Grainger Raises Outlook Again as 2Q Growth Accelerates and Volume Takes Lead
Published . Updated .
Grainger extended its early-2026 momentum with robust daily organic sales growth, double-digit gains across most end markets and another outlook increase. Volume became the larger driver in its core U.S. business, while tariff refunds supplied most of the quarter’s gross margin
Directly affected
- No company is named in this report.
Indirectly affected
- AAPL Apple+4.8%
Sales and supply chains are exposed to a new tariff
- NKE Nike+3.3%
Sales and supply chains are exposed to a new tariff
- CAT Caterpillar-14.0%
Machinery exporters are exposed to China tariffs
- DE Deere-5.4%
Machinery exporters are exposed to China tariffs
- FXI iShares China Large-Cap-6.9%
A fund of large Chinese companies
- KWEB KraneShares CSI China Internet-6.1%
A fund of Chinese internet companies
- BABA Alibaba-3.1%
Chinese platforms are exposed to a tariff fight
- QQQ Invesco QQQ-0.7%
Big tech moves with a tariff fight
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| AAPL | -1.42% | -2.49% | base | -0.16% | after close | after close | after close |
| NKE | -3.09% | -1.10% | base | -2.57% | after close | after close | after close |
| CAT | +3.88% | +3.15% | base | -2.22% | after close | after close | after close |
| DE | -0.33% | -1.72% | base | +0.19% | after close | after close | after close |
| FXI | +4.30% | +3.28% | base | -0.42% | after close | after close | after close |
| KWEB | +5.12% | +4.95% | base | -0.26% | after close | after close | after close |
| BABA | +7.15% | +6.69% | base | -2.15% | after close | after close | after close |
| QQQ | +0.75% | +1.80% | base | -0.02% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Grainger Raises Outlook Again as 2Q Growth Accelerates and Volume Takes Lead National Association of Wholesaler-Distributors
This story
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | that day | -0.16% | final price |
| AAPL | three days earlier | -2.49% | final price |
| AAPL | five days earlier | -1.42% | final price |
| BABA | that day | -2.15% | final price |
| BABA | three days earlier | +6.69% | final price |
| BABA | five days earlier | +7.15% | final price |
| CAT | that day | -2.22% | final price |
| CAT | three days earlier | +3.15% | final price |
| CAT | five days earlier | +3.88% | final price |
| DE | that day | +0.19% | final price |
| DE | three days earlier | -1.72% | final price |
| DE | five days earlier | -0.33% | final price |
| FXI | that day | -0.42% | final price |
| FXI | three days earlier | +3.28% | final price |
| FXI | five days earlier | +4.30% | final price |
| GLD | three days earlier | +2.33% | final price |
| GLD | five days earlier | +3.51% | final price |
| KWEB | that day | -0.26% | final price |
| KWEB | three days earlier | +4.95% | final price |
| KWEB | five days earlier | +5.12% | final price |
| NKE | that day | -2.57% | final price |
| NKE | three days earlier | -1.10% | final price |
| NKE | five days earlier | -3.09% | final price |
| QQQ | that day | -0.02% | final price |
| QQQ | three days earlier | +1.80% | final price |
| QQQ | five days earlier | +0.75% | final price |
| SPY | three days earlier | +0.66% | final price |
| SPY | five days earlier | -0.09% | final price |
| TLT | three days earlier | -1.97% | final price |
| TLT | five days earlier | -2.07% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Apple (AAPL) (held by a spouse), worth $100,001 - $250,000 on 22 Sep 2026. That is 30 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Cleo Fields bought Apple (AAPL), worth $1,001 - $15,000 on 8 Sep 2026. That is 44 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Kevin Hern sold Apple (AAPL) (held by a dependent child), worth $1,001 - $15,000 on 8 Sep 2026. That is 44 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 55 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 56 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nike (NKE), worth $1,001 - $15,000 on 13 Aug 2026. That is 70 days before publication. Filed 1 Sep 2026. View the filing.
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 24 days before publication. Filed 12 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Caterpillar (CAT), worth $50,001 - $100,000 on 31 Jul 2026. That is 83 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Caterpillar (CAT) (held by a dependent child), worth $1,001 - $15,000 on 27 Jul 2026. That is 87 days before publication. Filed 7 Aug 2026. View the filing.
- Rep. Gilbert Cisneros sold Alibaba Group Holding (BABA), worth $100,001 - $250,000 on 24 Jul 2026. That is 90 days before publication. Filed 4 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Grainger Raises Outlook Again as 2Q Growth Accelerates and Volume Takes Lead” scores 12 out of 100. The score uses 1 sources.