The facts

  1. Net sales for the quarter ended 30 September were $9.026 billion, up 9.5% year over year. Ferguson says organic growth contributed 7.0% and acquisitions 2.7%, partly offset by a 0.2% effect from Canadian divestments. [1]

  2. Adjusted diluted earnings per share rose 7.9% to $3.43, while reported diluted EPS declined 4.9% to $3.08. Ferguson attributes the reported decline primarily to the timing and extent of tax benefits in the comparison period; adjusted EPS is a non-GAAP measure. [1]

  3. The company raised its calendar-2026 net-sales growth outlook to about 7% from mid-single-digit growth and raised the lower end of its adjusted operating-margin range to 9.6% from 9.5%. Ferguson says the update reflects year-to-date performance and the FloWorks acquisition. [1][2]

  4. Investing.com reported that Ferguson’s sales and adjusted EPS topped the analyst consensus it cited. The article did not identify the consensus provider, so the comparison is attributed rather than presented as an official company measure. [2]

Still unconfirmed

  • Ferguson’s full-year 2026 results are not yet known; the raised outlook is company guidance and includes FloWorks, which closed during the year.

Sources

References support the numbered facts above. Source checks: 9 Nov 2026, 19:30 UTC.

  1. Ferguson reports third quarter ended September 30, 2026

    Ferguson Enterprises Inc. · Primary source · 9 Nov 2026

    Opened the company release with its year-on-year comparisons, adjustment reconciliations and calendar-2026 guidance. Figures attributed to the company; FloWorks’ acquisition contribution is separately noted.

  2. Ferguson soars on earnings beat, raised guidance

    Investing.com · Reporting · 9 Nov 2026

    Opened current reporting with an author byline and estimates attributed to analysts. Its reporting corroborates the results and guidance; it does not state the consensus provider.

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