Sherwin-Williams (SHW) reported earnings 30 days ago. What's next for the stock?
The Sherwin-Williams Company ( SHW ) Discusses CFO Transition and Appointment of New Chief Financial Officer November 4, 2025 10:00 AM EST Company Participants Heidi Petz - Chairman, CEO & President Allen Mistysyn - Senior VP of Finance & CFO Benjamin Meisenzahl James Jaye - Senior Vice President of Investor Relations & Corporate Communications Conference Call Participants Vincent Andrews - Morgan Stanley, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Christopher Parkinson - Wolfe Research, LLC Presentation Operator Good morning. Thank you for joining the Sherwin-Williams conference to discuss the election of the company's next Chief Financial Officer announced yesterday and effective January 1, 2026.
The Sherwin-Williams Company posted solid Q3 '25 results, with sales up 3.2% and net income rising 3.3% despite soft end-market demand. SHW stock trades at a premium 26x forward P/E, relying on optimistic 2026 EPS growth projections, which may be difficult given real estate headwinds. The Paint Stores Group showed resilience, but Consumer Brands and Performance Coatings segments faced challenges, highlighting uneven demand across channels.
| - Industry | - Sector | Heidi G. Petz CEO | XWBO Exchange | US8243481061 ISIN |
| US Country | 63,890 Employees | 14 Nov 2025 Last Dividend | 1 Apr 2021 Last Split | 1 Jul 1985 IPO Date |
The Sherwin-Williams Company specializes in the development, manufacture, distribution, and sale of a broad range of paints, coatings, and related products catering to a diverse customer base that includes professional, industrial, commercial, and retail segments. Structured into three primary segments—Paint Stores Group, Consumer Brands Group, and Performance Coatings Group—the company offers a comprehensive portfolio of products and services designed to meet the needs of architectural and industrial painting contractors, do-it-yourself homeowners, retailers, dealers, and distributors. With a rich heritage dating back to 1866, Sherwin-Williams operates globally, maintaining a significant presence in the Americas, the Caribbean, Europe, Asia, and Australia from its headquarters in Cleveland, Ohio.