| GWW |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$4.98B vs. cons ~$4.955B |
MEDIUM |
| GWW |
Report |
Diluted EPS (Q2 2026) |
BEAT |
pred ~$11.45 vs. cons ~$11.29 |
MEDIUM |
| GWW |
Report |
Total Company Operating Margin (Q2 2026) |
MISS |
pred ~15.2% vs. cons ~15.5% |
LOW |
| GWW |
Guide |
FY2026 Diluted EPS Guidance |
UNCHANGED |
guide ~$44.25-46.25 (mid ~$45.25) vs. cons ~$45.60 (FY2026) |
MEDIUM |
| GWW |
Guide |
FY2026 Daily Organic Constant-Currency Sales Growth Guidance |
UNCHANGED |
guide ~9.5%-12% (mid ~10.75%) vs. cons ~10.5% (FY2026) |
MEDIUM |
| GWW |
Guide |
Q3 2026 Operating Margin Commentary/Trajectory |
LOWER |
guide ~15.0%-15.5% vs. cons ~15.6% (Q3 2026) |
LOW |
| GWW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| GWW |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
Stock enters the print near 52-week highs at ~30x forward EPS (vs. ~22x five-year median) after an 18% run since the Q1 blowout, so even a modest beat is unlikely to satisfy a bar already raised by management's own Q2 guide (north of $4.9B, low-15% margin). If EPS/revenue beat only modestly (vs. Q1's 14% EPS beat) and full-year guidance is merely reaffirmed rather than raised again, implied out-quarter estimates get squeezed (margin step-down normalizing through H2, fuel/private-label cost drag persisting, tougher H2 comps), pulling consensus estimates down even off a headline beat. The last-minute CFO resignation adds a governance overhang on messaging continuity for H2 framework, reinforcing sell-side caution. Net effect: an initial negative/muted reaction likely extends over the following days as analysts trim numbers and re-rate the multiple lower rather than reversing higher. |
MEDIUM |