W. W. Grainger (GWW)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-09-04
$1324.49+0.89%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-09-04
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 2026-09-04.
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 67% of the time over the next year (vs 52% for the rest of the cohort, n=6958).
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.
Continue to grow revenue with updated 2026 guidance raised to $19.4 - $19.7 billion reflecting strong sales momentum.
Stated as a priority in 5 of last 5 quarters. Revenue grew from $17.9 billion in 2025 to updated guidance of $19.4 - $19.7 billion in 2026. Quarterly revenue increased from $4.43 billion in 2025-Q4 to $5.02 billion in 2026-Q2. Management has consistently raised revenue guidance reflecting strong sales momentum, delivering on this priority.
“Increasing full year 2026 guidance, net sales $19.4 - $19.7 billion”
“Increasing full year 2026 guidance, net sales $19.2 - $19.6 billion”
“2026 guidance range net sales $18.7 - $19.1 billion”
“Updating full year 2025 guidance including sales growth 3.9% - 4.7%”
“Updating full year 2025 guidance including sales growth 4.4% - 5.9%”
Raise full year 2026 diluted adjusted EPS guidance to $45.50 - $47.25 reflecting improved profitability.
Stated as a priority in 5 of last 5 quarters. Diluted adjusted EPS guidance increased from $42.25-$44.75 in 2025-Q4 to $45.50-$47.25 in 2026-Q2. Quarterly diluted EPS rose from $9.97 in 2025-Q2 to $12.01 in 2026-Q2. Management has consistently raised EPS guidance reflecting improved profitability, delivering on this priority.
“Increasing full year 2026 guidance, diluted adjusted EPS range of $45.50 to $47.25”
Raise full year 2026 operating margin guidance to 15.8% - 16.2% reflecting margin expansion.
Stated as a priority in 5 of last 5 quarters. Operating margin guidance increased from 15.4%-15.9% in 2025-Q4 to 15.8%-16.2% in 2026-Q2. Actual operating margin improved from 14.3% in 2025-Q4 to 16.1% in 2026-Q2. Management has consistently raised margin guidance and delivered margin expansion, showing progress on this priority.
“Operating Margin 15.8% - 16.2%”
Continue disciplined capital allocation with share repurchases and controlled capital expenditures.
Stated as a priority in 4 of last 4 quarters. Share buyback guidance has remained steady around $1 billion annually from 2025-Q3 to 2026-Q2. Capital expenditures guidance also steady around $0.55 - $0.65 billion annually. Management has maintained disciplined capital allocation with consistent share repurchase and capex targets.
“Share Buyback $0.975 - $1.05 billion, CapEx $0.575 - $0.65 billion”
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 53% for the rest of the cohort, n=6654).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
3 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated stable grew net income 55% of the time over the next year (vs 58% for the rest of the cohort, n=2546).
Not investment advice. As of 2026-09-04.
“Increasing full year 2026 guidance, diluted adjusted EPS range of $44.25 to $46.25”
“2026 guidance diluted adjusted EPS range of $42.25 to $44.75”
“Updating full year 2025 guidance, adjusted diluted EPS range of $39.00 to $39.75”
“Updating full year 2025 guidance, adjusted diluted EPS range of $38.50 to $40.25”
“Operating Margin 15.6% - 16.0%”
“Operating Margin 15.4% - 15.9%”
“Adjusted Operating Margin 15.0% - 15.2%”
“Adjusted Operating Margin 14.7% - 15.1%”
“Share Buyback $0.95 - $1.05 billion, CapEx $0.55 - $0.65 billion”
“Share Buyback $0.95 - $1.05 billion, CapEx $0.55 - $0.65 billion”
“Share Buyback $1.05 - $1.15 billion, CapEx $0.625 - $0.675 billion”