Grainger Q4 Earnings: Scrutiny Ahead of Report
Snack-Sized Version:
W.W. Grainger will report Q4 2025 earnings on February 3rd. Analysts expect the company to post $9.45 in earnings per share. This report follows a prior quarter where Grainger beat estimates with $10.21 EPS. However, the company faces a mixed outlook from analysts. They currently hold a consensus “Reduce” rating on the stock. In addition, company insiders recently sold over $26 million worth of shares. Investors will be watching to see if performance can overcome these cautious signals. Overall, the upcoming report is a key event for the industrial supplier.
| Earnings Snapshot | |
|---|---|
| Revenue | $4.66B in prior quarter (+6.1% YoY) |
| EPS | Analysts expect $9.45 for Q4 2025 |
| Beat / miss | Beat revenue and EPS estimates in the prior quarter |
| Outlook | Company guided for full-year 2025 EPS of $39.00–$39.75 |
Source: Company earnings release; SEC filings.
Read the Full Meal:
W.W. Grainger will announce its Q4 2025 results on Tuesday, February 3rd. Analysts currently expect earnings of $9.45 per share for the quarter. This announcement comes after a strong prior quarter. For instance, the company reported $10.21 EPS, which beat estimates. Revenue also grew 6.1% year-over-year to $4.66 billion. However, some signals suggest caution for investors. The consensus analyst rating is “Reduce,” and insiders have sold significant stock. Specifically, executives sold nearly 27,000 shares in the last 90 days. Therefore, investors are watching the report closely for future direction.
Grainger Faces Analyst Scrutiny Ahead of Q4 Report
- Analyst Sentiment: Analysts have a consensus “Reduce” rating on the stock with a price target of $1,016.57.
- Insider Selling: Company insiders sold nearly 27,000 shares worth over $26 million in the last 90 days.
- Prior Performance: The company beat analyst estimates in the prior quarter with $10.21 EPS and $4.66 billion in revenue.
- Dividend: Grainger pays a $9.04 annualized dividend, which represents a yield of approximately 0.9%.
Why this can matter for NYSE:GWW holders
- Investor Caution: Recent insider selling and a “Reduce” analyst consensus may signal caution for investors.
- Valuation Check: The upcoming earnings will test if the company’s performance justifies its P/E ratio near 29.5.
- Guidance Focus: Investors will watch for any updates to the company’s earnings forecast for the next fiscal year.
For more details, see GWW SEC filings.
What to watch next
- Earnings Report: The company will release its Q4 2025 results before the market opens on February 3rd.
- Investor Call: Management will host an investor conference call at 11:00 AM ET on February 3rd.
- Analyst Revisions: Look for updated analyst ratings and price targets following the earnings announcement.
Mini FAQ
What are analysts expecting for Grainger’s Q4 earnings?
Analysts expect W.W. Grainger to report earnings of $9.45 per share for the fourth quarter.
What was Grainger’s performance in the previous quarter?
In the prior quarter, Grainger reported $10.21 EPS on $4.66 billion in revenue, beating analyst estimates.
What is the current analyst consensus on GWW stock?
The consensus analyst rating for W.W. Grainger is “Reduce” with an average price target of $1,016.57.