SHW
The Sherwin-Williams·NYSE
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SHW fundamentals
The Sherwin-Williams (SHW) released its earnings on Jan 29, 2026: revenue was 5.60B (YoY +5.64%), beat estimates; EPS was 2.23 (YoY +6.70%), beat estimates.
Revenue / YoY
5.60B
+5.64%
EPS / YoY
2.23
+6.70%
Report date
Jan 29, 2026
SHW Earnings Call Summary for Q4,2025
- Record 2025 Performance: $3.5B operating cash flow, 6.7% EPS growth, and 80 new stores opened.
- 2026 Outlook: Low to mid-single-digit sales growth, $11.50-$11.90 adjusted EPS, driven by residential repaint share gains.
- Margin Expansion: Performance Coatings margin up 150bps to 19%, with focus on cost control and new business.
- Strategic Moves: Suvinil integration underway, 401(k) match restored, and $1.1B HQ investment completed.
- Risks: Tariffs, raw material inflation, and cautious DIY demand.
EPS
Actual | 1.36 | 2.3667 | 2.7633 | 1.6967 | 2.06 | 2.65 | 2.09 | 1.35 | 1.61 | 2.41 | 2.83 | 1.89 | 2.04 | 3.29 | 3.2 | 1.81 | 2.17 | 3.7 | 3.37 | 2.09 | 2.25 | 3.38 | 3.59 | 2.23 | ||||||||||||||||
Forecast | 1.3061 | 1.8967 | 2.5959 | 1.617 | 1.6366 | 2.6723 | 2.1133 | 1.6839 | 1.5447 | 2.7654 | 2.5643 | 1.857 | 1.7903 | 2.6968 | 2.7836 | 1.8018 | 2.2215 | 3.4855 | 3.5474 | 2.0597 | 2.1535 | 3.7574 | 3.4495 | 2.1594 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.13% | +24.78% | +6.45% | +4.93% | +25.87% | -0.83% | -1.10% | -19.83% | +4.23% | -12.85% | +10.36% | +1.78% | +13.95% | +22.00% | +14.96% | +0.46% | -2.32% | +6.15% | -5.00% | +1.47% | +4.48% | -10.04% | +4.07% | +3.27% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.15B | 4.60B | 5.12B | 4.49B | 4.66B | 5.38B | 5.15B | 4.76B | 5.00B | 5.87B | 6.05B | 5.23B | 5.44B | 6.24B | 6.12B | 5.25B | 5.37B | 6.27B | 6.16B | 5.30B | 5.31B | 6.31B | 6.36B | 5.60B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 4.13B | 4.55B | 5.07B | 4.34B | 4.52B | 5.39B | 5.09B | 4.76B | 4.91B | 6.03B | 5.79B | 5.27B | 5.14B | 6.03B | 6.02B | 5.23B | 5.50B | 6.33B | 6.20B | 5.32B | 5.40B | 6.29B | 6.20B | 5.57B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.45% | +1.28% | +0.95% | +3.32% | +3.10% | -0.15% | +1.11% | -0.03% | +1.77% | -2.58% | +4.53% | -0.67% | +5.86% | +3.42% | +1.59% | +0.50% | -2.40% | -0.94% | -0.61% | -0.41% | -1.73% | +0.33% | +2.47% | +0.55% |
Earnings Call
You can ask Aime
What factors drove the changes in The Sherwin-Williams's revenue and profit?What is the revenue and EPS growth rate for The Sherwin-Williams year over year?What does The Sherwin-Williams do and what are its main business segments?What were the key takeaways from The Sherwin-Williams’s earnings call?Did The Sherwin-Williams beat or miss consensus estimates last quarter?What is the market's earnings forecast for The Sherwin-Williams next quarter?What were the key takeaways from The Sherwin-Williams's earnings call?What guidance did The Sherwin-Williams's management provide for the next earnings period?
