{"symbol":"SHW","fiscalQuarter":"Q1-2026","reportDate":"2026-04-28","reportTime":"BMO","status":"reported","company":{"name":"The Sherwin-Williams Company","sector":"Materials","industry":"Specialty Chemicals"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/SHW/earnings/Q1-2026","estimates":{"consensusEps":2.2692,"consensusRevenue":5560.87,"epsLow":2.15,"epsHigh":2.51,"whisperEps":null,"numAnalysts":null},"preBrief":{"companySnapshot":"Sherwin-Williams Co (SHW) is a leading manufacturer of paints and coatings, serving both professional and DIY markets. As a key player in the materials sector, its performance is closely tied to trends in construction and consumer spending.","keyMetrics":[{"name":"EPS","why":"Earnings per share is a critical measure of profitability and reflects the company's ability to generate profit for shareholders.","consensus":"$2.27"},{"name":"Revenue","why":"Revenue indicates the overall sales performance and demand for Sherwin-Williams' products, which can signal market trends.","consensus":"$5.6B"}],"lastQuarterRecap":{"summary":"In the last quarter, Sherwin-Williams reported an EPS of $2.23, surpassing expectations by 5.09%. The stock reacted positively, gaining 1.42% the following day.","promises":["Management committed to maintaining strong cost control measures.","They emphasized ongoing investment in product innovation.","Plans to expand distribution channels were highlighted."]},"wallStreetExpectations":{"summary":"Analysts expect Sherwin-Williams to report solid earnings this quarter, driven by steady demand in the housing and construction markets.","bullCase":"If the company beats EPS estimates and shows strong revenue growth, it could indicate robust market demand and operational efficiency.","bearCase":"Conversely, if earnings fall short due to rising costs or weak demand, it may raise concerns about the company's growth prospects."},"optionsSignal":{"impliedMove":"6.44%","context":"The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings announcement."},"earningsTrackRecord":[{"quarter":"Q4-2025","epsSurprise":"+5.09%","reaction":"+1.42%"},{"quarter":"Q3-2025","epsSurprise":"+3.73%","reaction":"+5.47%"},{"quarter":"Q2-2025","epsSurprise":"-9.87%","reaction":"-0.36%"},{"quarter":"Q1-2025","epsSurprise":"+3.21%","reaction":"+4.80%"},{"quarter":"Q4-2024","epsSurprise":"+1.01%","reaction":"+1.43%"},{"quarter":"Q3-2024","epsSurprise":"-5.36%","reaction":"-5.34%"},{"quarter":"Q2-2024","epsSurprise":"+5.56%","reaction":"+6.87%"},{"quarter":"Q1-2024","epsSurprise":"-3.68%","reaction":"-2.23%"}],"pivotalQuestions":[{"question":"Will EPS exceed the consensus estimate of $2.27?","whyItMatters":"A beat on EPS could signal strong operational performance and boost investor confidence."},{"question":"What are the revenue expectations for this quarter, particularly in the residential segment?","whyItMatters":"Revenue performance in the residential segment is crucial for understanding overall demand and market trends."}],"thesisBreakLevels":{"bullTrigger":"EPS exceeding $2.27 with revenue above $5.6B would confirm strong demand and operational efficiency.","bearTrigger":"An EPS below $2.15 or revenue below $5.5B would raise concerns about market demand and cost pressures.","context":"This quarter's performance hinges on the company's ability to manage costs while meeting demand in a competitive market."},"scenarioPlaybook":{"beatAndRaise":"If Sherwin-Williams beats expectations, history suggests a potential stock increase of around 4% the following day, confirming strong market demand.","inLineCautious":"If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth prospects.","miss":"A miss on earnings could lead to a decline of about 2.64%, indicating investor disappointment and concerns over the company's outlook."},"whatTheStreetIsMissing":{"thesis":"The consensus may underestimate the impact of ongoing construction projects and demand for home improvement, which could drive higher sales than anticipated.","supportingPoints":["Recent trends in home sales and renovations suggest a stronger-than-expected demand for Sherwin-Williams products.","The company's historical performance shows resilience during economic fluctuations, indicating potential for upside.","Options pricing suggests a significant move, indicating that investors are anticipating volatility, which could be driven by positive news."],"riskToConsensus":"If revenue from the residential segment exceeds expectations, it could significantly alter the market's perception of growth potential."},"whatToListenFor":["Any updates on cost management strategies and their effectiveness.","Insights into demand trends in the residential and commercial segments.","Details on new product launches and their expected impact on sales.","Management's outlook on the overall construction market for the coming quarters.","Any commentary on supply chain challenges and how they are being addressed."],"metaDescription":"Sherwin-Williams (SHW) reports Q1 2026 earnings April 28. Analysts expect $2.27 EPS on $5.6B revenue. Here's what to watch."},"postBrief":{"headline":"Sherwin-Williams Beats on EPS, Stock Down 0.47%","keyNumbers":[{"metric":"EPS","actual":"$2.35","expected":"$2.27","surprise":"+4.91%"},{"metric":"Revenue","actual":"N/A","expected":"$5.6B","surprise":"N/A"}],"managementCommentary":{"tone":"Cautiously Optimistic","keyQuotes":["Management highlighted the importance of cost control and efficiency improvements.","They noted ongoing challenges in the supply chain but expressed confidence in long-term growth."],"summary":"Overall, management remains cautiously optimistic about future performance despite current challenges. They emphasized the need for continued focus on operational efficiency."},"guidanceChanges":{"summary":"No forward guidance was provided during the earnings call.","changes":[]},"whatItMeans":"Sherwin-Williams reported a better-than-expected EPS, which indicates strong earnings performance. However, the stock reacted negatively, declining by 0.47%. This could be due to the lack of revenue data and no guidance provided, leaving investors uncertain about future performance.","metaDescription":"Sherwin-Williams (SHW) Q1 2026 earnings: EPS beat by 4.91%, revenue data not available. Stock down 0.47%. Full breakdown."}}