FE
Ferguson Enterprises Inc.
FERG · Ferguson Enterprises Inc. · Industrials
Up next day
3/12
25%
Fell despite growth
2/12
Good earnings ignored
Avg earnings move
±1.7%
typical swing on earnings
Price when beating
-0.3%
avg over 7 beats
Biggest single move
-4.7%
'26.6 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 2 of 7 beats (29%)
Reaction is erratic and hard to predict
Avg -0.3% on a beat, -0.7% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 75% of last 12
vs Industrials sector avg (197 peers)
This
-0.5%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 5 of last 10 times (50%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 9Before open
'26.9 expectedEst. EPS $3.31
Quarter ended 6/2026
Reported 2026-08-10
Next-day move
-4.7%
After 5 days -7.1%
vs Consensus$3.30→$3.39+2.8% beat
Beat by +2.8% but stock -4.7%
EPS
$3.39
YoY +7%
Revenue
$8.8B
YoY +5%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -4.3%p2.3x normal — unusual drop
Earnings trend · last 12 quarters
EPS$3.39YoY +7%
'23.10'26.6
Revenue$8.8BYoY +5%
'23.10'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
3x27%
Disappointment
weak · down ↓
4x36%
Good earnings ignored
good · down ↓
4x36%
← ← Weak earningsStrong earnings → →
Weak earnings, price down — reacts honestly to earnings · 4 of 11q (36%)
Community · FERG
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