close attention to Ferguson stock based on the movements in the options market lately.
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.
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.