W.W. Grainger's second quarter revenue rose 10% and EPS grew 21%, prompting raised FY2026 guidance.

W.W. Grainger reported second quarter 2026 revenue of $5.02 billion, up 10.3% year-over-year, and diluted EPS of $12.01, a 20.5% increase. The results surpassed analyst expectations, leading the company to raise its full-year guidance.

Key Highlights

• Daily, organic constant currency sales grew 13.7%, significantly ahead of the 8.5% consensus estimate.
• Operating margin expanded by 120 basis points to 16.1%, supported by gross margin improvement in both segments.
• Raised full-year 2026 guidance for diluted adjusted EPS to a new range of $45.50 to $47.25 from $44.25 to $46.25.