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GWW

W.W. Grainger·NYSE
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GWW fundamentals

W.W. Grainger (GWW) released its earnings on Feb 3, 2026: revenue was 4.42B (YoY +4.54%), beat estimates; EPS was 9.44 (YoY -2.78%), missed estimates.
Revenue / YoY
4.42B
+4.54%
EPS / YoY
9.44
-2.78%
Report date
Feb 3, 2026
GWW Earnings Call Summary for Q4,2025
  • Revenue Growth: 2025 total company sales $17.9B, with HTS U.S. outgrowing MRO market by 250 basis points. 2026 guidance for 6.5%-9% daily organic growth, driven by HTS share gain and EA segment expansion.
  • AI and Digital Innovation: Seller insights platform with AI integration to enhance customer targeting. Zoro private label products achieve 16% sales growth, MonotaRO same-day shipping expansion to new regions.
  • Gross Margin Recovery: 2026 gross margin improvement expected in second half, with LIFO headwinds subsiding. HTS U.S. price/cost neutrality to be achieved over time.
  • Operating Margin Expansion: 2026 operating margin to grow 40-90 basis points, supported by EA segment leverage and U.K. market exit benefits. First-half 2026 gross margin headwinds to resolve in the second half.
  • Customer Engagement: EDI/ePro now 40% of orders, KeepStock adoption expanding with midsize customers. Zoro repeat rates improving, MonotaRO enterprise customer growth.
EPS
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Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
4.243.754.523.664.484.275.655.447.077.198.277.149.619.289.438.339.629.769.879.719.869.9710.219.44
Forecast
4.45593.46024.14673.85944.31934.60515.30645.24456.11726.64237.24837.00748.51669.11148.92458.04779.61999.59189.96539.749.484610.06889.97659.4583
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-4.85%
+8.38%
+9.00%
-5.17%
+3.72%
-7.28%
+6.48%
+3.73%
+15.58%
+8.25%
+14.10%
+1.89%
+12.84%
+1.85%
+5.66%
+3.51%
+0.00%
+1.75%
-0.96%
-0.31%
+3.96%
-0.98%
+2.34%
-0.19%
Revenue
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Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------------------3.00B2.84B3.02B2.94B3.08B3.21B3.37B3.36B3.65B3.84B3.94B3.80B4.09B4.18B4.21B4.00B4.24B4.31B4.39B4.23B4.31B4.55B4.66B4.42B
Forecast
--------------------------------2.87B2.76B2.99B2.92B3.05B3.22B3.32B3.27B3.50B3.70B3.88B3.77B4.07B4.20B4.22B4.04B4.26B4.35B4.40B4.24B4.32B4.53B4.64B4.40B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+4.57%
+2.88%
+0.99%
+0.59%
+1.12%
-0.53%
+1.57%
+2.79%
+4.29%
+3.80%
+1.54%
+0.82%
+0.42%
-0.46%
-0.20%
-1.04%
-0.56%
-0.90%
-0.31%
-0.20%
-0.26%
+0.59%
+0.31%
+0.62%

Earnings Call