NYSE$GWW

WW Grainger Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Grainger reported solid Q4 2024 results driven by focused execution and issues 2025 guidance.

Grainger's Q4 2024 sales reached $4.2 billion, a 5.9% increase, with a 15.0% operating margin. Diluted EPS rose to $9.71, up 23.1%. The company issued 2025 guidance, projecting 4.0% - 6.5% daily, constant currency sales growth.

  • Sales increased by 5.9% to $4.2 billion in Q4 2024.
  • Operating margin reached 15.0%, a 110 basis point increase.
  • Diluted EPS grew by 23.1% to $9.71.
  • The company returned $1.6 billion to shareholders through dividends and share repurchases in 2024.

Headline financials

Total Revenue

$4.23B

Previous: $4B+5.9%
EPS (adj)

$9.71

Previous: $8.33+16.6%
Gross profit margin

39.6%

No prior period
Operating margin

15.0%

No prior period
Capital Expenditures

-$258M

Previous: -$127M-103.1%
Net Income

$475M

Previous: $412M+15.3%
Operating Income

$633M

Previous: $557M+13.6%
Gross Profit

$1.68B

Previous: $1.56B+7.2%

Revenue & EPS history

Grainger · Revenue · Quarterly

$4.23B

Q4 2024+5.9%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Grainger provided the following outlook for 2025: Net Sales $17.6 - $18.1 billion, Sales growth 2.7% - 5.2%, Daily, constant currency sales growth 4.0% - 6.5%, Gross Profit Margin 39.1% - 39.4%, Operating Margin 15.1% - 15.5%, Diluted Earnings per Share $39.00 - $41.50.

Tailwinds

  • Net Sales: $17.6 - $18.1 billion
  • Sales growth: 2.7% - 5.2%
  • Daily, constant currency sales growth: 4.0% - 6.5%
  • Gross Profit Margin: 39.1% - 39.4%
  • Operating Margin: 15.1% - 15.5%

Headwinds

  • Diluted Earnings per Share: $39.00 - $41.50
  • Operating Cash Flow: $2.05 - $2.25 billion
  • CapEx (cash basis): $0.45 - $0.55 billion
  • Share Buyback: $1.15 - $1.25 billion
  • Effective Tax Rate: ~23.8%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.5%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+2.8%

Avg return

30 days after

55%

40 / 73 earnings

Positive

+24.8%

Q4 2017

Best reaction

-12.4%

Q1 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%+6.9%+11.2%
Q4 2025+5.1%+9.3%+4.5%
Q3 2025+1.0%+0.6%-0.8%
Q2 2025-10.3%-7.6%-2.5%
Q1 2025+2.8%+1.7%+6.2%
Q4 2024-5.6%-7.4%-9.3%
Q3 2024+0.5%+2.1%+9.6%
Q2 2024-2.5%-2.5%+0.8%
Q1 2024-3.0%-3.9%+0.8%
Q4 2023+2.5%+2.4%+6.3%
Q3 2023+4.3%+7.7%+19.9%
Q2 2023-4.0%-4.8%-6.2%
Q1 2023+5.4%+4.4%+0.7%
Q4 2022+13.0%+13.4%+16.6%
Q3 2022+8.7%+8.6%+12.4%
Q2 2022+9.5%+8.2%+12.8%
Q1 2022+0.9%-2.4%-1.1%
Q4 2021-2.7%-3.8%-2.6%
Q3 2021+8.6%+10.1%+13.6%
Q2 2021-4.6%-4.7%-6.3%
Q1 2021+3.3%+7.1%+7.5%
Q4 2020-0.3%+1.5%+7.0%
Q3 2020-3.3%-4.2%+9.6%
Q2 2020+0.7%-1.6%+4.0%
Q1 2020-2.4%+3.6%+6.1%
Q4 2019-7.6%-5.9%-15.3%
Q3 2019-1.2%-0.9%-0.1%
Q2 2019+7.7%+4.6%-4.6%
Q1 2019-4.9%-5.3%-15.9%
Q4 2018-1.8%-0.3%+5.1%
Q3 2018-12.2%-13.1%-3.7%
Q2 2018+12.0%+12.4%+17.3%
Q1 2018+1.3%-1.8%+8.1%
Q4 2017+24.8%+19.6%+16.0%
Q3 2017+14.5%+14.0%+8.9%
Q2 2017-4.9%-4.4%-7.5%
Q1 2017-12.4%-12.5%-22.3%
Q4 2016+2.9%+2.2%+0.5%
Q3 2016-4.5%-5.0%+2.6%
Q2 2016-5.2%-4.8%+1.1%
Q1 2016-2.0%
Q4 2015-0.2%
Q3 2015-8.9%
Q2 2015+1.2%
Q1 2015-1.0%
Q4 2014-5.8%
Q3 2014-3.0%
Q2 2014-0.8%
Q1 2014+0.6%
Q4 2013-6.9%
Q3 2013+2.5%
Q2 2013+0.2%
Q1 2013+5.5%
Q4 2012+3.5%
Q3 2012-3.1%
Q2 2012+8.9%
Q1 2012+0.5%
Q4 2011-1.2%
Q3 2011+2.5%
Q2 2011-0.3%
Q1 2011+0.9%
Q4 2010+0.2%
Q3 2010+2.1%
Q2 2010+1.1%
Q1 2009+1.9%
Q1 2010+0.2%
Q4 2007-1.8%
Q4 2009-1.8%
Q3 2008+0.6%
Q3 2009+0.6%
Q4 2008+1.1%
Q2 2008+1.1%
Q2 2009+1.1%

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