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
Actual | 4.24 | 3.75 | 4.52 | 3.66 | 4.48 | 4.27 | 5.65 | 5.44 | 7.07 | 7.19 | 8.27 | 7.14 | 9.61 | 9.28 | 9.43 | 8.33 | 9.62 | 9.76 | 9.87 | 9.71 | 9.86 | 9.97 | 10.21 | 9.44 | ||||||||||||||||
Forecast | 4.4559 | 3.4602 | 4.1467 | 3.8594 | 4.3193 | 4.6051 | 5.3064 | 5.2445 | 6.1172 | 6.6423 | 7.2483 | 7.0074 | 8.5166 | 9.1114 | 8.9245 | 8.0477 | 9.6199 | 9.5918 | 9.9653 | 9.74 | 9.4846 | 10.0688 | 9.9765 | 9.4583 | ||||||||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.00B | 2.84B | 3.02B | 2.94B | 3.08B | 3.21B | 3.37B | 3.36B | 3.65B | 3.84B | 3.94B | 3.80B | 4.09B | 4.18B | 4.21B | 4.00B | 4.24B | 4.31B | 4.39B | 4.23B | 4.31B | 4.55B | 4.66B | 4.42B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.87B | 2.76B | 2.99B | 2.92B | 3.05B | 3.22B | 3.32B | 3.27B | 3.50B | 3.70B | 3.88B | 3.77B | 4.07B | 4.20B | 4.22B | 4.04B | 4.26B | 4.35B | 4.40B | 4.24B | 4.32B | 4.53B | 4.64B | 4.40B |
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
You can ask Aime
Did W.W. Grainger beat or miss consensus estimates last quarter?What were the key takeaways from W.W. Grainger’s earnings call?What is W.W. Grainger's gross profit margin?What is W.W. Grainger's latest dividend and current dividend yield?What guidance did W.W. Grainger's management provide for the next earnings period?What were the key takeaways from W.W. Grainger's earnings call?What is the revenue and EPS growth rate for W.W. Grainger year over year?What factors drove the changes in W.W. Grainger's revenue and profit?
