This article first appeared on GuruFocus.

Ferguson Enterprises Inc (LSE:FERG) is set to release its Q1 2026 earnings on Dec 9, 2025. The consensus estimate for Q1 2026 revenue is $6.06 billion, and the earnings are expected to come in at $1.86 per share. The full year 2026's revenue is expected to be $24.22 billion, and the earnings are expected to be $7.72 per share. More detailed estimate data can be found on the Forecast page.

Warning! GuruFocus has detected 1 Warning Sign with AOUT.

Is LSE:FERG fairly valued? Test your thesis with our free DCF calculator.

Over the past 90 days, revenue estimates for Ferguson Enterprises Inc have declined from $24.30 billion to $24.22 billion for the full year 2026 and from $25.85 billion to $25.68 billion for 2027. Meanwhile, earnings estimates have increased from $7.65 per share to $7.72 per share for the full year 2026, but have declined from $8.71 per share to $8.68 per share for 2027.

In the previous quarter ending on 2025-07-31, Ferguson Enterprises Inc's actual revenue was $6.38 billion, which beat analysts' revenue expectations of $6.32 billion by 0.97%. Ferguson Enterprises Inc's actual earnings were $2.67 per share, which beat analysts' earnings expectations of $2.12 per share by 25.87%. After releasing the results, Ferguson Enterprises Inc was up by 5.91% in one day.

Based on the one-year price targets offered by 4 analysts, the average target price for Ferguson Enterprises Inc is $222.94, with a high estimate of $247.69 and a low estimate of $193.54. The average target implies an upside of 18.52% from the current price of $188.10.

Based on GuruFocus estimates, the estimated GF Value for Ferguson Enterprises Inc in one year is $149.03, suggesting a downside of -20.77% from the current price of $188.10.

Based on the consensus recommendation from 12 brokerage firms, Ferguson Enterprises Inc's average brokerage recommendation is currently 1.9, indicating an \\"Outperform\\" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.