W.W. Grainger, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +95

W.W. Grainger, Inc.: Grainger Reports Results For The First Quarter 2026

AI-generated analysis

W.W. Grainger, Inc. reported strong financial results for the first quarter of 2026, with total delivered sales reaching $4.7 billion, representing a 10.1% increase year-over-year. On a daily, organic, and constant currency basis, sales growth was even stronger at 12.2%, driven primarily by performance in...

Bullish Signals

  • Sales rose 10.1% to $4.7B in Q1 2026.
  • Diluted EPS surged 18.2% to $11.65.
  • Full year 2026 guidance raised to $44.25-$46.25.
  • Operating margins expanded 110 bps to 16.7%.
  • Endless Assortment sales grew 19.6% led by Zoro.
  • Generated $739M operating cash flow.
  • $345M returned to shareholders via dividends and buybacks.
  • Quarterly dividend increased by 10%.
  • Positive demand signs drive upgraded outlook despite tariffs.

Bearish Signals

  • Margin gain driven by U.K. exit, not organic growth.
  • Tax rate rose to 25.1% due to legislation cuts.
  • Growth figures exclude full U.K. exit impact risks.
  • Tariffs and geopolitics threaten future demand.
2
Very Bullish +85

GRAINGER REPORTS RESULTS FOR THE FIRST QUARTER 2026

AI-generated analysis

W.W. Grainger (NYSE: GWW) reported strong first-quarter 2026 financial results, delivering $4.7 billion in sales which represented a 10.1% increase from the first quarter of 2025. On an adjusted daily, organic constant currency basis, sales growth accelerated to 12.2%. The company achieved an operating margin...

Bullish Signals

  • Sales hit $4.7B, up 10.1% YoY.
  • Operating margin rose to 16.7%, earnings up 18.0%.
  • Diluted EPS surged 18.2% to $11.65.
  • Dividends increased 10% with $345M returned.
  • Full-year 2026 guidance raised to $44.25-$46.25 EPS.
  • Endless Assortment sales jumped 19.6%.
  • Gross profit margin expanded to 40.0%.

Bearish Signals

  • Exit from UK market masked underlying regional performance.
  • Tax rate rose to 25.1% due to new 2026 legislation.
  • Ongoing tariff and geopolitical uncertainties threaten future growth.
3
Bullish +75

W.W. Grainger stock faces execution test after higher 2026 outlook

Earnings report Guidance raised AI-generated analysis

W.W. Grainger reported robust third-quarter results on November 4, 2026, driven by double-digit volume growth and price inflation across its industrial products distribution business. Third-quarter sales reached $5.181 billion, representing an 11.3% increase from the prior year period. On a daily, organic constant-currency basis, sales...

Bullish Signals

  • Q3 sales rose 11.3% to $5.181 billion.
  • Organic sales grew 14.9% with strong pricing power.
  • Operating earnings surged 62.0% to $828 million.
  • Raised full-year guidance to $19.8B-$20.0B.
  • Increased EPS target to $47.00-$48.00.

Bearish Signals

  • Higher full-year targets increase execution pressure through 2026.
4
Bullish +65

W.W. Grainger’s (NYSE:GWW) Q3 2026 sales top estimates, full-year outlook slightly exceeds expectations

Earnings report Guidance raised AI-generated analysis

W.W. Grainger (NYSE:GWW) reported strong third-quarter 2026 financial results, beating Wall Street expectations on both revenue and earnings. The company posted revenue of $5.18 billion, representing an 11.3% year-over-year increase compared to analyst consensus estimates of $5.08 billion. Non-GAAP profit per share reached $12.54, significantly...

Bullish Signals

  • Revenue beat estimates at $5.18B, up 11.3% YoY.
  • EPS exceeded expectations at $12.54 vs $11.66 consensus.
  • Raised full-year guidance to $19.9B revenue and $47.50 EPS.
  • Operating margins expanded to 16%, up from 11% last year.
  • Organic revenue grew 14.9% YoY, driven by core operations.

Bearish Signals

  • Revenue growth slowed to 7%, below the 9% five-year trend.
  • Analysts project only 7.2% revenue growth for next 12 months.
5
Bullish +75

W.W. Grainger 1Q Net Up, Co Boosts '26 EPS, Rev Views on Booming Online Sales

AI-generated analysis

W.W. Grainger reported strong first-quarter financial results with net income reaching $555 million, or $11.65 per share, representing a significant increase from the previous year's earnings of $479 million, or $9.86 per share. This performance exceeded Wall Street expectations as the company posted total sales...

Bullish Signals

  • Q1 net income rose 15% to $555 million.
  • EPS reached $11.65, beating the $10.21 expectation.
  • Total sales grew 10% YoY to $4.74 billion.
  • Digital marketplaces surged with robust 20% sales growth.
  • Full-year earnings forecast raised to $44.25-$46.25.
  • 2026 revenue outlook expanded to $19.2B-$19.6B.

Bearish Signals

  • No explicit negative aspects or risks present.
6
Bullish +75

Grainger Stock Is Up 7% Year to Date. Here’s Why Steady Growth and Strong Margins Could Drive More Upside in 2026 - TIKR.com

AI-generated analysis

W.W. Grainger, Inc. (GWW) shares have risen approximately 7% year-to-date, trading near $1,076 as investors favor high-quality industrial companies with stable earnings and pricing power amidst macro uncertainty. The stock's performance is driven by consistent revenue growth and resilient margins within its maintenance, repair, and...

Bullish Signals

  • Steady revenue growth with strong margins relative to peers.
  • Endless Assortment sales rose 16% in 2025.
  • Management reaffirmed 2026 guidance: 6.5%-9% organic sales growth.
  • EPS expected up about 10% in 2026.
  • Margin expansion of 40 to 90 basis points expected.
  • Institutional ownership near 81% with CalPERS increasing stakes.
  • High returns on invested capital above 30%.
  • Pricing actions offset cost pressures and support gross margin.

Bearish Signals

  • Valuation concerns despite Barclays raising price target.
  • Institutional investors reduced exposure to the stock.
  • 2026 execution requires mid-single-digit growth and margin expansion.
7
Bullish +75

W.W. Grainger, Inc. Q1 2026 Earnings Call Summary

AI-generated analysis

W.W. Grainger, Inc. (GWW) reported strong Q1 2026 performance driven by healthy price realization, robust operational execution, and a market shift where volume demand became positive for the first time in several quarters. Growth within its High-Touch Solutions segment was broad-based across manufacturing, government, and...

Bullish Signals

  • Performance beat driven by healthy price realization and strong execution.
  • High-Touch Solutions growth fueled by manufacturing and government acceleration.
  • Endless Assortment segment benefited from improved Zoro U.S. retention.
  • Management attributes sustained share gains to high-touch growth engines.
  • Strategic exits expanded margins and normalized the portfolio.
  • Full-year guidance raised with organic sales growth expected at 9.5%+.
  • 'Grainger' brand leveraged on private label lines to maintain value.
  • AI initiatives focus on productivity and enhanced customer experience.
  • Management views AI as creating long-term competitive advantages.

Bearish Signals

  • Q2 margins dip due to rising fuel and inventory costs.
  • Middle East conflict strains Japanese energy inputs and MonotaRO.
  • Fuel leakage hardens margin recovery for large customers.
  • FIFO inventory accounting reverses temporary Q1 margin benefits.
  • Category competition compressed spreads shifting customer preference.
  • Tariff volatility remains a lingering financial risk.
  • Zero to one percent market growth limits revenue.
8
Bullish +65

Why W.W. Grainger (GWW) is a Top Momentum Stock for the Long-Term

AI-generated analysis

W.W. Grainger Inc. (GWW) is highlighted as a top momentum stock for long-term investors, currently holding a Zacks Rank of #2 (Buy) and a VGM Style Score of B. The company operates as a broad-line distributor of maintenance, repair, and operating (MRO) products across North...

Bullish Signals

  • Zacks Rank #2 (Buy) based on strong earnings estimate revisions.
  • Momentum Style Score A reflects favorable price trends over four weeks.
  • Seven analysts raised fiscal 2026 earnings estimates in the last 60 days.
  • Average earnings surprise of +4.2% shows consistent ability to beat expectations.
  • Strong VGM Score B combines value, growth, and momentum characteristics.
9
Slightly Bullish +25

Grainger Set to Report Q1 Earnings: What's in Store for the Stock?

AI-generated analysis

W.W. Grainger, Inc. (GWW) is scheduled to release its first-quarter fiscal 2026 earnings results on May 7 before the market opens. Analysts at Zacks have set sales expectations at $4.57 billion, which represents a 6.1% increase from the year-ago period. The consensus estimate for earnings...

Bullish Signals

  • Grainger sales pegged at $4.57B showing strong 6.1% growth.
  • GWW earnings estimates rose 0.1% reflecting analyst confidence.
  • Grainger beats estimates in three of four trailing quarters.
  • Zacks Rank of 2 indicates strong upward momentum and buy rating.
  • High-Touch Solutions segment projects 6.4% organic sales growth.
  • Endless Assortment segment forecasts 13.3% organic sales growth.
  • GWW shares gained 8.2%, outperforming the industry significantly.
  • Positive investor sentiment drives e-commerce and supply chain focus.

Bearish Signals

  • Q1 2026 Earnings ESP is 0.00%, defying positive score expectations.
  • Elevated material, freight, and SG&A costs will hurt Grainger's margins.
  • Peer MSC missed estimates by $0.02 in Q2 2026.
  • SiteOne posted a $0.61 loss vs the $0.45 estimate.
  • Hudson Technologies expects a 16.7% EPS decline in Q1.
  • Grainger stock rose 8.2% versus S&P 500's 34.4% this year.
10
Somewhat Bullish +50

W.W. Grainger stock reaches dividend record date on November 9

Dividend AI-generated analysis

W.W. Grainger has reached its dividend record date of November 9, with the board having previously approved a quarterly cash dividend of $2.49 per share on October 28. Eligible shareholders will receive this distribution on December 1 as part of the company's long-term strategy to...

Bullish Signals

  • Approved $2.49 quarterly dividend.
  • 2025 revenue reached $17.9 billion.
  • Serves 4.6 million customers.
11
Bullish +65

Will AutoZone, Grainger, or United Rentals Be the Next Big Stock Split?

AI-generated analysis

Wall Street investors are evaluating potential stock splits among three high-priced NYSE-listed industrial and retail names: AutoZone, W.W. Grainger, and United Rentals, following recent splits by peers KLA and Booking Holdings. The article analyzes the structural likelihood of a split for each company based on...

Bullish Signals

  • EPS beat estimates by 14.08% at $11.65.
  • Revenue grew 10.13% to $4.74 billion.
  • FY26 guidance raised to $44.25-$46.25.
  • Dividend increased by 10%.

Bearish Signals

  • Insider sold shares above $1,229 on May 12, 2026.
  • Premium pricing persists despite lack of demand for splits.
12
Bullish +65

W.W. Grainger Stock - Long-term demand story as institutions add GWW - Ad-hoc-news.de

AI-generated analysis

W.W. Grainger (GWW) is attracting renewed institutional interest as its shares trade near record levels on the NYSE, with recent regulatory filings showing pension funds and other large investors adding to or initiating positions in the stock. The company maintains its status as a core...

Bullish Signals

  • Institutional investors add positions, signaling confidence in fundamentals.
  • Stock trades near record highs with strong market sentiment.
  • Scale and logistics efficiency support robust operating margins.
  • Proven track record of generating free cash flow.
  • Multi-channel model smooths earnings across economic cycles.
13
Bullish +65

W.W. Grainger (GWW) Upgraded to Buy: What Does It Mean for the Stock? - Yahoo Finance

AI-generated analysis

W.W. Grainger (GWW) has been upgraded to a Zacks Rank #2, classified as a 'Buy' rating. This upgrade reflects an upward trend in earnings estimates for the company, which is considered one of the most powerful drivers of near-term stock price movements according to the...

Bullish Signals

  • Zacks Rank upgraded to #2 (Buy).
  • Consensus Estimate rose 3.9% in three months.
  • Top 20% of all Zacks-covered stocks.
  • Strong earnings revisions correlate with favorable price moves.
14
Neutral +10

Grainger says awards cited at its 10,000-person show were for 2025 - Stock Titan

AI-generated analysis

W.W. Grainger, Inc. (NYSE: GWW) hosted its biennial Grainger Show in Orlando from March 15-17, 2026, gathering over 10,000 MRO leaders for seminars, demonstrations, and networking. The event focused on practical solutions to reduce downtime, improve indirect inventory control, and strengthen workplace safety, featuring hands-on...

Bullish Signals

  • Gathered over 10,000 industry leaders at biennial show.
  • Secured top-tier supplier recognition for Klein Tools and Essity.
  • Reported substantial 2025 revenue of $17.9 billion.
  • Strategies reduce downtime and improve inventory control.
  • Schneider Electric recognizes sustainability efforts in MRO solutions.

Bearish Signals

  • Stock declined 0.79% on publication day.
  • Press release contained award year error.
15
Somewhat Bearish -45

W.W. Grainger Stock Pre-Market (-4.2%): Negative Report Flags Slowing Growth, High P/E - Trefis

AI-generated analysis

W.W. Grainger (GWW) shares are trading down approximately 4.2% in pre-market sessions following the publication of a new research analysis by Trefis. The report challenges the stock's status as a consistent compounder, citing specific concerns regarding multi-year deceleration in organic revenue growth and a recent...

Bullish Signals

  • Historically trades at premium multiple reflecting strong past performance.
  • High Quality Portfolio outperforms major indices with less risk.

Bearish Signals

  • Multi-year organic revenue growth deceleration.
  • EPS recently declined indicating weakening profitability.
  • Forward P/E of 26.3x is high.
  • Growth slowdown may be structural.
16
Somewhat Bearish -35

W.W. GRAINGER, INC. ($GWW) COB & CEO 2025 Pay Revealed - Quiver Quantitative

AI-generated analysis

W.W. Grainger Inc. (GWW) CEO Donald G. Macpherson received an estimated total compensation of $11.6 million in 2025, representing a 6.27% increase from the previous year's $10.9 million. This data was derived from a DEF14A filing submitted to the SEC on March 10, 2026, highlighting...

Bullish Signals

  • CEO compensation rose 6.27% to $11.6M in 2025.
  • Major institutions added $1.01B and $431M respectively.
  • Analyst targets include $1,190 from Morgan Stanley.

Bearish Signals

  • 36 insider sales in six months show executives liquidating.
  • UBS removed $1.85B portfolio (74.9% cut) in Q4 2025.
  • Barclays 'Underweight' rating; zero Wall Street buy ratings exist.
  • Median analyst target $1,050 is significantly lower than highs.
17
Somewhat Bearish -45

W.W. Grainger (GWW): Buy, Sell, or Hold Post Q4 Earnings? - StockStory

AI-generated analysis

W.W. Grainger (GWW) has significantly outperformed the S&P 500 over the past five years, rising 186% to $1,112 per share and gaining 11.8% in the last six months. Despite this strong momentum, analysts from StockStory recommend avoiding the stock post-Q4 earnings, citing three primary reasons:...

Bullish Signals

  • Doubled market in five years with 186% total gain.

Bearish Signals

  • Organic revenue growth slowed to 4.8% average over two years.
  • EPS declined by 1.1% annually over the past two years.
  • Forward revenue projection of 5.6% is below historical 8.7% rate.
  • Stock trades at expensive forward P/E of 26.3x.
18
Somewhat Bullish +35

RBC trims target for W.W. Grainger stock to USD 1,427.00

Analyst downgrade AI-generated analysis

W.W. Grainger reported strong second-quarter financial results, with revenue reaching USD 5.02 billion, representing a 10.30 percent year-over-year increase. The company's adjusted earnings per share hit USD 12.01, surpassing the consensus estimate of USD 11.30. Operating profit for the quarter was USD 807.0 million, resulting...

Bullish Signals

  • Revenue grew 10.3% YoY to USD 5.02 billion.
  • EPS of USD 12.01 beat analyst estimates.
  • Operating margin reached a healthy 16.00%.
  • Full-year 2026 guidance is robust at USD 45.50-47.25.

Bearish Signals

  • RBC lowered price target from $1,428 to $1,427.
  • Market skeptical if momentum sustains high valuations.
19
Bullish +75

W.W. Grainger: Q1 Earnings Snapshot

AI-generated analysis

W.W. Grainger Inc. reported first-quarter earnings of $11.65 per share, beating Wall Street expectations of $10.20 per share. The company's revenue for the quarter was $4.74 billion, which also exceeded analyst forecasts of $4.57 billion. Grainger is one of the world's leading providers of maintenance...

Bullish Signals

  • EPS beat estimates at $11.65.
  • Revenue topped forecast at $4.74 billion.
  • Raised full-year earnings guidance to $44.25-$46.25.
  • Increased revenue guidance range to $19.2-$19.6B.

Bearish Signals

  • High full-year EPS guidance may be unachievable.
  • Revenue targets are overly optimistic and risky.
  • Missing aggressive goals could trigger stock drops.
20
Bullish +75

Morgan Stanley Updates Grainger (GWW) Forecasts, Raises Price Target to $1,190

AI-generated analysis

Morgan Stanley has raised its price target for W.W. Grainger, Inc. (NYSE: GWW) to $1,190 from $1,100 while maintaining an Equal Weight rating on the stock following updates to its forecasts on March 3, 2026. The firm cited recent Q4 results and updated forecasts that...

Bullish Signals

  • Morgan Stanley raised W.W. Grainger target to $1,190 with Equal Weight.
  • Grainger named among Dividend Kings for reliable dividend growth history.
  • Assortment expanded over 85,000 SKUs in 2025 for High-Touch segment.
  • Investing in new supply chain capacity after exiting U.K. market.
  • AI-driven improvements deployed across marketing, sales, and seller insights platform.
  • Plans AI platform use in 2026 for actionable insights and market share growth.

Bearish Signals

  • Morgan Stanley maintains Overweight rating but does not change Equal Weight status.
  • Analysts favor AI stocks over Grainger for higher returns in high-growth sectors.
  • Grainger lacks the 100x upside potential of competing AI companies.
  • Company exited U.K. market despite domestic supply chain capacity investment.
  • AI initiatives remain future rollouts without completed competitive advantages yet.
  • Growth perceived as incremental rather than transformative despite Dividend King status.