Every material Form 8-K W. W. Grainger filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Grainger reported third-quarter 2025 net sales of $4.7 billion, up 6.1%, and narrowed its full-year 2025 adjusted diluted EPS range to $39.00 to $39.75. Reported diluted EPS fell 38.0% to $6.12 because of a $196 million asset impairment loss and other expenses tied to the company's intended exit from the U.K. market, including the planned divestiture of Cromwell. Adjusted diluted EPS rose 3.4% to $10.21, so shareholders face a mixed picture of stronger sales and adjusted earnings against a sharp drop in reported profit.
Q3 2025 net sales were $4.7 billion, up 6.1%, or 5.4% on a daily, constant currency basis
Reported diluted EPS was $6.12, down 38.0%; adjusted diluted EPS was $10.21, up 3.4%
Reported operating margin was 11.0%, down 460 basis points; adjusted operating margin was 15.2%, down 40 basis points
Updated 2025 adjusted diluted EPS guidance is $39.00 to $39.75, narrowed from $38.50 to $40.25 as of August 1, 2025
Grainger reported second-quarter 2025 sales of $4.6 billion, up 5.6%, and diluted EPS of $9.97, up 4.8% on a reported basis, while its operating margin fell 20 basis points to 14.9%. The company lowered its full-year 2025 adjusted diluted EPS guidance to $38.50-$40.25 from $39.00-$41.50, citing tariff-related headwinds, which matters to shareholders because it reduces the earnings outlook even as the quarter's top-line and per-share results grew.
Q2 2025 net sales were $4.6 billion, up 5.6% (5.1% on a daily, constant currency basis).
Diluted EPS was $9.97, up 4.8% reported and 2.2% adjusted; the company said the increase was driven primarily by fewer shares outstanding.
Full-year 2025 adjusted diluted EPS guidance was lowered to $38.50-$40.25 from $39.00-$41.50 as of May 1, 2025.
Operating cash flow was $377 million, and the company returned $336 million to shareholders through dividends and share repurchases.
Grainger reported first-quarter 2025 sales of $4.3 billion, up 1.7%, and diluted EPS of $9.86, up 2.5% from a year earlier, while operating margin fell 20 basis points to 15.6%. The company reaffirmed its full-year 2025 guidance and announced a 10% quarterly dividend increase, and it returned $380 million to shareholders through dividends and share repurchases in the quarter.
Net sales were $4,306 million, up 1.7%; daily, constant currency sales rose 4.4%
Diluted EPS was $9.86 versus $9.62, with the company citing fewer shares outstanding as the main driver
Operating margin was 15.6%, down from 15.8%; operating cash flow was $646 million and free cash flow $521 million
Full-year 2025 guidance was reaffirmed, including net sales of $17.6 to $18.1 billion and diluted EPS of $39.00 to $41.50
Grainger reported fourth-quarter 2024 sales of $4.2 billion, up 5.9%, and reported diluted EPS of $9.71, up 23.1%. For full-year 2024, sales rose 4.2% to $17.2 billion and reported diluted EPS rose 6.8% to $38.71, while reported operating margin fell 20 basis points to 15.4%. The company also issued 2025 guidance calling for net sales of $17.6 billion to $18.1 billion and diluted EPS of $39.00 to $41.50.
Q4 2024 net sales of $4,233 million rose 5.9%; reported operating margin was 15.0%, up 110 basis points.
FY 2024 reported diluted EPS of $38.71 rose 6.8%; FY 2024 operating cash flow was $2.1 billion.
2025 guidance: net sales of $17.6 billion to $18.1 billion, adjusted diluted EPS of $39.00 to $41.50, and share buybacks of $1.15 billion to $1.25 billion.
The company returned $1.6 billion to shareholders through dividends and share repurchases in 2024.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every W. W. Grainger filing is on SEC EDGAR ↗. 8-K briefs of other companies →