Ferguson Enterprises Sees Q1 Revenue of $5.55B, EPS $1.50; Price Targets Imply 28% Upside

FERGFERG

Ferguson Enterprises projects Q1 2026 revenue of $5.55 billion and earnings of $1.50 per share, after posting $6.06 billion revenue and $2.15 EPS in the prior quarter. Full-year 2026 revenue estimates have climbed to $24.05 billion with EPS at $7.59, while average analyst targets imply 28% upside.

1. Q1 2026 Forecast

Ferguson Enterprises is expected to report Q1 2026 revenue of $5.55 billion and EPS of $1.50 per share, following a prior quarter revenue of $6.06 billion that missed estimates by 1.1% and EPS of $2.15 that beat expectations by 7.4%.

2. Full-Year Estimate Trends

Analysts have increased full-year 2026 revenue estimates to $24.05 billion and EPS estimates to $7.59, reflecting upward revisions from $23.99 billion and $7.49, while 2027 revenue forecasts have been trimmed from $24.37 billion to $23.94 billion even as EPS projections rose to $7.82.

3. Price Targets and Valuation

Average one-year analyst price targets for Ferguson stand at $249.22, suggesting 28% upside from $194.70, contrasted with a GF Value of $163.70 implying a 15.9% downside, and a consensus "Outperform" rating from 15 brokerages.

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