For the quarter ended March 2026, Sherwin-Williams (SHW Quick QuoteSHW - Free Report) reported revenue of $5.67 billion, up 6.8% over the same period last year. EPS came in at $2.35, compared to $2.25 in the year-ago quarter.

The reported revenue represents a surprise of +1.79% over the Zacks Consensus Estimate of $5.57 billion. With the consensus EPS estimate being $2.24, the EPS surprise was +4.91%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Sherwin-Williams performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net New Stores - Paint Stores Group: -6 versus the two-analyst average estimate of 17.
• Total stores - Paint Stores Group: 4,847 versus 4,870 estimated by two analysts on average.
• Net Sales- Paint Stores Group: $3.05 billion versus the four-analyst average estimate of $3.01 billion. The reported number represents a year-over-year change of +3.8%.
• Net Sales- Consumer Brands Group: $908.3 million versus $880.66 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +19.2% change.
• Net Sales- Performance Coatings Group: $1.71 billion versus $1.68 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.5% change.
• Net Sales- Administrative: $2.9 million compared to the $1.41 million average estimate based on three analysts. The reported number represents a change of +70.6% year over year.
• Segment Profit- Paint Stores Group: $558.8 million versus $563.21 million estimated by four analysts on average.
• Adjusted segment profit- Performance Coatings Group (PCG): $281.5 million versus $288.84 million estimated by four analysts on average.
• Adjusted segment profit- Consumer Brands Group (CBG): $212.8 million versus $171.48 million estimated by four analysts on average.

View all Key Company Metrics for Sherwin-Williams here>>>

Shares of Sherwin-Williams have returned +6.4% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.