FERG is the ticker symbol for Ferguson Enterprises Inc. /DE/, a publicly traded Consumer Discretionary sector company listed on NYSE. 13F Pro tracks FERG with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is FERG a good stock to buy?

13F Pro's AI ranking engine scores FERG at 53.6/100, ranked #1,384 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for FERG is available at https://13fpro.ai/company/FERG. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source FERG data?

All Ferguson Enterprises Inc. /DE/ fundamentals and ownership data come directly from SEC EDGAR. Ferguson Enterprises Inc. /DE/ files with the SEC under CIK 2011641. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Ferguson Enterprises Inc. /DE/ FERG

NYSELarge CapConsumer Discretionary

13F Pro quality score

Rank #1,384 of 2,925TOP 50%

Why it scores 54 Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$8.75B

Quarter to Jun 30

Net income

$666.00M

Quarter to Jun 30

Free cash flow

$-198.00M

Quarter to Jun 30

Operating margin

10.2%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$44.23B total

BlackRock, Inc.

$2.73B-1.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

$2.17B-0.3%

VANGUARD CAPITAL MANAGEMENT LLC

$2.08B-0.1%

FMR LLC

$1.79B-3.7%

Jupiter Topco LLC

$1.79B--

WELLINGTON MANAGEMENT GROUP LLP

$1.71B-15.1%

Bank of New York Mellon Corp

$1.15B-15.3%

STATE STREET CORP

$1.10B+1.1%

WCM INVESTMENT MANAGEMENT, LLC

$998.01M-3.8%

FRANKLIN RESOURCES INC

$912.15M-9.5%

BANK OF AMERICA CORP /DE/

$906.55M+270.9%

GEODE CAPITAL MANAGEMENT, LLC

$810.77M-0.9%

Durable Capital Partners LP

$707.18M+35.9%

PARNASSUS INVESTMENTS, LLC

$672.46M+8.6%

T. Rowe Price Investment Management, Inc.

$581.01M-9.7%

Soroban Capital Partners LP

$576.42M+1.3%

GOLDMAN SACHS GROUP INC

$572.98M+28.3%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$518.22M+17.5%

Invesco Ltd.

$503.36M-5.7%

Pictet Asset Management Holding SA

$502.43M-26.2%

Capital Research Global Investors

$502.27M+1.0%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$487.80M+0.8%

ROYAL BANK OF CANADA

$477.77M-1.3%

MARSHALL WACE, LLP

$474.99M+145.7%

London & Capital Asset Management Ltd

$469.95M+6.2%

See all 952 institutional holders →

What's Driving FERG's Business? Latest 10-Q Breakdown

12/12 datapoints verified

AI-extracted from the 10-Q filed 2026-08-10 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Ferguson's Q2 net sales reached $8.8B (+4.6% YoY) driven by low single-digit price inflation and higher volume, with net income of $666M (+5.0% YoY).

Biggest Revenue Drivers

United States$8.3B+5.0% YoY

Low single-digit price inflation, higher volume, and incremental acquisition sales; non-residential markets up ~8% led by commercial/mechanical, industrial and waterworks.

Canada$408M-1.9% YoY

Impact of non-core business divestments of 3.6% and lower sales volume, partially offset by low-single digit price inflation.

Biggest Revenue Drivers

Total revenue: $8.8B+4.6% YoY

United States$8.3B+5.0% YoY

Low single-digit price inflation, higher volume, and incremental acquisition sales; non-residential markets up ~8% led by commercial/mechanical, industrial and waterworks.

Canada$408M-1.9% YoY

Impact of non-core business divestments of 3.6% and lower sales volume, partially offset by low-single digit price inflation.

Largest Expense Items

Cost of sales$6.0B+5.0% YoY

Increased with higher net sales; gross margin decreased 20 bps due to timing and extent of supplier price increases in prior year.

Selling, general and administrative expenses$1.7B+4.1% YoY

Increased with higher sales; SG&A as % of sales improved 10 bps, primarily reflecting timing of incentive accruals in prior year.

Interest expense, net$52M+6.1% YoY

Higher debt levels due to increased borrowing under Receivables Facility and Revolving Facility.

Margins: Gross profit margin declined 20 bps to 31.0% due to timing and extent of supplier price increases in the prior year, while operating profit grew 6.1% (+2.9% adjusted) driven by higher sales and gross profit partially offset by higher variable costs. SG&A margin improved 10 bps as a percentage of sales.

Watch Items from the Filing

Announced $1.6B acquisition of FWI Holdings, Inc. expected to close Q3 2026, funded by available cash and new debt arrangements; represents significant capital deployment.
Operating cash flow declined 36% YoY to $716M in H1 2026 due to increased working capital investment and timing of tax payments related to fiscal year transition, signaling cash deployment pressure.
Residential markets grew only ~2% in Q2 with soft RMI activity, while non-residential up ~8%; heavy dependence on non-residential recovery amid construction cycle volatility.
Total debt increased to $4.9B (+$0.8B YoY) including $525M from Receivables Facility and $250M from Revolving Facility; upcoming $150M private placement maturity in November 2026 and $300M senior notes due April 2027.
No individual customer represents more than 10% of net sales; no material legal proceedings expected to adversely affect operations, but fleet incidents and product liability remain standard operational risks.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q4 2026

EDGAR

Net Income

Q4 2026

EDGAR

EPS (Diluted)

Q4 2026

EDGAR

Operating Margin

Q4 2026

EDGAR

ROIC

Q4 2026

EDGAR

Free Cash Flow

Q4 2026

EDGAR

Debt/Equity

Q4 2026

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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Ferguson Enterprises Inc. /DE/ reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-KT	$30.8B	$1.9B	8.5%
FY 2024	10-KT	$29.6B	$1.7B	8.9%
FY 2023	10-KT	$29.7B	$1.9B	8.9%
FY 2022	10-K	$28.6B	$2.1B	9.9%

About Ferguson Enterprises Inc. /DE/ (FERG): stock profile, AI score and financials

Ferguson Enterprises Inc. /DE/ (FERG) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores FERG at 53.6/100 on a composite quality score built from its SEC filings, placing it at rank #1,384 of 2,925 stocks — the top half of the AI-ranked universe. FERG scores in the top quartile across revenue scale (94.8), balance sheet strength (85.6). Areas of concern include revenue growth (19.3) and earnings quality (25.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q4 2026), Ferguson Enterprises Inc. /DE/ reports quarterly revenue of $8.8B, net income of $666.0M, an operating margin of 10.2%. Top institutional holders of FERG by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. FERG trades on the NYSE exchange and files with the SEC under CIK 2011641. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FERG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Ferguson Enterprises Inc. /DE/ directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 2011641 →

Ferguson Enterprises Inc. /DE/ FERG

Top Institutional Holders

What's Driving FERG's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

FERG key financials by period

FERG insiders

Congress trading in FERG

About Ferguson Enterprises Inc. /DE/ (FERG): stock profile, AI score and financials

Ferguson Enterprises Inc. /DE/ FERG

Top Institutional Holders

What's Driving FERG's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

FERG key financials by period

Companies similar to FERG

FERG insiders

Congress trading in FERG

About Ferguson Enterprises Inc. /DE/ (FERG): stock profile, AI score and financials