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GWGWW

W.W. Grainger, Inc.

$GWW·$62B·Industrial - Distribution·Industrials
$1284.85-1.9%1Y+28.8%
Mentions · last 7 days
2026-08-26: 3 posts2026-08-27: 2 posts2026-08-28: 5 posts2026-08-29: 3 posts2026-08-30: 1 posts2026-08-31: 8 posts2026-09-01: 4 posts28
Price updated 2h ago·X counts updated 4h ago
GWGWW
$GWWW.W. Grainger, Inc.
$1,284.85-1.86%28 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Large industrial distributor supplying MRO products to businesses through an extensive branch network and e-commerce.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Distribution sits in its cycle right now — and what that implies for $GWW.

Industrial - Distribution · Industrials

Industrial distribution volumes track manufacturing PMI; value-add services and private-label fasteners/MRO are the margin differentiators. Restocking cycles in smaller manufacturers are the near-term demand swing factor.

What this means for $GWW

Partial — REIT cash flows tied to occupancy, rent growth, and cap rate environment; W.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
33.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
26.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
48.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$12.01$11.30+6.3%
Q1 2026May 7, 2026$11.65$10.21+14.1%
Q4 2025Feb 3, 2026$9.44$9.46-0.2%
Q3 2025Oct 31, 2025$10.21$9.98+2.3%
Next earningsWed, Nov 4·consensus EPS $11.64

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$5.0B+10.3%39.5%16.1%$11.96$333.0M
Q1 FY26$4.7B+10.1%40.0%16.7%$11.73$569.0M
Q4 FY25$4.4B+4.5%39.5%14.3%$9.45$269.0M
Q3 FY25$4.7B+6.1%38.6%11.0%$6.10$339.0M

Forward consensus

4-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.6B$19.5B – $19.8B$46.51$45.80 – $47.1813
FY27$21.1B$20.8B – $21.2B$51.08$49.74 – $52.3514
FY28$22.4B$21.9B – $22.9B$55.90$52.87 – $58.0711
FY29$23.7B$23.4B – $24.0B$59.69$58.68 – $60.605

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.78%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 43.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 12Laurie R ThomsonVP, Controller313 sh$386KSellMay 12Jonny M LeroyCTO854 sh$1.1MSellMay 12Paige K RobbinsSr. VP1.5K sh$1.8M
+ 24 other (18 awards · 5 gifts · 1 inkind) in window

See when $GWW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change
S-3ASRAuto-shelf registrationMay 7S-3ASR
8-KShareholder voteMay 18-K — Item 5.07: Shareholder vote
+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Beacon Pointe Advisors LLC Purchases Shares of 1,536 W.W. Grainger, Inc. $GWWdefenseworld.net·3d agoAll You Need to Know About W.W. Grainger (GWW) Rating Upgrade to Buyzacks.com·5d agoGRAINGER ACQUIRES TECHNOLOGY ASSETS FROM ADROIT WORLDWIDE MEDIAprnewswire.com·7d agoBank of New York Mellon Corp Takes $324.82 Million Position in W.W. Grainger, Inc. $GWWdefenseworld.net·12d ago3,925 Shares in W.W. Grainger, Inc. $GWW Acquired by B. Metzler seel. Sohn & Co. AGdefenseworld.net·12d ago

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