GWW
Evidence as of 2026-09-03Overview · W.W. GRAINGER, INC.
W.W. Grainger, Inc. distributes maintenance, repair, and operating products and services in the United States, Japan, Canada, the United Kingdom, and internationally. The company operates through two segments, High-Touch Solutions N.A. and Endless Assortment. The company provides safety and security supplies, material handling and storage equipment, pumps and plumbing equipment, cleaning and maintenance supplies, and…
Management team
- Ms. Laurie R. Thomson · VP, Controller & Principal Accounting OfficerFind on LinkedIn
- Mr. Brian Walker · Senior Vice President of Sales & Onsite ServicesFind on LinkedIn
- Mr. Jonny LeRoy · Senior VP & CTOFind on LinkedIn
- Ms. Paige K. Robbins · Senior VP & President of Grainger Business UnitFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.5 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is constructive (+0.5 of a possible +2) with high confidence. Revenue rose from $ 4,742,000,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-30) to $ 5,021,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-28), and year‑over‑year revenue for the period 2025-04-01 to 2025-06-30 versus 2026-04-01 to 2026-06-30 moved from $ 4,554,000,000 to $ 5,021,000,000 (3mo). Gross profit rose to $ 1,984,000,000 in fiscal Q2 2026 from $ 1,896,000,000 in fiscal Q1 2026, while net income increased from $ 555,000,000 in fiscal Q1 2026 to $ 570,000,000 in fiscal Q2 2026 (with fiscal Q2 2025 net income at $ 482,000,000). Diluted EPS was $ 12.01 in fiscal Q2 2026 versus $ 11.65 in fiscal Q1 2026 and $ 9.97 in fiscal Q2 2025.
The company shows share count compression consistent with $ 237,000,000 of share repurchases in fiscal Q1 2026 and a sequence of declining outstanding shares from 48,039,213 as of 2025-04-24 to 47,100,942 as of 2026-07-28. Leverage edged down modestly: long‑term debt was $ 2,488,000,000 as of 2025-12-31, $ 2,411,000,000 as of 2026-03-31, and $ 2,408,000,000 as of 2026-06-30. Valuation and cash‑flow metrics in the packet report trailing‑twelve‑month FCF of $ 1,988,000,000 (FCF per share $ 42.1186), P/FCF = 30.51, EV/EBITDA = 19.97, and TTM P/E = 32.32 (TTM EPS = 39.75). Multiple Form 4 insider filings dated 2026-09-01 are in the evidence set, though their parses remain marked pending.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue was $4,742,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and rose to $5,021,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo); year‑over‑year, revenue for the period 2025-04-01 to 2025-06-30 was $4,554,000,000 compared with $5,021,000,000 for 2026-04-01 to 2026-06-30 (3mo).
XBRL companyfacts · 0000277135-26-000053Gross profit was $1,896,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $1,984,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo); gross profit in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo) was $1,755,000,000.
XBRL companyfacts · 0000277135-26-000053Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A set of Form 4 insider transaction reports for the issuer were filed on 2026-09-01 (the 4 filed 1 September 2026).
4 filed 2026-09-01Additional Form 4 insider transaction reports for the issuer were filed on 2026-09-01 (the 4 filed 1 September 2026).
4 filed 2026-09-01Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, GWW is a 0.09% weight in the IVV ETF.
ETF constituents · market dataweakened in debateEleven Form 4 filings for GWW were filed on 2026-09-01 (accession numbers listed in the evidence).
Form 4 × 11 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A DCF-based piece published 2 September 2026 reports an intrinsic value estimate of $987 for the company.
News · gurufocus.com · 2026-09-02weakened in debateA headline from 28 August 2026 highlights that the stock has returned 218.8% over the past five years while noting current valuation checks suggest the market price exceeds DCF and earnings multiples.
News · simplywall.st · 2026-08-28Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model reports an implied free-cash-flow (FCF) growth rate of 19.59% that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FFO/FCF on a trailing twelve-month basis is 30.51 (price-to-FCF = 30.51).
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The supplied company-level fundamentals show concurrent top-line and margin expansion: sequential and year-over-year revenue growth (fundamentals-0) accompanied by rising gross profit (fundamentals-1) and higher operating income (fundamentals-7). Profitability on the bottom line also improved, with net income and diluted EPS up versus both the prior quarter and year-ago quarter (fundamentals-2, fundamentals-3). Capital-return activity and share-reductions (fundamentals-4, fundamentals-5) concentrate earnings on fewer shares, while modest long-term debt reduction (fundamentals-6) provides incremental balance-sheet improvement. These internal performance and capital-allocation data points jointly support a favorable operational read; counterpoints based on valuation snapshots and isolated portfolio trims are weakened by limited disclosure on insider filings (filings-0..4) and offset by other reported buying (news-4).
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.27
28 surviving claims rest on 18 distinct sources; the heaviest analyst carries 29% of them, and 96% of what the desk raised survived the debate.
The surviving set is moderately concentrated: a small group of sources and a single lead analyst carry a meaningful share of the conclusions, and most of the desk’s initial points survived review. That concentration raises fragility — the read is informative but should be treated as contingent on a limited number of reports and an analyst weighting; any major new primary filing or a contradicting source would materially reduce confidence.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+1.5 to the score
10 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on GWW Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.