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 is The Sherwin-Williams's gross profit margin?

What were the key takeaways from The Sherwin-Williams's earnings call?

What is The Sherwin-Williams's latest dividend and current dividend yield?

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?

- **Topline Resilience**: Paint Stores Group +mid-single digits, Consumer Brands (+Europe) offset Latin America FX, PCG Packaging/Auto Refinish lead growth.
- **Margin Expansion**: EBITDA margin +60bps, EPS +6.5%, driven by SG&A control and restructuring savings.
- **Strategic Moves**: Suvinil acquisition (+low single-digit sales), 80-100 new stores, 95+ new reps, and 7% price increase balanced with volume growth.
- **Risk Management**: 401(k) match pause to preserve jobs, 2026 outlook 'soft for longer' with focus on cost control and share gains.

**【CEO Summary Section】**
- **Segment Performance**: Paint Stores Group sales grew mid-single digits, driven by price/mix and volume gains, outperforming market softness. Consumer Brands Group saw Latin America FX headwinds offset by Europe growth. Performance Coatings Group was in line with expectations, with Packaging and Auto Refinish leading growth.
- **Strategic Investments**: 80-100 new stores and ongoing rep additions, with 95+ new reps year-over-year. Suvinil acquisition expected to add low single-digit sales growth in Q4 with immaterial EPS impact.
- **Cost Management**: Restructuring savings of $40M in 2025, targeting $80M+ annual savings. Matched 401(k) contributions paused to preserve jobs amid macro uncertainty.

**【CFO Financial Commentary】**
- **Q3 Results**: Consolidated sales up low single digits, adjusted EBITDA margin +60bps to 21.4%, EPS +6.5%. Free cash flow $864M for share buybacks and dividends.
- **Guidance Update**: Full year sales up low single digits, narrowing EPS range to $11.25-$11.45. 2026 outlook: demand 'soft for longer' with raw materials up low single digits, wages low double digits.
- **Price Strategy**: 7% Paint Stores price increase effective Q4, balanced with volume growth and segment mix. Other segments have targeted price actions to offset cost inflation.

**【Q&A Highlights】**
- **Pricing Effectiveness**: 7% price increase in Paint Stores Group reflects disciplined cost pass-through and value-added solutions. Segment margin expansion driven by SG&A leverage despite flat gross margin.
- **Demand Drivers**: Mortgage rates below 6% could catalyze existing home sales, but affordability remains key. Res repaint growth (+mid-single digits) driven by new account wins and share gains.
- **2026 Outlook**: Soft demand expected, with focus on cost control, share gains, and incremental margin from volume recovery. Gross margin sustainability tied to production efficiency and supply chain optimization.

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