Ferguson vs D.R. Horton

Ferguson and D.R. Horton are shown side by side to help readers understand how their business models, financial performance and market context compare. This page presents neutral, accessible information about strategy, revenue drivers, regional exposure and industry positioning, without implying recommendations or forecasts. Educational content, not financial advice.

Ferguson and D.R. Horton are shown side by side to help readers understand how their business models, financial performance and market context compare. This page presents neutral, accessible informati...

Comparison Snapshot

Key Financial Metrics

FERG

Metric

DHI

$47.44B

Market Cap

$44.59B

-5.75%

Potential Profit

1.96%

Buy

Analyst Rating

Hold

Why It's Moving

D.R. Horton Beats Q1 Earnings but Stock Dips on Margin Squeeze from Buyer Incentives

Earnings beat: EPS hit $2.03 versus $1.93 expected (down YoY from $2.61), revenue reached $6.9B topping $6.59B forecast, but net income fell 30% YoY to $595M.
Home closings dropped 7% to 17,818 units, signaling softer demand, while incentives like 3.99% rates weigh on 20.4% gross margins.
Management eyes first-time buyers (64% of sales) and repurchased $670M in shares, showing confidence despite affordability headwinds.

Sentiment:

🐻Bearish

D.R. Horton Beats Q1 Earnings but Stock Dips on Margin Squeeze from Buyer Incentives

Earnings beat: EPS hit $2.03 versus $1.93 expected (down YoY from $2.61), revenue reached $6.9B topping $6.59B forecast, but net income fell 30% YoY to $595M.
Home closings dropped 7% to 17,818 units, signaling softer demand, while incentives like 3.99% rates weigh on 20.4% gross margins.
Management eyes first-time buyers (64% of sales) and repurchased $670M in shares, showing confidence despite affordability headwinds.

Sentiment:

🐻Bearish

Investment Analysis

Ferguson

FERG

Pros

Ferguson PLC posted Q4 2025 EPS of $3.48, beating estimates by 5.78%, reflecting strong profitability.
The company achieved a 6.9% year-over-year increase in net sales in Q4 2025, driven by robust demand in HVAC and waterworks.
Ferguson maintains solid financial health with a return on equity of 29% and a current ratio of 1.64, indicating strong liquidity.

Considerations

Revenue of $8.5 billion in Q4 2025 missed expectations, signaling possible pressure on top-line growth.
High input costs increased cost of goods sold by 3.6% in fiscal 2025, keeping operating expenses elevated.
Long-term debt remains substantial at $3.75 billion with increasing interest expenses, posing financial risk.

D.R. Horton

DHI

Pros

D.R. Horton is the largest homebuilder in the US with operations in 126 markets across 36 states, providing broad geographic diversification.
The company offers integrated financial services including mortgage financing and title services, augmenting revenue streams.
D.R. Horton addresses a wide customer base from entry-level to luxury homebuyers, supporting revenue stability.

Considerations

The homebuilding sector’s inherent cyclicality exposes D.R. Horton to economic and housing market fluctuations.
Recent stock price data availability issues and lack of detailed current market metrics could indicate investor uncertainty.
Dependence on the US housing market and mortgage rates may increase exposure to regulatory or macroeconomic headwinds.

About The Companies

Ferguson (FERG)

Ferguson PLC is a leading value-added distributor that serves the North American residential and non-residential construction markets. Operating primarily in the United States and Canada, the company supplies a vast range of products and services to specialised professionals. Its inventory includes everything from plumbing, heating, ventilation, and air conditioning (HVAC) equipment to pipes, valves, and fittings (PVF). Ferguson connects with its customers through a multi-channel network of distribution centres, branches, and e-commerce platforms. By catering to various sectors like plumbing, facilities supply, and waterworks, Ferguson has established itself as a key supplier within the construction industry's supply chain. It's important for potential investors to remember that the company's performance can be closely linked to the health of the broader construction market, and like any investment, its value can go down as well as up.

D.R. Horton (DHI)

DR Horton, Inc. (DHI) is one of the largest US homebuilders, specialising in single‑family and select multi‑family housing across a broad range of price points. The company acquires land, builds homes and often provides related services such as mortgage lending and title insurance, which can add to margins. Revenue and profitability tend to track the housing cycle: demand, mortgage rates, and supply of existing homes are key drivers. DR Horton benefits from scale, a diversified national footprint and a large land inventory, but it is sensitive to interest‑rate rises, construction costs, labour availability and regional economic shifts. For investors, the company offers exposure to residential construction and the broader housing market, yet returns can be volatile and are not guaranteed. This summary is educational only and not personalised investment advice; investors should consider their goals, risk tolerance and seek professional guidance before acting.

D.R. Horton (DHI) Next Earnings Date

D.R. Horton (DHI) is scheduled to report earnings on Tuesday, January 20, 2026, before market open. This release will cover the fiscal first quarter of 2026 (quarter ending December 2025), aligning with the company's historical late-January pattern for Q1 results. Investors should anticipate analyst estimates around $1.92-$1.96 per share and revenue near $6.65 billion.

D.R. Horton (DHI) Next Earnings Date

D.R. Horton (DHI) is scheduled to report earnings on Tuesday, January 20, 2026, before market open. This release will cover the fiscal first quarter of 2026 (quarter ending December 2025), aligning with the company's historical late-January pattern for Q1 results. Investors should anticipate analyst estimates around $1.92-$1.96 per share and revenue near $6.65 billion.

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Comparison Snapshot

Why It's Moving

D.R. Horton Beats Q1 Earnings but Stock Dips on Margin Squeeze from Buyer Incentives

D.R. Horton Beats Q1 Earnings but Stock Dips on Margin Squeeze from Buyer Incentives