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Side-by-side financial comparison of W. W. Grainger (GWW) and Keurig Dr Pepper (KDP). Click either name above to swap in a different company.
W. W. Grainger is the larger business by last-quarter revenue ($4.4B vs $4.0B, roughly 1.1× Keurig Dr Pepper). W. W. Grainger runs the higher net margin — 10.2% vs 6.8%, a 3.4% gap on every dollar of revenue. On growth, Keurig Dr Pepper posted the faster year-over-year revenue change (9.4% vs 4.5%). W. W. Grainger produced more free cash flow last quarter ($269.0M vs $184.0M). Over the past eight quarters, W. W. Grainger's revenue compounded faster (2.2% CAGR vs 0.7%).
W. W. Grainger, Inc. is an American Fortune 500 industrial supply company founded in 1927 in Chicago by the company's namesake William W. (Bill) Grainger. He founded the company to provide consumers with access to a consistent supply of motors. The company now serves more than 4.5 million customers worldwide with offerings such as motors, lighting, material handling, fasteners, plumbing, tools, and safety supplies, along with inventory management services and technical support.
Keurig Dr Pepper Inc. is a publicly traded American beverage and coffeemaker conglomerate with headquarters located in Burlington, Massachusetts, and Frisco, Texas. Formed in July 2018, with the merger of Keurig Green Mountain and Dr Pepper Snapple Group, Keurig Dr Pepper produces and distributes more than 125 hot and cold beverages. The company's Canadian business unit subsidiary operates as Keurig Dr Pepper Canada.
GWW vs KDP — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.4B | $4.0B |
| Net Profit | $451.0M | $270.0M |
| Gross Margin | 39.5% | 52.8% |
| Operating Margin | 14.3% | 19.0% |
| Net Margin | 10.2% | 6.8% |
| Revenue YoY | 4.5% | 9.4% |
| Net Profit YoY | -5.1% | -47.8% |
| EPS (diluted) | $9.45 | $0.20 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $4.0B | ||
| Q4 25 | $4.4B | $4.5B | ||
| Q3 25 | $4.7B | $4.3B | ||
| Q2 25 | $4.6B | $4.2B | ||
| Q1 25 | $4.3B | $3.6B | ||
| Q4 24 | $4.2B | $4.1B | ||
| Q3 24 | $4.4B | $3.9B | ||
| Q2 24 | $4.3B | $3.9B |
| Q1 26 | — | $270.0M | ||
| Q4 25 | $451.0M | $353.0M | ||
| Q3 25 | $294.0M | $662.0M | ||
| Q2 25 | $482.0M | $547.0M | ||
| Q1 25 | $479.0M | $517.0M | ||
| Q4 24 | $475.0M | $-144.0M | ||
| Q3 24 | $486.0M | $616.0M | ||
| Q2 24 | $470.0M | $515.0M |
| Q1 26 | — | 52.8% | ||
| Q4 25 | 39.5% | 53.8% | ||
| Q3 25 | 38.6% | 54.3% | ||
| Q2 25 | 38.5% | 54.2% | ||
| Q1 25 | 39.7% | 54.6% | ||
| Q4 24 | 39.6% | 55.9% | ||
| Q3 24 | 39.2% | 55.0% | ||
| Q2 24 | 39.3% | 55.4% |
| Q1 26 | — | 19.0% | ||
| Q4 25 | 14.3% | 19.6% | ||
| Q3 25 | 11.0% | 23.1% | ||
| Q2 25 | 14.9% | 21.6% | ||
| Q1 25 | 15.6% | 22.0% | ||
| Q4 24 | 15.0% | 1.5% | ||
| Q3 24 | 15.6% | 23.2% | ||
| Q2 24 | 15.1% | 22.0% |
| Q1 26 | — | 6.8% | ||
| Q4 25 | 10.2% | 7.8% | ||
| Q3 25 | 6.3% | 15.4% | ||
| Q2 25 | 10.6% | 13.1% | ||
| Q1 25 | 11.1% | 14.2% | ||
| Q4 24 | 11.2% | -3.5% | ||
| Q3 24 | 11.1% | 15.8% | ||
| Q2 24 | 10.9% | 13.1% |
| Q1 26 | — | $0.20 | ||
| Q4 25 | $9.45 | $0.26 | ||
| Q3 25 | $6.12 | $0.49 | ||
| Q2 25 | $9.97 | $0.40 | ||
| Q1 25 | $9.86 | $0.38 | ||
| Q4 24 | $9.71 | $-0.11 | ||
| Q3 24 | $9.87 | $0.45 | ||
| Q2 24 | $9.51 | $0.38 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $585.0M | $898.0M |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $3.7B | $25.3B |
| Total Assets | $9.0B | $73.1B |
| Debt / EquityLower = less leverage | 0.67× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $898.0M | ||
| Q4 25 | $585.0M | $1.0B | ||
| Q3 25 | $535.0M | $516.0M | ||
| Q2 25 | $597.0M | $509.0M | ||
| Q1 25 | $666.0M | $653.0M | ||
| Q4 24 | $1.0B | $510.0M | ||
| Q3 24 | $1.4B | $552.0M | ||
| Q2 24 | $769.0M | $438.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $1.8B | — |
| Q1 26 | — | $25.3B | ||
| Q4 25 | $3.7B | $25.5B | ||
| Q3 25 | $3.6B | $25.3B | ||
| Q2 25 | $3.7B | $25.0B | ||
| Q1 25 | $3.5B | $24.4B | ||
| Q4 24 | $3.4B | $24.2B | ||
| Q3 24 | $3.5B | $25.0B | ||
| Q2 24 | $3.3B | $24.7B |
| Q1 26 | — | $73.1B | ||
| Q4 25 | $9.0B | $55.5B | ||
| Q3 25 | $8.8B | $54.6B | ||
| Q2 25 | $8.9B | $54.4B | ||
| Q1 25 | $8.7B | $53.7B | ||
| Q4 24 | $8.8B | $53.4B | ||
| Q3 24 | $9.1B | $52.7B | ||
| Q2 24 | $8.4B | $52.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.67× | — | ||
| Q3 25 | 0.67× | — | ||
| Q2 25 | 0.64× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 0.83× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.54× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $395.0M | $281.0M |
| Free Cash FlowOCF − Capex | $269.0M | $184.0M |
| FCF MarginFCF / Revenue | 6.1% | 4.6% |
| Capex IntensityCapex / Revenue | 2.8% | — |
| Cash ConversionOCF / Net Profit | 0.88× | 1.04× |
| TTM Free Cash FlowTrailing 4 quarters | $1.3B | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $281.0M | ||
| Q4 25 | $395.0M | $712.0M | ||
| Q3 25 | $597.0M | $639.0M | ||
| Q2 25 | $377.0M | $431.0M | ||
| Q1 25 | $646.0M | $209.0M | ||
| Q4 24 | $428.0M | $849.0M | ||
| Q3 24 | $611.0M | $628.0M | ||
| Q2 24 | $411.0M | $657.0M |
| Q1 26 | — | $184.0M | ||
| Q4 25 | $269.0M | $564.0M | ||
| Q3 25 | $339.0M | $527.0M | ||
| Q2 25 | $202.0M | $325.0M | ||
| Q1 25 | $521.0M | $89.0M | ||
| Q4 24 | $170.0M | $684.0M | ||
| Q3 24 | $523.0M | $503.0M | ||
| Q2 24 | $335.0M | $542.0M |
| Q1 26 | — | 4.6% | ||
| Q4 25 | 6.1% | 12.5% | ||
| Q3 25 | 7.3% | 12.2% | ||
| Q2 25 | 4.4% | 7.8% | ||
| Q1 25 | 12.1% | 2.4% | ||
| Q4 24 | 4.0% | 16.8% | ||
| Q3 24 | 11.9% | 12.9% | ||
| Q2 24 | 7.8% | 13.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 3.3% | ||
| Q3 25 | 5.5% | 2.6% | ||
| Q2 25 | 3.8% | 2.5% | ||
| Q1 25 | 2.9% | 3.3% | ||
| Q4 24 | 6.1% | 4.1% | ||
| Q3 24 | 2.0% | 3.2% | ||
| Q2 24 | 1.8% | 2.9% |
| Q1 26 | — | 1.04× | ||
| Q4 25 | 0.88× | 2.02× | ||
| Q3 25 | 2.03× | 0.97× | ||
| Q2 25 | 0.78× | 0.79× | ||
| Q1 25 | 1.35× | 0.40× | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | 1.26× | 1.02× | ||
| Q2 24 | 0.87× | 1.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GWW
Segment breakdown not available.
KDP
| U.S. Refreshment Beverages | $2.6B | 65% |
| U.S. Coffee | $857.0M | 22% |
| International | $520.0M | 13% |
