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W.W. Grainger (GWW)
NYSE:GWW
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
10.19Last Year’s EPS
9.86Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted meaningful progress across strategic initiatives (assortment expansion, digital and AI capabilities, seller coverage, strong endless-assortment performance, cash generation and shareholder returns) and provided a constructive 2026 outlook with margin and EPS expansion. However, the business continues to navigate tangible near-term headwinds — tariff-driven cost and LIFO impacts, higher SG&A (notably healthcare), mixed market demand, and tax headwinds — and High-Touch outgrowth remains below long-term targets. On balance, management portrays confidence in execution and a path to improved margins and growth in 2026 while acknowledging risks and a cautious market view.Company Guidance
Full-Year Revenue and Organic Growth
Total company sales for 2025 were $79.9 billion, with reported sales growth of 4.5% and daily organic constant currency growth of 4.9% for the year.
Endless Assortment Strong Performance
Endless Assortment delivered outsized growth: daily organic constant currency sales up ~15.6% for the year; Zoro U.S. up 16% and MonotaRO up 18.4% (local days/local currency). Segment operating margin improved 200 basis points to 10.6%.
MonotaRO Momentum
MonotaRO grew enterprise customers 25%, expanded same-day shipping regions, and is building a new DC (Mito) that will nearly double shipping capacity in Japan.
High-Touch Outgrowth vs Market
Grainger estimates ~250 basis points of volume outgrowth for High-Touch Solutions in 2025 (High-Touch volume +1.4% vs multifactor MRO model down -1.5% to -0.5%), demonstrating share gain despite a weak market.
Margins, EPS, Cash Generation and Returns
Full-year operating margin was 15.0%; adjusted EPS was $39.48 (up 1.3%); ROIC 39.1%; operating cash flow $2.0 billion; $1.5 billion returned to shareholders via dividends and buybacks in 2025.
Product Assortment and Merchandising
Net assortment growth of over 85,000 SKUs in 2025 (largest net SKU growth for the high-touch segment in nearly a decade), with expanded private-label and factory automation offerings.
Sales Force Expansion & Seller Tools
Added ~110 new sellers in 2025 (over 300 since 2022), >10% increase in U.S.-based sales team; widespread adoption of SellerInsights and plans to leverage AI to improve seller effectiveness.
2026 Guidance and Confidence
2026 outlook: revenue $18.7B–$19.1B with daily organic constant currency growth 6.5%–9%; total company operating margin guide 15.4%–15.9% (up 40–90 bps vs 2025); EPS $42.25–$44.75 (midpoint >10% growth); operating cash flow $2.1B–$2.3B; share repurchases ~ $1B.
GWW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GWW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $1094.11 | $1152.82 | +5.37% |
Oct 31, 2025 | $952.18 | $974.84 | +2.38% |
Aug 01, 2025 | $1032.66 | $926.27 | -10.30% |
May 01, 2025 | $1015.31 | $1044.18 | +2.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does W.W. Grainger (GWW) report earnings?
W.W. Grainger (GWW) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is W.W. Grainger (GWW) earnings time?
W.W. Grainger (GWW) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GWW EPS forecast?
GWW EPS forecast for the fiscal quarter 2026 (Q1) is 10.19.