SHW

Sherwin-Williams delivered a strong Q2 2026, with double-beat results and 7.6% year-over-year revenue growth to $6.79B. SHW raised full-year 2026 EPS guidance to $11.80–$12.20, reflecting robust pricing power and segment gains, despite integration and margin headwinds from Suvinil. My free cash flow valuation model indicates SHW trades at a 12% discount to fair value, supporting a continued Buy rating.

Sherwin-Williams NYSE: SHW reported high-single-digit consolidated sales growth in the second quarter of 2026, supported by new account wins, share gains and contributions from the Suvinil acquisition, while management said broad demand conditions remained largely unchanged.

Sherwin-Williams tops Q2 earnings and sales estimates as all three segments grow, prompting higher full-year sales and adjusted EPS guidance.

Pre-market futures are mixed at this hour, continuing Monday's trading narrative of rotating out of the tech-heavy Nasdaq and into the blue-chip Dow. The Dow, with strong Q2 results from Coke and elsewhere, is up +413 points at present; the Nasdaq — with microchips once again bring sold — is -270 points.

Interest rates have not moved since December's quarter-point cut to a range of +3.50-3.75%.

While the top- and bottom-line numbers for Sherwin-Williams (SHW) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Sherwin-Williams (SHW) came out with quarterly earnings of $3.7 per share, beating the Zacks Consensus Estimate of $3.56 per share. This compares to earnings of $3.38 per share a year ago.

For the year, Sherwin-Williams now expects net sales to be up in the mid- to high-single-digit percent range, compared with a prior outlook for sales growth in the low- to mid-single-digit percent range.

CLEVELAND, July 28, 2026 /PRNewswire/ -- The Sherwin-Williams Company (NYSE: SHW) announced its financial results for the second quarter ended June 30, 2026. All comparisons are to the second quarter of the prior year, unless otherwise noted.

Sherwin-Williams (SHW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.