Filings monitor · GWW

What W.W. GRAINGER, INC.'s SEC filings said

10-Q for 2026Q3, filed 4 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Guidance and Outlook76 · importance in its document · 8-K exhibit · 4 Nov 2026
   On November 4, 2026, Grainger raised its full-year 2026 net sales guidance to $19.8–$20.0 billion from $19.4–$19.7 billion and its diluted adjusted EPS range to $47.00–$48.00 from $45.50–$47.25. The updated outlook calls for sales growth…
2. Operating Income and Margins69 · importance in its document · 10-Q · 2026Q3
   Third-quarter operating earnings increased 62% to $828 million, while adjusted operating earnings rose 18% to $836 million. For the first nine months, operating earnings increased 30.5% to $2,428 million and adjusted operating earnings…
3. Operating Margin Drivers63 · importance in its document · 8-K exhibit · 4 Nov 2026
   Third-quarter reported operating earnings were $828 million, up 62.0%, and reported operating margin was 16.0%, up 500 basis points year over year. Adjusted operating earnings were $836 million, up 18.2%, while adjusted operating margin…
4. Guidance raised60 · rule score among filings · 8-K Item 2.02 · 4 Nov 2026
   Company increases full year 2026 earnings outlook Third Quarter Highlights
5. Segment Revenue Performance59 · importance in its document · 10-Q · 2026Q3
   High-Touch Solutions N.A. sales grew 13.8% to $4,135 million in the third quarter and 12.1% to $11,854 million in the first nine months of 2026, primarily due to volume. Endless Assortment sales increased 11.9% to $1,046 million in the…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 4 Nov 2026

Full report · Filing on EDGAR

• Operating Income and MarginsImportance 69
  Third-quarter operating earnings increased 62% to $828 million, while adjusted operating earnings rose 18% to $836 million. For the first nine months, operating earnings increased 30.5% to $2,428 million and adjusted…
• Segment Revenue PerformanceImportance 59 · +1 more on this subject
  High-Touch Solutions N.A. sales grew 13.8% to $4,135 million in the third quarter and 12.1% to $11,854 million in the first nine months of 2026, primarily due to volume. Endless Assortment sales increased 11.9% to…
• Market Demand TrendsImportance 59
  Grainger’s net sales for the nine months ended September 30, 2026 increased 11% to $14.944 billion, with daily organic constant-currency sales up 14%. High-Touch Solutions N.A. sales increased 12%, primarily due to…
• Income Tax Rate ChangesImportance 54
  Third-quarter effective tax rate declined to 24.3% from 34.7%, while reported tax expense increased $27 million to $198 million. The nine-month effective tax rate was 24.7%, down from 26.6%, with tax expense up $109…
• Gross Margin DriversImportance 54
  Consolidated gross profit increased 11.8% to $2,011 million in the third quarter, and gross margin expanded 20 basis points to 38.8%. For the first nine months, gross profit grew 11.9% to $5,891 million and gross…
• Operating Expense TrendsImportance 54
  Third-quarter reported SG&A decreased 8% to $1,183 million, but adjusted SG&A increased 8% to $1,175 million, primarily due to higher payroll and benefits. For the first nine months, reported SG&A rose 1.8% to $3,463…
• Operating Cash Flow TrendsImportance 54
  Net cash provided by operating activities increased 13.8% to $1,844 million for the nine months ended September 30, 2026, from $1,620 million in the comparable 2025 period. The increase was primarily due to higher net…
• Liquidity and Debt PositionImportance 51
  Cash and cash equivalents were $768 million at September 30, 2026, compared with $585 million at December 31, 2025, and available liquidity was approximately $2.0 billion. Working capital was $3,651 million, up $136…
• Geographic Market CommentaryImportance 35
  MonotaRO’s enterprise customer growth contributed to Endless Assortment’s sales increase, indicating strength in the Japanese market. For the nine months ended September 30, 2026, Endless Assortment sales grew 21% on a…

8-K filings last 12 months

• Guidance raised4 Nov 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “Company increases full year 2026 earnings outlook Third Quarter Highlights”
  Read from the attached exhibit: Guidance and Outlook · Operating Margin Drivers · Operating Cash Flow Trends
• Results (release not read)4 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Guidance and Outlook · Capital Return Program · Capital Expenditure Outlook
• CFO exit, abrupt3 Aug 2026 · 8-K Item 5.02 · Flagged · rule score 80
  “Grainger, Inc. (the “Company”), notified the Board of Directors (“Board”) of the Company that she has made the personal decision to resign as Senior Vice President and Chief Financial Officer of the Company to pursue another opportunity,…”
• Results (release not read)8 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)3 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 4 Aug 2026
  Income Tax Rate Changes · Operating Income and Margins · Revenue Performance and Mix

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.