The Sherwin-Williams Company (SHW) Q4 2025 Earnings Call Transcript
SHW tops Q4 estimates as revenues rise 5.6% Y/Y, with strength in Consumer Brands and Performance Coatings and an upbeat 2026 outlook.
The headline numbers for Sherwin-Williams (SHW) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Sherwin-Williams (SHW) came out with quarterly earnings of $2.23 per share, beating the Zacks Consensus Estimate of $2.12 per share. This compares to earnings of $2.09 per share a year ago.
Sherwin-Williams stands as the global coatings leader, leveraging unmatched last-mile distribution and pricing power with professional contractors. SHW delivered solid Q3 2025 results: 3.2% sales growth, 6.5% EPS growth, and continued strong dividend growth with a 47-year streak. At a forward P/E of 27.3, SHW trades at a 5% discount to its seven-year average, offering a fair value entry for long-term investors.
Sherwin-Williams (SHW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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.
SHW tops Q3 earnings and sales forecasts on stronger Paint Stores performance.
The Sherwin-Williams Company (NYSE:SHW ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants James Jaye - Senior Vice President of Investor Relations & Corporate Communications Heidi Petz - Chairman, CEO & President Allen Mistysyn - Senior VP of Finance & CFO Conference Call Participants Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division Vincent Andrews - Morgan Stanley, Research Division John McNulty - BMO Capital Markets Equity Research Aleksey Yefremov - KeyBanc Capital Markets Inc., Research Division Michael Harrison - Seaport Research Partners Michael Sison - Wells Fargo Securities, LLC, Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Patrick Cunningham - Citigroup Inc., Research Division Joshua Spector - UBS Investment Bank, Research Division David Begleiter - Deutsche Bank AG, Research Division Kevin McCarthy - Vertical Research Partners, LLC Christopher Parkinson - Wolfe Research, LLC Gregory Melich - Evercore ISI Institutional Equities, Research Division Garik Shmois - Loop Capital Markets LLC, Research Division Eric Bosshard - Cleveland Research Company LLC Charles Cerankosky - Northcoast Research Partners, LLC Laurence Alexander - Jefferies LLC, Research Division Patrick Fischer - Goldman Sachs Group, Inc., Research Division Presentation Operator Good morning.
Although the revenue and EPS for Sherwin-Williams (SHW) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.