W. W. Grainger (GWW)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-05
$1451.39-2.55%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-11-05
QuarterlyIQ Insights · GWW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks GWW against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“As customers continue to turn to us for the products and solutions they need, both our High-Touch Solutions and Endless Assortment segments delivered impressive growth.
Stated in 3 of 8 supplied quarters. Management reported: “Document GRAINGER REPORTS RESULTS FOR THE THIRD QUARTER 2026 Continued strong results across the business; Company increases full year 2026 earnings outlook Third Quarter Highlights • Delivered sales of $5.2 billion, up 11.3%, or 14.9% on a daily, organic constant currency basis • Achieved operating margin of 16.0% on a reported basis, up 500 basis points, or 16.1% on an adjusted basis, up 90 basis points, which excludes certain non-recurring items, notably the loss related to the Company's exit of the U.K.” ““As customers continue to turn to us for the products and solutions they need, both our High-Touch Solutions and Endless Assortment segments delivered impressive growth.” Revenue was $5.181 billion in 2026-Q3.
““As customers continue to turn to us for the products and solutions they need, both our High-Touch Solutions and Endless Assortment segments delivered impressive growth.”
““Looking ahead, we are increasing our outlook to reflect our strong first half performance and the continued momentum we are seeing across the demand environment.””
““Despite ongoing uncertainty with tariffs and the broader geopolitical climate, we’re seeing positive signs with the demand environment and are increasing our 2026 guidance to reflect the strong star…”
Document GRAINGER REPORTS RESULTS FOR THE THIRD QUARTER 2026 Continued strong results across the business; Company increases full year 2026 earnings outlook Third Quarter Highlights • Delivered sales…
Stated in 3 of 8 supplied quarters. Management reported: “Document GRAINGER REPORTS RESULTS FOR THE THIRD QUARTER 2026 Continued strong results across the business; Company increases full year 2026 earnings outlook Third Quarter Highlights • Delivered sales of $5.2 billion, up 11.3%, or 14.9% on a daily, organic constant currency basis • Achieved operating margin of 16.0% on a reported basis, up 500 basis points, or 16.1% on an adjusted basis, up 90 basis points, which excludes certain non-recurring items, notably the loss related to the Company's exit of the U.K.” ““As customers continue to turn to us for the products and solutions they need, both our High-Touch Solutions and Endless Assortment segments delivered impressive growth.” Operating income was $828.000 million in 2026-Q3.
market, including the sale of the Cromwell business and closure of Zoro U.K., announced in the third quarter of 2025 and completed in the fourth quarter of 2025.
Stated in 3 of 8 supplied quarters. Management reported: “market, including the sale of the Cromwell business and closure of Zoro U.K., announced in the third quarter of 2025 and completed in the fourth quarter of 2025.” ““As customers continue to turn to us for the products and solutions they need, both our High-Touch Solutions and Endless Assortment segments delivered impressive growth.”
Continue to grow revenue with updated 2026 guidance raised to $19.4 - $19.7 billion reflecting strong sales momentum.
Raise full year 2026 diluted adjusted EPS guidance to $45.50 - $47.25 reflecting improved profitability.
Over the trailing year it converted 1.39x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
2 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“Document GRAINGER REPORTS RESULTS FOR THE THIRD QUARTER 2026 Continued strong results across the business; Company increases full year 2026 earnings outlook Third Quarter Highlights • Delivered sales…”
“Document GRAINGER REPORTS RESULTS FOR THE SECOND QUARTER 2026 Continued strong results across the business; Company increases full year 2026 outlook Second Quarter Highlights • Delivered sales of $5.…”
“Document GRAINGER REPORTS RESULTS FOR THE FIRST QUARTER 2026 Strong results across the business; Company increases full year 2026 outlook First Quarter Highlights • Delivered sales of $4.7 billion, u…”
“market, including the sale of the Cromwell business and closure of Zoro U.K., announced in the third quarter of 2025 and completed in the fourth quarter of 2025.”
“market and the impact of foreign currency exchange, sales on a daily, organic constant currency basis increased 13.7% compared to the second quarter of 2025.”
“In the High-Touch Solutions - N.A.”