Materials·Specialty Chemicals·$83.5B
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.
EPS
Earnings per share is a critical measure of profitability and reflects the company's ability to generate profit for shareholders.
Revenue
Revenue indicates the overall sales performance and demand for Sherwin-Williams' products, which can signal market trends.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
2Q
EPS Beat Rate
63%
Avg EPS Surprise
-0.04%
Avg Stock Reaction
+1.51%
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.
Management Promises & Guidance
Analysts expect Sherwin-Williams to report solid earnings this quarter, driven by steady demand in the housing and construction markets.
Bull Case
If the company beats EPS estimates and shows strong revenue growth, it could indicate robust market demand and operational efficiency.
Bear Case
Conversely, if earnings fall short due to rising costs or weak demand, it may raise concerns about the company's growth prospects.
EPS
$2.27Earnings per share is a critical measure of profitability and reflects the company's ability to generate profit for shareholders.
Revenue
$5.6BRevenue indicates the overall sales performance and demand for Sherwin-Williams' products, which can signal market trends.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $2.27?
A beat on EPS could signal strong operational performance and boost investor confidence.
Q2
What are the revenue expectations for this quarter, particularly in the residential segment?
Revenue performance in the residential segment is crucial for understanding overall demand and market trends.
Why consensus could be wrong
The consensus may underestimate the impact of ongoing construction projects and demand for home improvement, which could drive higher sales than anticipated.
Supporting Evidence
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.
Key Risk
If revenue from the residential segment exceeds expectations, it could significantly alter the market's perception of growth potential.
Pre-commit to what would confirm each case.
This quarter's performance hinges on the company's ability to manage costs while meeting demand in a competitive market.
Bull Confirmed If
EPS exceeding $2.27 with revenue above $5.6B would confirm strong demand and operational efficiency.
Bear Confirmed If
An EPS below $2.15 or revenue below $5.5B would raise concerns about market demand and cost pressures.
Implied Move
±6.44%
Historical Avg
±3.5%
The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings announcement.
Options are pricing ±6.4% while SHW has averaged ±3.5% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Sherwin-Williams beats expectations, history suggests a potential stock increase of around 4% the following day, confirming strong market demand.
In-Line / Cautious
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.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026