W.W. Grainger

GWW

Market cap $45.1B

Grainger plc (OTC:GRGTF) Q4 2025 Earnings Call November 20, 2025 3:30 AM EST Company Participants Helen Gordon - CEO & Executive Director Robert Hudson - Group CFO & Executive Director Eliza Pattinson - Director of Operations & Asset Management Michael Keaveney Kurt Mueller - Director of Corporate Affairs Conference Call Participants Christopher Millington - Deutsche Bank AG, Research Division Eleanor Frew - Barclays Bank PLC, Research Division Thomas Musson - Joh. Berenberg, Gossler & Co. KG, Research Division Neil Green - JPMorgan Chase & Co, Research Division Alastair Stewart - Progressive Equity Research Limited James Carswell - Peel Hunt LLP, Research Division Presentation Helen Gordon CEO & Executive Director So good morning, everyone, and welcome to Grainger's full-year results.

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W.W. Grainger, Inc. ( GWW ) Q3 2025 Earnings Call October 31, 2025 11:00 AM EDT Company Participants Kyle Bland - Vice President of Investor Relations Donald Macpherson - Chairman & CEO Deidra Merriwether - CFO & Senior VP Conference Call Participants David Manthey - Robert W. Baird & Co. Incorporated, Research Division Christopher Snyder - Morgan Stanley, Research Division Jacob Levinson - Melius Research LLC Ryan Merkel - William Blair & Company L.L.C.

GWW tops Q3 estimates with higher revenues and earnings as both High-Touch Solutions and Endless Assortment drive growth.

W.W. Grainger (GWW) came out with quarterly earnings of $10.21 per share, beating the Zacks Consensus Estimate of $9.93 per share. This compares to earnings of $9.87 per share a year ago.

Continued execution fueling solid performance; Company narrows full year 2025 earnings outlook Third Quarter Highlights Delivered sales of $4.7 billion, up 6.1%, or 5.4% on a daily, constant currency basis Achieved operating margin of 11.0% on a reported basis, down 460 basis points, or 15.2% on an adjusted basis, down 40 basis points, which excludes the non-cash loss related to the Company's intended exit of the U.K. market, including the planned divestiture of Cromwell Generated diluted EPS of $6.12 on a reported basis, down 38.0%, or $10.21 on an adjusted basis, up 3.4% Produced $597 million in operating cash flow and returned $399 million to Grainger shareholders through dividends and share repurchases Updating full year 2025 guidance, including a narrowed adjusted diluted EPS range of $39.00 to $39.75 CHICAGO , Oct. 31, 2025 /PRNewswire/ -- Grainger (NYSE: GWW) today reported results for the third quarter of 2025 with sales of $4.7 billion, up 6.1%, or 5.4% on a daily, constant currency basis, and adjusted diluted EPS of $10.21, up 3.4% compared to the third quarter of 2024.  "We delivered results in-line with our expectations for the quarter, reinforcing the value and differentiated experience Grainger consistently creates for our customers," said D.G.

GWW's Q3 results are likely to reflect steady sales growth, led by High-Touch and Endless Assortment gains, though costs are anticipated to have pressured margins.

CHICAGO , Oct. 29, 2025 /PRNewswire/ -- W.W. Grainger, Inc. (NYSE: GWW) today announced its board of directors has approved a quarterly cash dividend of $2.26 per share.

Grainger Plc (LSE:GRI), the UK's largest private rental landlord, has welcomed the government's Renters' Rights Bill, which has been passed by the House of Commons and is expected to be passed into law next year. Key provisions in the Bill, which is due to receive royal assent by the end of 2025, include the abolition of no-fault evictions, the introduction of open market annual rent reviews, and support for pet-friendly policies.