{"symbol":"SHW","fiscalQuarter":"Q2-2026","reportDate":"2008-10-16","reportTime":"BMO","status":"upcoming","company":{"name":"The Sherwin-Williams Company","sector":"Materials","industry":"Specialty Chemicals"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/SHW/earnings/Q2-2026","preBrief":{"companySnapshot":"The Sherwin-Williams Company (SHW) is a leading manufacturer of paints and coatings, serving both consumer and industrial markets. With a market cap of $75 billion, the company plays a vital role in the materials sector, particularly as construction and home improvement activities fluctuate.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a key indicator of profitability, and investors will be looking for continued growth or any signs of weakness.","consensus":"N/A"},{"name":"Revenue Growth","why":"Revenue growth reflects the company's ability to increase sales and market share, which is crucial in the competitive specialty chemicals industry.","consensus":"N/A"},{"name":"Gross Margin","why":"Gross margin indicates how efficiently the company is producing its products and managing costs, which can impact overall profitability.","consensus":"N/A"}],"lastQuarterRecap":{"summary":"In Q1-2026, Sherwin-Williams reported an EPS of $2.35, exceeding expectations by nearly 5%. However, the stock fell by 3.52% the following day, indicating some investor caution despite the positive earnings surprise.","promises":[]},"wallStreetExpectations":{"summary":"Overall expectations for Sherwin-Williams are mixed, with some investors hopeful for continued earnings growth while others are wary of potential economic headwinds.","bullCase":"The optimistic view hinges on strong demand in the construction and renovation sectors, which could drive higher sales and improved margins.","bearCase":"Conversely, a slowdown in housing starts or increased competition could negatively impact revenue and profitability, leading to disappointing results."},"optionsSignal":{"impliedMove":"1.16%","context":"The options market is pricing a relatively modest move for Sherwin-Williams, suggesting that traders are uncertain about significant volatility following the earnings report."},"earningsTrackRecord":[{"quarter":"Q1-2026","epsSurprise":"+4.91%","reaction":"-3.52%"},{"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%"}],"pivotalQuestions":[{"question":"What is the EPS figure for Q2-2026, and how does it compare to previous quarters?","whyItMatters":"This will provide insight into the company's profitability trends and whether they can maintain or improve their earnings amidst market conditions."},{"question":"What are the revenue figures for the quarter, and how do they reflect on market demand?","whyItMatters":"Understanding revenue performance will indicate the company's ability to capture market share and respond to economic conditions."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $2.50 or higher would confirm strong demand and effective cost management.","bearTrigger":"An EPS below $2.20 would raise concerns about declining demand and profitability.","context":"The core thesis revolves around Sherwin-Williams' ability to sustain earnings growth in a potentially challenging economic environment."},"scenarioPlaybook":{"beatAndRaise":"If Sherwin-Williams beats expectations, history suggests the stock could rise by about 2.74%, confirming a positive outlook for the company.","inLineCautious":"If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.","miss":"A miss could lead to a decline of around 2.85%, indicating investor disappointment and potential concerns about future performance."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options pricing cheap in Materials","sampleSize":30,"fadeRate":"13 of 30 (43%)","insight":"This setup has occurred 30 times across Materials in the last 2 years. 13 of 30 faded and 17 held \u2014 no strong directional bias after the initial reaction. The average absolute 1-day move is 4.7%, with a raw directional average of +0.6% (modestly positive historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may be underestimating the potential for Sherwin-Williams to capitalize on a rebound in the housing market, which could drive stronger-than-expected revenue growth.","supportingPoints":["The company's recent EPS surprises indicate a trend of outperforming expectations.","Options pricing suggests a lower volatility expectation than historical averages, indicating potential for a larger move.","The construction sector has shown signs of recovery, which could benefit Sherwin-Williams significantly."],"riskToConsensus":"If housing market indicators show unexpected strength, it could lead to a significant upward revision in revenue expectations."},"whatToListenFor":["Any updates on market demand in the construction sector.","Insights into cost management strategies and their impact on margins.","Comments on competitive pressures and pricing strategies.","Updates on any new product launches or innovations.","Management's outlook for the remainder of the fiscal year."],"metaDescription":"Sherwin-Williams (SHW) reports Q2 2026 earnings on October 16. Investors are watching for EPS and revenue growth amid market challenges."}}