W.W. GRAINGER, INC. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
W.W. Grainger reported Q3 2026 sales of $5.181B (+11.3% YoY; +14.9% organic daily constant currency), adjusted diluted EPS of $12.54 (+22.8% YoY), and adjusted operating margin of 16.1% (+90 bps). The company raised full-year 2026 guidance: diluted adjusted EPS now $47.00–$48.00 (vs. prior $45.50–$47.25), net sales $19.8–$20.0B (vs. $19.4–$19.7B), and organic daily constant currency growth 13.0–14.5% (vs. 11.5–13.0%). Both segments—High-Touch Solutions N.A. (+13.8%) and Endless Assortment (+19.3% organic)—delivered strong growth. Q3 operating cash flow was $661M; the company returned $396M to shareholders via dividends ($145M) and repurchases ($278M). A small acquisition of Adroit Worldwide Media technology assets for ~$215M occurred in Q3.
Why this rating
Strong organic growth, margin expansion, and raised FY guidance are positive, but event is moderate for a $41.1B company; ~$5.2B quarterly sales and $47–$48 annual EPS are solid but reflect execution, not transformation.
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