These Analysts Revise Their Forecasts On Ferguson Enterprises After Q1 Results

Core Insights - Ferguson Enterprises Inc. reported better-than-expected fiscal results for the quarter ended October 31, 2025, with sales rising 5.1% year over year to $8.169 billion, surpassing the $8.031 billion estimate [1] - GAAP diluted EPS increased by 23.9% to $2.90, while adjusted EPS rose by 15.9% to $2.84, exceeding the $2.57 estimate [1] Financial Performance - Sales growth of 5.1% year over year to $8.169 billion [1] - GAAP diluted EPS increased by 23.9% to $2.90 [1] - Adjusted EPS rose by 15.9% to $2.84, topping the estimate of $2.57 [1] Management Guidance - CEO Kevin Murphy expressed confidence in delivering strong performance for calendar year 2025, with updated guidance reflecting net sales growth of approximately 5% and an adjusted operating margin of 9.4% to 9.6% [2] - Previous guidance indicated mid-single-digit sales growth and an adjusted operating margin of 9.2% to 9.6% [2] Stock Performance - Ferguson Enterprises shares rose by 1.1% to trade at $228.44 following the earnings announcement [3] - Analysts adjusted their price targets post-earnings, with Baird maintaining an Outperform rating and raising the target from $262 to $265, Barclays maintaining an Overweight rating and lowering the target from $273 to $267, and UBS maintaining a Neutral rating while lowering the target from $225 to $220 [4]