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Ferguson PLC (GB:FERG)
LSE:FERG
Earnings Data
Report Date
Jun 03, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
153.84Last Year’s EPS
175.56Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 11, 2025
|% Change Since: -3.74%
|Next Earnings Date:Jun 03, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed performance. While there are significant achievements in sales growth and strategic investments in areas like HVAC and Waterworks, the company faces challenges from persistent commodity deflation, a subdued residential market, and declining profit margins. The sentiment is balanced with the company's confidence in future growth, supported by share repurchase programs and strategic initiatives.Company Guidance
During Ferguson's second quarter conference call, the company reported a 3% year-over-year increase in sales, reaching $6.9 billion, despite facing a 2% deflation in commodity prices. The adjusted operating profit was $449 million, with a 6.5% adjusted operating margin, down from last year's $71 million. Ferguson's performance varied by market segment, with the U.S. net sales up 3%, driven by a 2% organic increase and 1% from acquisitions. The residential market saw a 2% growth, while non-residential experienced a 4% rise. Notably, HVAC sales surged by 17%, and Waterworks revenues rose by 10%. The company also revised its fiscal 2025 guidance, maintaining a low single-digit sales growth outlook and adjusting its operating margin expectations to 8.3%-8.8%, reflecting the impact of ongoing deflation and subdued market conditions.Sales Growth Amid Deflation
Sales reached $6.9 billion, a 3% increase from the previous year, despite a 2% deflation in commodities.
Strong Performance in HVAC and Waterworks
HVAC sales increased by 17% and Waterworks revenue grew by 10%, reflecting strategic investments and market share gains.
Share Repurchase Authorization Increase
The company increased its share repurchase program by $1 billion, demonstrating confidence in its business fundamentals.
Non-Residential Market Resilience
Non-residential revenue grew by 4% with particular strength in civil infrastructure projects.
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GB:FERG Earnings History
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
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GB:FERG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 11, 2025 | 12934.38p | 12218.01p | -5.54% |
| Dec 10, 2024 | 16983.83p | 15511.30p | -8.67% |
| Sep 17, 2024 | 14726.20p | 15310.89p | +3.97% |
| Jun 04, 2024 | 15702.13p | 15376.34p | -2.07% |
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.
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FAQ
When does Ferguson PLC (GB:FERG) report earnings?
Ferguson PLC (GB:FERG) is schdueled to report earning on Jun 03, 2025, TBA Not Confirmed.
What is Ferguson PLC (GB:FERG) earnings time?
Ferguson PLC (GB:FERG) earnings time is at Jun 03, 2025, TBA Not 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 2025 (Q3) is 153.84.
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