W.W. Grainger (GWW) Earnings Analysis

W.W. Grainger (GWW) delivered mixed results in Q2 FY2026 on revenue of $5.0B versus the $5.0B estimate (+10.3% YoY) and EPS of $12.01. The next W.W. Grainger (GWW) earnings date is Nov 4, 2026. Below is the full W.W. Grainger earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

W.W. Grainger (GWW) Earnings Analysis — key stats

Next earnings dateNov 4, 2026
Latest reported quarterQ2 FY2026
Earnings verdictMixed
EPS beat rate4 of last 8 (quarters above estimate)
Avg next-day move±5.4% (over the last 8 reports)
Post-earnings directionUp 5 / Down 3 (of the last 8 reports)
Implied move (next report)±11.6% (options-derived · into Nov 4, 2026)
Institutional ownership264.7% (13F as of 2026-06-30)
Top 10 holders35.8% (of shares outstanding)
Insider activity10 buys / 2 sells (recent Form 4 filings)
Revenue$5.0B (vs $5.0B est · +1.3% surprise · +10.3% YoY)
EPS$12.01 (vs $11.30 est · +6.3% surprise · +19.1% YoY)
Share price$1321.90 (+0.7%)
Market cap$62.4B

W.W. Grainger (GWW) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$5.0B vs $5.0B est$12.01 vs $11.30 est+6.3%-6.3%Mixed
Q2 FY2026$4.7B vs $4.6B est$11.65 vs $10.21 est+14.1%+5.5%Beat
Q1 FY2026$4.4B vs $4.4B est$9.44 vs $9.46 est-0.2%+9.0%In line
Q4 FY2025$4.7B vs $4.6B est$10.21 vs $9.98 est+2.3%+1.1%Mixed
Q3 FY2025$4.6B vs $4.5B est$9.97 vs $10.07 est-1.0%-9.7%In line
Q2 FY2025$4.3B vs $4.3B est$9.86 vs $9.48 est+4.0%+4.3%Mixed
Q1 FY2025$4.2B vs $4.2B est$9.71 vs $9.74 est-0.3%-7.0%In line
Q4 FY2024$4.4B vs $4.4B est$9.87 vs $9.97 est-1.0%+0.5%In line

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.9.8%4.6M$6.3B-0.2%
Vanguard Capital Management LLC6.1%2.9M$3.9B-0.0%
Vanguard Portfolio Management LLC4.9%2.3M$3.1B-0.3%
State Street Corp4.2%2.0M$2.7B+0.7%
Geode Capital Management, LLC2.9%1.4M$1.9B+11.3%
Wells Fargo & Company/Mn1.9%892K$1.2B-3.3%
Wellington Management Group Llp1.6%776K$1.1B-24.9%
Clearbridge Investments, LLC1.6%754K$1.0B-10.8%
Price T Rowe Associates INC /Md/1.5%694K$944.4M-23.3%
Northern Trust Corp1.3%605K$823.1M-2.3%

Recent insider transactions

InsiderRoleDateTypeSharesValue
NOVICH NEIL Sdirector2026-06-05Buy34K—
NOVICH NEIL Sdirector2026-06-05Sell34K—
White Steven Andrewdirector2026-06-01Buy6—
White Steven Andrewdirector2026-06-01Buy6—
White Steven Andrewdirector2026-06-01Sell6—
Watson Lucas Edirector2026-06-01Buy12—
Williams Susan Slavikdirector2026-06-01Buy5—
SANTI ERNEST SCOTTdirector2026-06-01Buy21—

What you'll find

Frequently asked questions

When is W.W. Grainger's next earnings date?
W.W. Grainger's (GWW) next scheduled earnings date is Nov 4, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did W.W. Grainger (GWW) beat or miss earnings?
In Q2 FY2026, W.W. Grainger (GWW) posted mixed results — revenue of $5.0B versus the $5.0B estimate (+1.3% surprise) and EPS of $12.01 versus $11.30 expected (+6.3% surprise). Magnisto decodes every W.W. Grainger (GWW) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does W.W. Grainger beat earnings estimates?
Over its last 8 reported quarters, W.W. Grainger (GWW) beat Wall Street EPS estimates 4 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every W.W. Grainger (GWW) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does W.W. Grainger stock move after earnings?
Over its last 8 quarterly reports, W.W. Grainger (GWW) moved an average of ±5.4% the day after earnings — ranging from -9.7% (Q3 FY2025) to +9.0% (Q1 FY2026). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Nov 4, 2026, options-implied volatility is pricing in a move of roughly ±11.6% (derived). Magnisto tracks the realized post-earnings move for every W.W. Grainger (GWW) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of W.W. Grainger?
Institutions hold about 264.7% of W.W. Grainger's (GWW) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.8%), Vanguard Capital Management LLC (6.1%), Vanguard Portfolio Management LLC (4.9%). Magnisto lists W.W. Grainger's (GWW) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling W.W. Grainger (GWW)?
In the most recent Form 4 filings Magnisto tracks, W.W. Grainger (GWW) insiders recorded 10 purchases and 2 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for W.W. Grainger (GWW) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for W.W. Grainger (GWW), anchored to the current $1321.90 share price, so you can weigh the bull, base and bear cases for W.W. Grainger side by side.
Is W.W. Grainger (GWW) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether W.W. Grainger fits your own thesis and risk profile. This is research, not investment advice.

Related stocks

Educational research, not investment advice. Figures are illustrative and may be delayed.