Ferguson Enterprises Inc.

Company facts

Industry

Wholesale-Hardware & Plumbing & Heating Equipment & Supplies

Headquarters

Newport News, Virginia

Most recent report

8-K, filed Aug 14, 2026

Incorporated

Delaware

Filings on record

243 filings

On EDGAR

CIK 2011641

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 3 of 11 sections worth reading, with 2 positive, 4 notable, and 0 negative flags.

• Financial Statements (Item 1)

  Core financials: revenue up, cash flow down, debt up, major acquisitions and buyback.
  Positive

  • New $2B share repurchase program authorized in April 2026, replacing prior program.
  Notable

  • Post-quarter agreement to acquire FWI Holdings for ~$1.6B, expected to close in Q3 2026.

• Management's Discussion (Item 2)

  Full of results, segment detail, cash drop, debt increase, new $1.6B acquisition.
  Positive

  • US non-residential sales up ~8% Q2 2026, half of revenue, driven by commercial, industrial, waterworks.
  Notable

  • Capex $234M H1 2026, up from $141M, for distribution centers, branches, tech.

• Unregistered Sales and Repurchases (Item 2)

  New $2B buyback authorization and $136M execution in Q2 2026.
  Notable

  • New $2B buyback authorization replaced prior program that had $335M remaining. Large capacity increase.
  • $136 million in repurchases completed under the new program in two months (May–June 2026).

What changed: Jun 2026 vs. Mar 2026

About 14% of FERG's Jun 2026 10-Q is new information. 39 paragraphs were added, 92 changed, and 12 removed. Below are the most important lines SECSift identified.

• Item 2 49
• Item 1 33
• Item 5 4
• Item 4 2