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Key Takeaways Grainger is expected to report Q2 sales of $4.95 billion and EPS of $11.28, both up y/y.GWW's High-Touch Solutions may benefit from strength in key industries and customers growth.GWW's Endless Assortment is likely to gain from customer acquisition, repeat business and MonotaRO and Zoro. W.W. Grainger, Inc. (GWW - Free Report) is scheduled to report second-quarter 2026 results on Aug. 4, before the opening bell.The Zacks Consensus Estimate for GWW’s sales is pegged at $4.95 billion, indicating 8.8% growth from the year-ago reported figure.
The Zacks Consensus Estimate for earnings is pegged at $11.28 per share. The consensus estimate for GWW’s earnings has moved up 1.3% in the past 60 days. The estimate indicates a year-over-year increase of 13.1%.
Image Source: Zacks Investment Research
GWW’s Earnings Surprise HistoryGrainger’s earnings beat the Zacks Consensus Estimates in three of the trailing four quarters and missed in one, the average surprise being 4.2%.
Image Source: Zacks Investment Research
What the Zacks Model Unveils for GraingerOur model predicts an earnings beat for GWW this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is precisely the case here.
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Earnings ESP: Grainger has an Earnings ESP of +2.50%.
Zacks Rank: GWW currently has a Zacks Rank of 3.
Factors Likely to Have Shaped GWW’s Q2 PerformanceGrainger has been focusing on enhancing the end-to-end customer experience through investments in its e-commerce and digital capabilities, while executing supply-chain improvement initiatives. These factors are likely to have contributed to its quarterly performance. We expect organic daily sales growth of 8.5%.
The company’s High-Touch Solutions North America segment is expected to have benefited from strength in commercial, transportation and heavy manufacturing; strong revenue growth across its North America regions; and an expansion in the number of large and midsize customers. Our model projects quarterly organic daily sales growth of 7.4% from the year-ago quarter's reported level.
We expect the segment’s sales to be $3.81 billion for the second quarter, suggesting 7.4% growth from the second-quarter 2025 reported level.
GWW’s Endless Assortment segment is likely to have benefited from robust customer acquisition and repeat business. Our model predicts quarterly organic daily sales to grow 12.2% from the prior-year reported level. Customer growth at MonotaRO and Zoro is expected to have positively impacted the segment’s sales. Our model predicts the Endless Assortment segment’s sales to be $1.03 billion, indicating a 10.8% rally from the prior-year quarter’s reported figure.
However, GWW has been witnessing elevated material and freight costs for some time. This, coupled with higher operating costs and incremental SG&A costs from higher technology investments, is likely to have negatively impacted its margins.
Grainger Stock’s Price PerformanceGWW shares have gained 31.1% in a year against the industry’s 0.1% loss.
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Other Stocks That Warrant a LookHere are some other companies with the right combination of elements to post an earnings beat in their upcoming releases.
CECO Environmental Corp. (CECO - Free Report) , slated to release second-quarter 2026 results on Aug. 6, has an Earnings ESP of +30.23% and sports a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for CECO Environmental’s second-quarter 2026 earnings is pegged at 22 cents per share, suggesting a year-over-year dip of 8.3%. CECO has a trailing four-quarter average surprise of 46.5%.
Xometry, Inc. (XMTR - Free Report) , slated to release second-quarter 2026 results on Aug. 4, currently has an Earnings ESP of +66.67% and a Zacks Rank of 3.
The Zacks Consensus Estimate for Xometry’s second-quarter 2026 earnings is pegged at 36 cents per share, suggesting a year-over-year rise from 9 cents. XMTR has a trailing four-quarter average surprise of 46.2%.
Ferguson Enterprises Inc. (FERG - Free Report) , slated to release second-quarter 2026 results on Aug. 10, has an Earnings ESP of +1.22% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for Ferguson’s second-quarter 2026 earnings is pegged at $3.23 per share. Ferguson has a trailing four-quarter average surprise of 6.5%.