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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for The Sherwin-Williams Company (SHW) is 6/10.
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.
Scored from The Sherwin-Williams Company’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.30B | +0.9% | $1.90 | +36.7% | 48.6% | 12.7% | 9.1% | $635M |
| FY2025 Q1 | $5.31B | -1.1% | $2.00 | +1.5% | 48.2% | 14.2% | 9.5% | $-250M |
| FY2025 Q2 | $6.31B | +0.7% | $3.00 | -14.3% | 49.4% | 17.4% | 12.0% | $931M |
| FY2025 Q3 | $6.36B | +3.2% | $3.35 | +5.3% | 49.2% | 18.4% | 13.1% | $1.11B |
| FY2025 Q4 | $5.60B | +5.6% | $1.92 | +1.1% | 48.8% | 13.9% | 8.5% | $862M |
| FY2026 Q1 | $5.67B | +6.8% | $2.15 | +7.5% | 49.1% | 14.3% | 9.4% | $800,000 |
| FY2026 Q2 | $6.79B | +7.5% | $3.43 | +14.3% | 49.2% | 18.1% | 12.4% | — |