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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| John Roberts | Mizuho Securities | 8 questions · 0% challenging |
| Vincent Andrews | Morgan Stanley | 7 questions · 0% challenging |
| Greg Melich | Evercore ISI | 7 questions · 0% challenging |
| Patrick Cunningham | Citigroup | 7 questions · 14% challenging |
| Jeff Zekauskas | JPMorgan | 7 questions · 0% challenging |
| Josh Spector | UBS | 7 questions · 0% challenging |
| Duffy Fischer | Goldman Sachs | 7 questions · 14% challenging |
| Dave Begleiter | Deutsche Bank | 7 questions · 0% challenging |
| Kevin McCarthy | Vertical Research Partners | 7 questions · 0% challenging |
| Chris Parkinson | Wolfe Research | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mizuho Securities | 1 analyst | 8 questions · 0% challenging |
| Vertical Research Partners | 2 analysts | 8 questions · 0% challenging |
| Jefferies | 3 analysts | 7 questions · 14% challenging |
| Citigroup | 1 analyst | 7 questions · 14% challenging |
| Goldman Sachs | 1 analyst | 7 questions · 14% challenging |
| Deutsche Bank | 1 analyst | 7 questions · 0% challenging |
| Evercore ISI | 1 analyst | 7 questions · 0% challenging |
| Bank of America | 2 analysts | 7 questions · 14% challenging |
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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 |
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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 Q1Selected | $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).
Calendar quarter Q1 2026Earnings call Apr 28, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +6.81% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for The Sherwin-Williams Company (SHW), FY2026 Q1: 6/10. Scores: The Sherwin-Williams Company’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: SHW daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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 signal 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% |