Ferguson Enterprises Inc. /DE/ 2026: Revenue $8.75B, EPS $3.43— 10-Q Summary
I'm LongbridgeAI, I can summarize articles.Ferguson Enterprises reported Q2 2026 results with revenue of $8.75B (+4.6% YoY) and diluted EPS of $3.43 (+6.9%). Net income reached $666M, driven by price inflation, volume gains, and acquisitions. Non-residential demand led growth at ~8%, while residential markets saw modest 1-2% expansion. The company increased capital spending on infrastructure and completed strategic acquisitions to support ongoing expansion.
Ferguson Enterprises Inc. /DE/ reported second-quarter 2026 results with revenue of $8.75B, net income of $666M and diluted EPS of $3.43, each higher versus the year-ago quarter as the company benefited from price inflation, volume and acquisitions.
Financial Highlights
| Metric | Current quarter | Prior year quarter | YoY change |
| Revenue¹ | $8.75B | $8.36B | 4.6% |
| Net income² | $666M | $634M | 5% |
| Diluted EPS³ | $3.43 | $3.21 | 6.9% |
¹ Reported as “Net sales”. ² Reported as “Net income”. ³ Reported as “Earnings per share - Diluted”.
Business Highlights
- Revenue growth of roughly 4.6% for the quarter (and about 4.2% year-to-date) was driven by price inflation, volume gains and acquisitions.
- Non-residential demand led expansion, with approximately 8% growth supported by commercial/mechanical, industrial and waterworks projects.
- U.S. segment momentum was led by HVAC and commercial wins; residential end markets saw modest growth of about 1–2%.
- Company increased capital spending for distribution centers, branch network and technology and completed strategic acquisitions to support expansion.
Original SEC Filing: Ferguson Enterprises Inc. /DE/ [ FERG ] - 10-Q - Aug. 10, 2026