Grainger beats Q2 sales estimates, lifts 2026 outlook

Grainger said second-quarter net sales rose 10.3%, beating analyst expectations.

Diluted earnings per share for the quarter increased 20.5% year-over-year.

The company said strong first-half performance and demand momentum led it to raise its 2026 outlook.

Grainger said sales growth was driven by higher volumes and price inflation as tariff costs were passed through.

Strong performance at MonotaRO and Zoro drove growth in the Endless Assortment segment.

Key details

Metric	Beat/Miss	Actual	Consensus Estimate
Q2 Net Sales	Beat	$5.02 bln	$4.95 bln (17 Analysts)
Q2 EPS		$12.01

The current average analyst rating on the shares is hold, with 4 strong buy or buy, 13 hold and 3 sell or strong sell recommendations.