Loading...
•
Dec 31, 2025
Grainger Q4 2025 Earnings Report
Grainger delivered higher fourth-quarter sales but lower profitability amid margin pressure.
Key Takeaways
Grainger reported solid Q4 2025 sales growth despite a challenging macro environment, while operating margin and earnings declined due to higher expenses and an unfavorable tax rate.
Q4 sales increased mid-single digits year over year
Operating margin declined due to higher costs
Diluted EPS decreased versus prior year
Free cash flow generation remained strong
Forward Guidance
Management expects continued sales growth and margin expansion in 2026 supported by strategic execution and demand recovery.
Positive Outlook
- Positive daily organic sales growth outlook
- Expected operating margin improvement
- Strong cash flow generation guidance
- Continued execution of strategic initiatives
- Resilient demand across core markets
Challenges Ahead
- Ongoing macroeconomic uncertainty
- Inflationary and cost pressures
- Potential demand volatility
- Foreign currency and tax rate headwinds
- Competitive pricing environment
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...