Sherwin-Williams Co.
SHW - Insider Information
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+ FollowMarket Cap$80.35B
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Earnings Call Q3 2026
October 27, 2026 - AI Summary
Q3 performance: strong top-line despite soft end markets
- Consolidated sales grew high single digits YoY, driven by mid-single-digit price/mix plus low-single-digit contributions from acquisitions and volume.
- Company also reported consolidated volume growth every quarter this year.
- All 3 segments grew at or above guidance in Q3.
Margins & costs: “not happy” with price-to-cost; gross margin pressure mainly cost/mix
- Reported gross margin was pressured by higher raw material and supply chain costs, plus dilution from the Suvenil acquisition and mix shifts toward lower-margin reportable segments.
- On an adjusted basis, the company said gross margin is flat year-to-date excluding Suvenil’s dilutive impact.
- Adjusted EBITDA margin ~20.5% (EBITDA up ~3.3% to $1.4B).
- SG&A rose mid-single digits (but down ~50 bps as a % of sales) due mainly to Suvenil integration costs and higher employee support costs.
Outlook / forecast: 2026 EPS guidance maintained; narrowing range
- Company narrowed its 2026 adjusted diluted EPS outlook to $11.85–$12.15 (prior midpoint $12 unchanged).
- Management emphasized they will act with discipline and urgency for the remainder of 2026, leveraging earlier growth and cost initiatives.
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$222.51
38.8% downside
Current Fair Value
38.8% downsideOvervalued by 38.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $80.35 Billion |
|---|---|
| Enterprise Value | $92.88 Billion |
| Annual dividend | $3.19 |
| Dividend yield | 0.96% |
| Earnings per Share | $10.38 |
| Beta | 1.08 |
| Outstanding Shares | 240,700,000 |
Return
| Return on Equity | 69.42% |
|---|---|
| Return on Assets | 9.93% |
| Return on Invested Capital | 23.28% |
Valuation & Multiples
| P/E Ratio | 30.29 |
|---|---|
| PEG | -2085.67 |
| Price to Sales | 3.53 |
| Price to Book Ratio | 22.72 |
| Enterprise Value to Revenue | 3.73 |
| Enterprise Value to EBIT | 23.03 |
| Enterprise Value to Net Income | 34 |
| Total Debt to Enterprise | 0.14 |
| Debt to Equity | 3.33 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 27, 2026
EPS Estimate
$3.69
Consensus analyst estimateRevenue Estimate
$6.78 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 28, 2027
EPS Estimate
$2.34
Consensus analyst estimateRevenue Estimate
$5.90 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 12.79, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 12.7857▲ 1186.55% |
|---|---|
| Total Calls | 1,400▼ 99.83% |
| Total Puts | 17,900▼ 97.68% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 5.15%▼ 77.76% |
|---|---|
| Total Invested | $4.07B▼ 94.17% |
| Investors Holding | 669▼ 1129.00% |
About Sherwin-Williams Co.
61,111 employees
CEO: John Morikis
Founded in 1866, The Sherwin-Williams Company is a global leader in the manufacture, development, distribution, and sale of paints, coatings and related products to professional, industrial, commercial, and retail customers. Sherwin-Wil...