The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paint, coatings, and related products to professional, industrial, commercial and ...
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$3.18 per share
Est. EPS $3.70 · Revenue $6.79B · 14 analysts
Est. EPS $2.37 · Revenue $5.91B · 13 analysts
Est. EPS $12.11 · Revenue $25.14B · 15 analysts
$3.18 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $23.6B | +2.1% | +19.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $2.6B | -4.2% | +57.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +48.9% | +1.0% | +0.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +16.1% | -0.9% | +26.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +10.9% | -6.1% | +31.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $2.7B | +27.4% | +154787.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +11.3% | +24.8% | +129181.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 281.5% | -4.3% | +18.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.87x | +9.4% | -15.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $25.9B | +9.6% | +2.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 10.27 vs 11.37 | -9.7% | 3.43 vs 3.70 | -7.2% |
| Revenue Surprise | $23.6B vs $23.5B | +0.2% | $6.8B vs $6.8B | +0.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | Binns Justin T | officer: President, Glob. Architectural | Common Stock | D | 813 | — |
| Aug 17, 2026 | Binns Justin T | officer: President, Glob. Architectural | Common Stock | A | 13,500 | $90.04 |
| Aug 17, 2026 | Binns Justin T | officer: President, Glob. Architectural | Common Stock | D | 13,500 | $352.70 |
| Aug 17, 2026 | Binns Justin T | officer: President, Glob. Architectural | Employee Stock Option (Right to Buy) | D | 13,500 | $90.04 |
| Aug 7, 2026 | Jorgenrud Karl J | officer: President, Glob. Industrial | Common Stock | A | 90 | $127.98 |
Operator: Good morning. Thanks for joining the Sherwin-Williams Companies review of second quarter 2 thousand 26 and our outlook for the third quarter and full year of 2026. With us on today's call are Heidi G. Petz, chair, president, and chief executive officer Ben E. Meisenzahl, chief financial officer Paul Lang, chief accounting officer, and Jim Jay, senior vice president, investor relations and communications. This conference call is being webcast simultaneously and only mode by access Newswire via the Internet at www.sherwin.com. An archived replay of this webcast will be available at www.suren.com beginning approximately 2 hours after this conference call concludes. This conference call will include certain forward-looking statements as defined under The US federal securities laws with respect to sales, earnings, and other matters. Any forward-looking statement speaks only as of the date of which such statement is made, and the company undertakes no obligation to update or revise any forward-looking statements whether as a result of new information, future events, or otherwise. A full declaration regarding forward-looking statements is provided in the company's earnings release transmitted earlier this morning. After the company's prepared remarks, we will open the session to questions. I will now turn the call over to Jim Jaye. James R. Jaye: Good morning to everyone, and thank you for joining our call. Sherwin Williams delivered strong top and bottom line growth in the quarter. Amid ongoing global uncertainty and without any meaningful improvement in demand. Our sales outperformance reflects continued execution of our strategy. New account wins, and a clear return on prior growth investments. As sales exceeded guidance on a consolidated basis and in all 3 reportable segments. Consolidated sales grew by a high single digit percentage inclusive of a low single digit contribution from the Suvinil acquisition. Reported gross margin decreased slightly but increased excluding the dilutive impact of Suvinil. Targeted pricing actions during the quarter enabled us to offset raw material inflation. Reported SG&A expense increased by a mid single digit percentage but decreased 90 basis points as a percent of sales. The increase was driven primarily by non annualized Suvinil acquisition costs and higher employee service costs related to the greater than expected year over year sales and profit improvement in the quarter. We expect full year reported SG&A to increase by a mid single digit percentage. Adjusted diluted net income per share increased [Inaudible] The Adjusted EBITDA grew by 10.5% to $1.5 billion and adjusted EBITDA margin expanded 60 basis points to 21.5% of sales. Net operating cash improved by 21% or $235 million in the quarter. Driven by an increase in net income and working capital being a higher source of cash year over year. Free cash flow conversion was 86%, Consistent with our disciplined approach to capital allocation, we took …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Heidi G. Petz | Chairman, Chief Executive Officer & President | USD 4,204,251 | Female | 1975 | Active |
Benjamin E. Meisenzahl | Senior Vice President of Finance & Chief Financial Officer | USD 1,971,031 | Male | 1982 | Active |
Karl J. Jorgenrud | President of Global Industrial | USD 1,763,709 | Male | 1977 | Active |
Justin T. Binns | President of Global Architectural | USD 1,579,758 | Male | 1976 | Active |
Mary L. Garceau | Senior Vice President, Chief Legal Officer & Secretary | USD 1,573,237 | Female | 1973 | Active |
J. Paul Lang | Senior Vice President of Enterprise Finance & Chief Accounting Officer | — | Male | 1977 | Active |
Karl Schmitt | Senior Vice President of Marketing | — | — | — | Active |
Marlena K. Boyce | SVP & Chief Human Resources Officer | — | Female | 1979 | Active |
James R. Jaye | Senior Vice President of Investor Relations & Corporate Communications | — | Male | — | Active |
Bryan J. Young | Senior Vice President of Corporate Strategy & Development | — | Male | 1976 | Active |
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Sherwin-Williams maintains positive volume and share gains despite weak housing demand, supporting my hold rating. SHW's Q2 results showed 7.5% net sales growth and 9.5% adj. EPS growth, but margin risks persist due to raw material cost pressures. September's 8% price increase may not be fully realized in H2, creating timing risks for margin expansion and consensus earnings estimates.
Sherwin-Williams delivered a strong Q2 2026, with double-beat results and 7.6% year-over-year revenue growth to $6.79B. SHW raised full-year 2026 EPS guidance to $11.80–$12.20, reflecting robust pricing power and segment gains, despite integration and margin headwinds from Suvinil. My free cash flow valuation model indicates SHW trades at a 12% discount to fair value, supporting a continued Buy rating.
