AI English summary of an SEC filing — figures as filed

Ferguson Enterprises said net sales for the quarter ended October 31, 2025 were $8.2 billion, up 5.1%, and gross margin was 30.7%, up 60 basis points from the prior year.

8-KResults of Operations and Financial ConditionFiled Dec 9, 2025Period of report Dec 9, 2025Summary published (UTC) Oct 9, 2026

Key points

AI summary

Ferguson Enterprises said net sales for the quarter ended October 31, 2025 were $8.2 billion, up 5.1%, and gross margin was 30.7%, up 60 basis points from the prior year.
The company said reported operating profit for the quarter was $771 million (operating margin of 9.4%) and diluted earnings per share were $2.90, up 23.9% from $2.34 in the prior year. Adjusted diluted earnings per share were $2.84.
Ferguson said residential end-market revenue in its US business declined 1% during the quarter, while non-residential revenue increased 12%. The two segments each represent approximately half of US revenue.
The company completed share repurchases of $208 million during the quarter and said the remaining outstanding balance under its current share repurchase program is approximately $0.8 billion. It also completed a public offering of $750 million of senior unsecured notes due in 2031.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Quarterly net sales $8.2 billion, gross margin 30.7%

Ferguson Enterprises said net sales for the quarter ended October 31, 2025 were $8.2 billion, up 5.1%, and gross margin was 30.7%, up 60 basis points from the prior year.

Source · Based on the filing body and exhibits

Quarterly operating profit $771 million, diluted earnings per share $2.90

The company said reported operating profit for the quarter was $771 million (operating margin of 9.4%) and diluted earnings per share were $2.90, up 23.9% from $2.34 in the prior year. Adjusted diluted earnings per share were $2.84.

Source · Based on the filing body and exhibits

US residential revenue -1%, non-residential revenue +12%

Ferguson said residential end-market revenue in its US business declined 1% during the quarter, while non-residential revenue increased 12%. The two segments each represent approximately half of US revenue.

Source · Based on the filing body and exhibits

Share repurchases in the quarter $208 million, remaining balance approximately $0.8 billion

The company completed share repurchases of $208 million during the quarter and said the remaining outstanding balance under its current share repurchase program is approximately $0.8 billion. It also completed a public offering of $750 million of senior unsecured notes due in 2031.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

View the original filing on SEC EDGAR ↗

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