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Ferguson Enterprises FERG

Ferguson Enterprises scores weak on business quality (4.0 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$220.04Oct 9, 2026
Business qualityWeak
Next earningsNov 9, 2026
Insiders, 90 daysSelling

Why it matters

  1. What Ferguson Enterprises does

    Ferguson Enterprises distributes plumbing and heating products to contractors and commercial customers, generating revenue through scale-driven wholesale operations.

  2. What it does best

    Ferguson builds durable supply chain advantages via a vast branch network, achieving a 40.6% roe that outpaces peers like WCC at 13.8% and URI at 29.2%.

  3. The main risk

    Top-line shrinkage at a 58.3% revenue decline threatens operational leverage if volume fails to recover across commercial and residential plumbing projects.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin rests at 9.1% with an FCF margin of 10.0%, reflecting compressed profitability as scaling efficiency cools.

MoatFair

A distribution network locks in contractors who cannot afford project delays, supporting a gross margin in the bottom quartile of its sector at 30.8%.

GrowthSlow

Revenue growth fell off sharply to a 58.3% decline, marking a severe fading trend compared to prior annual periods.

Financial healthFair

Net debt sits at $3.6 billion alongside $1.2 billion in free cash flow, pointing to a mixed balance-sheet reality that is getting softer.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $1.2M outside pre-planned sales.

Our sealed record on FERG

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is FERG a good business?

Ferguson Enterprises scores weak on the Cluenex quality check (4.0 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.

Are insiders buying FERG?

In the last 90 days of SEC Form 4 filings: 1 sold $1.2M outside pre-planned sales.

When does FERG report earnings?

Nov 9, 2026.

For members

See FERG today

  • Today's verdict on FERG, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Ferguson Enterprises (FERG)”, https://cluenex.com/stocks/ferg/, data as of Oct 10, 2026.