Ferguson net income rose 5.05% to US$666 million in the quarter ended June 30, 2026; diluted EPS climbed 6.9% to US$3.43.
Net sales increased 4.6% to US$8.75 billion, driven by 3.8% organic growth and 1% from acquisitions.
Operating profit rose 6.1% to US$893 million as operating margin widened 0.1 percentage point to 10.2%.
Management cited market outperformance, non-residential growth, and a return to residential growth; five acquisitions closed, with a FloWorks deal signed.
Calendar 2026 guidance was raised to mid-single-digit net sales growth; adjusted operating margin was lifted to 9.5%-9.8%, excluding FloWorks.