The record starts accreting with the next priced report.
2-quarter memory
Linked exposure
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No linked names measured for this ticker yet.
Positioning
4 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
3,292
▼ 1%
Sep 18
2d
0%
39
2,509
0%
Oct 16
30d
0%
8
220
▲ 0%
Nov 20
65d
0%
568
9
0%
Feb 19
156d
0%
153
putscalls
Revenue flow
Q2 FY2026 as filed · change vs Q1 FY2026
GGG kept 24.54% of Q2 FY2026 revenue as profit. Revenue +9.33% on Q1 FY2026, +3.28% on Q2 FY2025.
Revenue
$591M▲ +9.33% q/q
Gross profit
$317M▲ +12.94% q/q
53.67% margin
Cost of revenue
$274M▲ +5.44% q/q
Operating income
$175M▲ +27.09% q/q
29.65% margin
Operating expenses
$142M▼ −0.71% q/q
Marketing $69M
SG&A $53M
R&D $20M
Pre-tax income
$181M▲ +29.53% q/q
Net income
$145M▲ +22.29% q/q
24.54% margin
Tax
$37M▲ +69.25% q/q
Other income
$6M▲ +175.01% q/q
Revenue$591M
Gross profit$317M53.67%
Operating income$175M29.65%
Pre-tax income$181M
Net income$145M24.54%
Cost of revenue
$274M · 46.33%
Operating expenses
$142M · 24.02%
Tax
$37M · 6.19%
Other income joins
$6M · 1.08%
Standardized lines from GGG’s own filing for the quarter ended Jun 26 '26. Ribbon thickness is the dollar amount.
Event sensitivity
release-day history · not a forecast
NFPjobs report1.1×up 5 of 8±1.1% vs ±1.0% · 8
FOMCrate decision1.1×up 9 of 24±1.0% vs ±1.0% · 24
PPIproducer prices0.8×up 3 of 9±0.8% vs ±1.0% · 9
CPIconsumer prices0.8×up 3 of 9±0.8% vs ±1.0% · 9
GDPgross domestic product0.8×up 11 of 17±0.7% vs ±1.0% · 17
CPROFcorporate profits0.7×up 6 of 10±0.6% vs ±1.0% · 10
PCEpersonal income & outlays0.7×up 11 of 17±0.6% vs ±1.0% · 17
How GGG has moved on past release days against its ordinary ±1.0% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.