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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Roberts | Mizuho Securities | 8 (0%) |
| Vincent Andrews | Morgan Stanley | 7 (0%) |
| Greg Melich | Evercore ISI | 7 (0%) |
| Patrick Cunningham | Citigroup | 7 (14%) |
| Jeff Zekauskas | JPMorgan | 7 (0%) |
| Josh Spector | UBS | 7 (0%) |
| Duffy Fischer | Goldman Sachs | 7 (14%) |
| Dave Begleiter | Deutsche Bank | 7 (0%) |
| Kevin McCarthy | Vertical Research Partners | 7 (0%) |
| Chris Parkinson | Wolfe Research | 7 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mizuho Securities | 1 | 8 (0%) |
| Vertical Research Partners | 2 | 8 (0%) |
| Jefferies | 3 | 7 (14%) |
| Citigroup |
| 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 |
| 1 |
| 7 (14%) |
| Goldman Sachs | 1 | 7 (14%) |
| Deutsche Bank | 1 | 7 (0%) |
| Evercore ISI | 1 | 7 (0%) |
| Bank of America | 2 | 7 (14%) |
| -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% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
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 |
What SHW and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We're off to a great start with the new Sherwin-Williams ProBlock Quick Dry Primers, which we introduced in Q3.”
Lowe's cites strong Pro demand for Sherwin-Williams' ProBlock primers driving double-digit primer comps, a positive supplier read-through for SHW.
“If you look at the acquisition of Valspar a few years ago, you leverage the best of both.”
Sherwin-Williams credits its earlier Valspar acquisition, and Valspar's waterborne technologies, for its share gains in automotive refinish.
“Consolidated sales grew by a high single-digit percentage inclusive of a low single-digit contribution from the Suvenil acquisition.”
The acquired Suvenil business contributed a low-single-digit boost to consolidated sales and drove high-teens Consumer Brands growth in Latin America.
| 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% |