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Sherwin-Williams (SHW) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended June 2026, Sherwin-Williams (SHW - Free Report) reported revenue of $6.79 billion, up 7.5% over the same period last year. EPS came in at $3.70, compared to $3.38 in the year-ago quarter.

The reported revenue represents a surprise of +2.58% over the Zacks Consensus Estimate of $6.62 billion. With the consensus EPS estimate being $3.56, the EPS surprise was +3.93%.

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 compared to the 23 average estimate based on two analysts.
  • Total stores - Paint Stores Group: 4,841 compared to the 4,870 average estimate based on two analysts.
  • Net Sales- Paint Stores Group: $3.89 billion compared to the $3.82 billion average estimate based on four analysts. The reported number represents a change of +5.1% year over year.
  • Net Sales- Consumer Brands Group: $983.5 million compared to the $924.16 million average estimate based on four analysts. The reported number represents a change of +21.5% year over year.
  • Net Sales- Performance Coatings Group: $1.91 billion compared to the $1.87 billion average estimate based on four analysts. The reported number represents a change of +6.3% year over year.
  • Net Sales- Administrative: $2 million versus $1.45 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +11.1% change.
  • Segment Profit- Paint Stores Group: $957.6 million versus the four-analyst average estimate of $944.96 million.
  • Adjusted segment profit- Performance Coatings Group (PCG): $332 million versus the four-analyst average estimate of $315.81 million.
  • Adjusted segment profit- Consumer Brands Group (CBG): $241.4 million versus $210.08 million estimated by four analysts on average.

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

Shares of Sherwin-Williams have returned -5% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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