W.W. Grainger Inc.
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+ FollowMarket Cap$68.15B
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Earnings Call Q3 2026
November 4, 2026 - AI Summary
Strong Q3 results + shareholder returns
- Sales: +11.3% reported / +14.9% daily organic constant-currency.
- Margins & EPS: Gross margin 38.8% (+20 bps YoY) and operating margin 16.1% (+90 bps YoY); diluted EPS $12.54 (+22% YoY).
- Cash flow & capital returns: Operating cash flow $661M; returned $396M to shareholders via dividends + share repurchases.
Segment performance: both engines growing; margin trends diverged
- High-Touch Solutions: Sales +13.8% (reported and daily constant-currency); operating margin 17.3% (+10 bps YoY).
- Profit headwinds noted: freight pressure and slightly negative mix from project-related spend; IEEPA tariff refund helped but was offset by a Louisville distribution center fire inventory write-off.
- Endless Assortment (Zoro + MonotaRO): Sales +11.9% reported / +19.3% daily organic constant-currency.
- MonotaRO: +13.6% growth (local constant currency); Zoro: very strong +25.2% (daily).
- Operating margin 11.7% (+190 bps YoY), with both businesses benefiting from gross margin flow-through + top-line leverage.
Most important guidance update (full-year 2026 raised)
- Company increased full-year 2026 earnings outlook based on Q3 strength and momentum.
- Full-year revenue growth expectation: 13.0% to 14.5% daily organic constant-currency.
- Full-year diluted adjusted EPS: $47 to $48.
- Operating margin: 16.0% to 16.2% (up 100–120 bps YoY; raised ~10 bps vs prior midpoint).
- Full-year gross margin outlook: slightly higher than prior guide (but tempered by incremental Q4 cost pressures).
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$671.54
55.3% downside
Current Fair Value
55.3% downsideOvervalued by 55.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $68.15 Billion |
|---|---|
| Enterprise Value | $70.45 Billion |
| Annual dividend | $9.50 |
| Dividend yield | 0.66% |
| Earnings per Share | $35.47 |
| Beta | 0.96 |
| Outstanding Shares | 47,000,000 |
Return
| Return on Equity | 45.65% |
|---|---|
| Return on Assets | 21.36% |
| Return on Invested Capital | 39.72% |
Valuation & Multiples
| P/E Ratio | 31.62 |
|---|---|
| PEG | 15.85 |
| Price to Sales | 3.65 |
| Price to Book Ratio | 15.03 |
| Enterprise Value to Revenue | 3.64 |
| Enterprise Value to EBIT | 22.88 |
| Enterprise Value to Net Income | 32 |
| Total Debt to Enterprise | 0.04 |
| Debt to Equity | 0.65 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS
$12.54
Est. $11.68Revenue
$5.18 B
Est. $5.08 BNext Earnings Call
Expected Date
February 2, 2027
EPS Estimate
$11.42
Consensus analyst estimateRevenue Estimate
$4.96 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 45.23% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 200▼ 99.97% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 13.80%▼ 61.97% |
|---|---|
| Total Invested | $8.01B▼ 83.46% |
| Investors Holding | 739▼ 686.00% |
About W.W. Grainger Inc.
25,000 employees
CEO: Donald Macpherson
W.W. Grainger, Inc. is a leading provider of maintenance, repair, and operational (MRO) products and services, serving markets in the United States, Japan, Canada, the United Kingdom, and globally. The company's business model is organiz...