Ferguson Enterprises Stock Surges on Strong Earnings and Bullish Guidance

Shares of Ferguson Enterprises (FERG) soared nearly 10% following a robust Q4 earnings report, defying earlier concerns over dividend sustainability. Revenue climbed 6.9% year-over-year to $8.5 billion, while adjusted earnings per share jumped 17% to $3.48, surpassing analyst expectations.

Management's optimistic fiscal 2026 outlook—highlighting expanding margins and sustained revenue growth—further buoyed investor sentiment. The distributor effectively quelled fears stemming from last week's dividend warnings, which cited cross-border capital FLOW challenges.

As a multinational entity born from a 2024 Anglo-American merger, Ferguson's performance underscores the resilience of industrial distributors in volatile macroeconomic conditions. The stock has now fully recovered its month-to-date losses.