Ferguson delivered strong performance in the fourth quarter, particularly in the nonresidential market and key growth areas like HVAC and Waterworks. However, the residential market remains a challenge with flat revenue and declines in specific segments. The company's strategic initiatives and capital returns to shareholders were positive aspects, but the residential market's weakness and HVAC revenue decline present ongoing challenges.

Company Guidance

During Ferguson's fourth quarter and fiscal year 2025 call, the company outlined strong financial performance despite challenging market conditions. Key metrics included a 6.9% increase in sales to $8.5 billion, driven by 5.8% organic growth and 1.1% acquisition growth. The gross margin improved by 70 basis points to 31.7%, and operating profit rose by 13.4% to $972 million. Diluted earnings per share increased 16.8% to $3.48, and the company returned $354 million to shareholders through repurchases and dividends. Ferguson's U.S. sales grew by 7.1%, with non-residential markets showing resilience with 15% revenue growth, while residential revenue remained flat. The company invested $483 million in growth areas like HVAC expansion and Waterworks diversification and maintained a strong balance sheet with net debt-to-EBITDA at 1.1x. For the 2025 calendar year, Ferguson expects mid-single-digit revenue growth and an operating margin between 9.2% and 9.6%.

Strong Fourth Quarter Performance

Sales of $8.5 billion increased 6.9% over prior year, driven by organic growth of 5.8% and acquisition growth of 1.1%. Gross margin of 31.7% increased 70 basis points over the prior year.

Nonresidential Market Resilience

Net sales increased 7.1%, with nonresidential revenue growth of approximately 15%. Commercial mechanical revenue grew 21%, and Waterworks revenues increased 15%.

Capital Returns to Shareholders

Returned $354 million to shareholders through share repurchases and dividends. Executed $948 million in share repurchases for the year.

Successful Execution of Key Growth Areas

HVAC revenue increased 8% for the year, Waterworks revenue grew 10%, and Ferguson Home delivered 3% growth in the fourth quarter.

Ferguson PLC (GB:FERG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GB:FERG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 09, 2025	2026 (Q1)	1.97 / -	1.81	―	―	―
Sep 16, 2025	2025 (Q4)	2.22 / 2.57	2.201	16.78% (+0.37)	―	―
Apr 30, 2025	2025 (Q3)	1.49 / 1.85	1.714	7.76% (+0.13)	―	―
Mar 11, 2025	2025 (Q2)	1.17 / 1.12	1.285	-12.64% (-0.16)	―	―
Dec 10, 2024	2025 (Q1)	1.93 / 1.81	1.957	-7.55% (-0.15)	―	―
Sep 17, 2024	2024 (Q4)	2.11 / 2.20	2.046	7.58% (+0.16)	―	―
Jun 04, 2024	2024 (Q3)	1.71 / 1.71	1.625	5.45% (+0.09)	―	―
Mar 05, 2024	2024 (Q2)	1.34 / 1.29	1.411	-8.90% (-0.13)	―	―
Dec 05, 2023	2024 (Q1)	1.92 / 1.96	2.179	-10.17% (-0.22)	―	―
Sep 26, 2023	2023 (Q4)	1.81 / 2.05	2.105	-2.81% (-0.06)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GB:FERG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 16, 2025	15580.00p	16500.00p	+5.91%
Apr 30, 2025	12491.52p	12561.25p	+0.56%
Mar 11, 2025	12885.24p	12171.60p	-5.54%
Dec 10, 2024	16919.31p	15452.37p	-8.67%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ferguson PLC (GB:FERG) report earnings?

Ferguson PLC (GB:FERG) is schdueled to report earning on Dec 09, 2025, Before Open (Confirmed).

What is Ferguson PLC (GB:FERG) earnings time?

Ferguson PLC (GB:FERG) earnings time is at Dec 09, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Ferguson PLC stock?

The P/E ratio of Ferguson PLC is N/A.

What is GB:FERG EPS forecast?

GB:FERG EPS forecast for the fiscal quarter 2026 (Q1) is 1.97.

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