Ferguson reported sales of 8.2 billion dollars for the quarter ended October 31, 2025, a 5.1 percent increase from the prior year, supported by continued strong execution and double-digit growth in non-residential revenue. Gross margin improved to 30.7 percent, up 60 basis points, while operating margin rose to 9.4 percent. Diluted earnings per share reached 2.90 dollars, up 23.9 percent year over year.

The company raised its quarterly dividend to 0.89 dollars, reflecting a 7 percent increase, and repurchased 208 million dollars of shares. Ferguson also completed one acquisition during the quarter and ended the period with a solid balance sheet, including net debt to adjusted EBITDA of 1.1 times.

CEO Kevin Murphy said Ferguson remains well-positioned to deliver a strong full-year performance, citing scale advantages, ongoing market outperformance, and multiyear tailwinds across both residential and non-residential sectors.