You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Ferguson reported third-quarter sales of $9.0 billion, up 9.5%, including 7.0% organic growth, and raised full-year net sales guidance to ~7% growth. Adjusted operating profit rose 8.9% to $962 million, while net debt to adjusted EBITDA increased to 1.7x.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Ferguson delivered 4.6% sales growth and raised full-year guidance for net sales (now mid-single digit) and the low end of adjusted operating margin (now 9.5%-9.8%), while announcing a $1.6 billion agreement to acquire FloWorks, expanding total addressable market from $340 billion to $400 billion.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $3.33B | Twelve months ended June 30, 2026 | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Adjusted Operating Profit 932M
+56M Depreciation & impairment of PP&E
+6M Amortization of non-acquired intangibles
= Adjusted EBITDA 994M
|
|||
| Adjusted net income non-GAAP | $658M | Three months ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 666M
+2M Corporate restructuring expenses
+0M Business restructuring expenses
+37M Amortization of acquired intangibles
-38M Discrete tax adjustments
-9M Tax impact-non-GAAP adjustments
= Adjusted net income 658M
|
|||
| Adjusted Operating Profit non-GAAP | $932M | Three months ended June 30, 2026 | — |
|
|
|||
GAAP → non-GAAP reconciliationGAAP Net income 666M
+180M Provision for income taxes
+52M Interest expense, net
-5M Other (income) expense, net
+2M Corporate restructuring expenses
+0M Business restructuring expenses
+37M Amortization of acquired intangibles
= Adjusted Operating Profit 932M
|
|||
| Adjusted operating profit for the United States segment non-GAAP | $1.58B | Six months ended June 30 | — |
| Net debt non-GAAP | $4.47B | As of June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FERG
this stock
Ferguson Enterprises Inc.
|
$49.61B | +15.2% | +0.3% | — | 3.2% |
|
GWW
W.W. Grainger, Inc.
|
$69.72B | +47.6% | +4.5% | 32.7 | 2.6% |
|
FAST
Fastenal Co
|
$63.32B | +37.5% | +8.7% | 44.9 | 3.3% |
|
WCC
Wesco International Inc
|
$15.66B | +31.5% | +2.2% | 20.0 | 2.0% |
|
QXO
QXO, Inc.
|
$13.10B | -34.7% | +21.2% | — | 13.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Ferguson reported third-quarter sales of $9.0 billion, up 9.5%, including 7.0% organic growth, and raised full-year net sales guidance to ~7% growth. Adjusted operating profit rose 8.9% to $962 million, while net debt to adjusted EBITDA increased to 1.7x.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FERG | +9.7% | +10.7% | +12.8% | +7.5% | +15.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +7.2% | +11.9% | +12.3% | +7.6% | +4.6% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
