W.W. Grainger (GWW)
Market Price (11/1/2026): $0 | Market Cap: $-Sector: Industrials | Industry: Industrial Machinery & Supplies & Components
W.W. Grainger (GWW)
Market Price (11/1/2026): $0Market Cap: $-Sector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%, CFO LTM is 2.2 Bil Stock buyback supportStock Buyback 3Y Total is 3.2 Bil Low stock price volatilityVol 12M is 23% Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, Automation & Robotics, and E-commerce & DTC Adoption. Themes include Online Marketplaces, Show more. | Trading close to highsDist 52W High is -2.9%, Dist 3Y High is -2.9% Weak multi-year price returns2Y Excs Rtn is -6.7% | Key risksGWW key risks include [1] significant pricing pressure from competitors and large customers in the fragmented MRO market, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%, CFO LTM is 2.2 Bil |
| Stock buyback supportStock Buyback 3Y Total is 3.2 Bil |
| Low stock price volatilityVol 12M is 23% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, Automation & Robotics, and E-commerce & DTC Adoption. Themes include Online Marketplaces, Show more. |
| Trading close to highsDist 52W High is -2.9%, Dist 3Y High is -2.9% |
| Weak multi-year price returns2Y Excs Rtn is -6.7% |
| Key risksGWW key risks include [1] significant pricing pressure from competitors and large customers in the fragmented MRO market, Show more. |
Qualitative Assessment
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W.W. Grainger (GWW) stock has remained largely at the same level since 7/31/2026 because of the following key factors:
1. W.W. Grainger's stock experienced a period of range-bound movement following its strong fiscal Q2 2026 earnings report on August 4, 2026. The company reported diluted earnings per share (EPS) of $12.01, exceeding the consensus estimate of $11.30 by $0.71, and quarterly revenue rose 10.3% year-over-year to $5.02 billion, surpassing the consensus estimate of $4.96 billion. Additionally, Grainger raised its full-year 2026 adjusted profit outlook to $45.50-$47.25 per share, up from the previous forecast of $44.25-$46.25, and increased its full-year sales guidance to $19.4 billion-$19.7 billion. This positive financial performance provided a significant upward impetus for the stock.
2. The positive impact of strong earnings was partially offset by an announced leadership transition. Concurrently with the Q2 2026 earnings report on August 4, 2026, W.W. Grainger announced that CFO Deidra Merriwether planned to step down effective September 4, 2026, with Laurie Thomson taking over as interim CFO. This unexpected change in a key executive position introduced a layer of uncertainty regarding future financial forecasting and controls, contributing to a 5.4% premarket dip in the stock despite the otherwise strong financial results.
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W.W. Grainger (GWW) stock has remained largely at the same level since 7/31/2026 because of the following key factors:
1. W.W. Grainger's stock experienced a period of range-bound movement following its strong fiscal Q2 2026 earnings report on August 4, 2026. The company reported diluted earnings per share (EPS) of $12.01, exceeding the consensus estimate of $11.30 by $0.71, and quarterly revenue rose 10.3% year-over-year to $5.02 billion, surpassing the consensus estimate of $4.96 billion. Additionally, Grainger raised its full-year 2026 adjusted profit outlook to $45.50-$47.25 per share, up from the previous forecast of $44.25-$46.25, and increased its full-year sales guidance to $19.4 billion-$19.7 billion. This positive financial performance provided a significant upward impetus for the stock.
2. The positive impact of strong earnings was partially offset by an announced leadership transition. Concurrently with the Q2 2026 earnings report on August 4, 2026, W.W. Grainger announced that CFO Deidra Merriwether planned to step down effective September 4, 2026, with Laurie Thomson taking over as interim CFO. This unexpected change in a key executive position introduced a layer of uncertainty regarding future financial forecasting and controls, contributing to a 5.4% premarket dip in the stock despite the otherwise strong financial results.
3. A mixed macroeconomic environment and evolving industrial demand contributed to the stock remaining largely at its level. While the U.S. economy showed resilience with a 1.5% annualized real GDP increase in fiscal Q2 2026, and business fixed investment grew at a 7.0% rate, the industrial sector faced ongoing challenges including elevated inflation (Personal Consumption Expenditures price index at 3.7%) and volatile material costs. However, Grainger benefited from a market trend where companies were delaying large equipment expenditures and instead prioritizing maintenance, repair, and operating (MRO) supplies, which directly aligns with Grainger's core business. This shift in spending patterns, coupled with strong demand in sectors like data centers, energy infrastructure, and advanced manufacturing, created a balanced demand environment for the company.
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Stock Movement Drivers
Fundamental Drivers
The -1.5% change in GWW stock from 7/31/2026 to 10/31/2026 was primarily driven by a -6.3% change in the company's P/E Multiple.| (LTM values as of) | 7312026 | 10312026 | Change |
|---|---|---|---|
| Stock Price ($) | 1379.53 | 1359.17 | -1.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 18,378 | 18,845 | 2.5% |
| Net Income Margin (%) | 9.7% | 9.9% | 2.3% |
| P/E Multiple | 36.6 | 34.3 | -6.3% |
| Shares Outstanding (Mil) | 47 | 47 | 0.2% |
| Cumulative Contribution | -1.5% |
Market Drivers
7/31/2026 to 10/31/2026| Return | Correlation | |
|---|---|---|
| GWW | -1.5% | |
| Market (SPY) | 1.2% | -7.2% |
| Sector (XLI) | -6.9% | 12.1% |
Fundamental Drivers
The 17.5% change in GWW stock from 4/30/2026 to 10/31/2026 was primarily driven by a 6.3% change in the company's P/E Multiple.| (LTM values as of) | 4302026 | 10312026 | Change |
|---|---|---|---|
| Stock Price ($) | 1156.75 | 1359.17 | 17.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17,942 | 18,845 | 5.0% |
| Net Income Margin (%) | 9.5% | 9.9% | 4.4% |
| P/E Multiple | 32.3 | 34.3 | 6.3% |
| Shares Outstanding (Mil) | 48 | 47 | 0.8% |
| Cumulative Contribution | 17.5% |
Market Drivers
4/30/2026 to 10/31/2026| Return | Correlation | |
|---|---|---|
| GWW | 17.5% | |
| Market (SPY) | 5.4% | 11.1% |
| Sector (XLI) | -3.9% | 29.4% |
Fundamental Drivers
The 40.0% change in GWW stock from 10/31/2025 to 10/31/2026 was primarily driven by a 27.9% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 10312026 | Change |
|---|---|---|---|
| Stock Price ($) | 970.98 | 1359.17 | 40.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17,750 | 18,845 | 6.2% |
| Net Income Margin (%) | 9.7% | 9.9% | 1.8% |
| P/E Multiple | 26.8 | 34.3 | 27.9% |
| Shares Outstanding (Mil) | 48 | 47 | 1.3% |
| Cumulative Contribution | 40.0% |
Market Drivers
10/31/2025 to 10/31/2026| Return | Correlation | |
|---|---|---|
| GWW | 40.0% | |
| Market (SPY) | 11.7% | 27.2% |
| Sector (XLI) | 8.9% | 46.4% |
Fundamental Drivers
The 91.0% change in GWW stock from 10/31/2023 to 10/31/2026 was primarily driven by a 75.6% change in the company's P/E Multiple.| (LTM values as of) | 10312023 | 10312026 | Change |
|---|---|---|---|
| Stock Price ($) | 711.75 | 1359.17 | 91.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 16,283 | 18,845 | 15.7% |
| Net Income Margin (%) | 11.2% | 9.9% | -11.1% |
| P/E Multiple | 19.5 | 34.3 | 75.6% |
| Shares Outstanding (Mil) | 50 | 47 | 5.7% |
| Cumulative Contribution | 91.0% |
Market Drivers
10/31/2023 to 10/31/2026| Return | Correlation | |
|---|---|---|
| GWW | 91.0% | |
| Market (SPY) | 86.9% | 44.4% |
| Sector (XLI) | 77.0% | 58.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GWW Return | 29% | 9% | 51% | 28% | -3% | 35% | 255% |
| Peers Return | 35% | -1% | 37% | 3% | 21% | 29% | 194% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| GWW Win Rate | 67% | 42% | 67% | 75% | 42% | 70% | |
| Peers Win Rate | 65% | 44% | 60% | 47% | 60% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| GWW Max Drawdown | -17% | -17% | -15% | -14% | -19% | -13% | |
| Peers Max Drawdown | -17% | -24% | -17% | -23% | -23% | -17% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: FAST, MSM, WCC, FERG, AIT. See GWW Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/30/2026 (YTD)
How Low Can It Go
| Event | GWW | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -11.4% | -9.5% |
| % Gain to Breakeven | 12.9% | 10.5% |
| Time to Breakeven | 9 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -12.7% | -24.5% |
| % Gain to Breakeven | 14.6% | 32.4% |
| Time to Breakeven | 42 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -31.8% | -33.7% |
| % Gain to Breakeven | 46.6% | 50.9% |
| Time to Breakeven | 64 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.2% | -19.2% |
| % Gain to Breakeven | 33.7% | 23.8% |
| Time to Breakeven | 591 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -21.3% | -3.7% |
| % Gain to Breakeven | 27.1% | 3.9% |
| Time to Breakeven | 175 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -18.8% | -12.2% |
| % Gain to Breakeven | 23.2% | 13.9% |
| Time to Breakeven | 47 days | 62 days |
In The Past
W.W. Grainger's stock fell -9.9% during the 2025 US Tariff Shock. Such a loss loss requires a 11.0% gain to breakeven.
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| Event | GWW | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -31.8% | -33.7% |
| % Gain to Breakeven | 46.6% | 50.9% |
| Time to Breakeven | 64 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.2% | -19.2% |
| % Gain to Breakeven | 33.7% | 23.8% |
| Time to Breakeven | 591 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -21.3% | -3.7% |
| % Gain to Breakeven | 27.1% | 3.9% |
| Time to Breakeven | 175 days | 6 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -23.9% | -6.8% |
| % Gain to Breakeven | 31.5% | 7.3% |
| Time to Breakeven | 316 days | 15 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -32.7% | -53.4% |
| % Gain to Breakeven | 48.5% | 114.4% |
| Time to Breakeven | 246 days | 1085 days |
In The Past
W.W. Grainger's stock fell -9.9% during the 2025 US Tariff Shock. Such a loss loss requires a 11.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About W.W. Grainger (GWW)
W.W. Grainger, Inc. (GWW) is a leading global distributor of Maintenance, Repair, and Operating (MRO) products and services. Essentially, Grainger provides the essential supplies and support that businesses, organizations, and institutions need to keep their facilities and operations running efficiently and safely. The company operates through two main segments, High-Touch Solutions N.A. and Endless Assortment, catering to diverse customer needs.
Grainger's comprehensive product offering spans a vast array of industrial and commercial supplies. This includes critical items such as safety and security equipment, material handling and storage solutions, pumps and plumbing supplies, cleaning and maintenance products, and a variety of metalworking and hand tools. Beyond just product distribution, the company also offers valuable services, including inventory management and technical support, to help customers streamline their MRO procurement and optimize their operational efficiency.
The company primarily serves a broad institutional customer base, encompassing businesses, large corporations, and government entities across numerous sectors. Grainger reaches its customers through a robust multi-channel approach, utilizing a network of sales and service representatives alongside extensive electronic and e-commerce platforms. Its operational reach is global, with significant markets in the United States, Japan, Canada, and the United Kingdom, among other international locations.
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Here are 1-3 brief analogies for W.W. Grainger (GWW):
- Amazon for businesses needing industrial and maintenance supplies.
- The Home Depot or Lowe's, but exclusively for businesses and government entities.
- Staples or Office Depot for industrial and maintenance products.
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W.W. Grainger (GWW) provides the following major products and services:
- Safety and Security Supplies: Products designed to ensure workplace safety and security.
- Material Handling and Storage Equipment: Equipment used for moving, protecting, storing, and controlling materials throughout a manufacturing, warehousing, distribution, consumption, or disposal process.
- Pumps and Plumbing Equipment: Devices and systems for moving fluids and for water distribution and waste removal.
- Cleaning and Maintenance Supplies: Products used for the upkeep, cleanliness, and general maintenance of facilities.
- Metalworking and Hand Tools: Tools used for shaping or working with metal, as well as general hand-operated implements.
- Inventory Management Services: Services that help businesses track, control, and optimize their stock levels.
- Technical Support Services: Assistance and expertise provided for various products and equipment.
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W.W. Grainger (GWW) sells primarily to other companies and institutions, distributing maintenance, repair, and operating (MRO) products and services.
Due to the nature of its business as a broad MRO distributor serving a vast and diverse client base, W.W. Grainger does not publicly disclose specific major customer company names. Instead, its customer base can be described by the following categories of organizations it serves:
- Businesses
- Corporations
- Government entities
- Other institutions
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D.G. Macpherson, Chairman and Chief Executive Officer
D.G. Macpherson joined W.W. Grainger in 2008, having previously served as a Partner and Managing Director at the Boston Consulting Group (BCG) from 2002 to 2008, where he consulted with Grainger on strategic and operational initiatives. Earlier in his career, he was an operations manager for Rain Bird Sprinkler Manufacturing Company and a test engineer with the U.S. Air Force.
Deidra C. Merriwether, Senior Vice President and Chief Financial Officer
Deidra Merriwether was appointed CFO in 2021. Before becoming CFO, she held various leadership roles at Grainger, including Senior Vice President and President, North American Sales and Services, and Senior Vice President, Direct Sales and Strategic Initiatives. Prior to joining Grainger, Merriwether worked in various capacities at Sears Holdings, PricewaterhouseCoopers, and Eli Lilly, where she started as an engineer and production leader. She departed Sears Holdings as Chief Operating Officer in 2013.
Paige Robbins, Senior Vice President and President, Grainger Business Unit
Paige Robbins joined Grainger in 2010. Before her tenure at Grainger, she was a Partner and Managing Director at the Boston Consulting Group (BCG), where she focused on industrial companies and provided expertise in areas such as growth, customer segmentation, pricing, profit improvement, supply chain, and merger and acquisition strategies.
Jonny LeRoy, Senior Vice President and Chief Technology Officer
Jonny LeRoy became part of the Grainger team in 2020. Prior to joining Grainger, he had a 15-year career at ThoughtWorks, a global software consultancy, where he served as the Head of Technology for North America. His professional background is rooted in software development and technology consulting.
Nancy Berardinelli-Krantz, Senior Vice President and Chief Legal Officer
Nancy Berardinelli-Krantz joined W.W. Grainger in January 2023. Before coming to Grainger, she held the position of Senior Vice President and Deputy Chief Legal Officer at Eaton Corporation. Her previous experience includes senior leadership roles at The Goodyear Tire & Rubber Company and work at the international law firm of Jones Day. She is also a veteran of the United States Army, Judge Advocate General’s Corps, where she served as a trial attorney and a trial defense counsel.
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The key risks to W.W. Grainger's business operations include intense industry competition, economic and market volatility, and supply chain disruptions.
Intense Industry Competition
W.W. Grainger operates within a highly competitive maintenance, repair, and operating (MRO) industry. This sector features a diverse range of competitors, including traditional distributors like Fastenal and MSC Industrial Direct, manufacturers, and online retailers such as Amazon Business. This intense competition can exert pressure on Grainger's profitability, market share, and necessitates continuous innovation to maintain its market standing.
Economic and Market Volatility
W.W. Grainger is significantly exposed to economic and market volatility, including factors like inflation, economic downturns, and fluctuating commodity prices. These conditions can lead to increased operating expenses, reduced customer spending on MRO supplies, and compressed profit margins. Management has noted a "muted demand environment" and "sluggish U.S. MRO market conditions," which could impede the company's growth trajectory.
Supply Chain Disruptions
The company's reliance on a global network of suppliers creates vulnerabilities within its supply chain. Disruptions stemming from geopolitical events, natural disasters, or transportation issues can adversely impact product sourcing, delivery, and inventory levels. Such interruptions can lead to increased costs, operational inefficiencies, and potential customer dissatisfaction.
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The clear emerging threat to W.W. Grainger is the expanding presence and capabilities of large online marketplaces, most notably **Amazon Business**. Amazon Business directly competes with Grainger's core MRO distribution business by offering a vast catalog of products, competitive pricing, and robust e-commerce infrastructure, appealing to businesses seeking convenient and cost-effective procurement solutions. This model challenges traditional B2B distributors by leveraging scale, advanced logistics, and a disruptive digital-first approach to capture market share, particularly in the "Endless Assortment" segment of Grainger's business.
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W.W. Grainger (GWW) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Strategic Price Increases: The company anticipates that pricing actions will contribute significantly to overall revenue growth. Price is projected to add more than 3% to total revenue growth in 2026, with approximately 2.5% to 3% stemming from prior year adjustments and ongoing pricing strategies. Grainger aims for price-cost neutrality amidst inflationary pressures, implementing strategic price adjustments to offset rising operational expenses and manage margin compression.
- Continued Growth in the Endless Assortment Segment: The Endless Assortment segment, which includes Zoro.com and MonotaRO.com, is identified as a crucial driver for future growth. This segment demonstrated substantial top-line improvement with daily organic constant currency sales rising 15.6%. For 2026, daily organic constant currency sales growth for the Endless Assortment segment is projected to be between 12.5% and 15%. The company has set ambitious targets for its e-commerce platforms within this segment, aiming for high-teens sales growth in local currency for both Zoro and MonotaRO through 2025.
- Market Share Gains within the High-Touch Solutions North America Segment: W.W. Grainger expects daily constant currency sales growth in its High-Touch Solutions segment to be between 5% and 7.5%. The company's strategy for this segment, which targets larger businesses, focuses on capturing market share by providing advanced MRO solutions and differentiated services. Grainger projects this segment to outgrow the U.S. market by 400 to 500 basis points annually through 2025.
- Leveraging Advanced Digital Capabilities, Data, and AI: W.W. Grainger is increasingly relying on its digital capabilities, data assets, and customer integrations to gain market share, particularly in a slow-growth environment. The company has made significant progress with artificial intelligence (AI) and machine learning, utilizing these data assets to support its strategic growth engines and enhance share within the High-Touch Solutions segment. In 2026, AI will be leveraged on the SellerInsights platform to provide actionable insights, identify new customer contacts, and improve leader coaching opportunities.
- Expansion of Supply Chain Capacity and Product Assortment: To support its growth initiatives, Grainger is investing in new supply chain capacity to enhance its service leadership and next-day fulfillment model. This includes plans for a new Northwest facility outside Portland to begin full outbound operations in late 2026, and a Houston facility to start inbound operations in 2027. Furthermore, the company expanded its high-touch product assortment by a net of over 85,000 SKUs in 2025, marking the largest net increase in nearly a decade, contributing to improved customer retention and market share.
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Share Repurchases
- W.W. Grainger repurchased $1.201 billion of its common stock in 2024 and $850 million in 2023.
- For 2025, the company had $1.045 billion in annual share buybacks.
- In April 2024, the board authorized the repurchase of up to 5 million shares of outstanding common stock, replacing previous authorizations, with no expiration date.
Outbound Investments
- In October 2025, Grainger agreed to sell its U.K.-based Cromwell business to AURELIUS, a private equity investor, and announced the proposed closure of its Zoro U.K. business.
- The company expected to record a one-time, non-cash after-tax loss of $190 million to $205 million, primarily in the third quarter of 2025, related to its exit from the U.K. market.
- The most recent acquisition within the last 3-5 years was Merrick Place, a real estate development services provider, acquired in October 2021 for $163 million.
Capital Expenditures
- W.W. Grainger's capital expenditures were $684 million in 2025 and $541 million in 2024.
- For 2025, the company's capital expenditure forecast was updated to a range of $625 million to $675 million.
- These investments primarily focus on expanding supply chain capabilities, including new distribution centers in the U.S. and Japan, and enhancing technology platforms to support future growth.
Peer Outperformance in Industrial Machinery & Supplies & Components
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| GWW | W.W. Grainger | 5.6% | 34.3x | 40.0% | 87.8% | 209.3% | — |
| CRS | Carpenter Technology | 6.0% | 24.7x | -10.2% | 345.2% | 865.5% | +656pp |
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Marine Transportation | 5 | 55.0% | 55.3% | 159.8% | MATX 186% · KEX 175% |
| Construction & Engineering | 29 | -7.3% | 104.5% | 152.2% | STRL 1339% · FIX 1275% · AGX 809% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 12.1% | 64.6% | 104.9% | ALSN 249% · CAT 231% · WAB 217% |
| Aerospace & Defense | 52 | -12.4% | 64.5% | 67.6% | ATI 929% · FTAI 906% · HWM 581% |
| Trading Companies & Distributors | 19 | 20.7% | 36.0% | 61.7% | DXPE 429% · URI 221% · AIT 215% |
| Diversified Support Services | 34 | 18.8% | 42.8% | 35.8% | CXW 259% · OPLN 166% · CACI 135% |
| Industrial Machinery & Supplies & Components ← | 72 | 4.2% | 51.0% | 35.8% | CRS 865% · MLI 344% · SYM 280% |
| Rail Transportation | 7 | 30.8% | 59.2% | 29.9% | CSX 54% · UNP 41% · NSC 30% |
| Building Products | 32 | -8.3% | 11.6% | 22.5% | GFF 363% · TT 141% · JCI 124% |
| Electrical Components & Equipment | 37 | -8.0% | 75.7% | 17.1% | POWL 1863% · VRT 810% · BE 550% |
| Cargo Ground Transportation | 16 | 32.0% | 6.7% | 11.9% | R 275% · XPO 263% · ARCB 43% |
| Industrial Conglomerates | 17 | 15.6% | 3.5% | 2.4% | CSW 111% · DD 85% · CSL 78% |
| Office Services & Supplies | 9 | 24.8% | 20.6% | -9.3% | PBI 186% · TILE 161% · HNI 55% |
| Data Processing & Outsourced Services | 6 | -19.2% | -0.1% | -15.9% | EXLS 69% · BR 10% · G -13% |
| Security & Alarm Services | 9 | -52.4% | 22.1% | -17.6% | BCO 58% |
| Agricultural & Farm Machinery | 16 | 9.2% | -6.1% | -19.6% | DE 111% · TTC 23% · AGCO 5% |
| Environmental & Facilities Services | 29 | -28.8% | 34.2% | -25.0% | GEO 249% · CLH 168% · RSG 93% |
| Research & Consulting Services | 13 | 4.5% | -12.9% | -25.4% | HURN 288% · FCN 27% · BAH 12% |
| Passenger Airlines | 11 | -3.5% | 55.0% | -32.4% | LTM 2856% · UAL 126% · DAL 113% |
| Passenger Ground Transportation | 3 | -21.0% | 48.9% | -34.4% | UBER 49% · CAR -34% · LYFT -65% |
| Air Freight & Logistics | 12 | -18.8% | -8.1% | -39.3% | FDX 84% · EXPD 71% · CHRW 45% |
| Human Resource & Employment Services | 22 | 19.9% | -5.2% | -42.8% | ADP 46% · FA 28% · PAYX 6% |
| Airport Services | 4 | -53.3% | -60.0% | -85.9% | JOBY -44% |
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Peer Comparisons
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 266.39 |
| Mkt Cap | 31.5 |
| Rev LTM | 13,962 |
| Op Inc LTM | 1,658 |
| FCF LTM | 799 |
| FCF 3Y Avg | 774 |
| CFO LTM | 987 |
| CFO 3Y Avg | 942 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.7% |
| Rev Chg 3Y Avg | 4.8% |
| Rev Chg Q | 12.6% |
| QoQ Delta Rev Chg LTM | 3.1% |
| Op Inc Chg LTM | 17.3% |
| Op Inc Chg 3Y Avg | 4.2% |
| Op Mgn LTM | 10.5% |
| Op Mgn 3Y Avg | 10.2% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 8.3% |
| CFO/Rev 3Y Avg | 9.4% |
| FCF/Rev LTM | 6.8% |
| FCF/Rev 3Y Avg | 7.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 31.5 |
| P/S | 1.9 |
| P/Op Inc | 18.6 |
| P/EBIT | 20.1 |
| P/E | 27.9 |
| P/CFO | 28.5 |
| Total Yield | 5.0% |
| Dividend Yield | 1.1% |
| FCF Yield 3Y Avg | 4.0% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -0.9% |
| 3M Rtn | -0.7% |
| 6M Rtn | 7.2% |
| 12M Rtn | 31.1% |
| 3Y Rtn | 88.7% |
| 1M Excs Rtn | -1.9% |
| 3M Excs Rtn | -5.6% |
| 6M Excs Rtn | 0.1% |
| 12M Excs Rtn | 23.7% |
| 3Y Excs Rtn | 11.2% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| High-Touch Solutions North America (N.A.) | 13,993 | 13,720 | 13,267 | 12,182 | 10,186 |
| Endless Assortment | 3,625 | 3,134 | 2,916 | 2,787 | 2,576 |
| Other net sales | 324 | 314 | 295 | 259 | 260 |
| Total | 17,942 | 17,168 | 16,478 | 15,228 | 13,022 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| High-Touch Solutions North America (N.A.) | 2,354 | 2,385 | 2,334 | 1,983 | 1,334 |
| Endless Assortment | 345 | 260 | 233 | 223 | 232 |
| Other operating earnings | -204 | -8 | -2 | ||
| Other net sales | 9 | -19 | |||
| Total | 2,495 | 2,637 | 2,565 | 2,215 | 1,547 |
| $ Mil | 2015 | 2014 | 2013 | 2012 | 2008 |
|---|---|---|---|---|---|
| Corporate | 2,842 | 2,362 | 2,470 | ||
| United States | 2,191 | 2,182 | 2,046 | 1,884 | |
| Other Businesses | 507 | 346 | 359 | 348 | |
| Canada | 318 | 394 | 392 | 388 | |
| Unallocated assets | 2,395 | ||||
| Acklands – Grainger Branch-based | 449 | ||||
| Grainger Branch-based | 2,216 | ||||
| Lab Safety | 225 | ||||
| Total | 5,858 | 5,284 | 5,266 | 5,015 | 2,890 |
Price Behavior
| Market Price | $1,359.17 | |
| Market Cap ($ Bil) | 64.2 | |
| First Trading Date | 12/17/1984 | |
| Distance from 52W High | -2.9% | |
| 50 Days | 200 Days | |
| DMA Price | $1,300.84 | $1,233.82 |
| DMA Trend | down | up |
| Distance from DMA | 4.5% | 10.2% |
| 3M | 1YR | |
| Volatility | 20.9% | 23.5% |
| Downside Capture | 0.95 | 26.41 |
| Upside Capture | -14.98 | 63.89 |
| Correlation (S&P 500) | -7.2% | 26.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.19 | 0.29 | -0.14 | 0.20 | 0.50 | 0.66 |
| Up Beta | -2.15 | 0.59 | -1.38 | -0.47 | 0.19 | 0.62 |
| Down Beta | 0.86 | 0.38 | 0.44 | 0.43 | 0.92 | 0.58 |
| Up Capture | 83% | 36% | -2% | 45% | 56% | 51% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 13 | 22 | 31 | 63 | 125 | 385 |
| Down Capture | -58% | 4% | 7% | 10% | 33% | 88% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 9 | 21 | 33 | 63 | 126 | 367 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GWW | |
|---|---|---|---|---|
| GWW | 43.1% | 23.5% | 1.45 | - |
| Sector ETF (XLI) | 8.9% | 17.3% | 0.32 | 46.3% |
| Equity (SPY) | 10.9% | 12.8% | 0.52 | 27.3% |
| Gold (GLD) | -2.0% | 28.6% | -0.08 | 12.6% |
| Commodities (DBC) | 48.2% | 20.6% | 1.79 | -2.4% |
| Real Estate (VNQ) | 10.2% | 13.7% | 0.45 | 27.2% |
| Bitcoin (BTCUSD) | -30.0% | 43.5% | -0.70 | 1.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GWW | |
|---|---|---|---|---|
| GWW | 26.8% | 24.9% | 0.92 | - |
| Sector ETF (XLI) | 11.4% | 17.6% | 0.48 | 62.4% |
| Equity (SPY) | 12.2% | 17.1% | 0.53 | 51.0% |
| Gold (GLD) | 16.2% | 19.0% | 0.68 | 0.5% |
| Commodities (DBC) | 9.2% | 19.5% | 0.35 | 7.9% |
| Real Estate (VNQ) | 0.9% | 18.9% | -0.06 | 44.9% |
| Bitcoin (BTCUSD) | 4.9% | 51.6% | 0.28 | 13.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GWW | |
|---|---|---|---|---|
| GWW | 22.6% | 28.5% | 0.76 | - |
| Sector ETF (XLI) | 13.2% | 20.1% | 0.58 | 62.8% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 55.3% |
| Gold (GLD) | 11.4% | 16.5% | 0.56 | 0.2% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | 18.1% |
| Real Estate (VNQ) | 5.3% | 20.7% | 0.21 | 45.5% |
| Bitcoin (BTCUSD) | 61.8% | 66.2% | 1.02 | 9.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/4/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/4/2026 | -5.2% | -5.2% | -4.3% |
| 5/8/2026 | -0.4% | 3.4% | 8.0% |
| 2/3/2026 | 5.4% | 8.8% | 5.0% |
| 10/31/2025 | 2.4% | -0.4% | 0.8% |
| 8/1/2025 | -10.3% | -9.3% | -2.3% |
| 5/1/2025 | 2.8% | 1.9% | 6.4% |
| 1/31/2025 | -5.6% | -7.2% | -11.1% |
| 10/31/2024 | 0.9% | 8.7% | 9.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 14 | 15 |
| # Negative | 10 | 10 | 9 |
| Median Positive | 4.6% | 7.5% | 8.0% |
| Median Negative | -3.6% | -5.0% | -3.3% |
| Max Positive | 13.0% | 11.4% | 20.2% |
| Max Negative | -10.3% | -9.3% | -11.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/4/2026 | -5.2% | -5.2% | -4.3% |
| 5/8/2026 | -0.4% | 3.4% | 8.0% |
| 2/3/2026 | 5.4% | 8.8% | 5.0% |
| 10/31/2025 | 2.4% | -0.4% | 0.8% |
| 8/1/2025 | -10.3% | -9.3% | -2.3% |
| 5/1/2025 | 2.8% | 1.9% | 6.4% |
| 1/31/2025 | -5.6% | -7.2% | -11.1% |
| 10/31/2024 | 0.9% | 8.7% | 9.8% |
| 8/1/2024 | -3.5% | -2.6% | -0.7% |
| 4/25/2024 | -1.1% | -4.0% | -0.2% |
| 2/2/2024 | 5.4% | 3.0% | 7.3% |
| 10/26/2023 | 3.3% | 9.5% | 20.2% |
| 7/27/2023 | -4.9% | -5.3% | -6.8% |
| 4/27/2023 | 5.5% | 3.6% | 0.2% |
| 2/2/2023 | 13.0% | 11.0% | 16.9% |
| 10/28/2022 | 7.1% | 10.6% | 11.2% |
| 7/29/2022 | 8.3% | 8.3% | 13.2% |
| 4/28/2022 | 3.9% | 1.9% | -3.3% |
| 2/3/2022 | 1.3% | -2.4% | -2.3% |
| 10/29/2021 | 7.5% | 11.4% | 15.4% |
| 7/30/2021 | -3.6% | -4.8% | -6.0% |
| 4/30/2021 | 0.8% | 6.8% | 7.9% |
| 2/3/2021 | -1.9% | 0.8% | 2.0% |
| 10/22/2020 | -3.1% | -5.6% | 13.7% |
| SUMMARY STATS | |||
| # Positive | 14 | 14 | 15 |
| # Negative | 10 | 10 | 9 |
| Median Positive | 4.6% | 7.5% | 8.0% |
| Median Negative | -3.6% | -5.0% | -3.3% |
| Max Positive | 13.0% | 11.4% | 20.2% |
| Max Negative | -10.3% | -9.3% | -11.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/01/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 04/25/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 10/26/2023 | 10-Q |
| 06/30/2023 | 07/27/2023 | 10-Q |
| 03/31/2023 | 04/27/2023 | 10-Q |
| 12/31/2022 | 02/21/2023 | 10-K |
| 09/30/2022 | 10/28/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/01/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 04/25/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 10/26/2023 | 10-Q |
| 06/30/2023 | 07/27/2023 | 10-Q |
| 03/31/2023 | 04/27/2023 | 10-Q |
| 12/31/2022 | 02/21/2023 | 10-K |
| 09/30/2022 | 10/28/2022 | 10-Q |
| 06/30/2022 | 07/29/2022 | 10-Q |
| 03/31/2022 | 04/28/2022 | 10-Q |
| 12/31/2021 | 02/23/2022 | 10-K |
| 09/30/2021 | 10/29/2021 | 10-Q |
| 06/30/2021 | 07/30/2021 | 10-Q |
| 03/31/2021 | 04/30/2021 | 10-Q |
| 12/31/2020 | 02/24/2021 | 10-K |
| 09/30/2020 | 10/22/2020 | 10-Q |
| 06/30/2020 | 07/23/2020 | 10-Q |
| 03/31/2020 | 04/23/2020 | 10-Q |
| 12/31/2019 | 02/20/2020 | 10-K |
| 09/30/2019 | 10/23/2019 | 10-Q |
Recent Forward Guidance
Updated 9/1/2026Latest: Q2 2026 Earnings Reported 8/4/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Operating Cash Flow | Reported | 2.25 Bil | 2.33 Bil | 2.40 Bil | 1.1% | Raised | Guidance: 2.30 Bil for 2026 | |
| 2026 Net Sales | Reported | 19.40 Bil | 19.55 Bil | 19.70 Bil | 0.8% | Raised | Guidance: 19.40 Bil for 2026 | |
| 2026 Sales growth | Reported | 8.4% | 9.2% | 10.0% | 1.3% | Raised | Guidance: 7.9% for 2026 | |
| 2026 Daily, organic constant currency sales growth | Reported | 11.5% | 12.25% | 13.0% | 1.5% | Raised | Guidance: 10.75% for 2026 | |
| 2026 Gross Profit Margin | Reported | 39.3% | 39.45% | 39.6% | 0.1% | Raised | Guidance: 39.35% for 2026 | |
| 2026 Operating Margin | Reported | 15.8% | 16.0% | 16.2% | 0.2% | Raised | Guidance: 15.8% for 2026 | |
| 2026 High-Touch Solutions - N.A. Operating Margin | Reported | 17.2% | 17.4% | 17.6% | ||||
| 2026 Endless Assortment Operating Margin | Reported | 10.4% | 10.6% | 10.8% | ||||
| 2026 Diluted Earnings per Share | Reported | 45.5 | 46.38 | 47.25 | 2.5% | Raised | Guidance: 45.25 for 2026 | |
| 2026 CapEx (cash basis) | Reported | 575.00 Mil | 612.50 Mil | 650.00 Mil | 2.1% | Raised | Guidance: 600.00 Mil for 2026 | |
| 2026 Share Buyback | Reported | 975.00 Mil | 1.01 Bil | 1.05 Bil | 1.2% | Raised | Guidance: 1.00 Bil for 2026 | |
Prior: Q1 2026 Earnings Reported 5/8/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Operating Cash Flow | Reported | 2.20 Bil | 2.30 Bil | 2.40 Bil | 3.4% | Raised | Guidance: 2.23 Bil for 2026 | |
| 2026 Net Sales | Reported | 19.20 Bil | 19.40 Bil | 19.60 Bil | 2.6% | Raised | Guidance: 18.90 Bil for 2026 | |
| 2026 Sales growth | Reported | 6.7% | 7.9% | 9.1% | 2.4% | Raised | Guidance: 5.45% for 2026 | |
| 2026 Daily, organic constant currency sales growth | Reported | 9.5% | 10.75% | 12.0% | 3.0% | Raised | Guidance: 7.75% for 2026 | |
| 2026 Gross Profit | Calculated | 7.53 Bil | 7.63 Bil | 7.74 Bil | Rev x Gross Margin | |||
| 2026 Gross Profit Margin | Reported | 39.2% | 39.35% | 39.5% | 0.0% | Affirmed | Guidance: 39.35% for 2026 | |
| 2026 Operating Margin | Reported | 15.6% | 15.8% | 16.0% | 0.2% | Raised | Guidance: 15.65% for 2026 | |
| 2026 Diluted Earnings per Share | Reported | 44.25 | 45.25 | 46.25 | 4.0% | Raised | Guidance: 43.5 for 2026 | |
| 2026 CapEx (cash basis) | Reported | 550.00 Mil | 600.00 Mil | 650.00 Mil | 0.0% | Affirmed | Guidance: 600.00 Mil for 2026 | |
| 2026 Share Buyback | Reported | 950.00 Mil | 1.00 Bil | 1.05 Bil | 0.0% | Affirmed | Guidance: 1.00 Bil for 2026 | |
Q4 2025 Earnings Reported 2/3/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Operating Cash Flow | Reported | 2.12 Bil | 2.23 Bil | 2.33 Bil | 3.5% | Higher New | Guidance: 2.15 Bil for 2025 | |
| 2026 Net Sales | Reported | 18.70 Bil | 18.90 Bil | 19.10 Bil | 5.6% | Higher New | Guidance: 17.90 Bil for 2025 | |
| 2026 Sales growth | Reported | 4.2% | 5.45% | 6.7% | 1.2% | Higher New | Guidance: 4.3% for 2025 | |
| 2026 Daily, organic constant currency sales growth | Reported | 6.5% | 7.75% | 9.0% | 3.0% | Higher New | Guidance: 4.75% for 2025 | |
| 2026 Gross Profit | Calculated | 7.33 Bil | 7.44 Bil | 7.54 Bil | Rev x Gross Margin | |||
| 2026 Gross Profit Margin | Reported | 39.2% | 39.35% | 39.5% | 0.4% | Higher New | Guidance: 39.0% for 2025 | |
| 2026 Operating Margin | Reported | 15.4% | 15.65% | 15.9% | 0.6% | Higher New | Guidance: 15.1% for 2025 | |
| 2026 Diluted Earnings per Share | Reported | 42.25 | 43.5 | 44.75 | 10.5% | Higher New | Guidance: 39.38 for 2025 | |
| 2026 CapEx (cash basis) | Reported | 550.00 Mil | 600.00 Mil | 650.00 Mil | -7.7% | Lower New | Guidance: 650.00 Mil for 2025 | |
| 2026 Share Buyback | Reported | 950.00 Mil | 1.00 Bil | 1.05 Bil | -9.1% | Lower New | Guidance: 1.10 Bil for 2025 | |
Q3 2025 Earnings Reported 10/31/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Operating Cash Flow | Reported | 2.10 Bil | 2.15 Bil | 2.20 Bil | 0.0% | Affirmed | Guidance: 2.15 Bil for 2025 | |
| 2025 Net Sales | Reported | 17.80 Bil | 17.90 Bil | 18.00 Bil | -0.8% | Lowered | Guidance: 18.05 Bil for 2025 | |
| 2025 Sales growth | Reported | 3.9% | 4.3% | 4.7% | -0.8% | Lowered | Guidance: 5.15% for 2025 | |
| 2025 Daily, organic constant currency sales growth | Reported | 4.4% | 4.75% | 5.1% | ||||
| 2025 Gross Profit Margin | Reported | 38.9% | 39.0% | 39.1% | 0.2% | Raised | Guidance: 38.75% for 2025 | |
| 2025 Adjusted Operating Margin | Reported | 15.0% | 15.1% | 15.2% | 0.2% | Raised | Guidance: 14.9% for 2025 | |
| 2025 Adjusted Diluted Earnings per Share | Reported | 39 | 39.38 | 39.75 | 0.0% | Affirmed | Guidance: 39.38 for 2025 | |
| 2025 CapEx (cash basis) | Reported | 625.00 Mil | 650.00 Mil | 675.00 Mil | 8.3% | Raised | Guidance: 600.00 Mil for 2025 | |
| 2025 Share Buyback | Reported | 1.05 Bil | 1.10 Bil | 1.15 Bil | 0.0% | Affirmed | Guidance: 1.10 Bil for 2025 | |
Insider Activity
Updated 6/8/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Leroy, Jonny M | SVP, Chief Technology Officer | Direct | Sell | 5142026 | 1231.06 | 854 | 1,051,327 | 1,913,070 | Form |
| 2 | Thomson, Laurie R | VP, Controller | Direct | Sell | 5142026 | 1231.69 | 313 | 385,519 | 491,444 | Form |
| 3 | Robbins, Paige K | Sr. VP | Direct | Sell | 5142026 | 1232.29 | 1,457 | 1,795,450 | 2,750,476 | Form |
| 4 | Merriwether, Deidra C | Sr. VP & CFO | Direct | Sell | 4022026 | 1114.28 | 1,488 | 1,658,042 | 11,745,579 | Form |
| 5 | Merriwether, Deidra C | Sr. VP & CFO | Direct | Sell | 3252026 | 1064.73 | 2,339 | 2,490,393 | 10,897,467 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Leroy, Jonny M | SVP, Chief Technology Officer | Direct | Sell | 5142026 | 1231.06 | 854 | 1,051,327 | 1,913,070 | Form |
| 2 | Thomson, Laurie R | VP, Controller | Direct | Sell | 5142026 | 1231.69 | 313 | 385,519 | 491,444 | Form |
| 3 | Robbins, Paige K | Sr. VP | Direct | Sell | 5142026 | 1232.29 | 1,457 | 1,795,450 | 2,750,476 | Form |
| 4 | Merriwether, Deidra C | Sr. VP & CFO | Direct | Sell | 4022026 | 1114.28 | 1,488 | 1,658,042 | 11,745,579 | Form |
| 5 | Merriwether, Deidra C | Sr. VP & CFO | Direct | Sell | 3252026 | 1064.73 | 2,339 | 2,490,393 | 10,897,467 | Form |
| 6 | Berardinelli, Krantz Nancy L | Sr. VP & CLO | Direct | Sell | 12172025 | 1023.93 | 195 | 199,666 | 3,249,954 | Form |
| 7 | MacPherson, Donald G | Chairman and CEO | Direct | Sell | 12082025 | 972.57 | 12,163 | 11,829,322 | 101,035,031 | Form |
| 8 | MacPherson, Donald G | Chairman and CEO | Direct | Sell | 12082025 | 972.81 | 14,523 | 14,128,136 | 104,929,357 | Form |
| 9 | Leroy, Jonny M | SVP, Chief Technology Officer | Direct | Sell | 9112025 | 992.86 | 500 | 496,430 | 1,758,355 | Form |
Investor Activity (13F)
Updated Nov 1, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
| Active Manager |
|---|
W.W. Grainger — Investor Video Playlist
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Industrial Machinery & Supplies & Components Resources |
| Machine Design |
| Modern Machine Shop |
| Industrial Equipment News (IEN) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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