| GWW |
Report |
Adjusted diluted EPS (Q2'26) |
BEAT |
pred ~$11.70 vs. cons $11.28 |
MEDIUM |
| GWW |
Report |
Net sales (Q2'26) |
BEAT |
pred ~$5.00B vs. cons $4.95B |
MEDIUM |
| GWW |
Report |
Total-company operating margin (Q2'26) |
IN-LINE |
pred ~15.4% vs. cons ~15.2% |
MEDIUM |
| GWW |
Guide |
FY2026 diluted EPS guidance |
BETTER |
guide ~$45.75-47.25 (mid ~$46.5) vs. cons ~$45.9 (FY2026) |
LOW |
| GWW |
Guide |
FY2026 net sales guidance |
BETTER |
guide ~$19.4-19.8B (mid ~$19.6B) vs. cons ~$19.55B (FY2026) |
LOW |
| GWW |
Guide |
FY2026 operating margin guidance / H2 gross-margin U-shape recovery |
UNCHANGED |
guide ~15.6-16.0% vs. cons ~15.8% (FY2026) |
LOW |
| GWW |
Guide |
Daily organic constant-currency growth durability (did >+13% April pace hold) |
BETTER |
pred ~+12.5% vs. cons/guide ~+11% (Q2'26) |
MEDIUM |
| GWW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| GWW |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
Even with a clean EPS/sales beat and durable double-digit organic growth, the stock sits ~2% off an all-time high after a ~37% YTD run, so a beat is largely discounted and the fresh CFO resignation adds a sentiment overhang that skews day-1 reaction negative (sell-the-news). Over 5 days the out-period math works against the tape: management's own framing (Q2 margin trough, price moderating from ~5% to ~4%, fuel/private-label drag, ~180bps tax headwind) plus a likely only-modest raise under an incoming interim CFO means H2 estimates get trimmed rather than lifted, so the initial drop follows through lower rather than recovering. |
LOW |