Compared to estimates, W.W. Grainger (GWW) Q2 earnings: A look at key metrics

W.W. Grainger reported $4.55 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 5.6%. EPS of $9.97 for the same period compares to $9.76 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $4.52 billion, representing a surprise of +0.78%. The company delivered an EPS surprise of -0.3%, with the consensus EPS estimate being $10.00.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how W.W. Grainger performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Total reported growth: 5.1% versus the five-analyst average estimate of 4.8%.

• Net sales- high-touch solutions N.A.: $3.54 billion compared to the $3.55 billion average estimate based on seven analysts. The reported number represents a change of +2.5% year over year.

• Net sales- endless assortment: $929 million versus the seven-analyst average estimate of $887.37 million. The reported number represents a year-over-year change of +19.7%.

• Net sales- other: $81 million compared to the $81.42 million average estimate based on six analysts. The reported number represents a change of +3.9% year over year.

• Operating earnings (losses)- High-touch solutions N.A.: $589 million compared to the $609.17 million average estimate based on six analysts.

• Operating earnings (losses)- Endless assortment: $92 million compared to the $76.73 million average estimate based on six analysts.

• Operating earnings (losses)- Other: $-3 million versus the three-analyst average estimate of $-1.05 million.

Shares of W.W. Grainger have returned -1% over the past month versus the Zacks S&P 500 composite's +2.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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