W.W. Grainger

GWW

Market cap $50.1B

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) underperformed SPY in 2025, gaining 7.2% versus SPY's 18.42%. Despite average underperformance, select Aristocrats like CAH (+74.18%), ALB (+66.90%), and CHRW (+61.22%) delivered strong double-digit returns. Dividend growth for the Aristocrats slowed to 5.52% in 2025, down from 5.78% in 2024, with 68 of 69 raising payouts.

Dividend Kings underperformed SPY in 2025, up 4.47% vs. SPY's 17.7%, but select Kings outperformed the index. Twenty-two Dividend Kings are identified as both potentially undervalued and offering long-term expected annualized returns of at least 10%. Dividend growth for the Kings remains subdued at 5.81% for 2025, trailing the 2024 rate of 6.32%.

W.W.

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.

On 11/10/25, Apple, International Business Machines, and W.W. Grainger will all trade ex-dividend for their respective upcoming dividends.

I track a universe of 50 high-quality dividend growth stocks to identify attractive investment opportunities based on valuation and future return potential. Recent performance diverged from the S&P 500, with the universe returning +9.71% YTD versus SPY's +17.02% and SCHD's -1.20%. Currently, 26 stocks offer estimated future returns of at least 10%, with 19 appearing undervalued using my Free Cash Flow model.

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.