earnings
confidence high
sentiment neutral
materiality 0.75
Sherwin-Williams Q4 adj EPS $2.23, record FY sales $23.57B; guides FY26 adj EPS $11.50-$11.90
SHERWIN WILLIAMS CO
2025-FY EPS reported
$10.26
revenue$23,574,300,000
- Q4 adj diluted EPS $2.23 (+6.7% YoY); net sales $5.60B (+5.6% YoY), including Suvinil contribution $164.5M.
- FY 2025 record net sales $23.57B (+2.1% YoY); adj diluted EPS $11.43 (+0.9% YoY).
- FY26 guidance: adj diluted EPS $11.50-$11.90, net sales up low-to-mid single digit %; sees softer demand well into H2.
- Net operating cash $3.45B (14.6% of sales); returned $2.45B via dividends and buybacks; dividend increased 47th year.
- PSG same-store sales +1.0% in Q4; PCG packaging high-single digit growth; CBG core DIY soft but Suvinil strong.