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Ferguson Enterprises Inc. (FERG) Q4 2025 Earnings Call Transcript

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Ferguson Enterprises reported Q4 2025 earnings with EPS of $2.10, beating estimates by $0.01, despite a 5.68% year-over-year revenue decline to $7.50 billion, which still exceeded projections by $32.47 million. CEO Kevin Murphy and CFO Bill Brundage led the February 24, 2026, earnings call, highlighting operational resilience amid market challenges while outlining strategic updates for future growth opportunities. Analysts from Jefferies, Wells Fargo, and Barclays questioned executives on cost management, demand trends, and 2026 outlook, signaling investor focus on margin stability and recovery plans. The company emphasized forward-looking risks, including macroeconomic uncertainty and supply chain pressures, disclaiming obligations to update projections beyond the call date. A recording and transcript were made available post-call, with detailed filings accessible via the corporate website and SEC, underscoring transparency amid volatile market conditions.
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Ferguson Enterprises Inc. (FERG) Q4 2025 Earnings Call Transcript

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SA Transcripts158.59K FollowersFollow5ShareSaveCommentsQ4: 2026-02-24 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $2.10 beats by $0.01 | Revenue of $7.50B (-5.68% Y/Y) beats by $32.47M Ferguson Enterprises Inc. (FERG) Q4 2025 Earnings Call February 24, 2026 8:30 AM EST Company Participants Brian Lantz - Vice President IR & CommunicationsKevin Murphy - CEO, President & DirectorBill Brundage - CFO, Treasurer & Director Conference Call Participants Philip Ng - Jefferies LLC, Research DivisionRichard Reid - Wells Fargo Securities, LLC, Research DivisionRyan Merkel - William Blair & Company L.L.C., Research DivisionKeith Hughes - Truist Securities, Inc., Research DivisionMatthew Bouley - Barclays Bank PLC, Research DivisionMichael Dahl - RBC Capital Markets, Research DivisionDavid Manthey - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Hello, and welcome, everyone, to the Ferguson's Results for the Year Ended December 31, 2025, Earnings and the Market Opportunity and Strategy Update. My name is Becky, and I will be your operator today. [Operator Instructions] I will now hand over to your host, Brian Lantz, to begin. Please go ahead. Brian LantzVice President IR & Communications Good morning, everyone, and welcome to Ferguson's Earnings Conference Call and Webcast. Today's call will also cover an update on our market opportunity and strategy. Hopefully, you had a chance to review the earnings announcement we issued this morning. The announcement is available in the Investors section of our corporate website and on our SEC filings web page. A recording of this call will be made available later today. I want to remind everyone that some of our statements today may be forward looking and are subject to certain risks and uncertainties that could cause actual results to differ materially from those projected, including the various risks and uncertainties discussed in our Form 10-K available on the SEC's website. Also, any forward-looking statements represent the company's expectations only as of today, and we disclaim any obligation to update these statements. In addition, on today's call, we

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Source: Seeking Alpha