W. W. Grainger (GWW)
NYSEIndustrialsIndustrial DistributionSnapshot 2026-07-07
$1356.42-1.00%
Close 2026-07-07 · 1-day change
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Track GWW free→Grainger grows revenue about 8.6% a year, reaching nearly $19.5 billion in 2026. Profit margins stay strong near 16%, supported by operating margin guidance of 15.6% to 16.0%. EPS rises to about $45.25 in 2026, reflecting solid execution. Free cash flow remains healthy around $2.3 billion, enabling steady investment and returns.
Earnings pressure could reduce EPS growth below guidance. Revenue growth might slow below 8%, hurting profit margins. Rising costs or weaker demand could compress free cash flow and margins.
The market prices in about 9% revenue growth and expects EPS near $45.6 for 2026. Our view aligns with consensus growth but notes the stock trades about 31% above our valuation model, suggesting stretched expectations.
Breaks if: EPS falls below $44.25 in FY26
Grainger is committed to increasing its full year 2026 EPS guidance based on strong performance.
Stated in 3 of last 3 quarters. EPS increased from $9.86 in 2025-Q1 to $11.65 in 2026-Q1, an 18.2% rise. The updated EPS guidance for 2026 is $44.25 to $46.25, showing progress on this priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Increasing full year 2026 guidance, including diluted adjusted EPS range of $44.25 to $46.25.'”
“Updating full year 2026 EPS guidance to $42.25 - $44.75.”
“Increasing full year 2026 EPS guidance.”
Breaks if: Free cash flow falls below $2.125 billion in FY26
Breaks if: Operating margin falls below 15.6% in FY26
Grainger plans to increase its full year 2026 operating margin guidance due to improved performance.
Stated in 3 of last 3 quarters. Operating margin increased from 15.6% in 2025-Q1 to 16.7% in 2026-Q1, a 110 basis point improvement. The updated guidance for 2026 is 15.6% - 16.0%, indicating progress on this priority.
“CEO: 'Achieved operating margin of 16.7%, up 110 basis points.'”
“Updating full year 2026 operating margin guidance to 15.4% - 15.9%.”
“Increasing full year 2026 operating margin guidance.”
Breaks if: Annual revenue falls below $19.2 billion in FY26
Grainger aims to increase its full year 2026 revenue guidance to reflect strong performance.
Stated in 3 of last 3 quarters. Revenue grew from $4.3B in 2025-Q1 to $4.7B in 2026-Q1, reflecting a 10.1% increase. The updated guidance range for 2026 is $19.2 - $19.6 billion, indicating delivering on this priority.
“CEO: 'We are increasing our 2026 guidance to reflect the strong start and continued momentum.'”
“Updating full year 2026 guidance, including a revenue range of $18.7 - $19.1 billion.”
“Increasing full year 2026 revenue guidance.”