2026

Q2

Q2 2026 Earnings

8-K SELL

Aug 4, 2026 · 100% conf.

SEC

View on SEC.gov

AI Prediction SELL

1D

-1.20%

$1284.80

Act: -1.18%

5D

-2.56%

$1267.18

20D

-1.44%

$1281.75

Price: $1300.45 Prob +5D: 0% AUC: 1.000

0000277135-26-000076

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2026

Q1

Q1 2026 Earnings

8-K BUY

May 8, 2026 · 100% conf.

SEC

View on SEC.gov

AI Prediction BUY

1D

+1.19%

$1251.60

Act: -0.87%

5D

+4.07%

$1287.16

Act: +3.38%

20D

+6.11%

$1312.41

Price: $1236.83 Prob +5D: 100% AUC: 1.000

0000277135-26-000056

EX-99.1

2 gww8kex991q12026.htm

EX-99.1

Document

GRAINGER REPORTS RESULTS FOR THE FIRST QUARTER 2026

Strong results across the business;

Company increases full year 2026 outlook

First Quarter Highlights

•Delivered sales of $4.7 billion, up 10.1%, or 12.2% on a daily, organic constant currency basis

•Achieved operating margin of 16.7%, up 110 basis points

•Generated diluted EPS of $11.65, up 18.2%

•Produced $739 million in operating cash flow and returned $345 million to Grainger shareholders through dividends and share repurchases

•Announced quarterly dividend increase of 10%

•Increasing full year 2026 guidance, including diluted adjusted EPS range of $44.25 to $46.25

CHICAGO, May 7, 2026 - Grainger (NYSE: GWW) today reported results for the first quarter of 2026 with sales of $4.7 billion, up 10.1%, or 12.2% on a daily, organic constant currency basis, and diluted EPS of $11.65, up 18.2% compared to the first quarter of 2025.

"We delivered great results in the first quarter driven by strong execution across both segments,” said D.G. Macpherson, Chairman and CEO. “Despite ongoing uncertainty with tariffs and the broader geopolitical climate, we’re seeing positive signs with the demand environment and are increasing our 2026 guidance to reflect the strong start and continued momentum.”

1

2026 First Quarter Financial Summary

($ in millions, except per share amounts)

Q1 2026(1)

Q1 2025(1)

Q1'26 vs. Q1'25

Fav. / (Unfav.)

Net Sales$4,742$4,30610.1%

Gross Profit$1,896$1,71010.9%

Operating Earnings $793$67218.0%

Net Earnings Attributable to W.W. Grainger, Inc.$555$47915.9%

Diluted Earnings Per Share$11.65$9.8618.2%

Gross Profit Margin40.0%39.7%30 bps

Operating Margin16.7%15.6%110 bps

Effective Tax Rate25.1%23.9%(120) bps

(1) Results are consistent on a reported and adjusted basis.

Revenue

Sales in the quarter increased 10.1% compared to the first quarter of 2025. When normalizing for the Company's exit from the U.K. market and the impact of foreign currency exchange, sales on a daily, organic constant currency basis increased 12.2% compared to the first quarter of 2025.

In the High-Touch Solutions - N.A. segment, sales were up 10.5%, or 10.0% on daily, constant currency basis compared to the first quarter of 2025. Results for the segment were driven by volume growth and price inflation as tariff costs are passed. In the Endless Assortment segment, sales were up 19.6%, or 21.9% on a daily, organic constant currency basis, compared to the first quarter of 2025. Growth for the segment was driven by strong performance at both MonotaRO and Zoro.

Gross Profit Margin

Gross profit margin was 40.0% in the first quarter of 2026, up 30 basis points compared to the first quarter of 2025 as strength from both segments and a benefit related to the Company's exit from the U.K. market drove results.

In the High-Touch Solutions - N.A. segment, gross profit margin was 42.6%, up 20 basis points compared to the prior year quarter largely due to favorable product mix and freight. In the Endless Assortment segment, gross profit margin increased by 40 basis points from the first quarter of 2025 due primarily to margin improvement at Zoro.

2

Earnings

For the first quarter of 2026, total Company operating earnings were $793 million, up 18.0% compared to the first quarter of 2025. Operating margin was 16.7%, a 110 basis point increase compared to the first quarter of 2025. This increase in operating margin was driven by gross margin and sales leverage improvement in both segments and a benefit related to the Company's exit from the U.K. market.

Diluted earnings per share for the first quarter of 2026 were $11.65, up 18.2% compared to the first quarter of 2025. The increase was due primarily to strong operating performance and fewer shares outstanding, partly offset by a higher effective tax rate.

Tax Rate

For the first quarter of 2026, the effective tax rate was 25.1%, compared to 23.9% in the first quarter of 2025. The increase in the effective tax rate was primarily due to decreased tax credit activity in the current year period and the impact of tax legislation effective in 2026.

Cash Flow

During the first quarter of 2026, the Company generated $739 million of cash flow from operating activities as net earnings were aided by favorable working capital. The Company invested $170 million in capital expenditures, resulting in free cash flow of $569 million. During the quarter, the Company returned $345 million to Grainger shareholders through dividends and share repurchases.

3

Guidance

The Company is updating the following guidance ranges for 2026:

Total Company(1)

Previous 2026 Guidance Range

(as of February 3, 2026)

Updated 2026 Guidance Range

(as of May 7, 2026)

Net Sales$18.7 - $19.1 billion$19.2 - $19.6 billion

Sales growth4.2% - 6.7%6.7% - 9.1%

Daily, organic constant currency sales growth6.5% - 9.0%9.5% - 12.0%

Gross Profit Margin39.2% - 39.5%39.2% - 39.5%

Operating Margin15.4% -

2025

Q4

Q4 2025 Earnings

8-K SELL

Feb 3, 2026 · 100% conf.

SEC

View on SEC.gov

AI Prediction SELL

1D

-1.21%

$1141.07

Act: +3.46%

5D

-2.56%

$1125.39

Act: +2.86%

20D

-1.44%

$1138.36

Act: -0.64%

Price: $1155.00 Prob +5D: 0% AUC: 1.000

0000277135-26-000004

gww-202602030000277135false00002771352026-02-032026-02-03

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): February 3, 2026

W.W. Grainger, Inc. (Exact name of registrant as specified in its charter)

Illinois1-568436-1150280 (State or other jurisdiction of incorporation)(Commission file number)(I.R.S. Employer Identification No.)

100 Grainger Parkway,60045-5201 Lake Forest,Illinois(Zip Code) (Address of principal executive offices)

Registrant’s Telephone Number, including area code: (847) 535-1000

Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each ClassTrading SymbolName of Each Exchange on Which Registered Common StockGWWNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition. On February 3, 2026, W.W. Grainger, Inc. issued a press release announcing its financial results for the fourth quarter ended December 31, 2025. A copy is furnished as Exhibit 99.1 to this report.

Item 9.01. Financial Statements and Exhibits. (d) Exhibits.

Exhibit No. Description of Exhibit

99.1 Press release announcing financial results for the fourth quarter ended December 31, 2025

104Cover Page Interactive Data File (the cover page XBRL tags are embedded within the inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Date: February 3, 2026

W.W. GRAINGER, INC.

By:/s/ Deidra C. Merriwether Name:Deidra C. Merriwether Title:Senior Vice President and Chief Financial Officer

2025

Q3

Q3 2025 Earnings

8-K

Oct 31, 2025

SEC

View on SEC.gov

0000277135-25-000145

gww-202510310000277135false00002771352025-10-312025-10-31

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): October 31, 2025

W.W. Grainger, Inc. (Exact name of registrant as specified in its charter)

Illinois1-5684 36-1150280 (State or other jurisdiction of incorporation)(Commission file number)(I.R.S. Employer Identification No.)

100 Grainger Parkway60045-5201 Lake Forest,Illinois(Zip Code) (Address of principal executive offices)

Registrant’s telephone number, including area code: (847) 535-1000

Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each ClassTrading SymbolName of Each Exchange on Which Registered Common StockGWWNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition. On October 31, 2025, W.W. Grainger, Inc. issued a press release announcing its financial results for the third quarter ended September 30, 2025. A copy is furnished as Exhibit 99.1 to this report.

Item 9.01. Financial Statements and Exhibits. (d) Exhibits.

Exhibit No. Description of Exhibit

99.1 Press release announcing financial results for the third quarter ended September 30, 2025.

104Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL Document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Date: October 31, 2025

W.W. GRAINGER, INC.

By:/s/ Deidra C. Merriwether Name:Deidra C. Merriwether Title:Senior Vice President and Chief Financial Officer

2025

Q2

Q2 2025 Earnings

8-K

Aug 1, 2025

SEC

View on SEC.gov

0000277135-25-000126

gww-202508010000277135false00002771352025-08-012025-08-01

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): August 1, 2025