W.W. Grainger's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-04. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $5,181 million (+11.2% vs a year earlier) |
| Diluted EPS (GAAP) | $12.42 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $12.54 |
| Full-year guidance | Raised |
Guidance
Grainger raised 2026 guidance: sales $19.8–20.0 billion and adjusted EPS $47.00–48.00, up from $19.4–19.7 billion and $45.50–47.25.
Why this label: Previous-vs-updated table raises net sales ($19.8-20.0B from $19.4-19.7B) and adjusted EPS ($47.00-48.00 from $45.50-47.25); nothing core lowered.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| net sales | FY2026 | $19.8–20.0 billion | $19.4–19.7 billion |
| daily, organic constant currency sales growth | FY2026 | 13.0%–14.5% | 11.5%–13.0% |
| adjusted diluted EPS | FY2026 | $47.00–48.00 | $45.50–47.25 |
| adjusted operating margin | FY2026 | 16.0%–16.2% | 15.8%–16.2% |
| operating cash flow | FY2026 | $2.35–2.45 billion | $2.25–2.4 billion |
From the release
Revenue: "Net Sales · $5,181 · $5,181 · $4,657 · $4,657 · 11.3% · 11.3%"
Earnings per share: "Generated diluted EPS of $12.42 on a reported basis, up 102.9%, or $12.54 on an adjusted basis, up 22.8%"
net sales: "Net Sales · $19.4 - $19.7 billion · $19.8 - $20.0 billion"
daily, organic constant currency sales growth: "Daily, organic constant currency sales growth · 11.5% - 13.0% · 13.0% - 14.5%"
adjusted diluted EPS: "Diluted Earnings per Share · $45.50 - $47.25 · $47.00 - $48.00"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Raised 2026 EPS guide to $47.00–$48.00 and sales to $19.8–$20.0 billion
Source
W.W. Grainger earnings release (SEC filing), accession 0000277135-26-000088, filed 2026-11-04.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.