W.W. Grainger shares rise 5.37% intraday after Q4 revenue beats estimates and 2026 guidance highlights margin expansion and organic growth.

W.W. Grainger (GWW) surged 5.37% intraday following its Q4 2025 earnings report, which revealed a 4.5% year-on-year revenue increase to $4.43 billion, exceeding analyst estimates by 0.7%. While GAAP EPS of $9.44 missed expectations, the company highlighted strong performance in its Endless Assortment segment, which grew sales by 14.3% and improved operating margins by 200 basis points. Grainger also provided optimistic 2026 guidance, projecting $18.7–$19.1 billion in revenue and a 15.4–15.9% operating margin. These results, coupled with strategic investments in AI/ML and supply chain expansion, signaled resilience amid macroeconomic challenges, prompting a rebound in investor sentiment after initial pre-market declines.