Ferguson Enterprises (FERG) Q3 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 · Editorial policy
Key numbers
- Adjusted EPS
- $3.43
- Estimate
- $3.29
- Surprise
- +4.4%
- Revenue (period 2026-09-30)
- $9.03B
- Score at report (before → after)
- 5.2 → 5.4/10
Revenue source: xbrl.
How the report landed
Ferguson Enterprises (FERG) beat the $3.29 estimate with adjusted EPS of $3.43 — a clear 4.4% upside surprise. TrendMatrix's engine moved from Sell (5.2/10) to Hold at 5.4/10 after the report.
Coverage in the report window
- RBC Capital Maintains Outperform on Ferguson Enterprises, Raises Price Target to $288 — benzinga, 2026-11-10
- Barclays Maintains Overweight on Ferguson Enterprises, Raises Price Target to $314 — benzinga, 2026-11-10
- Nvidia To $300? Here Are 10 Top Analyst Forecasts For Tuesday — benzinga, 2026-11-10
Where TrendMatrix's rating stands now
TrendMatrix currently rates FERG Hold at 5.0/10.
4 of the last 4 quarters beat the estimate; this quarter's +4.4% surprise compares with a +3.0% four-quarter average.
What supports the rating
- Strong earnings beat streak (4/4)
- Positive news sentiment (+0.70)
What argues against it
- Concentration risk — Geographic: United States (95.0%)
- Analyst target reached - limited upside remaining
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4)
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
- $257.67
- Stop
- $240.25
The stock trades at 24.6× trailing but 20.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 71 — a level conventionally read as overbought; gains at these levels often lean on momentum.
Model outputs from TrendMatrix’s engine as of 2026-11-10 — 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
- $50.28B
- P/E (fwd)
- 20.5
- P/E (ttm)
- 24.6
- 52-week range
- $212.13–$271.64
- Off 52-week high
- 5.1%
- RSI (14)
- 71
- Volume vs avg
- 0.32×
- Score today
- 5.0/10