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FERG Ferguson Enterprises Inc. /DE/

Trailing twelve months to 2025-10-31 · as filed 2026-08-10, not restated
Industrials

Scale

Market cap
$45.3bn
Revenue TTM
$30.6bn
Net income TTM
$1.8bn
Free cash flow
$1.6bn
Composite score
53.6
Sector rank
#257

Valuation

P / E
24.8
EV / EBITDA
16.8
EV / sales
1.6
FCF yield
3.43%
Earnings yield vs 10-yr
-0.70pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
6.0%
EBITDA margin
9.5%
ROE
30.1%
ROIC
26.2%
Revenue growth

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

See the section titled “ Non-GAAP Reconciliations and Supplementary Information .” For the second quarter of 2026, net sales increased by 4.6% compared with the second quarter of 2025, primarily due to price inflation, higher volume and incremental sales from acquisitions. The year-over-year change was driven by higher sales and the associated gross profit, partially offset by higher variable operating costs. For the second quarter of 2026, diluted earnings per share was $3.43 (adjusted diluted earnings per share: $3.39), increasing 6.9% (5.3% on an adjusted basis) compared with the second quarter of 2025 due to higher net income and the impact of share repurchases. …Ferguson Enterprises Inc. /DE/, 10-Q, period ended 2026-06-30, filed 2026-08-10

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