For the quarter ended September 2026, Sherwin-Williams (SHW Quick QuoteSHW - Free Report) reported revenue of $6.86 billion, up 7.9% over the same period last year. EPS came in at $3.63, compared to $3.59 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $6.78 billion, representing a surprise of +1.12%. The company delivered an EPS surprise of -0.55%, with the consensus EPS estimate being $3.65.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: 12 versus 18 estimated by two analysts on average.
• Total stores - Paint Stores Group: 4,853 versus the two-analyst average estimate of 4,859.
• Net Sales- Paint Stores Group: $4.02 billion versus $4.04 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.7% change.
• Net Sales- Consumer Brands Group: $937.4 million versus the five-analyst average estimate of $929.25 million. The reported number represents a year-over-year change of +21.7%.
• Net Sales- Performance Coatings Group: $1.9 billion compared to the $1.81 billion average estimate based on five analysts. The reported number represents a change of +8.8% year over year.
• Net Sales- Administrative: $3.5 million compared to the $1.33 million average estimate based on four analysts. The reported number represents a change of +169.2% year over year.
• Segment Profit- Paint Stores Group: $974.3 million versus $989.63 million estimated by four analysts on average.
• Adjusted segment profit- Performance Coatings Group (PCG): $308.7 million versus $307.84 million estimated by four analysts on average.
• Adjusted segment profit- Consumer Brands Group (CBG): $171.4 million versus the four-analyst average estimate of $212.03 million.

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

Shares of Sherwin-Williams have returned +0.7% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.