Ferguson
Distributes plumbing, HVAC and waterworks products through a North American branch network.
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Profile
Supplies plumbing, HVAC, appliances, waterworks and related products to residential and non-residential professionals. Revenue comes from U.S. and Canadian distribution, supported by branches, showrooms, technical specialists and e-commerce, while recurring acquisitions add local density and adjacent services.
Distributes plumbing, HVAC, appliances, lighting, PVF, water, wastewater, fire-protection and related products and services to residential and non-residential professionals across North America.
United States and Canada are reportable segments, with the operating network concentrated in the United States. Branches, distribution centers, counters, showrooms, specialists and e-commerce support local selling and multiple fulfillment routes.
Scale comes from shared sourcing and distribution paired with local technical knowledge, customized solutions and after-sales support. Recurring bolt-on acquisitions add branch density, customer relationships and adjacent capabilities. Results depend on construction and repair activity, supplier availability, inventory execution, specialist expertise and successful acquisition integration.
Company facts
Key statistics
Year to date +1.5% · Average volume (30d) 3.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | Deutsche Bank | Reiterate | Hold | $246 | $261 | |
| Aug 11, 2026 | RBC Capital | Reiterate | Outperform | $281 | $290 | |
| Aug 11, 2026 | UBS | Reiterate | Neutral | $220 | $256 | |
| Aug 11, 2026 | Oppenheimer | Reiterate | Outperform | $189 | $288 | |
| Aug 11, 2026 | Bernstein | Reiterate | Outperform | $288 | $325 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q4 FY26 | $3.31 | $3.39 | +2.4% | $8.69B | $8.75B | +0.8% | +2.76% |
| May 5, 2026Q3 FY26 | $2.16 | $2.28 | +5.6% | $7.57B | $7.47B | −1.2% | −0.24% |
| Feb 24, 2026Q2 FY26 | $3.48 | $3.48 | 0.0% | $8.50B | $8.50B | 0.0% | −0.45% |
| Dec 9, 2025Q1 FY26 | $2.77 | $2.84 | +2.5% | $7.72B | $8.17B | +5.8% | +2.34% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $7.62B | $8.50B | $8.17B | $7.50B | $7.47B | $8.75B | |
| Gross profit | $2.36B | $2.69B | $2.51B | $2.21B | $2.32B | $2.71B | |
| Operating income | $606.0M | $925.0M | $771.0M | $596.0M | $612.0M | $893.0M | |
| Net income | $410.0M | $700.0M | $570.0M | $389.0M | $414.0M | $666.0M | |
| Diluted EPS | $2.07 | $3.54 | $2.90 | $1.99 | $2.13 | $3.43 | |
| Gross margin | 31.0% | 31.7% | 30.7% | 29.4% | 31.0% | 31.0% | |
| Operating margin | 8.0% | 10.9% | 9.4% | 8.0% | 8.2% | 10.2% |
Fiscal years (4-quarter sums)FY22 $28.57B · FY23 $29.73B · FY24 $29.64B · FY25 $30.76B · FY26 $31.89B
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $437.0M · Total debt $6.41B · Total assets $19.30B · Shareholders' equity $6.20B
Dividends
Raised for 2 straight years — most recently to $0.89 from $0.83 in Jan 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 21, 2026 | Aug 21 | Oct 7 | $0.89 | |
| May 15, 2026 | May 15 | Jul 8 | $0.89 | |
| Mar 6, 2026 | Mar 6 | Apr 30 | $0.89 | |
| Jan 2, 2026 | Jan 2 | Feb 27 | $0.89 | raised from $0.83 |
| Sep 26, 2025 | Sep 26 | Nov 7 | $0.83 | |
| Jun 20, 2025 | Jun 20 | Aug 6 | $0.83 | |
| Mar 21, 2025 | Mar 21 | May 6 | $0.83 | |
| Dec 20, 2024 | Dec 20 | Feb 6 | $0.83 | raised from $0.79 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 193.94M · Float 193.52M · 99.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 11.49M | 5.92% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 9.14M | 4.71% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 8.75M | 4.51% | 13F | Aug 13, 2026 |
| FMR LLC | 7.56M | 3.90% | 13F | Aug 13, 2026 |
| Jupiter Topco LLC | 7.54M | 3.89% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Oct 16, 2025 | Richard Winckler | officer: Chief Accounting Officer | −83 | $241.80 |
| Oct 15, 2025 | Ian T. Graham | officer: See Remarks | −606 | $239.33 |
| Oct 14, 2025 | James A. Paisley | officer: See Remarks | −3,000 | $236.97 |
| Oct 13, 2025 | William Brundage | director, officer: Chief Financial Officer | −3,000 | $233.32 |
| Oct 13, 2025 | William T. Jr Thees | officer: Senior Vice President | −2,308 | $234.55 |
Peers
- Home Depot
Broad rival for professional plumbing, appliances, HVAC, and MRO
- Core & Main
Specialty distribution rival in water, drainage, and fire infrastructure
- Watsco
North American HVAC/R distribution rival serving trade contractors
- W.W. Grainger
Broad-line MRO rival across facilities and industrial customers
- Fastenal
Industrial and construction supply rival with onsite inventory programs
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ferguson | $228.49 | +0.03% | $44.31B | 21.9 | 19.0 | 1.4 | +3.0% |
| Home Depot | $330.25 | +0.05% | $329.24B | 23.1 | 21.4 | 1.9 | +5.7% |
| Core & Main | $42.86 | −0.37% | $8.05B | 18.3 | 13.4 | 1.1 | −0.1% |
| Watsco | $310.76 | 0.00% | $12.80B | 26.8 | 25.0 | 1.8 | +2.1% |
| W.W. Grainger | $1,306.30 | +0.02% | $61.67B | 33.3 | 26.9 | 3.3 | +10.3% |
| Fastenal | $50.06 | +0.56% | $57.12B | 42.2 | 37.3 | 6.5 | +14.7% |
| Median | 26.8 | 25.0 | 1.9 | +5.7% |