GWW

AI Research

Grainger 2026 Revenue Forecast $18.7-19.1B → Exiting UK Market, 10%+ EPS Growth Midpoint

W.W. Grainger provided 2026 revenue guidance of $18.7-19.1 billion and announced its exit from the UK market to concentrate resources on higher-return North American and Japan MRO distribution operations, with analysts projecting over 10% EPS growth at the guidance midpoint. The industrial distributor benefits from its large B2B customer base and Zoro/MonotaRO digital platform growth, with a consensus analyst price target of $1,190. Risks include potential slowdown in industrial production activity, pricing pressure from Amazon Business and other online competitors, and execution risk in refocusing operations post-UK exit.