Ferguson FERG

Industrial - Distribution, Industrials

$226.86

−0.20%

Market cap: $43.9B
PE: n/m; a quarter missing
Forward PE: 18.9×; 10y median 16.4×
Price to sales: n/m; a quarter before Q1 FY26 missing
EV/EBIT: n/m; a loss over the last year
Revenue, 12 months: n/m; a quarter before Q1 FY26 missing
Net margin: n/m; a quarter before Q1 FY26 missing
Free cash flow yield: n/m; a quarter before Q1 FY26 missing

Charts

Financials

Income statement for FERG, by quarter
Income statement	Q2 FY24	Q3 FY24	Q4 FY24	Q1 FY25	Q2 FY25	Q1 FY25	Q3 FY25	Q2 FY25	Q4 FY25	Q2 FY25	Q1 FY26	Q2 FY26
	$6.7B−2%	$7.3B+2%	$7.9B+1%	$7.8B+1%	$6.9B+3%	$7.2B−1%	$7.6B	$8.4B	$8.5B	$8.2B	$7.5B−2%	$8.8B+5%
Cost of revenue	$4.6B−3%	$5.1B+2%	$5.5B+1%	$5.4B+1%	$4.8B+4%	$5B−2%	$5.3B	$5.8B	$5.8B	$5.7B	$5.2B−2%	$6B+5%
Gross profit	$2B−2%	$2.2B+4%	$2.5B+3%	$2.3B+0%	$2B+1%	$2.2B−1%	$2.4B	$2.6B	$2.7B	$2.5B	$2.3B−2%	$2.7B+4%
SG&A	$1.5B+3%	$1.5B+5%	$1.6B+1%	$1.6B+5%	$1.5B+5%	$1.6B+4%	$1.6B	$1.6B	$1.7B	$1.6B	$1.6B+1%	$1.7B+4%
	$477M−13%	$625M+26%	$811M+4%	$665M−10%	$410M−14%	$507M−19%	$606M	$842M	$925M	$771M	$612M+1%	$893M+6%
Interest expense	$44M−6%	$43M−10%	$47M−2%	$46M+2%	$48M+9%	$46M+7%	$46M	$49M	$50M	$46M	$45M−2%	$52M+6%
Pre-tax income	$433M−13%	$581M+30%	$759M+4%	$624M−10%	$370M−15%	$469M−19%	$557M	$790M	$872M	$712M	$560M+1%	$846M+7%
	$111M−8%	$138M+24%	$308M+111%	$154M−11%	$94M−15%	$124M−10%	$147M	$156M	$172M	$142M	$146M−1%	$180M+15%
Net income	$322M−14%	$443M+32%	$451M−23%	$470M−9%	$276M−14%	$345M−22%	$410M	$634M	$700M	$570M	$414M+1%	$666M+5%
	$1.58−12%	$2.18+34%	$2.23−22%	$2.34−8%	$1.38−13%	$1.73−21%	$2.07	$3.21	$3.55	$2.90	$2.13+3%	$3.43+7%
	203.9M−2%	203.2M−1%	202.3M−1%	201.3M−2%	199.8M−2%	199M−2%	198.5M	197.5M	197.4M	196.6M	194.8M−2%	194M−2%

EPS, diluted: 4 periods, Q4 FY22 to Q4 FY25: quarter's net income to common over its shares, to the cent.

Diluted shares: 4 periods, Q4 FY22 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Estimates

Next earnings report: Nov 5, 2026.

Quarter	Revenue	Range	EPS	Range	Analysts
Q3 FY26	$8.7B	$8.6B to $9B	$3.30	$3.20 to $3.45	8
Q4 FY26	$8.1B	$7.8B to $8.9B	$2.43	$2.23 to $2.64	13
Q1 FY27	$8B	$7.8B to $8.5B	$2.56	$2.47 to $2.76	5
Q2 FY27	$9.4B	$9.1B to $9.9B	$3.70	$3.58 to $3.99	5
Q3 FY27	$9.3B	$9.1B to $9.9B	$3.71	$3.59 to $4.01	5
Q4 FY27	$8.5B	$8.2B to $9B	$2.73	$2.64 to $2.94	5
Q1 FY28	$8.6B	$8.4B to $9.1B	$2.85	$2.75 to $3.07	6
Q2 FY28	$9.8B	$9.6B to $10.4B	$4.04	$3.91 to $4.36	6

Peers

Companies in Industrial - Distribution nearest Ferguson's size, closest first.

Company	Market cap	PE	Its 10y median PE	Fwd PE	P/S	Revenue growth	Net margin
FERGFerguson	$43.9B	n/m	22.3×	18.9×	n/m	n/m	n/m
FASTFastenal	$59.6B	44.0×	30.2×	37.7×	6.8×	+13%	15.5%
GWWW.W. Grainger	$63.6B	34.4×	24.9×	27.8×	3.4×	+8%	9.9%
WCCWESCO International	$15.5B	22.0×	15.4×	n/m	0.6×	+13%	2.8%
WSOWatsco	$13.3B	27.8×	29.8×	n/m	1.8×	−3%	6.5%
AITApplied Industrial Technologies	$11.6B	28.9×	20.3×	n/m	2.3×	+9%	8.3%
CNMCore & Main	$8B	17.3×	22.1×	n/m	1.0×	−1%	6.0%
POOLPool	$7.2B	18.3×	29.7×	n/m	1.3×	+2%	7.4%
MSMMSC Industrial Direct	$6.4B	27.5×	17.1×	n/m	1.6×	+4%	5.9%
SITESiteOne Landscape Supply	$4.5B	28.3×	44.9×	n/m	0.9×	+3%	3.5%
LKQLKQ	$4.4B	9.7×	15.0×	n/m	0.3×	+0%	3.4%
Peer median	$9.8B	27.6×	23.5×	32.7×	1.5×	+4%	6.2%