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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Chris Glynn | Oppenheimer | 12 | 0% |
| Tom Moll | Stephens | 12 | 0% |
| Ryan Merkel | William Blair | 12 | 17% |
| Jacob Levinson | Melius Research | 11 | 0% |
| Dave Manthey | Robert W. Baird | 11 | 0% |
| Chris Snyder | Morgan Stanley | 11 | 18% |
| Deane Dray | RBC Capital Markets | 10 | 0% |
| Patrick Baumann | JPMorgan | 9 | 0% |
| Sabrina Abrams | Bank of America | 7 | 29% |
| Steve Volkmann | Jefferies | 7 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Oppenheimer | 1 | 12 | 0% |
| William Blair | 1 | 12 | 17% |
| Stephens | 1 | 12 | 0% |
| Morgan Stanley | 1 |
| 11 |
| 18% |
| Robert W. Baird | 1 | 11 | 0% |
| Melius Research | 1 | 11 | 0% |
| RBC Capital Markets | 1 | 10 | 0% |
| JPMorgan | 1 | 9 | 0% |
Grainger reported Q1 2026 revenue of $4.5 billion with 5.3% daily organic CC sales growth, above the high end of Q1 guidance, driven by strong demand across both segments. Adjusted EPS of $10.07 included an unfavorable LIFO adjustment but still beat expectations on operational strength, with Endless Assortment growing 13.4% and Zoro achieving its best quarter ever. Management reaffirmed full-year guidance of $38.75-$42.25 EPS, noting that tariff-driven pre-buying contributed approximately 70-80 basis points to Q1 growth.
Competitive Dynamics | Pricing | Margin | Revenue Growth | Demand | Trade Tariffs | Cost Pressure | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 6 | 5 | 2 | 3 | 2 | 2 |
| 2025Q1 | 4 | 7 | 3 | 3 | 2 | 7 | 1 | |
| 2025Q2 | 8 | 8 | 6 | 4 | 3 | 3 | 3 | 2 |
| 2025Q3 | 5 | 6 | 6 | 6 | 6 | 4 | 5 | 1 |
| 2025Q4 | 8 | 3 | 6 | 4 | 3 | 1 | 3 | 2 |
| 2026Q1 | 7 | 7 | 6 | 1 | 5 | 2 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 3 | 4 | 8 | 5 | 8 | 7 |
| Pricing | 3 | 7 | 8 | 6 | 3 | 7 |
| Margin | 6 | 3 | 6 | 6 | 6 | 6 |
| Revenue Growth | 5 | 3 | 4 | 6 | 4 | 1 |
| Demand | 2 | 2 | 3 | 6 | 3 | 5 |
| Trade Tariffs | 3 | 7 | 3 | 4 | 1 | 2 |
| Cost Pressure | 2 | 1 | 3 | 5 | 3 | 3 |
| Innovation & R&D | 2 | 2 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GWW W. W. Grainger | 9 | +10.1% | |
| FAST Fastenal | 7 | +12.4% | |
| POOL Pool Corporation | 6 | +6.2% |