Ferguson Enterprises Holds First U.S. Annual Meeting
Ticker: FERG · Form: DEF 14A · Filed: Oct 15, 2024 · CIK: 2011641
| Field | Detail |
|---|---|
| Company | Ferguson Enterprises INC. /De/ (FERG) |
| Form Type | DEF 14A |
| Filed Date | Oct 15, 2024 |
| Risk Level | low |
| Pages | 15 |
| Reading Time | 17 min |
| Key Dollar Amounts | $340B, $11 billion, $29.6 billion, $2,652 million, $7 million |
| Sentiment | neutral |
Sentiment: neutral
Topics: annual-meeting, corporate-governance, us-domicile
TL;DR
Ferguson's first US annual meeting is Dec 5th, marking the end of its move from the UK.
AI Summary
Ferguson Enterprises Inc. is holding its first annual meeting of stockholders on December 5, 2024, at 9:00 a.m. Eastern Time. This meeting marks the completion of the company's "journey to the U.S.," which began with considering North America as the best long-term location in 2019. Key milestones include an additional listing on the NYSE in 2021, making it the primary listing venue in 2022, and becoming a U.S. domestic issuer in August 2023. Shareholders approved a new corporate structure in May 2024, finalizing this transition.
Why It Matters
This proxy statement signals the formal completion of Ferguson's strategic shift to a U.S. domicile, impacting its corporate governance and regulatory framework.
Risk Assessment
Risk Level: low — This filing is a standard proxy statement for an annual meeting and does not contain new material financial risks.
Key Players & Entities
- Ferguson Enterprises Inc. (company) — Registrant and company holding annual meeting
- December 5, 2024 (date) — Date of the 2024 Annual Meeting
- 9:00 a.m. Eastern Time (time) — Time of the 2024 Annual Meeting
- 2019 (date) — Year Ferguson began considering North America
- New York Stock Exchange (company) — Venue for additional and primary listing
- 2021 (date) — Year of additional NYSE listing
- 2022 (date) — Year NYSE became primary listing venue
- August 1, 2023 (date) — Date Ferguson became a U.S. domestic issuer
- May 2024 (date) — Month shareholders approved new corporate structure
- Ferguson plc (company) — Previous parent company
FAQ
When is the first annual meeting of stockholders for Ferguson Enterprises Inc.?
The first annual meeting of stockholders for Ferguson Enterprises Inc. is scheduled for Thursday, December 5, 2024, at 9:00 a.m. Eastern Time.
What significant corporate transition does this meeting represent for Ferguson Enterprises Inc.?
This meeting represents the completion of Ferguson's "journey to the U.S.," signifying its transition to a U.S. parent company and domestic issuer.
When did Ferguson begin its strategic focus on North America?
Ferguson began considering North America as the best long-term location for the company in 2019.
What were the key dates related to Ferguson's U.S. stock exchange listings?
Ferguson obtained an additional listing on the New York Stock Exchange in 2021 and moved this to be its primary listing venue in 2022.
When did Ferguson officially become a U.S. domestic issuer and when was the new corporate structure approved?
Ferguson has been considered a U.S. domestic issuer under SEC rules since August 1, 2023, and shareholders approved a new corporate structure in May 2024.
Filing Stats: 4,352 words · 17 min read · ~15 pages · Grade level 14.9 · Accepted 2024-10-15 06:06:09
Key Financial Figures
- $340B — ing the specialized professional in our $340B residential and non-residential North A
- $11 billion — capital to our shareholders, with over $11 billion returned via dividends and share repurc
- $29.6 billion — d markets during the year. Net sales of $29.6 billion were broadly flat as we continued to co
- $2,652 million — ity acquisitions. Operating profit of $2,652 million was $7 million lower than last year wit
- $7 million — Operating profit of $2,652 million was $7 million lower than last year with diluted earni
- $8 — year with diluted earnings per share of $8.53, a decrease of 6.5%. Adjusted operat
- $2,824 million — of 6.5%. Adjusted operating profit* of $2,824 million was $93 million lower than last year wi
- $93 million — operating profit* of $2,824 million was $93 million lower than last year with adjusted dilu
- $9 — adjusted diluted earnings per share* of $9.69, a decrease of 1.5% principally aris
- $1.9 billion — th operating cash flow of approximately $1.9 billion during the year. Our cash generative mo
- $0.4 billion — areholders. During the year we invested $0.4 billion in capital expenditures, paid $0.8 bill
- $0.8 billion — 4 billion in capital expenditures, paid $0.8 billion of dividends, invested $0.3 billion in
- $0.3 billion — aid $0.8 billion of dividends, invested $0.3 billion in ten acquisitions, and repurchased 3.
- $0.6 billion — n of our outstanding shares equating to $0.6 billion. The Board declared total annual divi
- $3.16 — annual dividends for the fiscal year of $3.16 per share which reflects 5% growth over
Filing Documents
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Executive Compensation
Executive Compensation 37 Compensation Discussion and Analysis 40 Executive Summary 42 Compensation Determination Process 44 Elements of Our Compensation Program 62 Management of Compensation Related Risks 64 Severance and Change in Control Arrangements 65 Fiscal 2025 Executive Compensation Changes 67 2024 Summary Compensation Table 68 2024 Grants of Plan-Based Awards 69 Outstanding Equity Awards at 2024 Fiscal Year-End 70 Option Exercises and Stock Vested in the 2024 Fiscal Year 71 2024 Non-Qualified Deferred Compensation 72 Potential Payments Upon Termination or a Change in Control 74 CEO Pay Ratio 75 Pay Versus Performance 79 Proposal 3: Advisory Vote to Approve Executive Compensation ("Say-on-Pay") 80 Proposal 4: Advisory Vote to Approve the Frequency of Future Say-on-Pay Votes ("Say-on-Frequency") 81
Security Ownership of Certain Beneficial Owners and Management
Security Ownership of Certain Beneficial Owners and Management 83 Other Information 83 Communications with the Board 83 Process for Shareholder Recommendation and Nomination of Directors 83 Shareholder Proposals for 2025 Annual Meeting 83 Special Meetings 84 Householding 85 Questions and Answers About the 2024 Annual Meeting 91 Cautionary Note Regarding Forward-Looking Statements 93 Non-GAAP Reconciliations and Supplementary Information 2024 PROXY STATEMENT FERGUSON ENTERPRISES INC. Table of Contents 2024 Proxy Statement Summary Ferguson at a Glance Ferguson is the largest value-added distributor serving the specialized professional in our $340B residential and non-residential North American construction market. We help make our customers' complex projects simple, successful and sustainable by providing expertise and a wide range of products and services from plumbing, HVAC, appliances, and lighting to PVF, water and wastewater solutions, and more. Our North American customer groups have leading positions in large, growing and fragmented markets with over 75% of revenue estimated to come from #1 or #2 market positions. These markets have historically grown above GDP and their long-term structural characteristics remain supportive. We have an intentional balance between attractive end markets and serve customers principally in North America. Residential and non-residential markets each account for approximately half of our net sales, with net sales within these combined markets balanced between repair, maintenance and improvement ("RMI") (approximately two-thirds of our net sales) and new construction (approximately one-third of our net sales), based on management's estimates. This balance continues to serve us well and creates resilience with a less cyclical and more robust business model. Balanced market exposure 2024 PROXY STATEMENT FERGUSON ENTERPRISES INC. 1 Table of Contents 2024 Proxy Statement Summ