# FERG · Ferguson Enterprises Inc.

Snapshot 2026-10-26 · CIK 0002011641 · NYSE · 

Price 226.86 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 43.89 B

Machine-readable: https://theclaudetrader.com/s/FERG.json · index: https://theclaudetrader.com/llms.txt

## Scores

### Graham Defensive: 40.6 (partial: 3, 5) · complete: False · missing tests: 3, 5 · current inputs as of 2025-07-31 · stale inputs: Revenue · history 2022–2025 · price 2026-10-23 · verification {'verified': 5, 'mismatch': 0, 'unverified': 12, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham
- 1 Adequate size: 30.76 revenue $B · threshold >= 1 · points 5.0/5
- 2a Current ratio: 1.73  · threshold >= 2.0 · points 10.9/15
- 2b Long-term debt vs working capital: 0.96 LTD / WC · threshold <= 1.0 · points 15.0/15
- 3 Positive earnings each of 10 years: 4 years reported  · threshold 10 of 10 · points None/15
- 4 Dividends every year for 20 years: 13 of 20  · threshold 20 of 20 · points 9.75/15
- 5 EPS growth, 3-yr avg now vs 10 yrs ago: None  · threshold >= +33% · points None/10
- 6 P/E on 3-year average EPS: 25.2  · threshold <= 15 · points 0.0/15
- 7 P/B <= 1.5, or P/E x P/B <= 22.5: P/B 7.08, product 178.6  · threshold <= 1.5 or <= 22.5 · points 0.0/10

Inputs:
  - Price (close, per traded unit): 226.86 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - Revenue: 30762000000.0 · 2025-07-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - current_assets: 11027000000.0 · 2026-06-30 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ · unverified
  - current_liabilities: 6377000000.0 · 2026-06-30 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ · unverified
  - lt_debt: 4456000000.0 · 2026-06-30 · SEC XBRL LongTermDebtNoncurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ · unverified
  - equity: 6201000000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ · unverified
  - Net income FY2022: 2122000000.0 · 2022-07-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164124000005/ · unverified
  - Net income FY2023: 1889000000.0 · 2023-07-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Net income FY2024: 1735000000.0 · 2024-07-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Net income FY2025: 1856000000.0 · 2025-07-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Dividend years (Yahoo): [2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] ·  · Yahoo Finance dividend history · https://finance.yahoo.com/quote/FERG/history?filter=div · verified (partly: XBRL covers 4 of 20 years)
  - Dividends per share FY2022 (XBRL): 2.505 · 2022-07-31 · SEC XBRL CommonStockDividendsPerShareCashPaid · https://www.sec.gov/Archives/edgar/data/2011641/000201164124000005/ · verified
  - Dividends per share FY2023 (XBRL): 4.16 · 2023-07-31 · SEC XBRL CommonStockDividendsPerShareCashPaid · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · verified
  - Dividends per share FY2024 (XBRL): 3.12 · 2024-07-31 · SEC XBRL CommonStockDividendsPerShareCashPaid · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · verified
  - Dividends per share FY2025 (XBRL): 3.28 · 2025-07-31 · SEC XBRL CommonStockDividendsPerShareCashPaid · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · verified
  - EPS diluted FY2023: 9.12 · 2023-07-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - EPS diluted FY2024: 8.53 · 2024-07-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - EPS diluted FY2025: 9.32 · 2025-07-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Shares outstanding: 193452717.0 · 2026-08-03 · SEC cover page 10-Q 0002011641-26-000040 (193,452,717 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ferg-20260630.htm · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/R1.htm

### Magic Formula: 67.3 (ok) · complete: True · missing tests: none · current inputs as of 2025-10-31 · stale inputs: operating_income_q, operating_income_q, debt_incl_current · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula
-  Earnings yield (EBIT/EV): 6.03 % · threshold  · points /
-  Return on capital (EBIT/(NWC+PPE)): 43.02 % · threshold  · points /
-  Combined rank: 150  · threshold  · points /

Inputs:
  - operating_income: 2606000000.0 · 2025-07-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/
  - operating_income_q: 771000000.0 · 2025-10-31 · SEC XBRL OperatingIncomeLoss (quarter CY2025Q3) · https://www.sec.gov/Archives/edgar/data/2011641/000201164125000059/
  - operating_income_q: 665000000.0 · 2024-10-31 · SEC XBRL OperatingIncomeLoss (quarter CY2024Q3) · https://www.sec.gov/Archives/edgar/data/2011641/000201164125000059/
  - operating_income_q: 612000000.0 · 2026-03-31 · SEC XBRL OperatingIncomeLoss (quarter CY2026Q1) · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000030/
  - operating_income_q: 507000000.0 · 2025-03-31 · SEC XBRL OperatingIncomeLoss (quarter CY2025Q1) · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000030/
  - operating_income_q: 893000000.0 · 2026-06-30 · SEC XBRL OperatingIncomeLoss (quarter CY2026Q2) · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/
  - operating_income_q: 842000000.0 · 2025-06-30 · SEC XBRL OperatingIncomeLoss (quarter CY2025Q2) · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/
  - current_assets: 11027000000.0 · 2026-06-30 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/
  - current_liabilities: 6377000000.0 · 2026-06-30 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/
  - cash: 437000000.0 · 2026-06-30 · SEC XBRL CashAndCashEquivalentsAtCarryingValue · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/
  - ppe_net: 2016000000.0 · 2026-06-30 · SEC XBRL PropertyPlantAndEquipmentNet · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/
  - debt_incl_current: 4150000000.0 · 2025-12-31 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/
  - shares_out: 193452717.0 · 2026-08-03 · SEC cover page 10-Q 0002011641-26-000040 (193,452,717 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ferg-20260630.htm · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/R1.htm
  - Price (close): 226.86 · 2026-10-23 · Yahoo Finance / Alpaca Market Data · 
  - note: debt = LongTermDebt (incl. current maturities) ·  ·  · 

### Momentum: 36.8 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum
-  12-1 month return: -8.3 % · threshold  · points 13.8/50
-  6 month return: -13.2 % · threshold  · points 3.3/20
-  Price / 52-week high: 0.854  · threshold  · points 12.8/15
-  Volatility penalty (60d annualised): 29.3 % · threshold  · points 6.8/15

Inputs:
  - Adjusted close series (14 months): 226.86 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · 

### Insider: 0.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider
-  Open-market buy value / market cap (percentile among buyers): 0.0 bp · threshold  · points 0.0/35
-  Distinct buyers: 0  · threshold  · points 0.0/25
-  Buyer seniority: 0.0  · threshold  · points 0.0/20
-  Recency (half-life 30d): 0.0  · threshold  · points 0.0/10
-  Sales penalty (excludes 10b5-1 plan sales): 0.27 bp · threshold  · points -4.5/0

Inputs:
  - Form 4 S Schlicher Jake 2026-08-28: 1195472.8399999999 · 2026-08-28 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/2011641/000198410026000003/
  - excluded 2026-10-16 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-15 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-15 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-15 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-15 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-15 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-15 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-14 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-14 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-14 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-14 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-14 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-12 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-12 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-12 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-12 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-12 S: 10b5-1 plan ·  · rule · 
  - excluded 2026-10-12 S: 10b5-1 plan ·  · rule · 

### Buffett Quality: 26.4 (partial: 1, 2, 3) · complete: False · missing tests: 1, 2, 3 · current inputs as of 2025-12-31 · stale inputs: debt_incl_current · history 2022–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 17, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett
- 1 Average return on equity (net income / year-end equity): 3 years with positive equity  · threshold >= 15% · points None/25
- 2 Profitable every year: 4 years reported  · threshold all years · points None/15
- 3 Net income growth, 3-yr average now vs start of window: 4 years reported  · threshold >= +10% · points None/10
- 4 Borrowings / 3-yr average earnings (years to repay): 2.3 years · threshold <= 4 · points 15.0/15
- 5 Operating margin, 5-yr average: 9.1%  · threshold >= 20% · points 0.9/10
- 6 Free cash flow / net income, 5-yr (operating cash flow minus capex): 0.82  · threshold >= 1.0 · points 6.4/10
- 7 Owner-earnings yield (3-yr avg free cash flow / market cap): 4.1%  · threshold >= 7% · points 4.1/15

Inputs:
  - Price (close, per traded unit): 226.86 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - debt_incl_current: 4150000000.0 · 2025-12-31 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Operating income FY2022: 2820000000.0 · 2022-07-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164124000005/ · unverified
  - Revenue FY2022: 28566000000.0 · 2022-07-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/2011641/000201164124000005/ · unverified
  - Operating income FY2023: 2659000000.0 · 2023-07-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Revenue FY2023: 29734000000.0 · 2023-07-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Operating income FY2024: 2652000000.0 · 2024-07-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Revenue FY2024: 29635000000.0 · 2024-07-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Operating income FY2025: 2606000000.0 · 2025-07-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Revenue FY2025: 30762000000.0 · 2025-07-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Operating cash flow FY2022: 1149000000.0 · 2022-07-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/2011641/000201164124000005/ · unverified
  - Capital expenditure FY2022: 290000000.0 · 2022-07-31 · SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) · https://www.sec.gov/Archives/edgar/data/2011641/000201164124000005/ · unverified
  - Operating cash flow FY2023: 2723000000.0 · 2023-07-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Capital expenditure FY2023: 441000000.0 · 2023-07-31 · SEC XBRL PaymentsToAcquireProductiveAssets (10-KT via companyfacts; capex fallback) · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Operating cash flow FY2024: 1873000000.0 · 2024-07-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Capital expenditure FY2024: 372000000.0 · 2024-07-31 · SEC XBRL PaymentsToAcquireProductiveAssets (10-KT via companyfacts; capex fallback) · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Operating cash flow FY2025: 1908000000.0 · 2025-07-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Capital expenditure FY2025: 305000000.0 · 2025-07-31 · SEC XBRL PaymentsToAcquireProductiveAssets (10-KT via companyfacts; capex fallback) · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Shares outstanding: 193452717.0 · 2026-08-03 · SEC cover page 10-Q 0002011641-26-000040 (193,452,717 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ferg-20260630.htm · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/R1.htm

### Lynch GARP: 27.2 (partial: 1, 2, 5) · complete: False · missing tests: 1, 2, 5 · current inputs as of 2025-12-31 · stale inputs: debt_incl_current · history 2025–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 4, 'not_cross_checked': 1} · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch
- 1 PEG: P/E divided by 5-yr EPS growth (in % points): None  · threshold <= 1.0 · points None/30
- 2 EPS growth, 5-yr compound rate: None  · threshold 12% to 35% a year · points None/20
- 3 P/E on latest annual EPS: 24.3  · threshold <= 25 · points 10.0/10
- 4 Borrowings / equity: 0.67  · threshold <= 0.5 · points 12.5/15
- 5 Years of the last 5 in which EPS rose: None  · threshold 5 of 5 · points None/15
- 6 Net cash (cash minus borrowings) / market cap: -8.5%  · threshold >= +10% · points 4.7/10

Inputs:
  - Price (close, per traded unit): 226.86 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - EPS diluted FY2025: 9.32 · 2025-07-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - debt_incl_current: 4150000000.0 · 2025-12-31 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - equity: 6201000000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ · unverified
  - cash: 437000000.0 · 2026-06-30 · SEC XBRL CashAndCashEquivalentsAtCarryingValue · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ · unverified

### Graham Enterprising: 40.0 (partial: 3, 5) · complete: False · missing tests: 3, 5 · current inputs as of 2025-12-31 · stale inputs: debt_incl_current · history None–None · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 4, 'not_cross_checked': 3} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising
- 1 Current ratio: 1.73  · threshold >= 1.5 · points 15.0/15
- 2 Borrowings vs working capital: 0.89 x · threshold <= 1.1x · points 15.0/15
- 3 No earnings deficit in the last 5 years: 4 years reported  · threshold 5 of 5 · points None/15
- 4 Pays a current dividend: yes  · threshold yes · points 10.0/10
- 5 EPS higher than five years earlier: None  · threshold higher · points None/10
- 6 Price / book value per share: 7.08  · threshold <= 1.2 · points 0.0/20
- 7 Price / net current asset value per share (current assets minus all liabilities): None  · threshold <= 0.67 · points 0.0/15

Inputs:
  - Price (close, per traded unit): 226.86 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - current_assets: 11027000000.0 · 2026-06-30 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ · unverified
  - current_liabilities: 6377000000.0 · 2026-06-30 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ · unverified
  - debt_incl_current: 4150000000.0 · 2025-12-31 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - Dividend years (Yahoo): [2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] ·  · Yahoo Finance dividend history · https://finance.yahoo.com/quote/FERG/history?filter=div
  - equity: 6201000000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ · unverified
  - Shares outstanding: 193452717.0 · 2026-08-03 · SEC cover page 10-Q 0002011641-26-000040 (193,452,717 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ferg-20260630.htm · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/R1.htm

### Piotroski F-Score: 55.6 (ok) · complete: True · missing tests: none · current inputs as of None · stale inputs: none · history 2024–2026 · price None · verification {'verified': 0, 'mismatch': 0, 'unverified': 27, 'not_cross_checked': 0} · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski
- 1 Return on assets is positive: 10.5%  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 2 Operating cash flow is positive: 1,908M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 3 Return on assets improved on the prior year: 10.5% -> 10.5%  · threshold pass = 1 · points 0.0/11.11111111111111
- 4 Operating cash flow exceeds net income (accruals): 1,908M vs 1,856M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 5 Long-term debt / assets fell: 22.8% -> 21.2%  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 6 Current ratio improved: 1.80 -> 1.68  · threshold pass = 1 · points 0.0/11.11111111111111
- 7 No new shares issued (share count did not rise): 196M -> 193M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 8 Operating margin improved (stand-in for gross margin, which the dataset does not carry): 8.9% -> 8.5%  · threshold pass = 1 · points 0.0/11.11111111111111
- 9 Asset turnover (revenue / assets) improved: 1.79 -> 1.74  · threshold pass = 1 · points 0.0/11.11111111111111

Inputs:
  - net_income 2025-07-31: 1856000000.0 · 2025-07-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - total_assets 2025-07-31: 17729000000.0 · 2025-07-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - cfo 2025-07-31: 1908000000.0 · 2025-07-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - net_income 2025-07-31: 1856000000.0 · 2025-07-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - net_income 2024-07-31: 1735000000.0 · 2024-07-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - total_assets 2025-07-31: 17729000000.0 · 2025-07-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - total_assets 2024-07-31: 16572000000.0 · 2024-07-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - cfo 2025-07-31: 1908000000.0 · 2025-07-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - net_income 2025-07-31: 1856000000.0 · 2025-07-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - lt_debt 2025-07-31: 3752000000.0 · 2025-07-31 · SEC XBRL LongTermDebtNoncurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - lt_debt 2024-07-31: 3774000000.0 · 2024-07-31 · SEC XBRL LongTermDebtNoncurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - total_assets 2025-07-31: 17729000000.0 · 2025-07-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - total_assets 2024-07-31: 16572000000.0 · 2024-07-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - current_assets 2025-07-31: 10146000000.0 · 2025-07-31 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - current_assets 2024-07-31: 9410000000.0 · 2024-07-31 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - current_liabilities 2025-07-31: 6028000000.0 · 2025-07-31 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - current_liabilities 2024-07-31: 5216000000.0 · 2024-07-31 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - shares_out 2026-08-03: 193452717.0 · 2026-08-03 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ · unverified
  - shares_out 2025-09-19: 196151443.0 · 2025-09-19 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/2011641/000201164125000027/ · unverified
  - operating_income 2025-07-31: 2606000000.0 · 2025-07-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - operating_income 2024-07-31: 2652000000.0 · 2024-07-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - revenue 2025-07-31: 30762000000.0 · 2025-07-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - revenue 2024-07-31: 29635000000.0 · 2024-07-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - revenue 2025-07-31: 30762000000.0 · 2025-07-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - revenue 2024-07-31: 29635000000.0 · 2024-07-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - total_assets 2025-07-31: 17729000000.0 · 2025-07-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified
  - total_assets 2024-07-31: 16572000000.0 · 2024-07-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/ · unverified

## Market value, source trail

- Formula: market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used
- Traded price: 226.86 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1
- SEC shares outstanding: 193,452,717 underlying shares, period 2026-08-03, SEC cover page 10-Q 0002011641-26-000040 (193,452,717 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/ferg-20260630.htm, accession 0002011641-26-000040 · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000040/R1.htm
- Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None
- Market value (price date x latest reported shares): 43,886,683,379 USD; 226.86 (price 2026-10-23) / 1 x 193,452,717 (shares at 2026-08-03) = 43,886,683,379

## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends)

- FY2022 (ended 2022-07-31): 28566000000.0 · https://www.sec.gov/Archives/edgar/data/2011641/000201164124000005/
- FY2023 (ended 2023-07-31): 29734000000.0 · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/
- FY2024 (ended 2024-07-31): 29635000000.0 · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/
- FY2025 (ended 2025-07-31): 30762000000.0 · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/

## Net income by fiscal year (SEC XBRL)

- FY2022 (ended 2022-07-31): 2122000000.0 · https://www.sec.gov/Archives/edgar/data/2011641/000201164124000005/
- FY2023 (ended 2023-07-31): 1889000000.0 · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/
- FY2024 (ended 2024-07-31): 1735000000.0 · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/
- FY2025 (ended 2025-07-31): 1856000000.0 · https://www.sec.gov/Archives/edgar/data/2011641/000201164126000006/

## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets)

- FY2022 (ended 2022-07-31): 9.69 [filed 9.69, split factor 1.0]
- FY2023 (ended 2023-07-31): 9.12 [filed 9.12, split factor 1.0]
- FY2024 (ended 2024-07-31): 8.53 [filed 8.53, split factor 1.0]
- FY2025 (ended 2025-07-31): 9.32 [filed 9.32, split factor 1.0]

## Dividend years (Yahoo history)

2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026

## Insider transactions (SEC Form 4 data set, latest 40)

- 2026-10-16 S Graham Ian T. (officer) 1097 @ 230.00 = 252310 · https://www.sec.gov/Archives/edgar/data/2011641/000198415626000004/#live
- 2026-10-15 S Camposano Robert Anthony Jr. (officer) 185 @ 224.50 = 41532 · https://www.sec.gov/Archives/edgar/data/2011641/000207430426000004/#live
- 2026-10-15 S Stirrup Allison (officer) 922 @ 225.00 = 207450 · https://www.sec.gov/Archives/edgar/data/2011641/000203038626000004/#live
- 2026-10-15 S Murphy Kevin Michael (officer) 1776 @ 224.50 = 398712 · https://www.sec.gov/Archives/edgar/data/2011641/000198461426000004/#live
- 2026-10-15 S Graham Ian T. (officer) 238 @ 224.50 = 53431 · https://www.sec.gov/Archives/edgar/data/2011641/000198415626000003/#live
- 2026-10-15 S Schlicher Jake (officer) 314 @ 224.50 = 70493 · https://www.sec.gov/Archives/edgar/data/2011641/000198410026000005/#live
- 2026-10-15 S Thees William T. Jr (COO) 353 @ 224.50 = 79248 · https://www.sec.gov/Archives/edgar/data/2011641/000198402026000004/#live
- 2026-10-14 S Camposano Robert Anthony Jr. (officer) 201 @ 220.63 = 44347 · https://www.sec.gov/Archives/edgar/data/2011641/000207430426000004/#live
- 2026-10-14 S Murphy Kevin Michael (officer) 685 @ 220.63 = 151132 · https://www.sec.gov/Archives/edgar/data/2011641/000198461426000004/#live
- 2026-10-14 S Graham Ian T. (officer) 99 @ 220.63 = 21842 · https://www.sec.gov/Archives/edgar/data/2011641/000198415626000003/#live
- 2026-10-14 S Schlicher Jake (officer) 217 @ 220.63 = 47877 · https://www.sec.gov/Archives/edgar/data/2011641/000198410026000005/#live
- 2026-10-14 S Thees William T. Jr (COO) 217 @ 220.63 = 47877 · https://www.sec.gov/Archives/edgar/data/2011641/000198402026000004/#live
- 2026-10-12 S Camposano Robert Anthony Jr. (officer) 1580 @ 218.74 = 345609 · https://www.sec.gov/Archives/edgar/data/2011641/000207430426000003/#live
- 2026-10-12 S Murphy Kevin Michael (officer) 11259 @ 216.78 = 2440726 · https://www.sec.gov/Archives/edgar/data/2011641/000198461426000003/#live
- 2026-10-12 S Graham Ian T. (officer) 1854 @ 218.74 = 405544 · https://www.sec.gov/Archives/edgar/data/2011641/000198415626000002/#live
- 2026-10-12 S Brundage William (CFO) 5986 @ 218.74 = 1309378 · https://www.sec.gov/Archives/edgar/data/2011641/000198414226000003/#live
- 2026-10-12 S Schlicher Jake (officer) 3138 @ 218.74 = 686406 · https://www.sec.gov/Archives/edgar/data/2011641/000198410026000004/#live
- 2026-10-12 S Thees William T. Jr (COO) 3510 @ 220.00 = 772200 · https://www.sec.gov/Archives/edgar/data/2011641/000198402026000003/#live
- 2026-08-28 S Schlicher Jake (officer) 5177 @ 230.92 = 1195473 · https://www.sec.gov/Archives/edgar/data/2011641/000198410026000003/

## Links

- sec_filings: https://www.sec.gov/edgar/browse/?CIK=0002011641
- sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0002011641.json
- sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002011641&type=4
- sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002011641&type=8-K
- yahoo: https://finance.yahoo.com/quote/FERG
- stooq: https://stooq.com/q/d/?s=ferg.us
- morningstar (link only, nothing stored): https://www.morningstar.com/search?query=FERG
- finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=FERG
- stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/ferg/
- seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/FERG
- openinsider (link only, nothing stored): http://openinsider.com/search?q=FERG
- google_news (link only, nothing stored): https://news.google.com/rss/search?q=FERG+stock

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/FERG; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23.

Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.