Industrial MRO distributor
W. W. Grainger
W. W. Grainger sells maintenance, repair and operating products and inventory-management services to large and midsize businesses in North America and online customers in Japan. It sources products from a broad supplier base, pays outside carriers including UPS and FedEx, and connects its Japanese online distribution business through a controlling interest in MonotaRO.
GWW Updated Sep 11, 2026 3 AI consumers· 2 recurring
Per the valuechain.wiki graph, W. W. Grainger is directly linked to 3 companies (2 supply, 1 revenue relationships) and reaches 6 companies within two hops; the links are backed by 9 dated sources, 3 of them primary filings (as of 2026-09-11).
Financials & Segments
- Total revenue · $17.942 billion (FY2025 revenue, SEC Form 10-K)
- Segments · High-Touch Solutions N.A. · Endless Assortment · Other
Revenue from
- U.S. General Services Administration High confidence
The U.S. General Services Administration currently offers Grainger as an approved platform in its Commercial Platforms Program. Grainger's SEC filing also confirms a direct GSA contract, but current counterparty-specific revenue is not disclosed.Mentions KO iTooza Snowball Published Jan 31, 2025: WW Grainger: Steady Growth Through a Stable MRO Business - Carnival Corporation High confidence
Carnival Cruise Line, a brand in Carnival Corporation's portfolio, uses a tailored Grainger PunchOut catalog to order MRO items such as tools, parts and chemicals across its fleet. Grainger's 2025 case study says the purchasing relationship is expected to keep growing, but counterparty-specific revenue is not disclosed.
Pays to
- FedEx Medium confidence
Grainger's official export FAQ says the seller contracts an integrated transportation provider and identifies FedEx as one of its major delivery providers. Its export policy also lists FedEx international express as a shipping option, but the current payment amount is not disclosed. - United Parcel Service, Inc. Medium confidence
Grainger's official export FAQ says the seller contracts an integrated transportation provider and identifies UPS as one of its major delivery providers. Its export policy also lists UPS International Express as a shipping option, but the current payment amount is not disclosed.
Investments
- MonotaRO Co., Ltd. High confidence· voting rights share 50.34 percent · as of 2025-12-31 · Indirect share of voting rights in MonotaRO as of December 31, 2025
Grainger was MonotaRO's parent company with an indirect 50.34% share of voting rights at year-end 2025. Grainger's 2026 Form 10-K also confirms its controlling interest and consolidation of MonotaRO's results.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Carnival Corporation | lead1 | -7.1 | -59.9 | +130 | +34.4 | +22.6 | -21.8 |
| W. W. Grainger | node | +28.8 | +8.7 | +50.5 | +28.2 | -3.4 | +32 |
| FedEx | benef1 | +0.7 | -31.6 | +49.1 | +13.5 | +5.1 | +39.6 |
| United Parcel Service, Inc. | benef1 | +30 | -16.2 | -6 | -15.9 | -15.9 | +8 |
| Union Pacific Corporation | benef2 | +23.3 | -15.9 | +21.6 | -5.1 | +3.9 | +27.1 |
| Boeing | benef2 | -6 | -5.4 | +36.8 | -32.1 | +22.7 | -2.2 |
| Textron | benef2 | +59.9 | -8.2 | +13.7 | -4.8 | +14.1 | -9.3 |
YTD as of 2026-09-04 · source: Yahoo Finance
W. W. Grainger operates across Industrial MRO distributor. It is +32% in 2026. The stock (+32%) and its supply side (avg +23.8%) are moving in step. Among connected nodes the furthest ahead is FedEx (+39.6%) and the furthest behind is United Parcel Service, Inc. (+8%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It sources products from a broad supplier base, pays outside carriers including UPS and FedEx, and connects its Japanese online distribution business through a controlling interest in MonotaRO.
Analysis generated from returns as of 2026-09-04