W.W. Grainger, IncNYSE: GWW
Industrials · Industrial Machinery & Supplies & Components
$1,149.37
-1.03%
Vol: 166K
Research Digest
Friday, May 1, 2026
W.W. Grainger reports Q1 earnings on May 7 with expectations of $10.20 EPS and $4.57 billion revenue; board approves 10% dividend increase to $2.49 per share.
W.W. Grainger is scheduled to report first quarter 2026 earnings on May 7, 2026, with analysts expecting $10.20 EPS (up 3.5% from $9.86 in the year-ago quarter) and $4.57 billion in revenue. The company's board of directors has approved a quarterly cash dividend of $2.49 per share, a 10% increase from the previous quarter. Analyst consensus is cautious with a Hold rating overall.
Previous Market Intelligence
13 daysApr 30W.W. Grainger raised Q2 dividend by 10% to $2.49/share; guidance 6.5-9% organic growth with over 10% EPS growth expected in 2026.Positive▶
W.W. Grainger reported solid performance with 2025 revenue of $17.9B (4.5% growth). The board approved a 10% dividend increase to $2.49 per share, demonstrating confidence in cash generation. Management expects 2026 organic sales growth of 6.5%-9% with margin expansion and over 10% EPS growth. Analyst views remain mixed: Bernstein raised target to $1,125 from $1,052 on April 21, and Morgan Stanley raised to $1,190 from $1,100 on March 3, while RBC maintains Hold. Stock closed at $1,150 with 90-day return of 8.31% and 1-year return of 17.91%. Company recognized as 2026 World's Most Ethical Companies for second consecutive year.
Apr 29W.W. Grainger reports Q3 results above estimates with $10.21 adjusted EPS and strong margin expansion outlookPositive▶
W.W. Grainger reported Q3 results above estimates with adjusted earnings of $10.21 per share and adjusted net sales of $4.66 billion. 2026 guidance projects robust revenue and margin expansion. Company named to 2026 World's Most Ethical Companies for second consecutive year. Stock trading at $1,172.07 with 8.31% one-month gain, up 17.91% year-over-year.
Apr 16W.W. Grainger recognized as Fortune 100 Best Companies to Work For in 2026; institutional investment activity shows mixed positioning.Neutral▶
Grainger named to Fortune 100 Best Companies to Work For in 2026 by Great Place To Work and Fortune Media (fourth recognition in recent years). Company also recognized as 2026 World's Most Ethical Company (second consecutive year). Massachusetts-based institutional investor increased holdings by 7.7% in Q4, while Monument Capital Management reduced stake by 68.1% (13F filed April 15). Barclays projects 2026 revenue $18.7-19.1B. No significant overnight news or earnings catalyst. Analysts view positively but stock trading near fair value.
Apr 15W.W. Grainger set 12 directors for shareholder vote on April 29, 2026, with board recognition for ethical business practices.Neutral▶
W.W. Grainger announced its slate of 12 incumbent directors for the April 29, 2026 Annual Meeting of Shareholders. The company maintained recognition as one of the 2026 Worlds Most Ethical Companies for the second consecutive year. Barclays projects 2026 revenue of $18.7 billion to $19.1 billion. Grainger outlined a multi-year growth plan focused on expanding sales and margins across High-Touch Solutions and Endless Assortment segments.
Apr 14W.W. Grainger released mixed quarterly results with revenue beat but EPS miss; updated 2026 guidance of $18.7B-$19.1B net sales.Mixed▶
W.W. Grainger (GWW) posted revenue ahead of expectations but slightly missed adjusted EPS with operating margin pressure from higher costs. The company outlined a multi-year growth plan focused on High-Touch Solutions and Endless Assortment segments while generating strong operating cash flow. 2026 net sales guidance ranges from $18.7B to $19.1B. Grainger was again recognized as Fortune 100 Best Company to Work For. Next earnings report scheduled for May 7, 2026.
Apr 13Board approved 10% dividend increase to $2.26/share; named 2026 World's Most Ethical Company for second consecutive year.Neutral▶
W.W. Grainger returned positive recognition as a 2026 World's Most Ethical Company (second consecutive year). Board approved 10% quarterly dividend increase to $2.26 per share. 2025 revenue reached $17.9 billion. Despite recognition, Barclays projects 2026 revenue between $18.7-19.1 billion amid mixed analyst sentiment on valuation and growth. Analyst consensus is Hold with 7 analysts giving average 12-month target of $1,096.71.
Apr 10W.W. Grainger named to Fortune 100 Best Companies to Work For; Q2 analyst EPS estimates increased.Neutral▶
Grainger recognized as Fortune 100 Best Companies to Work For in 2026 (fourth time) and as 2026 World's Most Ethical Company (second consecutive year). Zacks Research increased Q2 2026 EPS estimates on April 3. Barclays projects 2026 revenue between $18.7B-$19.1B. Q4 2025 EPS of $9.44 missed estimates of $9.45 by 0.11%.
Apr 9WW Grainger Dividend Raised 10%, Expects 6.5-9% 2026 Organic GrowthNeutral▶
WW Grainger announced 10% dividend increase to $2.26 per share effective Q2 2026, signaling confidence in business outlook. Company recognized as 2026 World's Most Ethical Company for second consecutive year. 2025 revenue $17.9B, Barclays projects 2026 revenue $18.7-19.1B. Dividend raise demonstrates shareholder confidence despite Barclays Sell rating. 2026 guidance 6.5-9% organic constant currency growth. Analyst consensus Hold with 12-month target $1,096.71, down 3.61% from current. Stock reflects mixed sentiment on valuation and growth but strong execution on digital adoption.
Apr 8W.W. Grainger recognized World's Most Ethical Company 2026; quarterly dividend approved $2.26/shareNeutral▶
W.W. Grainger recognized for second consecutive year as one of World's Most Ethical Companies 2026. Board approved quarterly cash dividend of $2.26 per share. Company outlined multi-year growth plan focused on expanding sales and margins across High-Touch Solutions and Endless Assortment segments. Latest quarter showed revenue ahead of expectations but slightly missed on adjusted EPS with operating margin pressure from higher costs. Generated strong operating cash flow with capital returns through dividends and buybacks. Barclays projecting 2026 revenue between $18.7-$19.1 billion. Fortune 100 Best Company to Work For recognition. Recent insider selling raises concerns about potential weaknesses. 8 analysts average Hold rating with 12-month target of $1,096.71. Oppenheimer upgraded to Outperform in early February 2026.
Apr 7Q4 2025 mixed; 2026 guidance light; $2.26 dividend declared (10% hike); new CA wage class action filed.Negative▶
Grainger Q4 2025 sales $4.425B and FY $17.94B, missing profitability expectations. 2026 guidance $18.70-19.10B. Dividend $2.26 (10% hike). Recognized as 2026 World Most Ethical. Faces new CA labor class action. Stock fell 5.5%. 8 analysts rate Hold with $1,096.71 target.
Apr 6WW Grainger reports strong Q4 2025 revenue of $4.43B and guides 2026 net sales to $18.70-19.10B with 6.5-9% organic growthMixed▶
W.W. Grainger reported strong Q4 2025 results with $4.43 billion in revenue driven by technology investments and market share gains, supporting full-year 2025 sales of $17.94 billion. The company issued 2026 net sales guidance of $18.70 billion to $19.10 billion representing organic sales growth of 6.5-9% and EPS guidance of $42.25-44.75 representing over 10% growth at midpoint. As of April 6, 2026, GWW traded at $1,117.45 with previous close of $1,107.58, with average 12-month price target of $1,150.20 USD, though analyst ratings remain Neutral with 4 buy and 3 sell recommendations. Grainger returned $1.5 billion to shareholders through dividends and repurchases while planning strategic exits from UK operations including closure of Zoro UK and divestiture of Cromwell. The company was recognized as a 2026 World's Most Ethical Company for the second consecutive year, with key near-term catalyst being whether technology and assortment investments can improve operating margins.
Apr 3Grainger named to Fortune 100 Best Companies list while guiding 2026 revenue of $18.7-19.1 billion with 10%+ EPS growth.Positive▶
W.W. Grainger was recognized as one of the Fortune 100 Best Companies to Work For in 2026. In Q4 2025, Grainger reported revenue of $4.43 billion but missed on adjusted EPS at $9.44 vs. $9.47 forecast. For 2026, Grainger guides revenue of $18.7-19.1 billion with organic sales growth of 6.5-9% and EPS of $42.25-44.75. Annual shareholder meeting scheduled for April 29, 2026.
Apr 2WW Grainger forecasted FY2026 revenue of $18.7-19.1B and EPS of $42.25-44.75 with April 29 annual shareholder meeting scheduled.Neutral▶
WW Grainger outlined FY2026 guidance: revenue $18.7-19.1B, organic sales growth 6.5-9%, and EPS $42.25-44.75. Q4 2025 showed revenue beat but slightly missed adjusted EPS due to higher costs. Annual shareholder meeting scheduled for April 29, 2026. Grainger was recognized as Fortune 100 Best Company to Work For. Stock trading at $1,117.45 with analyst consensus neutral.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| PHPARKER | $882.03 | -3.01% | -0.3% | 26.7x | 1.25 | $114.8B |
| ITWILLINOIS | $255.35 | -1.03% | -0.2% | 21.3x | 1.15 | $74.4B |
| GWWWW | $1,149.37 | -1.03% | +4.0% | 23.9x | 1.09 | $55.0B |
| IRINGERSOLL | $77.72 | -2.68% | +1.5% | 20.7x | 1.33 | $31.3B |
| DOVDOVER | $225.78 | -0.28% | +9.1% | 19.5x | 1.25 | $30.5B |
| OTISOTIS | $77.20 | -0.87% | -0.3% | 16.5x | 1.04 | $29.9B |
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