Ferguson Enterprises Inc. /DE/
No SEC Form 4 filings for $FERG in the last 30 days.
See all $FERG insider activity →Jim Cramer said Ferguson Enterprises (NYSE:FERG) had an “excellent” quarter and that the post-earnings pullback is a buying opportunity. The company beat expectations, grew revenue 4.6% to $8.75 billion, and raised its full-year outlook. Adjusted operating profit rose 2.9% and incremental margin was 6.7%. The FloWorks deal adds $1.2 billion senior notes, lifting pro forma debt above $7.0 billion.
Ferguson Enterprises completed a $1.2 billion senior notes offering, issuing $700 million of 4.800% notes due 2029 and $500 million of 5.600% notes due 2036, according to its SEC filing. The notes are guaranteed by its UK subsidiary. Under the indenture, covenants limit secured debt and certain mergers, and the notes may be redeemed per terms.
On CNBC, Kathryn Thompson of Thompson Research Group said AI investors focus too much on near-term chip pricing and should consider “old school” infrastructure themes. She cited $5+ trillion projected AI-related spend over five years and power as a bottleneck. The article highlights Martin Marietta (MLM), CRH (CRH), Ferguson (FERG), Generac (GNRC), and Cisco (CSCO) with recent revenue/EPS and valuation/backlog figures.
Over the past 7 days, alphai's AI scored 8 news stories mentioning FERG (Ferguson Enterprises Inc. /DE/). Coverage has skewed bullish: 4 bullish, 3 neutral, and 1 bearish.
Recent FERG coverage spans earnings, financial news and corporate actions.
Near-term risk is margin pressure from incremental operating margin below historical average, plus higher debt servicing from new senior notes and loans tied to FloWorks.
The deal is a capital-structure event that can affect near-term funding costs and leverage optics, but it is not an operating or guidance catalyst.
Trading interest is in whether distribution and plumbing demand is accelerating with AI industrialization, supported by the quarter’s non-residential growth.
Post-earnings beat-and-raise plus raised guidance can extend momentum, but the article flags a persistent $250 supply ceiling and a $220 demand floor.
Negative tape action for Ferguson with no new company-specific information disclosed.
alphai scores every news story that mentions FERG with an AI model for sentiment and relevance, and aggregates insider trades from Ferguson Enterprises Inc. /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Jim Cramer said Ferguson Enterprises (NYSE:FERG) had an “excellent” quarter and that the post-earnings pullback is a buying opportunity. The company beat expectations, grew revenue 4.6% to $8.75 billion, and raised its full-year outlook. Adjusted operating profit rose 2.9% and incremental margin was 6.7%. The FloWorks deal adds $1.2 billion senior notes, lifting pro forma debt above $7.0 billion.
6 min readFerguson Enterprises completed a $1.2 billion senior notes offering, issuing $700 million of 4.800% notes due 2029 and $500 million of 5.600% notes due 2036, according to its SEC filing. The notes are guaranteed by its UK subsidiary. Under the indenture, covenants limit secured debt and certain mergers, and the notes may be redeemed per terms.
1 min readOn CNBC, Kathryn Thompson of Thompson Research Group said AI investors focus too much on near-term chip pricing and should consider “old school” infrastructure themes. She cited $5+ trillion projected AI-related spend over five years and power as a bottleneck. The article highlights Martin Marietta (MLM), CRH (CRH), Ferguson (FERG), Generac (GNRC), and Cisco (CSCO) with recent revenue/EPS and valuation/backlog figures.
7 min readFerguson Enterprises (FERG) is discussed after a Q2 beat-and-raise. The article says Q2 revenue was $8.8B (+4.6% YoY) and adjusted EPS $3.39 (vs $3.30). Jefferies raised its price target to $289. It also notes residential weakness (site traffic down 25% to 42%) while non-residential grows, and full-year sales guidance was lifted to mid-single digits.
6 min readUS stocks weakened late in the session, with the S&P 500 down 0.3% and Nasdaq down 0.6%. Google fell another 3.5% after leadership changes and concerns about Gemini, despite a claim of 1 billion users. The article links a $500 billion AI capex fundraising theme to gains in KKR (+6.43%) and Apollo (+6.06%), while AppLovin fell 5.63%.
5 min readFerguson Enterprises Inc. /DE/ (FERG) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 e26338_ex10-1.htm Exhibit 10.1 $700,000,000 BRIDGE CREDIT AGREEMENT dated as of August 11, 2026 among FERGUSON ENTERPRISES INC. as the Borrower, The Guarantors Party Hereto, JPMorgan Chase Bank, N.A., as Administrative Agent and The Lenders Party Hereto JPMorgan Chase B
4 min readFerguson (NYSE:FERG) shares rose 2.8% to $263.78 after the company reported stronger non-residential activity and raised its 2026 outlook. Q2 sales increased 4.6% to $8.75B and adjusted EPS rose 5.3% to $3.39. U.S. non-residential revenue grew 8% versus 2% residential. Guidance excludes the $1.6B FloWorks acquisition.
5 min readFerguson Enterprises reported Q2 2026 sales up 4.6% to $8.75B and net income up 5.0% to $666M, driven by U.S. sales (+5.0%) and acquisitions (+1.0%). Nonresidential sales rose 8% while residential construction stayed weak. For 1H, sales rose 4.2% to $16.22B. Ferguson raised 2026 sales guidance to mid-single-digit growth and expects $375M-$425M capex.
6 min readFerguson Enterprises Inc. /DE/ (FERG) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991pressreleasejune.htm EX-99.1 Document Exhibit 99.1 Ferguson Reports Second Quarter Ended June 30, 2026 Continued Execution Drives Solid Results; Full Year Guidance Increased Second quarter highlights - Sales of $8.8 billion, increased 4.6%. - Gross margin of 3
6 min readA week of earnings from Aug 10 to 14 includes 608 companies, with reports scheduled before the open and after the close. Berkshire Hathaway (BRK.B) is set to report before the open Monday, and the lineup also includes companies such as Barrick Mining, Bitdeer Technologies, Embraer, and Ferguson, spanning sectors from software to bitcoin mining.
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