Ferguson Enterprises Inc. hosted their Q2 2025 Results Conference Call bright and early on March 11, 2025, kicking off at 8:30 AM Eastern Time. Key voices on the call included Brian Lantz, the Vice President of Investor Relations, Kevin Murphy, the President and CEO, and Bill Brundage, the CFO.
From the analyst side, a variety of experts joined in to lend their insights. The lineup featured Matthew Bouley from Barclays, Phil Ng with Jefferies, Quinn Fredrickson representing Baird, John Lovallo from UBS, Sam Reid at Wells Fargo, Mike Dahl of RBC, Keith Hughes from Truist, and Will Jones with Redburn.
Our host, Lydia, welcomed everyone warmly, introducing herself as the conference operator. She explained that all participants were currently on mute to ensure the presentation ran smoothly. After the initial statements, she mentioned there would be an opportunity for questions. Clear instructions followed on how to participate in the upcoming Q&A session.
Passing the baton, Lydia handed over the call to Brian Lantz, who enthusiastically took the stage. He opened by greeting everyone and noted the release of Ferguson’s second quarter earnings report earlier that morning. For those interested in delving deeper, he indicated that the announcement was available on the company’s website in the Investors section as well as the SEC filings page. Plus, for anyone unable to join live, a recording of the call would be accessible later in the day.
Brian then moved on to a crucial disclaimer. He highlighted that during the call, they might make forward-looking statements subject to certain risks and uncertainties that could cause actual results to differ significantly. He advised listeners to refer to their Form 10-K on the SEC’s website for more insights into these risks. Additionally, he stressed that any forecasts shared during the call were current as of the day’s date, and the company did not commit to updating them as circumstances evolve. In today’s session, attendees could also expect a discussion surrounding certain non-GAAP financial measures.
