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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| John Roberts | Mizuho Securities | 7 | 0% |
| Vincent Andrews | Morgan Stanley | 6 | 0% |
| Mike Sison | Wells Fargo | 6 | 17% |
| Chris Parkinson | Wolfe Research | 6 | 0% |
| Greg Melich | Evercore ISI | 6 | 0% |
| Chuck Cerankosky | Northcoast Research | 6 | 0% |
| Ghansham Panjabi | Robert W. Baird | 6 | 17% |
| Mike Harrison | Seaport Research Partners | 6 | 0% |
| Josh Spector | UBS | 6 | 0% |
| Jeff Zekauskas | JPMorgan | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mizuho Securities | 1 | 7 | 0% |
| Jefferies | 2 | 6 | 17% |
| Evercore ISI | 1 | 6 | 0% |
| Citigroup | 1 |
| 6 |
| 17% |
| Goldman Sachs | 1 | 6 | 0% |
| Deutsche Bank | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
| Loop Capital | 2 | 6 | 0% |
Revenue grew high single digits including a low single-digit Suvinil acquisition contribution, with adjusted EPS increasing mid single digits as Sherwin-Williams maintained aggressive share gains across all segments. Gross margin expanded for the 14th of the last 15 quarters despite Middle East conflict driving raw material inflation, and the company deployed surgical pricing to protect margins. Full-year guidance was maintained unchanged as persistent weakness in residential new construction continued, with volume outlook softened amid macro uncertainty.
Demand | Competitive Dynamics | Margin | Revenue Growth | Pricing | Cost Pressure | Macroeconomic | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 2 | 5 | 6 | 5 | 4 | 3 | 2 |
| 2025Q1 | 8 | 7 | 4 | 4 | 4 | 3 | 3 | 2 |
| 2025Q2 | 6 | 6 | 7 | 3 | 2 | 5 | 4 | |
| 2025Q3 | 7 | 7 | 6 | 10 | 4 | 1 | 2 | 1 |
| 2025Q4 | 7 | 7 | 5 | 4 | 6 | 2 | 3 | 4 |
| 2026Q1 | 8 | 4 | 2 | 1 | 5 | 7 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 7 | 8 | 6 | 7 | 7 | 8 |
| Competitive Dynamics | 2 | 7 | 6 | 7 | 7 | 4 |
| Margin | 5 | 4 | 7 | 6 | 5 | 2 |
| Revenue Growth | 6 | 4 | 3 | 10 | 4 | 1 |
| Pricing | 5 | 4 | 2 | 4 | 6 | 5 |
| Cost Pressure | 4 | 3 | 5 | 1 | 2 | 7 |
| Macroeconomic | 3 | 3 | 4 | 2 | 3 | 2 |
| M&A | 2 | 2 | 1 | 4 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SHW The Sherwin-Williams Company | 6 | +6.8% | |
| ALB Albemarle Corporation | 9 | +32.7% | |
| APD Air Products | 9 | +8.8% | |
| DD DuPont | 6 | -45.2% | |
| ECL Ecolab | 7 | +10.0% | |
| IFF International Flavors & Fragrances | 6 | -3.6% | |
| LIN Linde plc | 9 | +8.3% | |
| LYB LyondellBasell | 4 | -6.3% | |
| PPG PPG Industries | 6 | +6.7% |