Sherwin-Williams (SHW)
NYSEMaterialsSpecialty ChemicalsSnapshot 2026-07-07
$342.21-1.98%
Close 2026-07-07 · 1-day change
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Track SHW free→Sherwin-Williams grows sales about 5% yearly, helped by price increases. Profit per share is expected near $11.70 in 2026. The company beats earnings estimates and shows steady revenue growth. It maintains a strong position in paints and coatings.
The industrial economy is weak, slowing sales growth. Failed acquisition talks may hurt strategic plans. Profit growth could stall below expectations.
The stock price is about 33% above our estimate of intrinsic value. Analysts expect about 5% revenue growth. Our view is more cautious on growth and valuation compared to the Street.
Breaks if: adjusted EPS falls below $11.50 in FY26
Sherwin-Williams aims to maintain its adjusted EPS guidance in the range of $11.50 to $11.90 for 2026.
Stated in 2 of last 2 quarters. Adjusted diluted net income per share increased 4.4% to $2.35 in 2026-Q1, supporting the reaffirmed guidance range of $11.50 to $11.90 for the full year. The trajectory is delivering against the stated priority.
Breaks if: price increases are rolled back or fail to offset cost pressures
Sherwin-Williams is implementing targeted price increases across all businesses to drive profitability.
Breaks if: YoY revenue growth falls below 3% in FY26
Sherwin-Williams aims to increase net sales by a low to mid-single digit percentage in 2026.
Stated in 2 of last 2 quarters. Net sales increased 6.8% to $5.67 billion in 2026-Q1, indicating progress towards the low to mid-single digit growth target for 2026. The trajectory is delivering against the stated priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Reaffirming full year 2026 adjusted diluted net income per share guidance in the range of $11.50 to $11.90 per share.”
“Full year 2026 adjusted diluted net income per share guidance in the range of $11.50 to $11.90 per share.”
“We expect consolidated Net sales to be up by a low to mid-single digit percentage compared to 2025.”
“For the full year 2026, we expect consolidated Net sales to be up by a low to mid-single digit percentage compared to 2025.”