Ferguson Files Q3 2025 10-Q Report, Achieves $30.8 Billion in Sales
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 10 2025
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Source: Newsfilter
- Financial Report Filing: On December 9, 2025, Ferguson filed its 10-Q report with the SEC, revealing a robust sales figure of $30.8 billion for FY 2025, indicating strong performance in the $340 billion North American construction market.
- Market Position Strengthened: As the largest value-added distributor in the water and air specialty sectors, Ferguson solidifies its leadership position by simplifying complex projects for customers, which enhances its competitive edge in the industry.
- Employee Base Expansion: With approximately 35,000 associates across over 1,700 locations, Ferguson's extensive workforce provides robust operational support, ensuring high service quality and customer satisfaction.
- Diverse Product Line: Ferguson's offerings range from plumbing and HVAC to water and wastewater solutions, showcasing its capability to meet diverse customer needs and driving sustainable business growth.
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Analyst Views on FERG
Wall Street analysts forecast FERG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FERG is 261.34 USD with a low forecast of 220.00 USD and a high forecast of 291.99 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
13 Buy
4 Hold
0 Sell
Strong Buy
Current: 251.730
Low
220.00
Averages
261.34
High
291.99
Current: 251.730
Low
220.00
Averages
261.34
High
291.99
About FERG
Ferguson Enterprises Inc. is a value-added distributor serving specialized professionals in the residential and non-residential North American construction market. The Company’s geographical segments include the United States and Canada. The Company provides a wide range of products and services, such as plumbing, heating, ventilation and air conditioning (HVAC), appliances, and lighting to pipes, valves, and fittings (PVF), water and wastewater solutions, and more. It sells through a common network of distribution centers, branches, counter service and specialist sales associates, showroom consultants and e-commerce channels. The Company serves various industries, such as plumbing, HVAC, commercial / mechanical, facilities supply, fire & fabrication, industrial, builder, waterworks. The Company’s brands include Armateck, Durastar, FNW, National Fire Products, Pollardwater, PROFLO, PROSELECT, Raptor, Signature Hardware, and Westcraft.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Analysts Update Their Predictions for Ferguson Enterprises Following Q1 Results
Fiscal Performance: Ferguson Enterprises Inc. reported a 5.1% year-over-year sales increase to $8.169 billion for the quarter ending October 31, 2025, surpassing estimates. GAAP diluted EPS rose 23.9% to $2.90, and adjusted EPS increased 15.9% to $2.84, exceeding the $2.57 estimate.
CEO's Outlook: CEO Kevin Murphy expressed confidence in the company's performance for calendar year 2025, highlighting the focus on leveraging growth in both residential and non-residential markets despite operating in an uncertain environment.
Updated Guidance: Ferguson updated its guidance for calendar 2025, projecting approximately 5% net sales growth and an adjusted operating margin of 9.4% to 9.6%, an improvement from previous estimates.
Analyst Ratings: Following the earnings announcement, analysts adjusted their price targets for Ferguson, with Baird maintaining an Outperform rating and raising the target to $265, while Barclays and UBS lowered their targets to $267 and $220, respectively.
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