Citable filing context
GWW's research view summarizes recent SEC filing context, starting with earnings from Aug 4, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 4, 2026 | earnings | W.W. Grainger reported Q2 2026 sales of $5.0 billion and diluted EPS of $12.01, raising full-year guidance. |
| Aug 3, 2026 | management_change | CFO Deidra C. Merriwether will resign effective September 4, 2026; Laurie R. Thomson appointed interim CFO. |
| May 8, 2026 | earnings | W.W. Grainger reported Q1 2026 sales of $4.7 billion and diluted EPS of $11.65. |
| Aug 4, 2026 | Guidance: daily_organic_constant_currency_sales_growth | 11.50 to 13.00 |
| Aug 4, 2026 | Guidance: diluted_eps | 45.50 to 47.25 |
| Aug 4, 2026 | Guidance: gross_profit_margin | 39.30 to 39.60 |
| Aug 4, 2026 | mda_quarterly | W.W. Grainger reported strong financial performance for the second quarter of 2026, with net sales of $5.02 billion, a 10.3% increase year-over-year. On a daily, organic constant currency basis, sales grew 14%. Diluted earnings per share rose 20% to $12.01. Growth was driven by both the High-Touch Solutions N.A. segment, which benefited from increased volume, and the Endless Assortment segment, which saw enterprise customer growth at MonotaRO and repeat business at Zoro. Gross profit margin expanded 100 basis points to 39.5%, aided by tariff refund benefits in the High-Touch segment and favorable product mix and discount activity within Endless Assortment. Operating earnings increased 19% to $807 million. While the company maintains a resilient, non-discretionary product portfolio, management highlighted ongoing macroeconomic volatility, including geopolitical tensions, fluctuating commodity and transportation costs, and evolving trade and tariff policies as primary execution risks. Liquidity remains robust, with $1.8 billion in available capacity as of June 30, 2026. The company continues to prioritize capital allocation toward business investments, dividends, and share repurchases. Following the 2025 exit from the U.K. market, Grainger remains focused on its core North American and Japanese operations. |
| May 7, 2026 | mda_quarterly | W.W. Grainger reported strong first-quarter 2026 results, with net sales of $4.74 billion, a 10.1% increase year-over-year. On a daily, organic constant currency basis, sales grew 12%, driven by performance in both the High-Touch Solutions N.A. and Endless Assortment segments. High-Touch Solutions N.A. saw 11% sales growth, balanced equally between volume and price, while the Endless Assortment segment surged 20%, bolstered by enterprise customer growth at MonotaRO. Gross profit margin expanded 30 basis points to 40.0%, and diluted earnings per share rose 18% to $11.65. Management noted that the company successfully exited the U.K. market in late 2025, divesting Cromwell and closing Zoro U.K. Despite this, the company faces ongoing macroeconomic volatility, including labor and transportation market fluctuations, inflationary pressures, and uncertainty regarding global trade and tariff policies. Grainger remains focused on mitigating supply chain disruptions and managing costs while investing in its digital and supply chain infrastructure. With $1.9 billion in available liquidity, the company maintains a strong balance sheet, supporting continued capital expenditures—particularly in MonotaRO’s supply chain—and ongoing shareholder returns through dividends and share repurchases. Management remains confident in its ability to navigate diverse economic outcomes through its resilient, non-discretionary MRO product portfolio. |
Source: SEC EDGAR filing text and events; period Aug 4, 2026; filed Aug 4, 2026.
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