earnings
confidence high
sentiment neutral
materiality 0.70
Sherwin-Williams Q1 sales -1.1% to $5.31B; adj. EPS +3.7% to $2.25; FY guidance reaffirmed
SHERWIN WILLIAMS CO
2025-Q1 EPS reported
$2.00
revenue$5,305,700,000
- Consolidated net sales $5.31B (-1.1% YoY); GAAP diluted EPS $2.00 (+1.5%); adj. diluted EPS $2.25 (+3.7%).
- Paint Stores Group sales +2.3% (same-store +1.2%); segment profit +9.7% to $541.2M; margin expanded to 18.4%.
- Consumer Brands sales -6.0% to $762.2M; adj. margin +40bps to 21.3%. Performance Coatings sales -4.8% to $1.60B; adj. margin -60bps to 16.5%.
- FY2025 adj. EPS guidance reaffirmed $11.65-$12.05; Q2 net sales expected up/down low-single digit.
- Capital returns: $351.7M in share repurchases and a 10.5% dividend increase in Q1.