earnings
confidence high
sentiment neutral
materiality 0.75
Grainger Q2 EPS $9.97 (+2.2% adj); lowers FY EPS guidance to $38.50-$40.25
W.W. GRAINGER, INC.
2025-Q2 EPS reported
$19.83
revenue$8,860,000,000
- Q2 sales $4.6B (+5.6%); gross margin 38.5% (-80 bps) due to tariff-related price/cost timing.
- High-Touch Sol.-NA segment sales +2.5%; Endless Assortment sales +19.7% led by MonotaRO & Zoro.
- Updated FY 2025 EPS guidance $38.50-$40.25 (prev. $39.00-$41.50); operating margin now 14.7%-15.1%.
- Operating cash flow $377M; returned $336M to shareholders via dividends and buybacks.
- Management cites macroeconomic uncertainty and tariff impacts as influencing updated outlook.
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