-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：GWW第一季度业绩强劲，每股收益（EPS）达11.65美元，同比增长18.2%，远超市场普遍预期的10.21美元。销售额达到47亿美元，实现12.2%的有机增长，这得益于两大业务板块强劲的潜在需求。其中最突出的指标是营业利润率提升110个基点至16.7%，我们认为这标志着利润率摆脱了2025年大部分时间以来的低迷状态。此前，由于积极定价以抵消关税相关的成本上涨，利润率一直承压。鉴于业务状况的改善，管理层将2026年全年每股收益预期从之前的42.25美元至44.75美元上调至44.25美元至46.25美元。利润率全面回升，其中北美高触感解决方案业务增长20个基点至42.6%，无限品类业务增长40个基点，MonotaRO和Zoro的强劲销售业绩也带动了21.9%的销售额增长。7.39亿美元的强劲现金流为股东返还3.45亿美元和10%的股息增长提供了支持。
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