Sherwin-Williams Q4 Results Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy SHW?
Source: seekingalpha
- Sales Growth: Sherwin-Williams reported net sales of $5.60 billion in Q4, a 5.6% increase year-over-year, surpassing the consensus estimate of $5.57 billion, indicating robust performance across all segments, particularly in paint stores and consumer brands.
- Profitability Improvement: Adjusted earnings per share reached $2.23, exceeding analyst expectations of $2.16, with net income rising 3.8% to $639 million, reflecting effective strategies in cost control and sales enhancement.
- Acquisition Impact: The consumer brands group saw a 24.5% sales increase to $824.7 million, largely driven by the Suvinil acquisition, although segment profit declined due to restructuring costs, highlighting challenges in the integration process.
- Future Outlook: The company forecasts diluted earnings per share for 2026 to be between $10.70 and $11.10, despite facing a persistently soft demand environment, indicating a cautious stance on future market conditions while maintaining confidence in long-term growth.
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Analyst Views on SHW
Wall Street analysts forecast SHW stock price to rise
12 Analyst Rating
11 Buy
1 Hold
0 Sell
Strong Buy
Current: 372.600
Low
370.00
Averages
392.92
High
422.00
Current: 372.600
Low
370.00
Averages
392.92
High
422.00
About SHW
The Sherwin-Williams Company is engaged in the manufacture, development, distribution, and sale of paint, coatings and related products to professional, industrial, commercial, and retail customers primarily in North and South America with additional operations in the Caribbean region, Europe, Asia and Australia. Its Paint Stores Group segment is engaged in servicing the needs of architectural and industrial paint contractors and do-it-yourself homeowners. The Consumer Brands Group segment manufactures and distributes a broad portfolio of branded and private-label architectural paint, stains, varnishes, industrial products, wood finishes products, wood preservatives, applicators, corrosion inhibitors, aerosols, caulks and adhesives to retailers, including home centers and hardware stores, dedicated dealers and distributors. The Performance Coatings Group segment develops and sells industrial coatings for wood finishing and general industrial (metal and plastic) applications and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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