| GWW |
Report |
Q2 revenue |
BEAT |
pred ~$5.03B vs. cons $4.95B |
MEDIUM |
| GWW |
Report |
Q2 diluted EPS |
BEAT |
pred ~$11.58 vs. cons $11.28 |
MEDIUM |
| GWW |
Report |
Q2 operating margin |
IN-LINE |
pred ~15.3% vs. cons 15.2% |
MEDIUM |
| GWW |
Guide |
FY2026 revenue guidance midpoint |
BETTER |
guide ~$19.55B vs. cons $19.50B (FY2026) |
MEDIUM |
| GWW |
Guide |
FY2026 adjusted EPS guidance midpoint |
BETTER |
guide ~$46.25 vs. cons $45.75 (FY2026) |
MEDIUM |
| GWW |
Guide |
FY2026 operating margin guidance midpoint |
UNCHANGED |
guide ~15.8% vs. cons 15.8% (FY2026) |
MEDIUM |
| GWW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| GWW |
Return |
5-day cumulative residual |
+1.4% (FADE) |
The initial revenue/EPS beat and modest FY2026 raise support a positive day-1 reaction, but the guide likely absorbs mainly the Q2 upside: guide ~$46.25 vs. cons $45.75 implies limited incremental 2H estimate upside, while low-15% Q2 margins, price-heavy growth, premium valuation and CFO-transition optics encourage a partial fade. |
MEDIUM |