24/7 Wall Street
26 Sept 2026, 15:14 UTC · 2h ago
Verdict
Headline takes no side. We score FERG +0.60 across five claims — strongly bullish.
+0.60strongly bullish
More positive than 76% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 0 new · 5 priced in
Ferguson (FERG) beat EPS estimates and raised full-year guidance to mid-single-digit sales growth.
Priced inanalysis of prior results
So whatPositive guidance revisions typically lead to an upward shift in FY2026 EPS estimates.
More positive than 93% of claims this week
Watsco's (WSO) second-quarter diluted EPS of $4.00 missed the $4.39 estimate.
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Priced inanalysis of prior results
So whatThe 8.9% miss contributes to the 16.79% annual share price decline noted in the text.
More negative than 86% of claims this week
Watsco acquired Jackson Supply, which generates approximately $230M in annualized sales.
Priced inno timing evidence
So whatThe acquisition expands the footprint in the Sunbelt region across 25 locations.
More positive than 53% of claims this week
Core & Main (CNM) operates in a $44B municipal water market with $1.2 trillion in estimated needed U.S. infrastructure investment over 20 years.
Priced inanalysis of EPA estimates
So whatThis long-term tailwind supports valuation multiples despite near-term cyclicality.
More positive than 53% of claims this week
Watsco raised its annual dividend by 10% to $13.20 per share in April 2026.
Priced inevent occurred April 2026
So whatThe payout is supported by a strong balance sheet of $464M cash and zero debt.
More positive than 44% of claims this week
Which stocks this story touches
More positive than 76% of ticker scores this week
Beat EPS estimates and lifted full-year guidance for sales growth.
More positive than 70% of ticker scores this week
Operates in a massive municipal water market backed by significant projected federal infrastructure investment.
More positive than 66% of ticker scores this week
Strong cash position, no debt, and 52 years of dividend growth, despite a recent EPS miss.
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3h ago
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FERG hasn't traded since this ran. Last close $222.74 (Sep 25); the reaction starts at the next open.
FERG chart →
