Discussion about this post

User's avatar
Neural Foundry's avatar

Great earnings calendar for the week! I'm particularly intrested in Ferguson's Tuesday morning report. FERG has been consistently beating estimates with solid execution in their plumbing and HVAC distribution business. The $3.02 EPS expectaton seems conservative given their track record of margin expansion and operational eficiency. Their business model is really compelling because even when new construction slows, the repair and replacement market stays relatively resilient. Looking forward to seeing if they can beat the street again and provide positive guidance for the coming quarters. Thanks for putting this comprehensive calendar together!

Expand full comment

No posts

Ready for more?