Company Analysis

Ferguson Enterprises Inc. (FERG)

NYSE: FERG · Wholesale-Hardware & Plumbing & Heating Equipment & Supplies · Newport News, VA · filing with the SEC since 2024
Grade6.3
◀ Past 6.8● Present 7.1▶ Future 4.6
4 est.

The grade of Ferguson Enterprises Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.3/10
◀ Past6.825% of the headline
● Present7.145% of the headline
▶ Future4.630% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 5 read as filed from the record and 4 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.8/1025% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
7.8/10

Has it survived what it has been through?

No warning events in its filings since 2024.

weight 45% of this tense · 78th percentile among 51 sector filers · read for itself

From the record

Ferguson Enterprises Inc.'s filings since 2024 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.0/10

What has it actually done, year after year?

+2.5% a year over 4 filed years; profitable in 4 of 4.

weight 33% of this tense · 60th percentile among 50 sector filers · read for its customers

From the record

Ferguson Enterprises Inc.'s 4 filed years say what it did: revenue went from $29 billion in fiscal 2022 to $31 billion in fiscal 2025, up 2.5% a year; it rose in 2 of 3 years; the deepest fall was 0% from fiscal 2023 to fiscal 2024; net income was positive in 4 of 4 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span2.5%bottom 25% of its family
  • the share of years revenue rosetop 48% of its family
  • the share of filed years with a profittop 19% of its family
  • the deepest fall from a revenue peak0.3%top 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
5.7/10

How has it treated the people who own it?

SI estimate 5.7/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 45 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income, so the desk assumes the typical reading of its industry family, the median of 45 members with one.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
family median, 45 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Ferguson Enterprises Inc.'s shareholder treatment is put at 5.7 of 10 with a confidence of 20 of 100, because fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income, so the desk assumes the typical reading of its industry family, the median of 45 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

● Present

What are they doing right now?

7.1/1045% of the headline grade · 1 of 3 filed, 2 estimated

Financial health

SI estimate
5.2/10

Is it financially healthy right now?

SI estimate 5.2/10, confidence 20 of 100 (family median).

weight 33% of this tense · 50th percentile among 51 sector filers · read for itself

SI estimate Inferred, not read as filed

Why it is an estimate
Fewer than two of the four checks can be read, so the desk assumes the typical reading of its industry family, the median of 51 members with one.
What the record cannot read
Fewer than two of the four checks can be read.
How it was reasoned
family median, 51 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Ferguson Enterprises Inc.'s financial health is put at 5.2 of 10 with a confidence of 20 of 100, because fewer than two of the four checks can be read, so the desk assumes the typical reading of its industry family, the median of 51 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

Industry position

as filed
7.4/10

How strong is its position in its industry?

top 26% of 51 in its family; net margin 6%.

weight 45% of this tense · 74th percentile among 51 sector filers · read for its customers

From the record

Ferguson Enterprises Inc.'s standing among 51 graded names in its industry family: revenue of $31 billion in fiscal 2025 ranks in the top 3% by size; a net margin of 6% ranks in the top 26%; revenue growth of 2.5% a year over the last 3 filed years ranks in the top 48% (its annual reports).

What it rests on

  • revenue against the family$30.76Btop 3% of its family
  • net margin6.0%top 26% of its family
  • three-year revenue growth2.5%top 48% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
9.3/10

What are the people in charge doing?

SI estimate 9.3/10, confidence 35 of 100 (one part).

weight 22% of this tense · 93rd percentile among 39 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 7% of 39 in its family; the record of its people begins on 2024-08-08 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 2.1 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2024-08-08 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 2.1 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 39 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Ferguson Enterprises Inc.'s leadership is put at 9.3 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 7% of 39 in its family; the record of its people begins on 2024-08-08 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 2.1 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

4.6/1030% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

SI estimate
2.1/10

How much room does it have to grow?

SI estimate 2.1/10, confidence 35 of 100 (one part).

weight 33% of this tense · 21st percentile among 51 sector filers · read for itself

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, cash less debt against assets, which ranks in the bottom 21% of 51 in its family; the record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue.
What the record cannot read
The record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue.
How it was reasoned
one part: cash less debt against assets, the one part on file, ranked among 51 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Ferguson Enterprises Inc.'s room to expand is put at 2.1 of 10 with a confidence of 35 of 100, because read from one part only, cash less debt against assets, which ranks in the bottom 21% of 51 in its family; the record does not carry two of the four parts: cash less debt against assets, cash from operations less capital spending against revenue, gross margin, research against revenue. A filing that carries the missing parts replaces this estimate with the filed reading.

Growth drivers

as filed
5.8/10

What could actually drive growth from here?

top 42% of 50 in its family for growth drivers.

weight 33% of this tense · 58th percentile among 50 sector filers · read for its customers

From the record

Ferguson Enterprises Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 2.5% a year over the last three filed years against 2.5% over all 4, speeding up (top 28% of its family); the newest year grew 3.8% (top 49%); capital spending grew 1.7% a year (top 49%) (its annual reports). Ferguson Enterprises Inc. reported 2 lines of business in fiscal 2025: United States at $29 billion (95%), Canada at $1.5 billion (5%); 2 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 28% of its family
  • the newest year's revenue growth3.8%top 49% of its family
  • three-year growth of capital spending1.7%top 49% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.0/10

Did its newest year beat what its own record pointed to?

top 41% of 44 in its family for expectations against reality.

weight 33% of this tense · 59th percentile among 44 sector filers · read for its shareholders

From the record

Ferguson Enterprises Inc.'s newest year against its own record: revenue of $31 billion in fiscal 2025 came in 1.9% above the $30 billion its prior three years' pace pointed to (bottom 44% of its family); net income of $1.9 billion against a prior three-year average of $1.9 billion (top 31%); a net margin of 6% against 6.5% before (top 35%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace1.9%bottom 44% of its family
  • net income against the prior three years' average-3%top 31% of its family
  • net margin against its prior average-0.5 pointstop 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton FERG · research, not advice