Ferguson Enterprises Inc (FERG)
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.
Ferguson: Residential Segment Weakness Outweighs Strength In HVAC And Waterworks
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.
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.
