Ferguson Enterprises (FERG) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $3.39
- Estimate
- $3.30
- Surprise
- +2.8%
- Revenue (period 2026-06-30)
- $8.75B
- Score at report (before → after)
- 5.7 → 5.7/10
Revenue source: mixed.
How the report landed
Ferguson Enterprises (FERG) beat the $3.30 estimate with diluted EPS of $3.39 — a modest 2.8% upside surprise. TrendMatrix's engine moved from Sell (5.7/10) to Hold at 5.7/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates FERG Sell at 5.3/10.
4 of the last 4 quarters beat the estimate; this quarter's +2.8% surprise compares with a +7.9% four-quarter average. Next scheduled report: 2026-11-09.
What supports the rating
- Strong earnings beat streak (4/4)
- Positive insider activity
What argues against it
- Concentration risk — Geographic: United States (95.0%)
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4)
- Sector modifier (Industrials): -0.7
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $229.45
- Price target
- $259.29
- Stop
- $217.59
- Upside to target
- +13.0%
- Reward-to-risk
- 2.1:1
The stock trades at 21.8× trailing but 17.8× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
FERG at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Industrial Distribution
- Market cap
- $43.18B
- P/E (fwd)
- 17.8
- P/E (ttm)
- 21.8
- 52-week range
- $207.64–$271.64
- Off 52-week high
- 15.5%
- RSI (14)
- 35
- Volume vs avg
- 0.39×
- Score today
- 5.3/10