GWW Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

W.W. Grainger delivered a mixed fourth quarter for fiscal 2025, posting solid top-line growth while falling just short on the bottom line amid a handful of unexpected cost pressures. Revenue climbed 4.5% year over year to $4.42 billion, edging past t… Read more W.W. Grainger delivered a mixed fourth quarter for fiscal 2025, posting solid top-line growth while falling just short on the bottom line amid a handful of unexpected cost pressures. Revenue climbed 4.5% year over year to $4.42 billion, edging past the $4.40 billion consensus estimate, but diluted EPS of $9.44 came in fractionally below the $9.46 forecast, a miss of just 0.21%, as an unfavorable effective tax rate of 22.8% compared to 20.1% in the year-ago period weighed on profitability. Operating margin contracted 70 basis points to 14.3%, hurt by elevated healthcare costs and softer growth in the High-Touch Solutions North America segment, though the Endless Assortment segment provided a meaningful offset with 14.3% reported sales growth. The company's strong cash generation capacity remained evident, with $2.02 billion in full-year operating cash flow. Looking ahead, Grainger guided 2026 adjusted EPS to $42.25 to $44.75, with revenue expected to reach $18.70 to $19.10 billion and operating margin expanding to 15.4% to 15.9%.