Key Takeaways GWW will report Q4 earnings on Feb. 3, with sales expected to rise 3.9% y/y to $4.40 billion.Grainger's core product demand, and digital, e-commerce and supply-chain investments support sales growth.GWW faces margin pressure from higher material and other costs tied to technology investments.W.W. Grainger, Inc. (GWW) is scheduled to report fourth-quarter 2025 results on Feb.3, before the opening bell.The Zacks Consensus Estimate for GWW’s sales is pegged at $4.40 billion, indicating 3.9% growt ...

Core Viewpoint - W.W. Grainger, Inc. (GWW) is set to report its first-quarter 2025 results on May 1, with sales expected to reach $4.33 billion, reflecting a 2.4% increase year-over-year, while earnings per share are estimated at $9.46, indicating a 1.7% decline from the previous year [1]. Financial Performance Expectations - The Zacks Consensus Estimate for GWW's sales is $4.33 billion, showing a growth of 2.4% compared to the previous year [1]. - The consensus estimate for earnings is $9.46 per share, which represents a year-over-year decrease of 1.7% [1]. - GWW's earnings estimate has decreased by 0.2% over the past 60 days [1]. Earnings Surprise History - Grainger has a mixed earnings surprise history, beating estimates in two of the last four quarters, with an average surprise of 0.2% [3]. Earnings Prediction Model - The current Earnings ESP for GWW is -0.08%, indicating that the model does not predict an earnings beat this time [4]. - GWW holds a Zacks Rank of 3, suggesting a hold position [5]. Factors Influencing Q1 Performance - GWW has experienced strong growth in core product sales, driven by investments in e-commerce and digital capabilities, as well as supply chain improvements [6]. - Organic daily sales growth is expected to be 2.7% [6]. Segment Performance Insights - The High-Touch Solutions North America segment is projected to see organic daily sales growth of 1.7%, benefiting from strength in commercial and heavy manufacturing sectors [7]. - Sales for the High-Touch Solutions segment are expected to reach $3.45 billion, up 1.3% from the previous year [8]. - The Endless Assortment segment is anticipated to grow by 6.7% in organic daily sales, with projected sales of $793 million, reflecting a 6.3% increase year-over-year [9]. Cost Challenges - GWW has faced elevated material and freight costs, along with increased operating and SG&A costs due to higher technology investments, which may negatively impact margins [10]. Stock Performance - Grainger's stock has increased by 9.1% over the past year, contrasting with an 11.1% decline in the industry [11].