Sherwin-Williams (SHW) reported $5.6 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5.6%. EPS of $2.23 for the same period compares to $2.09 a year ago.
The reported revenue represents a surprise of +0.9% over the Zacks Consensus Estimate of $5.55 billion. With the consensus EPS estimate being $2.12, the EPS surprise was +5.1%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Sherwin-Williams performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net New Stores - Paint Stores Group: 19 versus 33 estimated by two analysts on average.
- Total stores - Paint Stores Group: 4,853 versus the two-analyst average estimate of 4,867.
- Net Sales- Paint Stores Group: $3.13 billion versus $3.15 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.7% change.
- Net Sales- Consumer Brands Group: $824.7 million versus $790.88 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +24.5% change.
- Net Sales- Performance Coatings Group: $1.64 billion versus $1.63 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.3% change.
- Net Sales- Administrative: $2 million compared to the $1.04 million average estimate based on three analysts. The reported number represents a change of +81.8% year over year.
- Segment Profit- Paint Stores Group: $649.5 million versus the four-analyst average estimate of $633.56 million.
- Adjusted segment profit- Performance Coatings Group (PCG): $312.8 million versus $270.54 million estimated by four analysts on average.
- Adjusted segment profit- Consumer Brands Group (CBG): $87.3 million versus the four-analyst average estimate of $89.54 million.
View all Key Company Metrics for Sherwin-Williams here>>>
Shares of Sherwin-Williams have returned +7.9% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The Sherwin-Williams Company (SHW): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
