{"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 professional and DIY markets. With a market cap of $81 billion, it plays a significant role in the materials sector, particularly in specialty chemicals, which are essential for various applications in construction and manufacturing.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a key indicator of profitability, and investors will closely watch it to gauge the company's financial health.","consensus":"N/A"},{"name":"Revenue Growth","why":"Revenue growth reflects the company's ability to expand its market share and increase sales, which is vital for long-term success.","consensus":"N/A"},{"name":"Cost of Goods Sold (COGS)","why":"Understanding COGS will help assess the company's efficiency in production and its impact on profit margins.","consensus":"N/A"}],"lastQuarterRecap":{"summary":"In Q1-2026, Sherwin-Williams reported an EPS of $2.35, surpassing estimates by 4.91%. However, the stock reacted negatively the following day, dropping 3.52%.","promises":[]},"wallStreetExpectations":{"summary":"Investors are cautiously optimistic about Sherwin-Williams' upcoming earnings, especially after a recent EPS beat. However, uncertainty remains due to the lack of guidance and mixed historical performance.","bullCase":"If Sherwin-Williams can demonstrate strong revenue growth and maintain or improve its profit margins, it could lead to a positive market reaction and renewed investor confidence.","bearCase":"On the other hand, if the company fails to meet expectations or shows signs of declining demand, it could trigger a sell-off, especially given the recent stock performance."},"optionsSignal":{"impliedMove":"1.16%","context":"The options market is pricing in a relatively small move, suggesting that investors may be expecting a stable earnings report without significant surprises."},"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%"}],"pivotalQuestions":[{"question":"What will be the EPS for Q2-2026?","whyItMatters":"EPS is a crucial metric for assessing profitability, and any significant deviation from expectations could impact stock performance."},{"question":"How is the company addressing rising production costs?","whyItMatters":"With inflation and supply chain challenges, understanding how Sherwin-Williams is managing costs will be critical for evaluating future profitability."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $2.50 or higher would confirm a strong bull case, indicating robust demand and cost management.","bearTrigger":"An EPS below $2.20 would signal a bear case, raising concerns about declining sales and profitability.","context":"The market is debating whether Sherwin-Williams can sustain its growth amidst rising costs and competition."},"scenarioPlaybook":{"beatAndRaise":"If Sherwin-Williams beats expectations, history suggests a potential stock increase of around 2.74%, confirming positive market sentiment.","inLineCautious":"If results are in line with expectations, the stock may react moderately, reflecting cautious optimism without strong conviction.","miss":"A miss could lead to a decline of approximately 2.85%, as investors reassess the company's growth outlook."},"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 4.8%, with a raw directional average of +0.2% (modestly positive historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may be underestimating the impact of cost management strategies that Sherwin-Williams has implemented, which could lead to better-than-expected margins.","supportingPoints":["The company's historical EPS surprise rate of 75% suggests it often exceeds expectations.","Recent trends in the materials sector indicate a potential uptick in demand that could benefit Sherwin-Williams.","Options pricing indicates a lower expected move than historical averages, suggesting a potential mispricing of volatility."],"riskToConsensus":"If the EPS comes in below $2.20, it could undermine the bullish sentiment and validate the cautious outlook."},"whatToListenFor":["Any updates on cost management initiatives and their impact on margins.","Insights into demand trends in the construction and DIY markets.","Comments on supply chain challenges and how they are being addressed.","Guidance on revenue expectations for the upcoming quarters.","Details on any new product launches or innovations."],"metaDescription":"Sherwin-Williams (SHW) reports Q2 2026 earnings on October 16. Investors are watching for EPS and revenue growth amid rising costs."}}