FERG Earnings Prediction
The chart below shows how FERG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, FERG sees a +2.54% change in stock price 10 days leading up to the earnings, and a +2.30% change 10 days following the report. On the earnings day itself, the stock moves by -0.96%. This data can give you a slight idea of what to expect for the next quarter's release.
FERG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
7.77B
0.83%
-2.19%
Gross Margin
28.95%
-0.86%
-3.11%
Operating Margin
8.56%
-10.74%
-16.16%
Net Margin
6.05%
-10.10%
6.51%
EPS
2.33
-8.27%
4.48%
No Data Available
FERG Earnings Analysis
Ferguson plc Corporation (FERG.N) Earnings Conference Call
Positive
Net Sales Performance: Net sales of $7.8 billion were 0.8% ahead of last year, driven by an organic revenue decline of 0.3% offset by acquisition growth of 1.1%.
Volume Growth Analysis: Total volume increased by approximately 3% with organic volume up approximately 2%.
Adjusted Operating Profit Margin: We delivered an adjusted operating profit of $706 million, representing a 9.1% adjusted operating margin.
Sales Growth Analysis: In Canada, net sales were 6.3% ahead of last year with organic growth of 1.3% and a 5.6% contribution from acquisitions, partially offset by a 0.6% adverse impact from foreign exchange rates.
Dividend Increase Announcement: We raised our dividend 5% over the prior year to $0.83 per share for this quarter, reflecting our confidence in the business and cash generation.
Negative
Earnings Per Share Decline: Adjusted diluted earnings per share of $2.45 was down 7.5% on the prior year.
Net Sales Performance: Net sales of $7.8 billion were 0.8% ahead of last year, driven by an organic revenue decline of 0.3%.
Adjusted Operating Profit Decline: Adjusted operating profit of $706 million was down $67 million, delivering a 9.1% adjusted operating margin.
Residential Revenue Decline: Residential building and remodel revenues were down 1%, similar to the past couple of quarters.
Residential Revenue Stability: Overall residential revenue flat in the first quarter.
FERG FAQs
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FERG Earning Call Sentiment
Ferguson Enterprises (FERG) Q1 2025 Earnings Call Transcript
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00:00
00:00
FERG.N
-0.43%Positive
The earnings call presents a mixed picture. Financial performance shows slight declines in revenue and EPS, but share repurchases and dividend growth are positives. The Q&A reveals concerns about margin compression due to commodity deflation and SG&A pressures, but management expects improvement. Guidance remains unchanged, indicating stability. Despite some positive signs like strong bidding activity and HVAC growth, uncertainties around margins and market conditions temper overall sentiment, leading to a neutral prediction.
